Joseph D Mansueto sold $6.1M of MORN
Executive Chairman at Morningstar, Inc.. 17,195 shares at an average of $355.04, traded Nov 26, 2024, filed Nov 27, 2024.
Score components
- +20RoleChair
- +25Trade size$6.1M 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 -4.5%, 3m -9.9%, 6m -13.6%.
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 0001289419-24-000148, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 26, 2024 | SOpen-market sale Common Stock10b5-1 | -447 | $352.04 | $157k | 10,746,839 | Nov 27, 2024 |
| Nov 26, 2024 | SOpen-market sale Common Stock10b5-1 | -792 | $353.60 | $280k | 10,746,047 | Nov 27, 2024 |
| Nov 26, 2024 | SOpen-market sale Common Stock10b5-1 | -2,597 | $354.71 | $921k | 10,743,450 | Nov 27, 2024 |
| Nov 26, 2024 | SOpen-market sale Common Stock10b5-1 | -3,124 | $355.71 | $1.1M | 10,740,326 | Nov 27, 2024 |
| Nov 26, 2024 | SOpen-market sale Common Stock10b5-1 | -2,102 | $356.42 | $749k | 10,738,224 | Nov 27, 2024 |
| Nov 27, 2024 | SOpen-market sale Common Stock10b5-1 | -4,767 | $354.22 | $1.7M | 10,733,457 | Nov 27, 2024 |
| Nov 27, 2024 | SOpen-market sale Common Stock10b5-1 | -2,204 | $355.30 | $783k | 10,731,253 | Nov 27, 2024 |
| Nov 27, 2024 | SOpen-market sale Common Stock10b5-1 | -803 | $355.89 | $286k | 10,730,450 | Nov 27, 2024 |
| Nov 27, 2024 | SOpen-market sale Common Stock10b5-1 | -359 | $357.71 | $128k | 10,730,091 | Nov 27, 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.