Joseph D Mansueto sold $2.6M of MORN
Executive Chairman at Morningstar, Inc.. 14,500 shares at an average of $179.80, traded Feb 26, 2026, filed Feb 27, 2026.
Score components
- +20RoleChair
- +25Trade size$2.6M 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 -14.4%, 3m -0.3%, 6m +19.6%.
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 0001324069-26-000016, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Feb 26, 2026 | SOpen-market sale Common Stock10b5-1 | -200 | $172.92 | $35k | 8,155,654 | Feb 27, 2026 |
| Feb 26, 2026 | SOpen-market sale Common Stock10b5-1 | -100 | $174.58 | $17k | 8,155,554 | Feb 27, 2026 |
| Feb 26, 2026 | SOpen-market sale Common Stock10b5-1 | -1,615 | $176.32 | $285k | 8,153,939 | Feb 27, 2026 |
| Feb 26, 2026 | SOpen-market sale Common Stock10b5-1 | -1,000 | $176.90 | $177k | 8,152,939 | Feb 27, 2026 |
| Feb 26, 2026 | SOpen-market sale Common Stock10b5-1 | -3,014 | $178.61 | $538k | 8,149,925 | Feb 27, 2026 |
| Feb 26, 2026 | SOpen-market sale Common Stock10b5-1 | -752 | $179.38 | $135k | 8,149,173 | Feb 27, 2026 |
| Feb 26, 2026 | SOpen-market sale Common Stock10b5-1 | -121 | $180.86 | $22k | 8,149,052 | Feb 27, 2026 |
| Feb 26, 2026 | SOpen-market sale Common Stock10b5-1 | -160 | $181.81 | $29k | 8,148,892 | Feb 27, 2026 |
| Feb 26, 2026 | SOpen-market sale Common Stock10b5-1 | -288 | $182.69 | $53k | 8,148,604 | Feb 27, 2026 |
| Feb 27, 2026 | SOpen-market sale Common Stock10b5-1 | -7,012 | $181.55 | $1.3M | 8,141,592 | Feb 27, 2026 |
| Feb 27, 2026 | SOpen-market sale Common Stock10b5-1 | -200 | $182.92 | $37k | 8,141,392 | Feb 27, 2026 |
| Feb 27, 2026 | SOpen-market sale Common Stock10b5-1 | -38 | $183.41 | $6,969 | 8,141,354 | Feb 27, 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.