Joseph D Mansueto

Executive Chairman

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.

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Return, ttmiAverage return per filing, trailing twelve months

–

no purchases on file

Delay-adjustediThe same average, entered at disclosure dates

–

returns measure stock purchases only

Filings, ttm

0 buys · 29 sells

Median delay

–

execution → disclosure

Volume, ttmiDollar value disclosed in the trailing twelve months

$71.8M

shares × price, as filed

Last traded

Aug 24

Filed Aug 24

Median ADV $96.3M across their filed names

Open performance→

Volume by month

Buys $0 Sells $207.6M

Shares × price, as filed · by filing month · past 24 months

Sectors filed on

Financial Services 29 filings

Sector per market data · by filing · past 12 months

Most traded names

MORN

Morningstar, Inc. MORN · 0 buys · 67 sells 67 filings

Recent filings

MORNSALE Morningstar, Inc. View filing → $1.1M
5,213 sh across 4 lots
Exec Aug 24
Filed Aug 24 · 5:15 PM ET MORNSALE Morningstar, Inc. View filing → $2.3M
10,782 sh across 5 lots
Exec Aug 20
Filed Aug 21 · 4:47 PM ET MORNSALE Morningstar, Inc. View filing → $4.3M
20,546 sh across 10 lots
Exec Aug 17
Filed Aug 19 · 5:31 PM ET MORNSALE Morningstar, Inc. View filing → $2.7M
13,167 sh across 4 lots
Exec Aug 13
Filed Aug 14 · 5:56 PM ET MORNSALE Morningstar, Inc. View filing → $3.0M
15,157 sh across 4 lots
Exec Aug 10
Filed Aug 12 · 6:54 PM ET MORNSALE Morningstar, Inc. View filing → $1.9M
9,356 sh across 5 lots
Exec Aug 6
Filed Aug 7 · 7:12 PM ET MORNSALE Morningstar, Inc. View filing → $4.3M
21,590 sh across 9 lots
Exec Aug 3
Filed Aug 5 · 5:35 PM ET MORNSALE Morningstar, Inc. View filing → $1.4M
8,335 sh across 4 lots
Exec May 21
Filed May 22 · 5:30 PM ET More filings →