Joseph D Mansueto sold $2.9M of MORN
Executive Chairman at Morningstar, Inc.. 14,500 shares at an average of $202.40, traded Aug 13, 2026, filed Aug 14, 2026.
Score components
- +20RoleChair
- +25Trade size$2.9M 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 0001324069-26-000039, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | SOpen-market sale Common Stock10b5-1 | -3,498 | $197.06 | $689k | 7,987,948 | Aug 14, 2026 |
| Aug 13, 2026 | SOpen-market sale Common Stock10b5-1 | -2,936 | $197.88 | $581k | 7,985,012 | Aug 14, 2026 |
| Aug 13, 2026 | SOpen-market sale Common Stock10b5-1 | -430 | $198.96 | $86k | 7,984,582 | Aug 14, 2026 |
| Aug 13, 2026 | SOpen-market sale Common Stock10b5-1 | -26 | $199.75 | $5,194 | 7,984,556 | Aug 14, 2026 |
| Aug 13, 2026 | SOpen-market sale Common Stock10b5-1 | -52 | $202.09 | $11k | 7,984,504 | Aug 14, 2026 |
| Aug 13, 2026 | SOpen-market sale Common Stock10b5-1 | -78 | $203.79 | $16k | 7,984,426 | Aug 14, 2026 |
| Aug 13, 2026 | SOpen-market sale Common Stock10b5-1 | -52 | $205.66 | $11k | 7,984,374 | Aug 14, 2026 |
| Aug 13, 2026 | SOpen-market sale Common Stock10b5-1 | -178 | $206.78 | $37k | 7,984,196 | Aug 14, 2026 |
| Aug 14, 2026 | SOpen-market sale Common Stock10b5-1 | -3,924 | $206.28 | $809k | 7,980,272 | Aug 14, 2026 |
| Aug 14, 2026 | SOpen-market sale Common Stock10b5-1 | -2,809 | $207.33 | $582k | 7,977,463 | Aug 14, 2026 |
| Aug 14, 2026 | SOpen-market sale Common Stock10b5-1 | -240 | $208.45 | $50k | 7,977,223 | Aug 14, 2026 |
| Aug 14, 2026 | SOpen-market sale Common Stock10b5-1 | -277 | $209.38 | $58k | 7,976,946 | Aug 14, 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 | $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% | |
| 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.