Joseph D Mansueto sold $4.1M of MORN
Executive Chairman at Morningstar, Inc.. 15,514 shares at an average of $262.10, traded Aug 20, 2025, filed Aug 22, 2025.
Score components
- +20RoleChair
- +25Trade size$4.1M 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 -10.9%, 3m -19.2%, 6m -39.3%.
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 0001324069-25-000009, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 20, 2025 | SOpen-market sale Common Stock10b5-1 | -4,323 | $259.91 | $1.1M | 9,335,908 | Aug 22, 2025 |
| Aug 20, 2025 | SOpen-market sale Common Stock10b5-1 | -2,446 | $260.69 | $638k | 9,333,462 | Aug 22, 2025 |
| Aug 20, 2025 | SOpen-market sale Common Stock10b5-1 | -455 | $261.81 | $119k | 9,333,007 | Aug 22, 2025 |
| Aug 20, 2025 | SOpen-market sale Common Stock10b5-1 | -26 | $262.41 | $6,823 | 9,332,981 | Aug 22, 2025 |
| Aug 21, 2025 | SOpen-market sale Common Stock10b5-1 | -1,014 | $261.42 | $265k | 9,331,967 | Aug 22, 2025 |
| Aug 22, 2025 | SOpen-market sale Common Stock10b5-1 | -465 | $260.58 | $121k | 9,331,502 | Aug 22, 2025 |
| Aug 22, 2025 | SOpen-market sale Common Stock10b5-1 | -691 | $261.81 | $181k | 9,330,811 | Aug 22, 2025 |
| Aug 22, 2025 | SOpen-market sale Common Stock10b5-1 | -948 | $262.77 | $249k | 9,329,863 | Aug 22, 2025 |
| Aug 22, 2025 | SOpen-market sale Common Stock10b5-1 | -1,596 | $264.05 | $421k | 9,328,267 | Aug 22, 2025 |
| Aug 22, 2025 | SOpen-market sale Common Stock10b5-1 | -2,846 | $265.04 | $754k | 9,325,421 | Aug 22, 2025 |
| Aug 22, 2025 | SOpen-market sale Common Stock10b5-1 | -704 | $265.67 | $187k | 9,324,717 | Aug 22, 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.