Joseph D Mansueto sold $1.4M of Morningstar (MORN)

Executed May 21, disclosed May 22, 1 day later.

Value, as filed

$1.4M

8,335 sh across 4 lots

Executed

May 21

the trade date, as filed

Disclosed

May 22

1 day after the trade

Return, 21 sessionsiFrom the disclosed entry session; derived

–

purchases only

Returns are measured on stock purchases only.

The filer

Joseph D Mansueto Executive Chairman profile →

Joseph D Mansueto (Executive Chairman) filed 29 Form 4 reports in the trailing twelve months (0 purchases, 29 sales), most often in Morningstar, Inc. (MORN). The largest single filing was $4.5M of MORN (20,843 sh across 7 lots, as filed), executed Nov 7 2025.

The name

MORN

Morningstar, Inc. MORN · Financial Services · 82 filings in 24 months ticker →

Financial Services · Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe,…

More Financial Services filings→ Insider filings, newest first→ View the original filing at www.sec.gov→

Other filings by Joseph D Mansueto in MORN

MORNSALE Morningstar, Inc. $1.1M
5,213 sh across 4 lots
Exec Aug 24
Filed Aug 24 · 5:15 PM ET MORNSALE Morningstar, Inc. $2.3M
10,782 sh across 5 lots
Exec Aug 20
Filed Aug 21 · 4:47 PM ET MORNSALE Morningstar, Inc. $4.3M
20,546 sh across 10 lots
Exec Aug 17
Filed Aug 19 · 5:31 PM ET MORNSALE Morningstar, Inc. $2.7M
13,167 sh across 4 lots
Exec Aug 13
Filed Aug 14 · 5:56 PM ET MORNSALE Morningstar, Inc. $3.0M
15,157 sh across 4 lots
Exec Aug 10
Filed Aug 12 · 6:54 PM ET MORNSALE Morningstar, Inc. $1.9M
9,356 sh across 5 lots
Exec Aug 6
Filed Aug 7 · 7:12 PM ET MORNSALE Morningstar, Inc. $4.3M
21,590 sh across 9 lots
Exec Aug 3
Filed Aug 5 · 5:35 PM ET MORNSALE Morningstar, Inc. $3.4M
19,211 sh across 9 lots
Exec May 18
Filed May 20 · 5:30 PM ET