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sellWeak10b5-1 plan

Joseph D Mansueto sold $2.2M of MORN

Executive Chairman at Morningstar, Inc.. 13,858 shares at an average of $161.62, traded Feb 19, 2026, filed Feb 20, 2026.

Warning score
25
Value
$2.2M
13,858 shares
Holdings after
8,170,354
-0% from before
From 52-week low
+5%
low $152.69, close $160.47
From 52-week high
-50%
high $323.24, as of Feb 19, 2026

Score components

  • Role
    Chair
    +20
  • Trade size
    $2.2M at market
    +25
  • Share of holdings sold
    Sold 0.2% 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 +12.3%, 3m +13.0%, 6m +36.2%.

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 20, 2026: +29.2%SPY +13.7% · excess +15.5%

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 0001324069-26-000012, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 19, 2026SOpen-market sale
Common Stock10b5-1
-7,138$161.86$1.2M8,177,074Feb 20, 2026
Feb 19, 2026SOpen-market sale
Common Stock10b5-1
-112$162.75$18k8,176,962Feb 20, 2026
Feb 20, 2026SOpen-market sale
Common Stock10b5-1
-5,147$161.10$829k8,171,815Feb 20, 2026
Feb 20, 2026SOpen-market sale
Common Stock10b5-1
-1,461$162.16$237k8,170,354Feb 20, 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 $2.2M of MORN | InsiderTell