Joseph D Mansueto sold $3.1M of MORN
Executive Chairman at Morningstar, Inc.. 15,474 shares at an average of $198.67, traded Aug 10, 2026, filed Aug 12, 2026.
Score components
- +20RoleChair
- +25Trade size$3.1M at market
- 0Share of holdings soldSold 0.2% 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 0001324069-26-000037, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | SOpen-market sale Common Stock10b5-1 | -7,250 | $201.84 | $1.5M | 7,999,670 | Aug 12, 2026 |
| Aug 11, 2026 | SOpen-market sale Common Stock10b5-1 | -974 | $200.32 | $195k | 7,998,696 | Aug 12, 2026 |
| Aug 12, 2026 | SOpen-market sale Common Stock10b5-1 | -5,027 | $194.96 | $980k | 7,993,669 | Aug 12, 2026 |
| Aug 12, 2026 | SOpen-market sale Common Stock10b5-1 | -1,906 | $195.77 | $373k | 7,991,763 | Aug 12, 2026 |
| Aug 12, 2026 | SOpen-market sale Common Stock10b5-1 | -291 | $197.09 | $57k | 7,991,472 | Aug 12, 2026 |
| Aug 12, 2026 | SOpen-market sale Common Stock10b5-1 | -26 | $197.63 | $5,138 | 7,991,446 | Aug 12, 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 | $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% | |
| 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.