As of September 29, 2026, Morningstar's top three insider holders are Joseph D Mansueto (Executive Chairman, 11.41Mn shares), Joseph D Mansueto (Executive Chairman, 7.94Mn shares), Daniel Mansueto (TenPercentOwner, 3.48Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Joseph D Mansueto | Executive Chairman | 19,352,498 | 0 | 19,352,498 | 82.3% | 24 Aug, 2026 |
| 2 | Daniel Mansueto | TenPercentOwner | 0 | 3,483,827 | 3,483,827 | 14.8% | 26 Aug, 2026 |
| 3 | Kunal Kapoor | Ceo | 304,141 | 0 | 304,141 | 1.3% | 19 May, 2026 |
| 4 | Steven N Kaplan | Director | 86,257 | 0 | 86,257 | 0.4% | 19 May, 2026 |
| 5 | Bevin Desmond | Chief Talent Culture Officer | 48,395 | 0 | 48,395 | 0.2% | 21 Nov, 2022 |
| 6 | William M Lyons | Director | 44,848 | 0 | 44,848 | 0.2% | 03 Aug, 2026 |
| 7 | Jason Dubinsky | Chief Financial Officer | 40,842 | 0 | 40,842 | 0.2% | 16 Dec, 2024 |
| 8 | Cheryl A Francis | Director | 36,934 | 0 | 36,934 | 0.2% | 19 May, 2026 |
| 9 | Daniel Joseph Dunn | Chief Revenue Officer | 29,122 | 0 | 29,122 | 0.1% | 18 Nov, 2025 |
| 10 | Michael Holt | Chief Financial Officer | 24,625 | 0 | 24,625 | 0.1% | 02 Sep, 2026 |
| 11 | Robin Diamonte | Director | 20,273 | 0 | 20,273 | 0.1% | 19 May, 2026 |
| 12 | Gail S Landis | Director | 11,518 | 0 | 11,518 | 0.0% | 19 May, 2025 |
| 13 | Caroline J Tsay | Director | 8,633 | 0 | 8,633 | 0.0% | 19 May, 2026 |
| 14 | Conan Wiersema | Cao Pao | 8,144 | 0 | 8,144 | 0.0% | 02 Sep, 2026 |
| 15 | Stephen Joynt | Director | 6,282 | 0 | 6,282 | 0.0% | 19 May, 2026 |
| 16 | Doniel Sutton | Director | 4,970 | 0 | 4,970 | 0.0% | 19 May, 2026 |
| 17 | Kimberly J Mcgarry | Chief Accounting Officer | 4,776 | 0 | 4,776 | 0.0% | 20 Nov, 2023 |
| 18 | Anne L Bramman | Director | 1,505 | 0 | 1,505 | 0.0% | 19 May, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 01 Sep, 2026 | Conan Wiersema | Cao Pao | Disposed F | 29 | $218.94 | $6.35K | 3,068 | Direct |
| 01 Sep, 2026 | Michael Holt | Chief Financial Officer | Disposed F | 54 | $218.94 | $11.82K | 12,272 | Direct |
| 24 Aug, 2026 | Daniel Mansueto | TenPercentOwner | Disposed J | 376,969 | $0.00 | $0 | 3,483,827 | Indirect |
| 24 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 220 | $216.01 | $47.52K | 7,943,631 | Direct |
| 24 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 1,181 | $217.26 | $256.58K | 7,942,450 | Direct |
| 24 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 1,740 | $218.43 | $380.07K | 7,940,710 | Direct |
| 24 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 978 | $219.44 | $214.61K | 7,939,732 | Direct |
| 24 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 1,314 | $220.42 | $289.64K | 7,938,418 | Direct |
| 24 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 226 | $221.12 | $49.97K | 7,938,192 | Direct |
| 20 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 3,157 | $212.87 | $672.02K | 7,952,039 | Direct |
| 20 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 1,359 | $214.17 | $291.05K | 7,950,680 | Direct |
| 20 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 1,938 | $215.18 | $417.01K | 7,948,742 | Direct |
| 20 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 295 | $216.16 | $63.77K | 7,948,447 | Direct |
| 20 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 501 | $217.13 | $108.78K | 7,947,946 | Direct |
| 21 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 3,827 | $216.70 | $829.30K | 7,944,119 | Direct |
| 21 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 268 | $217.57 | $58.31K | 7,943,851 | Direct |
| 17 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 5,749 | $206.84 | $1.19Mn | 7,971,197 | Direct |
| 17 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 1,501 | $207.81 | $311.93K | 7,969,696 | Direct |
| 18 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 913 | $208.13 | $190.02K | 7,968,783 | Direct |
| 18 Aug, 2026 | Joseph D Mansueto | Executive Chairman | Disposed S | 1,935 | $209.48 | $405.35K | 7,966,848 | Direct |