Joseph D Mansueto

Executive Chairman Mansueto sells 9,520 shares for $1.7M via 10b5-1 plan; holdings drop 0.1% to 8.04M shares.

Joseph D Mansueto, who held the title Executive Chairman at the time of filing, executed 9 separate sales totaling 9,520 shares for $1,651,985.03 across 2026-05-21 and 2026-05-22, with transaction prices ranging from $172.33 to $179.52 and a blended average price of $173.53. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-11-19, meaning the sales were scheduled in advance rather than discretionary. The sale reduced his holdings by only 9,520 shares (0.1% of his 8.05M pre-transaction position), leaving him with 8.04M shares post-transaction, indicating the majority of his ownership stake remains intact. The current stock price of $179.64 exceeds the blended transaction price of $173.53, and Morningstar's fundamentals remain solid with Q recent revenue of $644.8M and net income of $107.1M against a P/E of 16.96, with annual revenue growth of 7.5%.

Executive Chairman Mansueto Joseph D sold 21,228 shares ($3.7M) across 16 transactions via 10b5-1 plan; stock down 7.5% in 30 days, -45.5% from 52-week high.

Mansueto Joseph D, who was Executive Chairman, executed 16 separate sales totaling 21,228 shares for $3,718,525.82 under a pre-arranged 10b5-1 trading plan adopted on 2025-11-19, meaning this was a scheduled program rather than a discretionary choice. The sales were executed over two trading days (May 18-20, 2026) at prices ranging from $171.32 to $182.14, with a blended average price of $175.17. Post-transaction holdings of 8,053,012 shares represent a -0.3% reduction from pre-transaction levels. The current stock price of $172.55 is -45.5% from the 52-week high of $316.71, placing the company in a significant drawdown environment; his prior six trades at this ticker show consistently negative 30-day and 90-day returns (ranging from -5.6% to -6.7%), though cross-ticker TRACK RECORD shows similar patterns with -4.4% average 90-day return. Because this sale is governed by a pre-arranged 10b5-1 plan, it carries no timing signal—the schedule was set months earlier and execution reflects predetermined parameters, not current market conditions or conviction.

Morningstar Executive Chairman sells 14,500 shares for $2.4M via pre-arranged 10b5-1 plan on 2026-05-14 to 2026-05-15

Mansueto Joseph D executed 10 separate sales totaling 14,500 shares for $2,445,612.86 at blended average price $168.66, per a pre-arranged 10b5-1 trading plan adopted on 2025-11-19. Because this transaction is scheduled under 10b5-1, it reflects automatic execution rather than discretionary timing. The stock has declined 5.2% over the past 30 days and sits 46.3% below its 52-week high of $316.71, though fundamentals remain stable with P/E of 16.06, annual revenue growth of 7.5%, and net income of $107,100,000.00 in the latest quarter. Post-transaction holdings of 8,074,240 shares represent a small reduction from 8,088,740 shares, keeping his position substantial.

Mansueto sells 18,502 shares totaling $3.3M, returning to heavy liquidation after recent prior sales at same company.

Joseph D. Mansueto, the Executive Chairman and 10% beneficial owner of Morningstar, executed six separate sales totaling $3.3M in shares over a three-day period, continuing a pattern of heavy open-market liquidation. This represents his 882nd through 887th open-market sale in the 36-month window—he has never made a single open-market purchase in that timeframe, only sales and stock-based compensation transactions. The timing is notable: all five of his prior sales at this ticker were well-timed exits, with the stock subsequently declining, and just one day prior (May 7) he executed three sales that similarly saw shares fall afterward. Morningstar remains fundamentally sound—profitable with growing revenue and trading at a reasonable valuation—but Mansueto's unrelenting disposition pattern, concentrated entirely on converting equity to cash across two dozen filings, suggests he is methodically reducing his 10% stake regardless of near-term price direction. The stock trades significantly below its 52-week high, yet this has not altered his sell-heavy execution.

Executive Chairman Joseph D. Mansueto sells ~21,750 MORN shares across three days for $3.67M while stock trades well below its recent highs.

Joseph D. Mansueto, Executive Chairman and significant beneficial owner of Morningstar, executed a substantial three-day liquidation selling over 21,000 shares totaling $3.67 million. The stock has declined meaningfully from its recent highs and is also down over the past three months, providing context for a major insider exit. Mansueto's prior trading record in this stock shows mixed timing results—his most recent completed sale saw the stock appreciate modestly afterward, indicating poor timing on that exit, while four more recent transactions are too recent to evaluate. Morningstar remains a profitable, revenue-growing company trading at a moderate valuation, so this liquidation does not appear driven by fundamental deterioration. The sheer volume and timing of this multi-day sell, combined with Mansueto's status as both an executive and 10% owner, signals a notable capital event that merits attention to official company disclosures for context.

Executive Chairman Joseph Mansueto divests $2.47M in MORN shares across two trading days

Joseph Mansueto, Morningstar's Executive Chairman and significant beneficial owner, executed a large block sale totaling approximately $2.47 million across nine transactions over two days in early May. The sales appear tactical rather than distressed—executed at prices clustered tightly around the current market level, suggesting opportunistic selling rather than panic liquidation. While the stock has retreated substantially from its highs and the 90-day trend is negative, Morningstar remains a profitable company with solid revenue growth and a reasonable valuation, making this less likely a vote of no confidence in fundamentals. The modest percentage of overall holdings involved (less than 0.1% per transaction) indicates measured portfolio rebalancing by a long-term owner rather than wholesale abandonment. For retail investors, this is primarily a liquidity event—a founder-level executive reducing concentrated holdings—not a fundamental warning signal about the business.

Mansueto Joseph D sells 14,500 shares at $179.80 avg for $2.6M; retains 8.14M shares post-transaction

Executive Chairman Mansueto Joseph D executed 12 separate sales totaling 14,500 shares for $2,607,116.63 across Feb 26–27, 2026, at an average price of $179.80 per share. This transaction reduced his holdings by only 0.2% (from 8.16M to 8.14M shares), maintaining a substantial ownership position. The filing occurs during a period of near-term price weakness: the stock is currently trading at $183.14, down 10.5% over the last 30 days and 14.8% over 90 days, though still well above the 52-week low of $154.01. The company's fundamentals remain solid with annual revenue growth of 7.5%, a P/E of 19.06, and quarterly net income of $91.6M, providing no obvious operational distress signal. The modest scale of the divestiture relative to total holdings and the recent concentrated selling activity warrant observation of follow-up filings to clarify whether this represents a discrete liquidity event or a shift in conviction.

Mansueto sells 14,500 MORN shares across 17 transactions on Feb 24-25 for $2,351,702.41; stock down 47.3% from 52-week high.

Joseph D Mansueto, Executive Chairman of Morningstar, executed 17 separate sales totaling 14,500 shares for $2,351,702.41 over two trading days (Feb 24-25), at blended average price of $162.19. This represents a -0.2% reduction from his 8.17M-share position. The sales occurred amid significant weakness: the stock trades at $172.41 (current price), down 47.3% from its 52-week high of $327.05 and down 18.4% over the prior 30 days. The timing of these sales relative to the 52-week range and recent price action warrants investor attention, particularly given the multi-transaction execution pattern across consecutive trading days. MORN's fundamentals remain solid (P/E 17.94, $617.4M quarterly revenue, +7.5% annual growth), but the sell activity by top management during a period of marked stock decline is a data point for portfolio reassessment.

Mansueto (Morningstar CEO) sold 13,858 shares for $2,239,664.48 across 4 transactions Feb 19-20 as stock falls 51.5% from 52-week high.

Mansueto Joseph D, Executive Chairman of Morningstar, executed 4 separate sales totaling 13,858 shares for $2,239,664.48 on February 19-20, 2026, at a blended average price of $161.62. This represents a -0.2% reduction in his holdings to 8,170,354 shares. The timing coincides with significant downward price momentum: the stock trades at $159.48 (current), down -51.5% from the 52-week high of $328.72 and -24.0% over the prior 30 days. The transaction occurred immediately following five prior sales on February 17-18 (outcomes not yet measurable), suggesting a sustained liquidation pattern. While Morningstar maintains solid fundamentals with $617.4M in quarterly revenue, $91.6M net income, and +7.5% annual growth at a P/E of 16.60, the repeated insider sales during a steep drawdown warrant attention as a potential signal of conviction or portfolio rebalancing despite operational stability.

Mansueto (CEO) sells 14,041 shares at blended avg $159.89; stock down 23.9% in 30 days, -50.5% from 52-week high.

Executive Chairman Joseph D Mansueto executed 9 separate sales totaling 14,041 shares for $2,244,994.95 across February 17-18, 2026, at prices ranging from $157.97 to $162.41. The sale represents a -0.2% reduction in his 8.18M share post-transaction position. The timing coincides with a material adverse price environment: MORN stock is currently trading at $162.75, down 23.9% over the past 30 days and 50.5% below its 52-week high of $328.80. Recent price weakness—particularly the 23.9% monthly decline—appears temporally adjacent to these sales, though the blended transaction price of $159.89 sits approximately $3 below current levels. The company maintains solid fundamentals with $617.4M in quarterly revenue, +7.5% annual growth, and a P/E of 16.94, suggesting the stock decline reflects broader market sentiment rather than deteriorating operating performance.