Joseph D. Mansueto, Executive Chairman, 10% Owner at Morningstar, Inc. (MORN), sold 14,500 shares at $165.60 ($2.4M) on 2026-05-14, disclosed to the SEC on 2026-05-15.
Scheduled sale ($2.4M) 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 | $165.60 | 1,138 | $188K | 7.7% |
| 2 | $166.81 | 1,236 | $206K | 8.4% |
| 3 | $167.74 | 794 | $133K | 5.4% |
| 4 | $168.97 | 3,373 | $570K | 23.3% |
| 5 | $169.52 | 709 | $120K | 4.9% |
| 6 | $167.49 | 704 |
| $118K |
| 4.8% |
| 7 | $168.66 | 1,525 | $257K | 10.5% |
| 8 | $169.59 | 4,237 | $719K | 29.4% |
| 9 | $170.74 | 584 | $100K | 4.1% |
| 10 | $171.47 | 200 | $34K | 1.4% |
| Total | $168.66 avg | 14,500 | $2.4M | 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 → |