| 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 2, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 25,300 | $256.28 | $6,483,934.92 | -0.2% | +7.6% | +26.6% | |
| Sep 1, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 24,044 | $233.13 | $5,605,283.40 | -0.2% | +20.8% | +33.8% | |
| Aug 30, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 16,930 | $226.74 | $3,838,720.52 | -0.1% | +21.5% | +36.3% | |
| Aug 28, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 25,300 | $223.15 | $5,645,591.28 | -0.2% | +23.4% | +37.4% | |
| Aug 24, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 18,250 | $219.57 | $4,007,127.39 | -0.2% | +25.1% | +42.0% | |
| Aug 22, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 13,772 | $215.44 | $2,967,013.11 | -0.1% | +25.7% | +44.0% | |
| Aug 18, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 12,874 | $220.97 | $2,844,763.35 | -0.1% | +25.4% | +46.5% | |
| Aug 16, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 13,302 | $219.06 | $2,913,995.75 | -0.1% | +22.8% | +42.8% | |
| Aug 14, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 8,700 | $219.29 | $1,907,784.36 | - | +21.2% | +41.6% | |
| Aug 10, 2023 | MORN Morningstar, Inc. | Executive Chairman | Sell10b5-1 | 11,988 | $219.43 | $2,630,560.18 | -0.1% | +20.0% | +39.5% |