Joseph D. Mansueto, Executive Chairman at Morningstar, Inc. (MORN), sold 2,969 shares at $213.75 ($632K) on 2025-11-25, disclosed to the SEC on 2025-11-26.
Scheduled sale ($632k) by Executive Chairman 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 | $211.99 | 316 | $67K | 10.6% |
| 2 | $211.99 | 316 | $67K | 10.6% |
| 3 | $211.31 | 157 | $33K | 5.2% |
| 4 | $212.74 | 481 | $102K | 16.2% |
| 5 | $212.74 | 481 | $102K | 16.2% |
| 6 | $213.75 | 570 |
| $122K |
| 19.3% |
| 7 | $213.75 | 570 | $122K | 19.3% |
| 8 | $214.51 | 78 | $17K | 2.6% |
| Total | $212.94 avg | 2,969 | $632K | 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 → |