Joseph D Mansueto sold $4.7M of MORN
Executive Chairman at Morningstar, Inc.. 21,750 shares at an average of $214.26, traded Nov 7, 2025, filed Nov 12, 2025.
Score components
- +20RoleChair
- +25Trade size$4.7M at market
- 0Share of holdings soldSold 0.3% 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 -1.0%, 3m -28.0%, 6m -22.7%.
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 0001324069-25-000016, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 7, 2025 | SOpen-market sale Common Stock10b5-1 | -2,856 | $211.04 | $603k | 8,672,448 | Nov 12, 2025 |
| Nov 7, 2025 | SOpen-market sale Common Stock10b5-1 | -3,862 | $212.19 | $819k | 8,668,586 | Nov 12, 2025 |
| Nov 7, 2025 | SOpen-market sale Common Stock10b5-1 | -154 | $213.32 | $33k | 8,668,432 | Nov 12, 2025 |
| Nov 7, 2025 | SOpen-market sale Common Stock10b5-1 | -340 | $214.55 | $73k | 8,668,092 | Nov 12, 2025 |
| Nov 7, 2025 | SOpen-market sale Common Stock10b5-1 | -38 | $215.34 | $8,183 | 8,668,054 | Nov 12, 2025 |
| Nov 10, 2025 | SOpen-market sale Common Stock10b5-1 | -5,376 | $215.03 | $1.2M | 8,662,678 | Nov 12, 2025 |
| Nov 10, 2025 | SOpen-market sale Common Stock10b5-1 | -1,874 | $215.61 | $404k | 8,660,804 | Nov 12, 2025 |
| Nov 11, 2025 | SOpen-market sale Common Stock10b5-1 | -1,650 | $214.78 | $354k | 8,659,154 | Nov 12, 2025 |
| Nov 11, 2025 | SOpen-market sale Common Stock10b5-1 | -3,581 | $215.64 | $772k | 8,655,573 | Nov 12, 2025 |
| Nov 11, 2025 | SOpen-market sale Common Stock10b5-1 | -1,644 | $216.45 | $356k | 8,653,929 | Nov 12, 2025 |
| Nov 11, 2025 | SOpen-market sale Common Stock10b5-1 | -375 | $217.19 | $81k | 8,653,554 | Nov 12, 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.