Joseph D Mansueto sold $4.3M of MORN
Executive Chairman at Morningstar, Inc.. 21,750 shares at an average of $199.98, traded Aug 3, 2026, filed Aug 5, 2026.
Score components
- +20RoleChair
- +25Trade size$4.3M 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.
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 0001324069-26-000032, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | GGift Common Stock10b5-1 | -5,300 | $0.00 | $0 | 8,038,192 | Aug 5, 2026 |
| Aug 3, 2026 | SOpen-market sale Common Stock10b5-1 | -40 | $196.72 | $7,869 | 8,038,152 | Aug 5, 2026 |
| Aug 3, 2026 | SOpen-market sale Common Stock10b5-1 | -573 | $197.72 | $113k | 8,037,579 | Aug 5, 2026 |
| Aug 3, 2026 | SOpen-market sale Common Stock10b5-1 | -4,043 | $199.06 | $805k | 8,033,536 | Aug 5, 2026 |
| Aug 3, 2026 | SOpen-market sale Common Stock10b5-1 | -2,568 | $199.78 | $513k | 8,030,968 | Aug 5, 2026 |
| Aug 3, 2026 | SOpen-market sale Common Stock10b5-1 | -26 | $200.87 | $5,223 | 8,030,942 | Aug 5, 2026 |
| Aug 4, 2026 | SOpen-market sale Common Stock10b5-1 | -997 | $198.06 | $197k | 8,029,945 | Aug 5, 2026 |
| Aug 4, 2026 | SOpen-market sale Common Stock10b5-1 | -3,840 | $199.51 | $766k | 8,026,105 | Aug 5, 2026 |
| Aug 4, 2026 | SOpen-market sale Common Stock10b5-1 | -2,349 | $200.57 | $471k | 8,023,756 | Aug 5, 2026 |
| Aug 4, 2026 | SOpen-market sale Common Stock10b5-1 | -64 | $201.15 | $13k | 8,023,692 | Aug 5, 2026 |
| Aug 5, 2026 | SOpen-market sale Common Stock10b5-1 | -1,246 | $199.58 | $249k | 8,022,446 | Aug 5, 2026 |
| Aug 5, 2026 | SOpen-market sale Common Stock10b5-1 | -4,310 | $201.12 | $867k | 8,018,136 | Aug 5, 2026 |
| Aug 5, 2026 | SOpen-market sale Common Stock10b5-1 | -1,664 | $201.98 | $336k | 8,016,472 | Aug 5, 2026 |
| Aug 5, 2026 | SOpen-market sale Common Stock10b5-1 | -30 | $202.51 | $6,075 | 8,016,442 | Aug 5, 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% | |
| 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% | |
| 40Moderate | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $3.7M 21,228 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.