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sellWeak10b5-1 plan

Joseph D Mansueto sold $341k of MORN

Executive Chairman at Morningstar, Inc.. 1,602 shares at an average of $212.90, traded Nov 24, 2025, filed Nov 26, 2025.

Warning score
15
Value
$341k
1,602 shares
Holdings after
8,600,815
-0% from before
From 52-week low
+1%
low $205.15, close $207.90
From 52-week high
-41%
high $352.60, as of Nov 24, 2025

Score components

  • Role
    Chair
    +20
  • Trade size
    $341k at market
    +15
  • Share of holdings sold
    Sold 0.0% of holdings
    0
  • Cluster
    No other insider selling within 14 days
    0
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

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 +2.5%, 3m -19.1%, 6m -16.9%.

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.

MORNOct 12, 2026 · close 204.30
Since filing Nov 26, 2025: -3.4%SPY +15.7% · excess -19.1%

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 0001324069-25-000026, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Nov 24, 2025SOpen-market sale
Common Stock10b5-1
-316$211.99$67k8,602,101Nov 26, 2025
Nov 25, 2025SOpen-market sale
Common Stock10b5-1
-157$211.31$33k8,601,944Nov 26, 2025
Nov 25, 2025SOpen-market sale
Common Stock10b5-1
-481$212.74$102k8,601,463Nov 26, 2025
Nov 25, 2025SOpen-market sale
Common Stock10b5-1
-570$213.75$122k8,600,893Nov 26, 2025
Nov 25, 2025SOpen-market sale
Common Stock10b5-1
-78$214.51$17k8,600,815Nov 26, 2025

Related signals

Other insiders at Morningstar, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
25Weak
MORNsell10b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$1.2M
5,659 shares
-0%
25Weak
MORNsell10b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$2.4M
11,345 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$4.6M
21,750 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$2.9M
14,500 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$3.1M
15,474 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$1.9M
9,522 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$4.3M
21,750 shares
-0%
35Weak
MORNsell 2
Morningstar, Inc.
William M Lyons
director
$199k
1,000 shares
-7%
41Moderate
MORNsell 3
Morningstar, Inc.
William M Lyons
director
$125k
700 shares
-5%
40Moderate
MORNsell 310b5-1
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.

Joseph D Mansueto sold $341k of MORN | InsiderTell