| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 25, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 18,124 | $347.59 | $6,299,723.22 | -0.2% | -8.7% | -39.5% | |
| Nov 21, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 13,631 | $337.61 | $4,602,012.72 | -0.1% | -3.4% | -37.4% | |
| Nov 19, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 9,337 | $334.97 | $3,127,630.95 | - | -1.8% | -37.2% | |
| Nov 15, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 3,002 | $346.06 | $1,038,875.72 | - | -2.6% | -37.2% | |
| Nov 13, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 9,981 | $350.69 | $3,500,189.03 | - | -6.9% | -38.1% | |
| Nov 11, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 16,284 | $348.99 | $5,682,979.78 | -0.2% | -6.9% | -38.5% | |
| Nov 7, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 10,349 | $340.13 | $3,520,041.99 | - | -5.2% | -37.2% | |
| Nov 5, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 17,724 | $331.60 | $5,877,217.53 | -0.2% | -2.8% | -36.8% | |
| Nov 1, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 9,062 | $328.22 | $2,974,310.18 | - | +0.7% | -35.4% | |
| Sep 10, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 345 | $305.97 | $105,561.36 | - | +15.6% | -18.4% |