MORN's three largest insider shareholders as of May 04, 2026 are Joseph D Mansueto (Executive Chairman, 18.32Mn shares), Joseph D Mansueto (Executive Chairman, 11.41Mn shares), Joseph D Mansueto (Executive Chairman, 8.14Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Joseph D Mansueto | Executive Chairman | 18,316,916 | 0 | 06 Aug, 2021 |
| Joseph D Mansueto | Executive Chairman | 11,414,306 | 0 | 09 Jun, 2023 |
| Joseph D Mansueto | Executive Chairman | 8,138,232 | 0 | 02 Mar, 2026 |
| Kunal Kapoor | Ceo | 140,330 | 0 | 18 Nov, 2025 |
| Kunal Kapoor | Ceo | 138,292 | 0 | 19 May, 2025 |
| Steven N Kaplan | - | 43,177 | 0 | 13 May, 2024 |
| Steven N Kaplan | - | 41,936 | 0 | 19 May, 2025 |
| Cheryl A Francis | - | 35,790 | 0 | 19 May, 2025 |
| Bevin Desmond | Chief Talent Culture Officer | 0 | 28,930 | 14 Nov, 2022 |
| Bevin Desmond | Chief Talent Culture Officer | 24,774 | 0 | 21 Nov, 2022 |
| Bevin Desmond | Chief Talent Culture Officer | 23,621 | 0 | 17 May, 2022 |
| Jason Dubinsky | Chief Financial Officer | 23,538 | 0 | 17 May, 2024 |
| William M Lyons | - | 17,340 | 0 | 06 Jun, 2024 |
| Jason Dubinsky | Chief Financial Officer | 17,304 | 0 | 16 Dec, 2024 |
| Daniel Joseph Dunn | Chief Revenue Officer | 14,851 | 0 | 18 Nov, 2025 |
| Daniel Joseph Dunn | Chief Revenue Officer | 14,271 | 0 | 19 May, 2025 |
| William M Lyons | - | 13,460 | 0 | 19 May, 2025 |
| William M Lyons | - | 12,840 | 0 | 30 Oct, 2024 |
| Robin Diamonte | - | 10,194 | 0 | 19 May, 2025 |
| Michael Holt | Chief Financial Officer | 9,480 | 0 | 04 Mar, 2026 |
| Robin Diamonte | - | 8,935 | 0 | 15 Nov, 2023 |
| Michael Holt | Chief Financial Officer | 8,480 | 0 | 03 Mar, 2026 |
| Gail S Landis | - | 6,069 | 0 | 19 May, 2025 |
| Gail S Landis | - | 5,449 | 0 | 20 Nov, 2024 |
| Stephen Joynt | - | 5,138 | 0 | 19 May, 2025 |
| Caroline J Tsay | - | 4,545 | 0 | 19 May, 2025 |
| Doniel Sutton | - | 3,826 | 0 | 19 May, 2025 |
| Caroline J Tsay | - | 3,745 | 0 | 30 Dec, 2025 |
| Kimberly J Mcgarry | Global Controller Cao | 2,469 | 0 | 17 May, 2023 |
| Kimberly J Mcgarry | Chief Accounting Officer | 2,307 | 0 | 20 Nov, 2023 |
| Conan Wiersema | Cao Pao | 2,286 | 0 | 03 Mar, 2026 |
| Conan Wiersema | Cao Pao | 1,887 | 0 | 18 Nov, 2025 |
| Conan Wiersema | Cao Pao | 1,871 | 0 | 18 Nov, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 04 Mar, 2026 | Michael Holt | Common Stock | A | 1,000 | $186.59 | 9,480 | D | P |
| 01 Mar, 2026 | Michael Holt | Common Stock (Restricted Stock Units) | A | 684 | $0.00 | 8,480 | D | A |
| 01 Mar, 2026 | Conan Wiersema | Common Stock (Restricted Stock Units) | A | 301 | $0.00 | 2,286 | D | A |
| 02 Mar, 2026 | Joseph D Mansueto | Common Stock | D | 3,122 | $182.32 | 8,138,232 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 200 | $172.92 | 8,155,654 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 100 | $174.58 | 8,155,554 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 1,615 | $176.32 | 8,153,939 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 1,000 | $176.90 | 8,152,939 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 3,014 | $178.61 | 8,149,925 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 752 | $179.38 | 8,149,173 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 121 | $180.86 | 8,149,052 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 160 | $181.81 | 8,148,892 | D | S |
| 26 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 288 | $182.69 | 8,148,604 | D | S |
| 27 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 7,012 | $181.55 | 8,141,592 | D | S |
| 27 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 200 | $182.92 | 8,141,392 | D | S |
| 27 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 38 | $183.41 | 8,141,354 | D | S |
| 24 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 442 | $156.92 | 8,169,912 | D | S |
| 24 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 2,298 | $157.96 | 8,167,614 | D | S |
| 24 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 1,286 | $159.32 | 8,166,328 | D | S |
| 24 Feb, 2026 | Joseph D Mansueto | Common Stock | D | 1,965 | $160.51 | 8,164,363 | D | S |