Joseph D. Mansueto, Executive Chairman, 10% Owner at Morningstar, Inc. (MORN), sold 27,050 shares at $196.72 ($4.3M) on 2026-08-03, disclosed to the SEC on 2026-08-05.
Scheduled sale ($4.3M) 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 | $0.00 | 5,300 | $0 | 0.0% |
| 2 | $196.72 | 40 | $8K | 0.2% |
| 3 | $197.72 | 573 | $113K | 2.6% |
| 4 | $199.06 | 4,043 | $805K | 18.5% |
| 5 | $199.78 | 2,568 | $513K | 11.8% |
| 6 | $200.87 | 26 |
| $5K |
| 0.1% |
| 7 | $198.06 | 997 | $197K | 4.5% |
| 8 | $199.51 | 3,840 | $766K | 17.6% |
| 9 | $200.57 | 2,349 | $471K | 10.8% |
| 10 | $201.15 | 64 | $13K | 0.3% |
| 11 | $199.58 | 1,246 | $249K | 5.7% |
| 12 | $201.12 | 4,310 | $867K | 19.9% |
| 13 | $201.98 | 1,664 | $336K | 7.7% |
| 14 | $202.51 | 30 | $6K | 0.1% |
| Total | $160.79 avg | 27,050 | $4.3M | 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 → |