Joseph D Mansueto sold $3.7M of MORN
Executive Chairman at Morningstar, Inc.. 21,750 shares at an average of $168.78, traded May 5, 2026, filed May 7, 2026.
Score components
- +20RoleChair
- +25Trade size$3.7M at market
- 0Share of holdings soldSold 0.3% of holdings
- +8Cluster2 insiders 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 +4.4%, 3m +10.8%, 6m -.
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 0001324069-26-000022, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 5, 2026 | SOpen-market sale Common Stock10b5-1 | -4,202 | $167.12 | $702k | 8,124,790 | May 7, 2026 |
| May 5, 2026 | SOpen-market sale Common Stock10b5-1 | -2,957 | $168.14 | $497k | 8,121,833 | May 7, 2026 |
| May 5, 2026 | SOpen-market sale Common Stock10b5-1 | -52 | $169.34 | $8,806 | 8,121,781 | May 7, 2026 |
| May 5, 2026 | SOpen-market sale Common Stock10b5-1 | -39 | $170.04 | $6,632 | 8,121,742 | May 7, 2026 |
| May 6, 2026 | SOpen-market sale Common Stock10b5-1 | -5,977 | $166.01 | $992k | 8,115,765 | May 7, 2026 |
| May 6, 2026 | SOpen-market sale Common Stock10b5-1 | -784 | $166.74 | $131k | 8,114,981 | May 7, 2026 |
| May 6, 2026 | SOpen-market sale Common Stock10b5-1 | -411 | $168.03 | $69k | 8,114,570 | May 7, 2026 |
| May 6, 2026 | SOpen-market sale Common Stock10b5-1 | -78 | $168.79 | $13k | 8,114,492 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -100 | $166.66 | $17k | 8,114,392 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -312 | $168.83 | $53k | 8,114,080 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -300 | $170.09 | $51k | 8,113,780 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -1,268 | $170.88 | $217k | 8,112,512 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -1,520 | $171.77 | $261k | 8,110,992 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -1,955 | $173.12 | $338k | 8,109,037 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -1,107 | $173.94 | $193k | 8,107,930 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -286 | $175.35 | $50k | 8,107,644 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -52 | $176.18 | $9,161 | 8,107,592 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -271 | $177.87 | $48k | 8,107,321 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -53 | $178.88 | $9,481 | 8,107,268 | May 7, 2026 |
| May 7, 2026 | SOpen-market sale Common Stock10b5-1 | -26 | $180.00 | $4,680 | 8,107,242 | May 7, 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.