Insider · CIK 0001324069
Joseph D Mansueto
chairofficerdirectorowner
Files at MORN (Morningstar, Inc.). First filing Nov 4, 2024, latest May 22, 2026.
Joseph D Mansueto files SEC Form 4 as chair, director and 10% owner at MORN (Morningstar, Inc.). Since Nov 4, 2024, Joseph D Mansueto has reported 0 open-market buys worth $0 and 48 open-market sells worth $154M, the latest filed on May 22, 2026.
A track record needs three past buys with six months of prices behind them; Joseph D Mansueto has 0, so none is measured yet.
The newest scored trade: sold $1.7M of MORN on May 21, 2026, filed May 22, 2026, scored 40 (moderate), under a 10b5-1 plan. In the last 12 months: 0 buys worth $0 and 23 sells worth $55M.
Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 48
$0 bought, $154M sold
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
MORN: Morningstar, Inc.
MORNOct 9, 2026 · close 204.45
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 40Moderate | Morningstar, Inc. | $1.7M 9,520 shares | -0% | +13% from low-44% from high | |
| 40Moderate | Morningstar, Inc. | $3.7M 21,228 shares | -0% | +15% from low-43% from high | |
| 40Moderate | Morningstar, Inc. | $2.4M 14,500 shares | -0% | +8% from low-47% from high | |
| 33Weak | Morningstar, Inc. | $3.3M 18,502 shares | -0% | +15% from low-43% from high | |
| 33Weak | Morningstar, Inc. | $3.7M 21,750 shares | -0% | +8% from low-46% from high | |
| 33Weak | Morningstar, Inc. | $2.5M 14,500 shares | -0% | +10% from low-46% from high | |
| 19Weak | Morningstar, Inc. | $569k 3,122 shares | -0% | +18% from low-42% from high | |
| 25Weak | Morningstar, Inc. | $2.6M 14,500 shares | -0% | +18% from low-43% from high | |
| 25Weak | Morningstar, Inc. | $2.4M 14,500 shares | -0% | +6% from low-49% from high | |
| 25Weak | Morningstar, Inc. | $2.2M 13,858 shares | -0% | +5% from low-50% from high | |
| 25Weak | Morningstar, Inc. | $2.2M 14,041 shares | -0% | +3% from low-51% from high | |
| 25Weak | Morningstar, Inc. | $2.2M 14,189 shares | -0% | 0% from low-53% from high | |
| 22Weak | Morningstar, Inc. | $796k 4,867 shares | -0% | 0% from low-50% from high | |
| 25Weak | Morningstar, Inc. | $3.6M 20,066 shares | -0% | +0% from low-45% from high | |
| 11Weak | Morningstar, Inc. | $173k 857 shares | -0% | 0% from low-39% from high | |
| 15Weak | Morningstar, Inc. | $341k 1,602 shares | -0% | +1% from low-41% from high | |
| 25Weak | Morningstar, Inc. | $3.1M 14,500 shares | -0% | +1% from low-41% from high | |
| 25Weak | Morningstar, Inc. | $3.0M 14,500 shares | -0% | +1% from low-41% from high | |
| 25Weak | Morningstar, Inc. | $1.7M 8,039 shares | -0% | +1% from low-41% from high | |
| 25Weak | Morningstar, Inc. | $3.0M 14,098 shares | -0% | +4% from low-39% from high | |
| 25Weak | Morningstar, Inc. | $4.7M 21,750 shares | -0% | +3% from low-40% from high | |
| 25Weak | Morningstar, Inc. | $2.4M 11,343 shares | -0% | +2% from low-40% from high | |
| 25Weak | Morningstar, Inc. | $3.0M 14,168 shares | -0% | +2% from low-40% from high | |
| 25Weak | Morningstar, Inc. | $3.1M 11,881 shares | -0% | +3% from low-27% from high | |
| 25Weak | Morningstar, Inc. | $4.1M 15,514 shares | -0% | +3% from low-27% from high | |
| 25Weak | Morningstar, Inc. | $5.6M 21,750 shares | -0% | +1% from low-28% from high | |
| 25Weak | Morningstar, Inc. | $4.8M 18,444 shares | -0% | +1% from low-28% from high | |
| 25Weak | Morningstar, Inc. | $5.5M 21,082 shares | -0% | +2% from low-27% from high | |
| 25Weak | Morningstar, Inc. | $3.0M 11,329 shares | -0% | +6% from low-24% from high | |
| 40Moderate | Morningstar, Inc. | $3.0M 9,792 shares | -0% | +20% from low-14% from high | |
| 40Moderate | Morningstar, Inc. | $3.8M 12,353 shares | -0% | +22% from low-13% from high | |
| 40Moderate | Morningstar, Inc. | $4.5M 14,500 shares | -0% | +21% from low-13% from high | |
| 40Moderate | Morningstar, Inc. | $2.9M 9,474 shares | -0% | +20% from low-14% from high | |
| 40Moderate | Morningstar, Inc. | $4.5M 14,500 shares | -0% | +19% from low-15% from high | |
| 40Moderate | Morningstar, Inc. | $4.4M 14,500 shares | -0% | +17% from low-17% from high | |
| 40Moderate | Morningstar, Inc. | $3.1M 10,461 shares | -0% | +16% from low-17% from high | |
| 33Weak | Morningstar, Inc. | $4.2M 14,420 shares | -0% | +11% from low-21% from high | |
| 18Weak | Morningstar, Inc. | $110k 311 shares | -0% | - | |
| 25Weak | Morningstar, Inc. | $6.1M 17,195 shares | -0% | - | |
| 25Weak | Morningstar, Inc. | $6.3M 18,124 shares | -0% | - | |
| 25Weak | Morningstar, Inc. | $4.6M 13,631 shares | -0% | - | |
| 25Weak | Morningstar, Inc. | $3.1M 9,337 shares | -0% | - | |
| 25Weak | Morningstar, Inc. | $1.0M 3,002 shares | -0% | - | |
| 33Weak | Morningstar, Inc. | $3.5M 9,981 shares | -0% | - | |
| 33Weak | Morningstar, Inc. | $5.7M 16,284 shares | -0% | - | |
| 33Weak | Morningstar, Inc. | $3.5M 10,349 shares | -0% | - | |
| 33Weak | Morningstar, Inc. | $5.9M 17,724 shares | -0% | - | |
| 33Weak | Morningstar, Inc. | $3.0M 9,062 shares | -0% | - |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| May 1, 2026 | MORN Morningstar, Inc. | 100,000 0.26% of outstanding | $17M | May 1, 2026 | $17M |
| Feb 2, 2026 | MORN Morningstar, Inc. | 100,000 0.24% of outstanding | $20M | Feb 2, 2026 | $21M |
| Nov 3, 2025 | MORN Morningstar, Inc. | 100,000 0.24% of outstanding | $21M | Nov 3, 2025 | $26M |
| Aug 4, 2025 | MORN Morningstar, Inc. | 100,000 0.24% of outstanding | $27M | Aug 4, 2025 | $26M |
| May 1, 2025 | MORN Morningstar, Inc. | 100,000 0.24% of outstanding | $28M | May 1, 2025 | $40M |
| Feb 3, 2025 | MORN Morningstar, Inc. | 125,000 0.29% of outstanding | $41M | Feb 3, 2025 | $40M |
| Nov 1, 2024 | MORN Morningstar, Inc. | 125,000 0.29% of outstanding | $41M | Nov 1, 2024 | $39M |
Transactions
The newest 50 of 398 rows this insider has filed.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| May 21, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -5,081 | $172.33 | $876k | 8,047,931 | May 22, 2026 |
| May 21, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,935 | $172.87 | $335k | 8,045,996 | May 22, 2026 |
| May 21, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -234 | $174.07 | $41k | 8,045,762 | May 22, 2026 |
| May 22, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -317 | $174.09 | $55k | 8,045,445 | May 22, 2026 |
| May 22, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -114 | $174.98 | $20k | 8,045,331 | May 22, 2026 |
| May 22, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -741 | $176.30 | $131k | 8,044,590 | May 22, 2026 |
| May 22, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -578 | $177.08 | $102k | 8,044,012 | May 22, 2026 |
| May 22, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -293 | $178.39 | $52k | 8,043,719 | May 22, 2026 |
| May 22, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -227 | $179.52 | $41k | 8,043,492 | May 22, 2026 |
| May 18, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -559 | $171.33 | $96k | 8,073,681 | May 20, 2026 |
| May 18, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -300 | $172.43 | $52k | 8,073,381 | May 20, 2026 |
| May 18, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -116 | $173.38 | $20k | 8,073,265 | May 20, 2026 |
| May 18, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -500 | $174.51 | $87k | 8,072,765 | May 20, 2026 |
| May 18, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,620 | $175.80 | $285k | 8,071,145 | May 20, 2026 |
| May 18, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -3,515 | $176.85 | $622k | 8,067,630 | May 20, 2026 |
| May 18, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -640 | $177.42 | $114k | 8,066,990 | May 20, 2026 |
| May 19, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -2,629 | $176.66 | $464k | 8,064,361 | May 20, 2026 |
| May 19, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,446 | $178.06 | $257k | 8,062,915 | May 20, 2026 |
| May 19, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -676 | $179.08 | $121k | 8,062,239 | May 20, 2026 |
| May 19, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,726 | $180.39 | $311k | 8,060,513 | May 20, 2026 |
| May 19, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -227 | $181.05 | $41k | 8,060,286 | May 20, 2026 |
| May 19, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -24 | $182.14 | $4,371 | 8,060,262 | May 20, 2026 |
| May 20, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -5,704 | $171.32 | $977k | 8,054,558 | May 20, 2026 |
| May 20, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,255 | $172.33 | $216k | 8,053,303 | May 20, 2026 |
| May 20, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -291 | $173.11 | $50k | 8,053,012 | May 20, 2026 |
| May 14, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,138 | $165.60 | $188k | 8,087,602 | May 15, 2026 |
| May 14, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,236 | $166.81 | $206k | 8,086,366 | May 15, 2026 |
| May 14, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -794 | $167.74 | $133k | 8,085,572 | May 15, 2026 |
| May 14, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -3,373 | $168.97 | $570k | 8,082,199 | May 15, 2026 |
| May 14, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -709 | $169.52 | $120k | 8,081,490 | May 15, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -704 | $167.49 | $118k | 8,080,786 | May 15, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,525 | $168.66 | $257k | 8,079,261 | May 15, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -4,237 | $169.59 | $719k | 8,075,024 | May 15, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -584 | $170.74 | $100k | 8,074,440 | May 15, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -200 | $171.47 | $34k | 8,074,240 | May 15, 2026 |
| May 8, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -4,002 | $177.08 | $709k | 8,103,240 | May 12, 2026 |
| May 11, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -7,232 | $175.96 | $1.3M | 8,096,008 | May 12, 2026 |
| May 11, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -18 | $176.72 | $3,181 | 8,095,990 | May 12, 2026 |
| May 12, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,988 | $176.01 | $350k | 8,094,002 | May 12, 2026 |
| May 12, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -1,732 | $177.16 | $307k | 8,092,270 | May 12, 2026 |
| May 12, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -3,530 | $177.96 | $628k | 8,088,740 | May 12, 2026 |
| May 5, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -4,202 | $167.12 | $702k | 8,124,790 | May 7, 2026 |
| May 5, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -2,957 | $168.14 | $497k | 8,121,833 | May 7, 2026 |
| May 5, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -52 | $169.34 | $8,806 | 8,121,781 | May 7, 2026 |
| May 5, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -39 | $170.04 | $6,632 | 8,121,742 | May 7, 2026 |
| May 6, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -5,977 | $166.01 | $992k | 8,115,765 | May 7, 2026 |
| May 6, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -784 | $166.74 | $131k | 8,114,981 | May 7, 2026 |
| May 6, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -411 | $168.03 | $69k | 8,114,570 | May 7, 2026 |
| May 6, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -78 | $168.79 | $13k | 8,114,492 | May 7, 2026 |
| May 7, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -100 | $166.66 | $17k | 8,114,392 | May 7, 2026 |
50 of 398 rows shown.
Questions about Joseph D Mansueto
Answered from the filings on this page, as of the latest one.
Is Joseph D Mansueto buying or selling?
In the last 12 months Joseph D Mansueto reported 0 open-market buys worth $0 and 23 open-market sells worth $55M on SEC Form 4; the latest was sold $1.7M of MORN on May 21, 2026. Grants, option exercises and tax withholding are not counted.
How did Joseph D Mansueto's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Joseph D Mansueto has 0.
Where does Joseph D Mansueto file Form 4?
Joseph D Mansueto has filed Form 4 at MORN (Morningstar, Inc.) as Executive Chairman. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.