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sellWeak10b5-1 plan

Joseph D Mansueto sold $796k of MORN

Executive Chairman at Morningstar, Inc.. 4,867 shares at an average of $163.57, traded Feb 9, 2026, filed Feb 11, 2026.

Warning score
22
Value
$796k
4,867 shares
Holdings after
8,212,442
-0% from before
From 52-week low
0%
low $162.30, close $162.30
From 52-week high
-50%
high $323.58, as of Feb 9, 2026

Score components

  • Role
    Chair
    +20
  • Trade size
    $796k at market
    +22
  • Share of holdings sold
    Sold 0.1% 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 +17.9%, 3m +7.3%, 6m +27.9%.

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 Feb 11, 2026: +32.6%SPY +13.3% · excess +19.3%

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 0001324069-26-000006, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 9, 2026SOpen-market sale
Common Stock10b5-1
-1,129$164.60$186k8,216,180Feb 11, 2026
Feb 9, 2026SOpen-market sale
Common Stock10b5-1
-524$165.88$87k8,215,656Feb 11, 2026
Feb 10, 2026SOpen-market sale
Common Stock10b5-1
-3,214$162.84$523k8,212,442Feb 11, 2026

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 $796k of MORN | InsiderTell