| 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
Joseph D Mansueto is Executive Chairman at MORN. Since November 2024, the filings on record show 0 open-market purchases and 63 sales. Joseph D Mansueto's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $1.9B at current prices.
Our model assigns Joseph D Mansueto a middling insider score of 62/100, based on 628 past trades. Over a 12-month horizon, 59.7% of those trades were profitable, with an average 12-month return of +3.6%.
The MORN filings lean toward selling, a net 782,095 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 10,168 | $221.07 | $2,247,816.80 | - | +19.3% | +36.5% | |
| Aug 4, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 10,460 | $225.02 | $2,353,687.11 | - | +17.7% | +41.8% | |
| Aug 2, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 4,815 | $229.90 | $1,106,972.66 | - | +12.7% | +39.8% | |
| Jul 10, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 22,902 | $197.82 | $4,530,446.50 | -0.2% | +18.0% | +49.6% | |
| Jul 6, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 6,810 | $193.81 | $1,319,837.36 | - | +18.5% | +55.1% | |
| Jul 3, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 6,950 | $195.81 | $1,360,857.02 | - | +16.7% | +52.3% | |
| Jun 30, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 25,300 | $192.64 | $4,873,814.17 | -0.2% | +19.6% | +50.9% | |
| Jun 28, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 20,294 | $187.98 | $3,814,877.78 | -0.2% | +26.7% | +55.9% | |
| Jun 26, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 2,829 | $195.73 | $553,728.37 | - | +29.4% | +60.1% | |
| Jun 21, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 5,519 | $203.03 | $1,120,543.96 | - | +25.4% | +43.0% |