Joseph D Mansueto sold $4.4M of MORN
Executive Chairman at Morningstar, Inc.. 14,500 shares at an average of $300.89, traded May 7, 2025, filed May 9, 2025.
Score components
- +20RoleChair
- +25Trade size$4.4M at market
- 0Share of holdings soldSold 0.2% of holdings
- +15Cluster3 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 +2.7%, 3m -14.8%, 6m -28.9%.
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 0001289419-25-000084, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 7, 2025 | SOpen-market sale Common Stock10b5-1 | -808 | $294.80 | $238k | 9,502,147 | May 9, 2025 |
| May 7, 2025 | SOpen-market sale Common Stock10b5-1 | -507 | $295.77 | $150k | 9,501,640 | May 9, 2025 |
| May 7, 2025 | SOpen-market sale Common Stock10b5-1 | -2,324 | $296.96 | $690k | 9,499,316 | May 9, 2025 |
| May 7, 2025 | SOpen-market sale Common Stock10b5-1 | -2,745 | $297.94 | $818k | 9,496,571 | May 9, 2025 |
| May 7, 2025 | SOpen-market sale Common Stock10b5-1 | -866 | $299.04 | $259k | 9,495,705 | May 9, 2025 |
| May 8, 2025 | SOpen-market sale Common Stock10b5-1 | -14 | $298.03 | $4,172 | 9,495,691 | May 9, 2025 |
| May 8, 2025 | SOpen-market sale Common Stock10b5-1 | -220 | $300.16 | $66k | 9,495,471 | May 9, 2025 |
| May 8, 2025 | SOpen-market sale Common Stock10b5-1 | -462 | $301.32 | $139k | 9,495,009 | May 9, 2025 |
| May 8, 2025 | SOpen-market sale Common Stock10b5-1 | -1,750 | $302.52 | $529k | 9,493,259 | May 9, 2025 |
| May 8, 2025 | SOpen-market sale Common Stock10b5-1 | -426 | $303.87 | $129k | 9,492,833 | May 9, 2025 |
| May 8, 2025 | SOpen-market sale Common Stock10b5-1 | -968 | $305.15 | $295k | 9,491,865 | May 9, 2025 |
| May 8, 2025 | SOpen-market sale Common Stock10b5-1 | -2,358 | $305.93 | $721k | 9,489,507 | May 9, 2025 |
| May 8, 2025 | SOpen-market sale Common Stock10b5-1 | -1,052 | $306.79 | $323k | 9,488,455 | May 9, 2025 |
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.