| 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. 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.
Joseph D Mansueto has 524 Form 4 filings on record from April 2019 to August 2026, all as Executive Chairman at Morningstar (MORN), 2019–2026.
The 3,476 reported transactions were 3,464 open-market sales and 12 gifts.
Counted by filing, the open-market trades come to no purchases and 519 sales worth about $1.6B.
The largest open-market sale was 47,030 shares of MORN at an average $307.36 on January 12, 2022, about $14.5M. Twelve months later MORN was down 24%.
All 147 sales since April 2023 were made under a Rule 10b5-1 trading plan, set up in advance.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 5,659 | $218.84 | $1,238,393.94 | - | - | - | |
| Aug 21, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 11,345 | $215.09 | $2,440,237.65 | -0.1% | - | - | |
| Aug 19, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 21,750 | $210.25 | $4,572,829.79 | -0.3% | - | - | |
| Aug 14, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 14,500 | $202.40 | $2,934,808.02 | -0.2% | - | - | |
| Aug 12, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 15,474 | $198.67 | $3,074,150.69 | -0.2% | - | - | |
| Aug 7, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 10,469 | $199.11 | $2,084,459.09 | -0.1% | - | - | |
| Aug 5, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 21,750 | $199.98 | $4,349,491.98 | -0.3% | +11.6% | - | |
| May 22, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 9,520 | $173.53 | $1,651,985.03 | -0.1% | +21.1% | - | |
| May 20, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 21,228 | $175.17 | $3,718,525.82 | -0.3% | +21.0% | - | |
| May 15, 2026 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 14,500 | $168.66 | $2,445,612.86 | -0.2% | +21.7% | - |