| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| May 12, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 14,500 | $307.09 | $4,452,793.83 | -0.2% | -17.5% | -43.2% | |
| May 8, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 16,652 | $302.04 | $5,029,585.16 | -0.2% | -14.8% | -42.1% | |
| May 6, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 10,461 | $294.88 | $3,084,739.84 | -0.1% | -7.9% | -42.9% | |
| May 2, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 14,420 | $288.08 | $4,154,068.01 | -0.2% | -5.7% | -42.3% | |
| Mar 14, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 1,372 | $286.20 | $392,669.25 | - | +6.5% | -36.2% | |
| Mar 12, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 18,124 | $283.39 | $5,136,089.24 | -0.2% | +5.4% | -37.1% | |
| Mar 5, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 9,062 | $301.10 | $2,728,562.13 | - | +2.0% | -37.2% | |
| Mar 3, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 16,176 | $312.48 | $5,054,687.39 | -0.2% | +0.2% | -40.6% | |
| Feb 27, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 4,448 | $323.09 | $1,437,124.98 | - | -1.5% | -41.1% | |
| Feb 25, 2025 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 17,670 | $322.71 | $5,702,358.95 | -0.2% | -4.4% | -46.7% |