Joseph D Mansueto sold $4.8M of MORN
Executive Chairman at Morningstar, Inc.. 18,444 shares at an average of $257.87, traded Aug 12, 2025, filed Aug 14, 2025.
Score components
- +20RoleChair
- +25Trade size$4.8M 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 -0.7%, 3m -17.2%, 6m -40.3%.
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 0001324069-25-000005, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 12, 2025 | SOpen-market sale Common Stock10b5-1 | -1,957 | $254.79 | $499k | 9,378,468 | Aug 14, 2025 |
| Aug 12, 2025 | SOpen-market sale Common Stock10b5-1 | -899 | $255.78 | $230k | 9,377,569 | Aug 14, 2025 |
| Aug 12, 2025 | SOpen-market sale Common Stock10b5-1 | -2,496 | $257.07 | $642k | 9,375,073 | Aug 14, 2025 |
| Aug 12, 2025 | SOpen-market sale Common Stock10b5-1 | -1,638 | $257.74 | $422k | 9,373,435 | Aug 14, 2025 |
| Aug 12, 2025 | SOpen-market sale Common Stock10b5-1 | -260 | $258.56 | $67k | 9,373,175 | Aug 14, 2025 |
| Aug 13, 2025 | SOpen-market sale Common Stock10b5-1 | -6,382 | $257.78 | $1.6M | 9,366,793 | Aug 14, 2025 |
| Aug 13, 2025 | SOpen-market sale Common Stock10b5-1 | -596 | $258.61 | $154k | 9,366,197 | Aug 14, 2025 |
| Aug 13, 2025 | SOpen-market sale Common Stock10b5-1 | -188 | $259.77 | $49k | 9,366,009 | Aug 14, 2025 |
| Aug 13, 2025 | SOpen-market sale Common Stock10b5-1 | -84 | $260.82 | $22k | 9,365,925 | Aug 14, 2025 |
| Aug 14, 2025 | SOpen-market sale Common Stock10b5-1 | -3,944 | $260.28 | $1.0M | 9,361,981 | Aug 14, 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.