Morningstar, Inc.
SEC CIK 1289419 · MORN · last insider filing 2026-05-27
Directors (from insider filings)
| Name | Capacity as filed | Filings |
|---|---|---|
| Lyons William M | Director | filed 2007 - 2026 |
| Mansueto Joseph D | Director · Executive Chairman | filed 2006 - 2026 |
| Joynt Stephen | Director | filed 2019 - 2026 |
| Francis Cheryl A | Director | filed 2006 - 2026 |
| Kaplan Steven N | Director | filed 2006 - 2026 |
| Kapoor Kunal | Director · President, Data Division | filed 2009 - 2026 |
| Tsay Caroline J | Director | filed 2017 - 2026 |
| Bramman Anne L | Director | filed 2026 - 2026 |
| Diamonte Robin | Director | filed 2015 - 2026 |
| Sutton Doniel | Director | filed 2021 - 2026 |
| Landis Gail S | Director | filed 2013 - 2025 |
| Desmond Bevin | Director · President, Int'l Division | filed 2006 - 2022 |
| Noonan Jack | Director | filed 2006 - 2020 |
| Zentmyer Hugh J | Director | filed 2010 - 2019 |
| Phillips Donald James II | Director · President, Research | filed 2006 - 2016 |
| Sturm Paul W | Director | filed 2006 - 2016 |
| Huang Tao | Director · Chief Operating Officer | filed 2006 - 2011 |
| Ptak Frank S | Director | filed 2007 - 2009 |
Officers (from insider filings)
| Name | Title as filed | Filings |
|---|---|---|
| Wiersema Conan | PAO & CAO | filed 2024 - 2026 |
| Holt Michael | Chief Financial Officer | filed 2025 - 2026 |
| Dunn Daniel Joseph | Chief Revenue Officer | filed 2016 - 2025 |
| Dubinsky Jason | Chief Financial Officer | filed 2017 - 2024 |
| Mcgarry Kimberly J | Global Controller & CAO | filed 2018 - 2023 |
| Kelly Haywood | Head of Global Research | filed 2014 - 2019 |
| Needham Daniel | Pres., Investment Management | filed 2015 - 2019 |
| Maloney Patrick J | General Counsel | filed 2016 - 2019 |
| Rothschild Tricia | Chief Product Officer | filed 2017 - 2019 |
| Biehler Stephane | CFO | filed 2013 - 2016 |
| Pinkerton Robert B | Chief Marketing Officer | filed 2015 - 2016 |
| Odelbo Catherine Gillis | President, Individual Business | filed 2006 - 2016 |
| Williams David W | Managing Director, Design | filed 2006 - 2016 |
| Tanner James | Head of Global Bus Dev & Sales | filed 2013 - 2016 |
| Goff Gregory R | Chief Technology Officer | filed 2011 - 2015 |
| Robbins Richard E | General Counsel and Secretary | filed 2006 - 2015 |
| Idzorek Thomas | Pres., Investment Management | filed 2012 - 2015 |
| Boruff Christopher P | President, Software Division | filed 2006 - 2014 |
| Cooley Richard Scott | Chief Financial Officer | filed 2007 - 2013 |
| Kirscher Elizabeth | Pres., Data Services Business | filed 2006 - 2012 |
| Chen Peng | Pres., Investment Management | filed 2006 - 2012 |
| Reinkemeyer Patrick J | President, Morningstar Assocs. | filed 2006 - 2010 |
| Rekenthaler John A | VP, Research & New Prod. Dev. | filed 2006 - 2008 |
| Armour Timothy K | Managing Director | filed 2006 - 2008 |
| Boudos Martha Dustin | Chief Financial Officer | filed 2006 - 2007 |
| Lutschaunig Arthur J | Pres. & CIO, MIS | filed 2006 - 2007 |
| Henkel Michael C | President, Ibbotson Associates | filed 2006 - 2006 |
About this record
From the SEC's insider-transaction filings (Forms 3, 4 and 5). Every reporting director and officer carries a Commission-assigned identifier (CIK), so these footprints are identifier-verified - no name matching involved. Insiders file when they transact, so dates are filing dates: "last filed" never means "served until". This layer is not yet joined to the nonprofit register - identity joins ship only after independent review.
Source: SEC Insider Transactions Data Sets (Forms 3/4/5), US Federal Government public domain.