Joseph D Mansueto sold $3.5M of MORN
Executive Chairman at Morningstar, Inc.. 9,981 shares at an average of $350.69, traded Nov 12, 2024, filed Nov 14, 2024.
Score components
- +20RoleChair
- +25Trade size$3.5M at market
- 0Share of holdings soldSold 0.1% 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 +2.9%, 3m -4.0%, 6m -9.3%.
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 0001289419-24-000127, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 12, 2024 | SOpen-market sale Common Stock10b5-1 | -294 | $347.98 | $102k | 10,801,067 | Nov 14, 2024 |
| Nov 12, 2024 | SOpen-market sale Common Stock10b5-1 | -1,234 | $349.27 | $431k | 10,799,833 | Nov 14, 2024 |
| Nov 12, 2024 | SOpen-market sale Common Stock10b5-1 | -2,176 | $350.36 | $762k | 10,797,657 | Nov 14, 2024 |
| Nov 12, 2024 | SOpen-market sale Common Stock10b5-1 | -2,368 | $351.43 | $832k | 10,795,289 | Nov 14, 2024 |
| Nov 12, 2024 | SOpen-market sale Common Stock10b5-1 | -84 | $352.00 | $30k | 10,795,205 | Nov 14, 2024 |
| Nov 13, 2024 | SOpen-market sale Common Stock10b5-1 | -1,199 | $349.85 | $419k | 10,794,006 | Nov 14, 2024 |
| Nov 13, 2024 | SOpen-market sale Common Stock10b5-1 | -1,192 | $350.96 | $418k | 10,792,814 | Nov 14, 2024 |
| Nov 13, 2024 | SOpen-market sale Common Stock10b5-1 | -1,434 | $352.12 | $505k | 10,791,380 | Nov 14, 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.