Joseph D Mansueto sold $2.4M of MORN
Executive Chairman at Morningstar, Inc.. 14,500 shares at an average of $162.19, traded Feb 24, 2026, filed Feb 25, 2026.
Score components
- +20RoleChair
- +25Trade size$2.4M 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 -9.0%, 3m +2.8%, 6m +24.0%.
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 0001324069-26-000014, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Feb 24, 2026 | SOpen-market sale Common Stock10b5-1 | -442 | $156.92 | $69k | 8,169,912 | Feb 25, 2026 |
| Feb 24, 2026 | SOpen-market sale Common Stock10b5-1 | -2,298 | $157.96 | $363k | 8,167,614 | Feb 25, 2026 |
| Feb 24, 2026 | SOpen-market sale Common Stock10b5-1 | -1,286 | $159.32 | $205k | 8,166,328 | Feb 25, 2026 |
| Feb 24, 2026 | SOpen-market sale Common Stock10b5-1 | -1,965 | $160.51 | $315k | 8,164,363 | Feb 25, 2026 |
| Feb 24, 2026 | SOpen-market sale Common Stock10b5-1 | -910 | $161.36 | $147k | 8,163,453 | Feb 25, 2026 |
| Feb 24, 2026 | SOpen-market sale Common Stock10b5-1 | -347 | $162.43 | $56k | 8,163,106 | Feb 25, 2026 |
| Feb 24, 2026 | SOpen-market sale Common Stock10b5-1 | -2 | $163.01 | $326 | 8,163,104 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -1,395 | $162.32 | $226k | 8,161,709 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -300 | $163.46 | $49k | 8,161,409 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -3,650 | $164.72 | $601k | 8,157,759 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -1,102 | $165.43 | $182k | 8,156,657 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -78 | $167.22 | $13k | 8,156,579 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -234 | $168.38 | $39k | 8,156,345 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -130 | $169.71 | $22k | 8,156,215 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -104 | $170.77 | $18k | 8,156,111 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -231 | $172.16 | $40k | 8,155,880 | Feb 25, 2026 |
| Feb 25, 2026 | SOpen-market sale Common Stock10b5-1 | -26 | $172.87 | $4,495 | 8,155,854 | Feb 25, 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.