Joseph D Mansueto sold $6.3M of MORN
Executive Chairman at Morningstar, Inc.. 18,124 shares at an average of $347.59, traded Nov 22, 2024, filed Nov 26, 2024.
Score components
- +20RoleChair
- +25Trade size$6.3M at market
- 0Share of holdings soldSold 0.2% of holdings
- 0ClusterNo other insider 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 -3.6%, 3m -8.8%, 6m -12.6%.
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 0001289419-24-000146, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 22, 2024 | SOpen-market sale Common Stock10b5-1 | -18 | $339.72 | $6,115 | 10,765,392 | Nov 26, 2024 |
| Nov 22, 2024 | SOpen-market sale Common Stock10b5-1 | -368 | $341.47 | $126k | 10,765,024 | Nov 26, 2024 |
| Nov 22, 2024 | SOpen-market sale Common Stock10b5-1 | -532 | $342.41 | $182k | 10,764,492 | Nov 26, 2024 |
| Nov 22, 2024 | SOpen-market sale Common Stock10b5-1 | -993 | $343.34 | $341k | 10,763,499 | Nov 26, 2024 |
| Nov 22, 2024 | SOpen-market sale Common Stock10b5-1 | -4,431 | $344.57 | $1.5M | 10,759,068 | Nov 26, 2024 |
| Nov 22, 2024 | SOpen-market sale Common Stock10b5-1 | -2,471 | $345.47 | $854k | 10,756,597 | Nov 26, 2024 |
| Nov 22, 2024 | SOpen-market sale Common Stock10b5-1 | -249 | $346.25 | $86k | 10,756,348 | Nov 26, 2024 |
| Nov 25, 2024 | SOpen-market sale Common Stock10b5-1 | -417 | $348.01 | $145k | 10,755,931 | Nov 26, 2024 |
| Nov 25, 2024 | SOpen-market sale Common Stock10b5-1 | -1,841 | $349.39 | $643k | 10,754,090 | Nov 26, 2024 |
| Nov 25, 2024 | SOpen-market sale Common Stock10b5-1 | -2,023 | $350.52 | $709k | 10,752,067 | Nov 26, 2024 |
| Nov 25, 2024 | SOpen-market sale Common Stock10b5-1 | -3,825 | $351.41 | $1.3M | 10,748,242 | Nov 26, 2024 |
| Nov 25, 2024 | SOpen-market sale Common Stock10b5-1 | -956 | $352.09 | $337k | 10,747,286 | Nov 26, 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.