| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Executive Chairman
1 company
Mansueto Joseph D is an Executive Chairman at MORN. Recent filings cover 0 purchases and 495 sales. Those positions are worth an estimated $1.6B at current prices.
Our model assigns Mansueto Joseph D a middling insider score of 62/100, based on 594 past trades. Over a 12-month horizon, 58.5% of those trades were profitable, with an average 12-month return of +3.1%.
Mansueto Joseph D's largest disclosed position is in MORN as Executive Chairman, worth about $1.6B. The recent filings there lean toward selling, a net 757,269 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 14,565 | $221.03 | $3,219,366.51 | - | +19.3% | +36.5% | |
| Aug 4, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 10,460 | $225.02 | $2,353,687.11 | - | +17.7% | +41.8% | |
| Aug 2, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 4,815 | $229.90 | $1,106,972.66 | - | +12.7% | +39.8% | |
| Jul 10, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 22,902 | $197.82 | $4,530,446.50 | - | +18.0% | +49.6% | |
| Jul 6, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 13,620 | $193.81 | $2,639,674.72 | - | +18.5% | +55.1% | |
| Jul 3, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 13,900 | $195.81 | $2,721,714.04 | - | +16.7% | +52.3% | |
| Jun 30, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 30,053 | $192.78 | $5,793,648.00 | - | +19.6% | +50.9% | |
| Jun 28, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 20,294 | $187.98 | $3,814,877.78 | - | +26.7% | +55.9% | |
| Jun 26, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 2,829 | $195.73 | $553,728.37 | - | +29.4% | +60.1% | |
| Jun 21, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell | 5,519 | $203.03 | $1,120,543.96 | - | +25.4% | +43.0% |