Joseph D Mansueto sold $5.5M of MORN
Executive Chairman at Morningstar, Inc.. 21,082 shares at an average of $260.96, traded Aug 7, 2025, filed Aug 11, 2025.
Score components
- +20RoleChair
- +25Trade size$5.5M 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 -1.6%, 3m -15.6%, 6m -35.6%.
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 0001324069-25-000003, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 7, 2025 | SOpen-market sale Common Stock10b5-1 | -3,934 | $260.66 | $1.0M | 9,397,573 | Aug 11, 2025 |
| Aug 7, 2025 | SOpen-market sale Common Stock10b5-1 | -2,284 | $261.40 | $597k | 9,395,289 | Aug 11, 2025 |
| Aug 7, 2025 | SOpen-market sale Common Stock10b5-1 | -506 | $262.35 | $133k | 9,394,783 | Aug 11, 2025 |
| Aug 7, 2025 | SOpen-market sale Common Stock10b5-1 | -526 | $263.37 | $139k | 9,394,257 | Aug 11, 2025 |
| Aug 8, 2025 | SOpen-market sale Common Stock10b5-1 | -601 | $259.69 | $156k | 9,393,656 | Aug 11, 2025 |
| Aug 8, 2025 | SOpen-market sale Common Stock10b5-1 | -3,104 | $260.85 | $810k | 9,390,552 | Aug 11, 2025 |
| Aug 8, 2025 | SOpen-market sale Common Stock10b5-1 | -1,857 | $261.75 | $486k | 9,388,695 | Aug 11, 2025 |
| Aug 8, 2025 | SOpen-market sale Common Stock10b5-1 | -1,506 | $262.52 | $395k | 9,387,189 | Aug 11, 2025 |
| Aug 11, 2025 | SOpen-market sale Common Stock10b5-1 | -98 | $258.61 | $25k | 9,387,091 | Aug 11, 2025 |
| Aug 11, 2025 | SOpen-market sale Common Stock10b5-1 | -3,509 | $259.84 | $912k | 9,383,582 | Aug 11, 2025 |
| Aug 11, 2025 | SOpen-market sale Common Stock10b5-1 | -2,936 | $260.77 | $766k | 9,380,646 | Aug 11, 2025 |
| Aug 11, 2025 | SOpen-market sale Common Stock10b5-1 | -221 | $261.64 | $58k | 9,380,425 | Aug 11, 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.