Joseph D Mansueto sold $3.6M of MORN
Executive Chairman at Morningstar, Inc.. 20,066 shares at an average of $178.67, traded Feb 4, 2026, filed Feb 6, 2026.
Score components
- +20RoleChair
- +25Trade size$3.6M 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 +14.9%, 3m +7.1%, 6m +22.0%.
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 0001324069-26-000004, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Feb 4, 2026 | SOpen-market sale Common Stock10b5-1 | -1,975 | $179.96 | $355k | 8,235,400 | Feb 6, 2026 |
| Feb 4, 2026 | SOpen-market sale Common Stock10b5-1 | -3,876 | $180.88 | $701k | 8,231,524 | Feb 6, 2026 |
| Feb 4, 2026 | SOpen-market sale Common Stock10b5-1 | -1,399 | $181.76 | $254k | 8,230,125 | Feb 6, 2026 |
| Feb 5, 2026 | SOpen-market sale Common Stock10b5-1 | -125 | $180.24 | $23k | 8,230,000 | Feb 6, 2026 |
| Feb 5, 2026 | SOpen-market sale Common Stock10b5-1 | -271 | $182.40 | $49k | 8,229,729 | Feb 6, 2026 |
| Feb 5, 2026 | SOpen-market sale Common Stock10b5-1 | -777 | $183.47 | $143k | 8,228,952 | Feb 6, 2026 |
| Feb 5, 2026 | SOpen-market sale Common Stock10b5-1 | -2,412 | $184.87 | $446k | 8,226,540 | Feb 6, 2026 |
| Feb 5, 2026 | SOpen-market sale Common Stock10b5-1 | -1,825 | $185.83 | $339k | 8,224,715 | Feb 6, 2026 |
| Feb 5, 2026 | SOpen-market sale Common Stock10b5-1 | -454 | $186.75 | $85k | 8,224,261 | Feb 6, 2026 |
| Feb 5, 2026 | SOpen-market sale Common Stock10b5-1 | -600 | $188.12 | $113k | 8,223,661 | Feb 6, 2026 |
| Feb 6, 2026 | SOpen-market sale Common Stock10b5-1 | -3,854 | $168.53 | $650k | 8,219,807 | Feb 6, 2026 |
| Feb 6, 2026 | SOpen-market sale Common Stock10b5-1 | -1,218 | $170.34 | $207k | 8,218,589 | Feb 6, 2026 |
| Feb 6, 2026 | SOpen-market sale Common Stock10b5-1 | -780 | $171.53 | $134k | 8,217,809 | Feb 6, 2026 |
| Feb 6, 2026 | SOpen-market sale Common Stock10b5-1 | -500 | $172.67 | $86k | 8,217,309 | Feb 6, 2026 |
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.