Joseph D Mansueto sold $3.0M of MORN
Executive Chairman at Morningstar, Inc.. 11,329 shares at an average of $268.46, traded Aug 4, 2025, filed Aug 6, 2025.
Score components
- +20RoleChair
- +25Trade size$3.0M at market
- 0Share of holdings soldSold 0.1% 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 -1.1%, 3m -18.1%, 6m -30.3%.
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 0001289419-25-000150, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 4, 2025 | SOpen-market sale Common Stock10b5-1 | -1,961 | $271.90 | $533k | 9,410,875 | Aug 6, 2025 |
| Aug 4, 2025 | SOpen-market sale Common Stock10b5-1 | -3,164 | $272.87 | $863k | 9,407,711 | Aug 6, 2025 |
| Aug 4, 2025 | SOpen-market sale Common Stock10b5-1 | -1,499 | $273.72 | $410k | 9,406,212 | Aug 6, 2025 |
| Aug 5, 2025 | SOpen-market sale Common Stock10b5-1 | -280 | $270.07 | $76k | 9,405,932 | Aug 6, 2025 |
| Aug 5, 2025 | SOpen-market sale Common Stock10b5-1 | -114 | $271.17 | $31k | 9,405,818 | Aug 6, 2025 |
| Aug 6, 2025 | SOpen-market sale Common Stock10b5-1 | -3,689 | $261.55 | $965k | 9,402,129 | Aug 6, 2025 |
| Aug 6, 2025 | SOpen-market sale Common Stock10b5-1 | -622 | $262.38 | $163k | 9,401,507 | Aug 6, 2025 |
Related signals
Other insiders at Morningstar, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 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% | |
| 40Moderate | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $3.7M 21,228 shares | -0% | |
| 28Weak | Morningstar, Inc. | Michael Holt Chief Financial Officer | $45k 270 shares | -2% | |
| 40Moderate | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $2.4M 14,500 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $3.3M 18,502 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $3.7M 21,750 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $2.5M 14,500 shares | -0% | |
| 45Moderate | MORNbuy Morningstar, Inc. | Michael Holt Chief Financial Officer | $187k 1,000 shares | +12% | |
| 19Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $569k 3,122 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.