Joseph D Mansueto sold $5.9M of MORN
Executive Chairman at Morningstar, Inc.. 17,724 shares at an average of $331.60, traded Nov 4, 2024, filed Nov 6, 2024.
Score components
- +20RoleChair
- +25Trade size$5.9M at market
- 0Share of holdings soldSold 0.2% of holdings
- +8Cluster2 insiders selling within 14 days
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +4.0%, 3m -5.4%, 6m -13.2%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001289419-24-000117, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 4, 2024 | SOpen-market sale Common Stock10b5-1 | -919 | $327.83 | $301k | 10,844,799 | Nov 6, 2024 |
| Nov 4, 2024 | SOpen-market sale Common Stock10b5-1 | -2,633 | $329.25 | $867k | 10,842,166 | Nov 6, 2024 |
| Nov 4, 2024 | SOpen-market sale Common Stock10b5-1 | -5,229 | $329.77 | $1.7M | 10,836,937 | Nov 6, 2024 |
| Nov 4, 2024 | SOpen-market sale Common Stock10b5-1 | -281 | $330.57 | $93k | 10,836,656 | Nov 6, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock10b5-1 | -544 | $330.99 | $180k | 10,836,112 | Nov 6, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock10b5-1 | -760 | $331.97 | $252k | 10,835,352 | Nov 6, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock10b5-1 | -2,716 | $333.02 | $904k | 10,832,636 | Nov 6, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock10b5-1 | -2,258 | $334.10 | $754k | 10,830,378 | Nov 6, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock10b5-1 | -943 | $335.16 | $316k | 10,829,435 | Nov 6, 2024 |
| Nov 5, 2024 | SOpen-market sale Common Stock10b5-1 | -1,441 | $336.19 | $484k | 10,827,994 | Nov 6, 2024 |
Related signals
Other insiders at Morningstar, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 25Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $1.2M 5,659 shares | -0% | |
| 25Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $2.4M 11,345 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $4.6M 21,750 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $2.9M 14,500 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $3.1M 15,474 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $1.9M 9,522 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $4.3M 21,750 shares | -0% | |
| 35Weak | Morningstar, Inc. | William M Lyons director | $199k 1,000 shares | -7% | |
| 41Moderate | Morningstar, Inc. | William M Lyons director | $125k 700 shares | -5% | |
| 40Moderate | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $1.7M 9,520 shares | -0% |
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.