Joseph D Mansueto

Executive Chairman · Morningstar

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 $4.8M of MORN (20,139 sh across 13 lots, as filed), executed Nov 2. Data as of Nov 8 2026.

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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

–

measured on stock purchases

Volume, ttmiDollar value disclosed in the trailing twelve months

$57.7M

shares × price, as filed

Last traded

Nov 5

Filed Nov 6

Median ADV $96.3M across their filed names

Open performance→

Volume by month

Buys $0 Sells $172.0M

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

Sectors filed on

Financial Services 28 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 → $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 MORNSALE Morningstar, Inc. View filing → $3.4M
19,211 sh across 9 lots
Exec May 18
Filed May 20 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $2.3M
13,716 sh across 8 lots
Exec May 14
Filed May 15 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $3.3M
18,484 sh across 5 lots
Exec May 8
Filed May 12 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $3.3M
19,770 sh across 8 lots
Exec May 5
Filed May 7 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $2.4M
13,840 sh across 6 lots
Exec May 1
Filed May 4 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $569K
3,122 sh × $182.32
Exec Mar 2
Filed Mar 2 · 5:30 PM ET More filings →