JM
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.
Add to watchlistReturn, 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
29
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
MORNRecent filings
MORNSALE
Morningstar, Inc.
View filing →
$2.9M13,975 sh across 6 lots
Exec Nov 20 2025
Filed Nov 24 2025 · 5:30 PM ET MORNSALE Morningstar, Inc. View filing → $2.9M
13,825 sh across 5 lots
Exec Nov 18 2025
Filed Nov 20 2025 · 5:30 PM ET 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