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 → $1.7M
8,039 sh across 2 lots
Exec Nov 14 2025
Filed Nov 18 2025 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $3.0M
13,958 sh across 4 lots
Exec Nov 12 2025
Filed Nov 14 2025 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $4.5M
20,843 sh across 7 lots
Exec Nov 7 2025
Filed Nov 12 2025 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $2.4M
11,291 sh across 3 lots
Exec Nov 5 2025
Filed Nov 7 2025 · 5:30 PM ET