Joseph D Mansueto sold $4.6M of MORN
Executive Chairman at Morningstar, Inc.. 21,750 shares at an average of $210.25, traded Aug 17, 2026, filed Aug 19, 2026.
Score components
- +20RoleChair
- +25Trade size$4.6M 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 0001324069-26-000041, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | SOpen-market sale Common Stock10b5-1 | -5,749 | $206.84 | $1.2M | 7,971,197 | Aug 19, 2026 |
| Aug 17, 2026 | SOpen-market sale Common Stock10b5-1 | -1,501 | $207.81 | $312k | 7,969,696 | Aug 19, 2026 |
| Aug 18, 2026 | SOpen-market sale Common Stock10b5-1 | -913 | $208.13 | $190k | 7,968,783 | Aug 19, 2026 |
| Aug 18, 2026 | SOpen-market sale Common Stock10b5-1 | -1,935 | $209.48 | $405k | 7,966,848 | Aug 19, 2026 |
| Aug 18, 2026 | SOpen-market sale Common Stock10b5-1 | -2,708 | $210.32 | $570k | 7,964,140 | Aug 19, 2026 |
| Aug 18, 2026 | SOpen-market sale Common Stock10b5-1 | -1,588 | $211.26 | $335k | 7,962,552 | Aug 19, 2026 |
| Aug 18, 2026 | SOpen-market sale Common Stock10b5-1 | -106 | $212.20 | $22k | 7,962,446 | Aug 19, 2026 |
| Aug 19, 2026 | SOpen-market sale Common Stock10b5-1 | -114 | $208.21 | $24k | 7,962,332 | Aug 19, 2026 |
| Aug 19, 2026 | SOpen-market sale Common Stock10b5-1 | -680 | $210.24 | $143k | 7,961,652 | Aug 19, 2026 |
| Aug 19, 2026 | SOpen-market sale Common Stock10b5-1 | -426 | $211.52 | $90k | 7,961,226 | Aug 19, 2026 |
| Aug 18, 2026 | SOpen-market sale Common Stock10b5-1 | -656 | $212.53 | $139k | 7,960,570 | Aug 19, 2026 |
| Aug 19, 2026 | SOpen-market sale Common Stock10b5-1 | -3,031 | $213.96 | $649k | 7,957,539 | Aug 19, 2026 |
| Aug 19, 2026 | SOpen-market sale Common Stock10b5-1 | -1,785 | $214.81 | $383k | 7,955,754 | Aug 19, 2026 |
| Aug 19, 2026 | SOpen-market sale Common Stock10b5-1 | -369 | $215.93 | $80k | 7,955,385 | Aug 19, 2026 |
| Aug 19, 2026 | SOpen-market sale Common Stock10b5-1 | -189 | $217.01 | $41k | 7,955,196 | Aug 19, 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 | $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% | |
| 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.