Joseph D Mansueto sold $3.0M of MORN
Executive Chairman at Morningstar, Inc.. 9,792 shares at an average of $306.36, traded May 22, 2025, filed May 27, 2025.
Score components
- +20RoleChair
- +25Trade size$3.0M at market
- 0Share of holdings soldSold 0.1% 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 +0.5%, 3m -15.6%, 6m -30.6%.
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 0001289419-25-000129, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 22, 2025 | SOpen-market sale Common Stock10b5-1 | -2,981 | $305.30 | $910k | 9,434,647 | May 27, 2025 |
| May 22, 2025 | SOpen-market sale Common Stock10b5-1 | -1,471 | $306.51 | $451k | 9,433,176 | May 27, 2025 |
| May 22, 2025 | SOpen-market sale Common Stock10b5-1 | -1,519 | $307.29 | $467k | 9,431,657 | May 27, 2025 |
| May 22, 2025 | SOpen-market sale Common Stock10b5-1 | -1,279 | $307.94 | $394k | 9,430,378 | May 27, 2025 |
| May 23, 2025 | SOpen-market sale Common Stock10b5-1 | -1,296 | $305.80 | $396k | 9,429,082 | May 27, 2025 |
| May 27, 2025 | SOpen-market sale Common Stock10b5-1 | -202 | $305.06 | $62k | 9,428,880 | May 27, 2025 |
| May 27, 2025 | SOpen-market sale Common Stock10b5-1 | -356 | $306.14 | $109k | 9,428,524 | May 27, 2025 |
| May 27, 2025 | SOpen-market sale Common Stock10b5-1 | -564 | $306.96 | $173k | 9,427,960 | May 27, 2025 |
| May 27, 2025 | SOpen-market sale Common Stock10b5-1 | -114 | $307.97 | $35k | 9,427,846 | May 27, 2025 |
| May 27, 2025 | SOpen-market sale Common Stock10b5-1 | -10 | $308.71 | $3,087 | 9,427,836 | May 27, 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.