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 → $2.4M
13,393 sh across 5 lots
Exec Feb 26
Filed Feb 27 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $2.0M
12,606 sh across 7 lots
Exec Feb 24
Filed Feb 25 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $2.2M
13,746 sh across 3 lots
Exec Feb 19
Filed Feb 20 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $2.1M
13,247 sh across 6 lots
Exec Feb 17
Filed Feb 18 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $2.1M
13,323 sh across 6 lots
Exec Feb 12
Filed Feb 13 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $709K
4,343 sh across 2 lots
Exec Feb 9
Filed Feb 11 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $3.3M
18,716 sh across 10 lots
Exec Feb 4
Filed Feb 6 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $224K
1,051 sh across 2 lots
Exec Nov 25 2025
Filed Nov 26 2025 · 5:30 PM ET More filings →