| 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 16, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 10,866 | $300.83 | $3,268,819.69 | -0.1% | +3.7% | +3.2% | |
| May 14, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 6,239 | $296.84 | $1,852,015.78 | - | +2.8% | +3.1% | |
| May 10, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 11,513 | $298.16 | $3,432,674.97 | -0.1% | +2.3% | +2.0% | |
| May 8, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 3,875 | $300.10 | $1,162,873.85 | - | +2.1% | +3.1% | |
| May 6, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 16,440 | $296.14 | $4,868,580.16 | -0.2% | +0.7% | -1.8% | |
| May 2, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 16,646 | $288.42 | $4,800,990.55 | -0.2% | +9.2% | +0.8% | |
| Mar 12, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 8,614 | $307.73 | $2,650,789.41 | - | -6.7% | -7.2% | |
| Mar 11, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 5,972 | $310.34 | $1,853,323.88 | - | -5.4% | -7.0% | |
| Mar 7, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 18,515 | $310.33 | $5,745,835.77 | -0.2% | -4.8% | -6.5% | |
| Mar 5, 2024 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 22,425 | $303.24 | $6,800,134.10 | -0.2% | -4.7% | -1.0% |