Joseph D Mansueto sold $2.4M of MORN
Executive Chairman at Morningstar, Inc.. 14,500 shares at an average of $168.66, traded May 14, 2026, filed May 15, 2026.
Score components
- +20RoleChair
- +25Trade size$2.4M at market
- 0Share of holdings soldSold 0.2% of holdings
- +15Cluster3 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.
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 0001324069-26-000026, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 14, 2026 | SOpen-market sale Common Stock10b5-1 | -1,138 | $165.60 | $188k | 8,087,602 | May 15, 2026 |
| May 14, 2026 | SOpen-market sale Common Stock10b5-1 | -1,236 | $166.81 | $206k | 8,086,366 | May 15, 2026 |
| May 14, 2026 | SOpen-market sale Common Stock10b5-1 | -794 | $167.74 | $133k | 8,085,572 | May 15, 2026 |
| May 14, 2026 | SOpen-market sale Common Stock10b5-1 | -3,373 | $168.97 | $570k | 8,082,199 | May 15, 2026 |
| May 14, 2026 | SOpen-market sale Common Stock10b5-1 | -709 | $169.52 | $120k | 8,081,490 | May 15, 2026 |
| May 15, 2026 | SOpen-market sale Common Stock10b5-1 | -704 | $167.49 | $118k | 8,080,786 | May 15, 2026 |
| May 15, 2026 | SOpen-market sale Common Stock10b5-1 | -1,525 | $168.66 | $257k | 8,079,261 | May 15, 2026 |
| May 15, 2026 | SOpen-market sale Common Stock10b5-1 | -4,237 | $169.59 | $719k | 8,075,024 | May 15, 2026 |
| May 15, 2026 | SOpen-market sale Common Stock10b5-1 | -584 | $170.74 | $100k | 8,074,440 | May 15, 2026 |
| May 15, 2026 | SOpen-market sale Common Stock10b5-1 | -200 | $171.47 | $34k | 8,074,240 | May 15, 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.