Joseph D Mansueto sold $3.7M of MORN
Executive Chairman at Morningstar, Inc.. 21,228 shares at an average of $175.17, traded May 18, 2026, filed May 20, 2026.
Score components
- +20RoleChair
- +25Trade size$3.7M at market
- 0Share of holdings soldSold 0.3% 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 0001324069-26-000028, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 18, 2026 | SOpen-market sale Common Stock10b5-1 | -559 | $171.33 | $96k | 8,073,681 | May 20, 2026 |
| May 18, 2026 | SOpen-market sale Common Stock10b5-1 | -300 | $172.43 | $52k | 8,073,381 | May 20, 2026 |
| May 18, 2026 | SOpen-market sale Common Stock10b5-1 | -116 | $173.38 | $20k | 8,073,265 | May 20, 2026 |
| May 18, 2026 | SOpen-market sale Common Stock10b5-1 | -500 | $174.51 | $87k | 8,072,765 | May 20, 2026 |
| May 18, 2026 | SOpen-market sale Common Stock10b5-1 | -1,620 | $175.80 | $285k | 8,071,145 | May 20, 2026 |
| May 18, 2026 | SOpen-market sale Common Stock10b5-1 | -3,515 | $176.85 | $622k | 8,067,630 | May 20, 2026 |
| May 18, 2026 | SOpen-market sale Common Stock10b5-1 | -640 | $177.42 | $114k | 8,066,990 | May 20, 2026 |
| May 19, 2026 | SOpen-market sale Common Stock10b5-1 | -2,629 | $176.66 | $464k | 8,064,361 | May 20, 2026 |
| May 19, 2026 | SOpen-market sale Common Stock10b5-1 | -1,446 | $178.06 | $257k | 8,062,915 | May 20, 2026 |
| May 19, 2026 | SOpen-market sale Common Stock10b5-1 | -676 | $179.08 | $121k | 8,062,239 | May 20, 2026 |
| May 19, 2026 | SOpen-market sale Common Stock10b5-1 | -1,726 | $180.39 | $311k | 8,060,513 | May 20, 2026 |
| May 19, 2026 | SOpen-market sale Common Stock10b5-1 | -227 | $181.05 | $41k | 8,060,286 | May 20, 2026 |
| May 19, 2026 | SOpen-market sale Common Stock10b5-1 | -24 | $182.14 | $4,371 | 8,060,262 | May 20, 2026 |
| May 20, 2026 | SOpen-market sale Common Stock10b5-1 | -5,704 | $171.32 | $977k | 8,054,558 | May 20, 2026 |
| May 20, 2026 | SOpen-market sale Common Stock10b5-1 | -1,255 | $172.33 | $216k | 8,053,303 | May 20, 2026 |
| May 20, 2026 | SOpen-market sale Common Stock10b5-1 | -291 | $173.11 | $50k | 8,053,012 | May 20, 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.