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sellWeak10b5-1 plan

Joseph D Mansueto sold $1.2M of MORN

Executive Chairman at Morningstar, Inc.. 5,659 shares at an average of $218.84, traded Aug 24, 2026, filed Aug 24, 2026.

Warning score
25
Value
$1.2M
5,659 shares
Holdings after
7,938,192
-0% from before
From 52-week low
+54%
low $141.04, close $216.93
From 52-week high
-17%
high $261.77, as of Aug 24, 2026

Score components

  • Role
    Chair
    +20
  • Trade size
    $1.2M at market
    +25
  • Share of holdings sold
    Sold 0.1% of holdings
    0
  • Cluster
    No other insider selling within 14 days
    0
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

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.

MORNOct 12, 2026 · close 204.30
Since filing Aug 24, 2026: -5.8%SPY +2.2% · excess -8.0%

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 0001324069-26-000045, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 24, 2026SOpen-market sale
Common Stock10b5-1
-220$216.01$48k7,943,631Aug 24, 2026
Aug 24, 2026SOpen-market sale
Common Stock10b5-1
-1,181$217.26$257k7,942,450Aug 24, 2026
Aug 24, 2026SOpen-market sale
Common Stock10b5-1
-1,740$218.43$380k7,940,710Aug 24, 2026
Aug 24, 2026SOpen-market sale
Common Stock10b5-1
-978$219.44$215k7,939,732Aug 24, 2026
Aug 24, 2026SOpen-market sale
Common Stock10b5-1
-1,314$220.42$290k7,938,418Aug 24, 2026
Aug 24, 2026SOpen-market sale
Common Stock10b5-1
-226$221.12$50k7,938,192Aug 24, 2026

Related signals

Other insiders at Morningstar, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
25Weak
MORNsell10b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$2.4M
11,345 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$4.6M
21,750 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$2.9M
14,500 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$3.1M
15,474 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$1.9M
9,522 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$4.3M
21,750 shares
-0%
35Weak
MORNsell 2
Morningstar, Inc.
William M Lyons
director
$199k
1,000 shares
-7%
41Moderate
MORNsell 3
Morningstar, Inc.
William M Lyons
director
$125k
700 shares
-5%
40Moderate
MORNsell 310b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$1.7M
9,520 shares
-0%
40Moderate
MORNsell 310b5-1
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.

Joseph D Mansueto sold $1.2M of MORN | InsiderTell