Joseph D. Mansueto, Executive Chairman, 10% Owner at Morningstar, Inc. (MORN), sold 21,750 shares at $167.12 ($3.7M) on 2026-05-05, disclosed to the SEC on 2026-05-07.
Scheduled sale ($3.7M) by Executive Chairman, 10% Owner under a pre-arranged 10b5-1 plan. Pre-set trade — not a discretionary signal on the stock.
Negative factors outweigh the positive ones.
| # | Price | Shares | Value | % of Total |
|---|---|---|---|---|
| 1 | $167.12 | 4,202 | $702K | 19.1% |
| 2 | $168.14 | 2,957 | $497K | 13.5% |
| 3 | $169.34 | 52 | $9K | 0.2% |
| 4 | $170.04 | 39 | $7K | 0.2% |
| 5 | $166.01 | 5,977 | $992K | 27.0% |
| 6 | $166.74 | 784 |
| $131K |
| 3.6% |
| 7 | $168.03 | 411 | $69K | 1.9% |
| 8 | $168.79 | 78 | $13K | 0.4% |
| 9 | $166.66 | 100 | $17K | 0.5% |
| 10 | $168.83 | 312 | $53K | 1.4% |
| 11 | $170.09 | 300 | $51K | 1.4% |
| 12 | $170.88 | 1,268 | $217K | 5.9% |
| 13 | $171.77 | 1,520 | $261K | 7.1% |
| 14 | $173.12 | 1,955 | $338K | 9.2% |
| 15 | $173.94 | 1,107 | $193K | 5.2% |
| 16 | $175.35 | 286 | $50K | 1.4% |
| 17 | $176.18 | 52 | $9K | 0.2% |
| 18 | $177.87 | 271 | $48K | 1.3% |
| 19 | $178.88 | 53 | $9K | 0.3% |
| 20 | $180.00 | 26 | $5K | 0.1% |
| Total | $168.78 avg | 21,750 | $3.7M | 100% |
| Filing → |
| MORN | SELL | 2026-08-19 | $4.6M | — | Filing → |
| MORN | SELL | 2026-08-14 | $2.9M | — | Filing → |
| MORN | SELL | 2026-08-12 | $3.1M | — | Filing → |