| |
Company
Roster
|
|
Total
Insiders : |
44 |
|
|
|
Total
Direct Shares :
|
13,115,351 |
|
|
Total
Indirect Shares :
|
4,953,288 |
| |
%
Held by Insiders:
|
30.56% |
|
|
| |
| Filer's Name |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
  Wiersema Conan |
Officer |
2024-03-15 |
476 |
|
0 |
| Mansueto Joseph D |
Executive Chairman, Director, 10% Owner |
2024-03-12 |
10,766,912 |
2024-03-12 |
4,902,663 |
| Kaplan Steven N |
Director |
2024-03-11 |
44,427 |
2006-05-15 |
0 |
| Dunn Daniel Joseph |
Chief Revenue Officer |
2023-11-17 |
13,312 |
2017-05-15 |
0 |
| Mcgarry Kimberly J |
Chief Accounting Officer |
2023-11-17 |
2,307 |
2018-11-15 |
0 |
| Dubinsky Jason |
Chief Financial Officer |
2023-11-17 |
22,151 |
2017-11-15 |
0 |
| Kapoor Kunal |
CEO, Director |
2023-11-17 |
128,368 |
|
0 |
| Diamonte Robin |
Director |
2023-11-14 |
8,935 |
2016-05-15 |
0 |
| Landis Gail S |
Director |
2023-09-05 |
5,147 |
2013-05-15 |
0 |
| Tsay Caroline J |
Director |
2023-05-15 |
3,576 |
2017-05-15 |
0 |
| Francis Cheryl A |
Director |
2023-05-15 |
34,531 |
2006-05-15 |
0 |
| Sutton Doniel |
Director |
2023-05-15 |
2,567 |
2021-05-15 |
0 |
| Joynt Stephen |
Director |
2023-05-15 |
3,879 |
2020-05-15 |
0 |
| Lyons William M |
Director |
2023-05-15 |
16,701 |
2013-05-06 |
0 |
| Desmond Bevin |
Chief Talent & Culture Officer |
2022-11-17 |
24,774 |
2022-11-17 |
11,207 |
| Noonan Jack |
Director |
2020-05-15 |
8,359 |
2020-05-15 |
26,401 |
| Rothschild Tricia |
Chief Product Officer |
2019-11-15 |
9,666 |
2018-07-31 |
1,428 |
| Kelly Haywood |
Head of Global Fund Research |
2019-05-15 |
17,575 |
2019-05-15 |
92 |
| Needham Daniel |
Pres., Investment Management |
2019-05-15 |
24,533 |
|
0 |
| Zentmyer Hugh J |
Director |
2019-05-15 |
20,157 |
2010-05-03 |
0 |
| Maloney Patrick J |
General Counsel |
2019-05-15 |
3,103 |
2017-05-15 |
0 |
| Biehler Stephane |
CFO |
2016-11-15 |
18,052 |
2013-11-15 |
0 |
| Pinkerton Robert B |
Chief Marketing Officer |
2016-11-15 |
2,717 |
|
0 |
| Odelbo Catherine Gillis |
Head of Corporate Strategy |
2016-10-28 |
228,539 |
|
0 |
| Williams David W |
Head of Design |
2016-05-15 |
43,605 |
|
0 |
| Sturm Paul W |
Director |
2016-05-15 |
46,656 |
|
0 |
| Tanner James |
Head of Global Bus Dev & Sales |
2016-05-15 |
5,758 |
2014-05-15 |
0 |
| Phillips Donald James Ii |
Director |
2016-05-15 |
160,187 |
2016-05-15 |
11,497 |
| Goff Gregory R |
Chief Technology Officer |
2015-11-15 |
18,161 |
2011-11-15 |
0 |
| Robbins Richard E |
General Counsel |
2015-07-31 |
24,658 |
2006-05-15 |
0 |
| Idzorek Thomas |
Pres., Investment Management |
2015-01-30 |
27,533 |
|
0 |
| Boruff Christopher P |
Head of Global Products |
2014-01-31 |
54,657 |
2006-05-11 |
0 |
| Cooley Richard Scott |
Chief Financial Officer |
2013-10-31 |
28,500 |
2007-08-15 |
0 |
| Chen Peng |
Pres., Investment Management |
2012-05-15 |
36,006 |
|
0 |
| Kirscher Elizabeth |
Pres., Data Division |
2012-05-15 |
45,451 |
2005-05-03 |
0 |
| Huang Tao |
Chief Operating Officer |
2011-01-31 |
476,096 |
|
0 |
| Reinkemeyer Patrick J |
President, Morningstar Assocs. |
2010-11-10 |
66,717 |
|
0 |
| Ptak Frank S |
Director |
2009-05-15 |
9,416 |
2007-05-15 |
0 |
| Rekenthaler John A |
VP, Research & New Prod. Dev. |
2008-05-15 |
157,375 |
2006-05-15 |
0 |
| Armour Timothy K |
Managing Director |
2008-02-13 |
450,229 |
|
0 |
| Lutschaunig Arthur J |
Pres. & CIO, MIS |
2007-07-10 |
1,273 |
2007-05-15 |
0 |
| Boudos Martha Dustin |
Chief Financial Officer |
2007-07-10 |
41,066 |
|
0 |
| Henkel Michael C |
President, Ibbotson Associates |
2006-05-15 |
11,243 |
2006-05-15 |
0 |
| Softbank Corp |
10% Owner |
|
0 |
2005-05-06 |
0 |
|
1.17 (0.41%) 
