Reporting owner · CIK 0001324069

Mansueto Joseph D

SEC Form 4 history across 1 companies, 28 transactions and 3 filings.

CHAIRExecutive ChairmanMorningstar, Inc.
Open-market transaction mix0% buys0 buys · 28 sales
Latest filingAug 24, 2026, 09:15 PM

Available history · Aug 17, 2026 – Aug 24, 2026

Filings3Form 4 records
Buying$00 purchases
Selling$8.3M28 sales
Net value−$8.3MBuys minus sells · disclosed values

Latest insider transactions

Form 4 filings from available history.
Mansueto Joseph D transactions · 20 per page
CompanyInsiderActivityDisclosed valueFiled (ET)
MORNMorningstar, Inc.
Mansueto Joseph DCHAIRS · sale10b5-1 detectedSEC filing ↗-$23.7kView disclosure →
MORNMorningstar, Inc.
Mansueto Joseph DCHAIRS · sale10b5-1 detectedSEC filing ↗-$22.4kView disclosure →
MORNMorningstar, Inc.
Mansueto Joseph DCHAIRS · sale10b5-1 detectedSEC filing ↗-$335kView disclosure →
MORNMorningstar, Inc.
Mansueto Joseph DCHAIRS · sale10b5-1 detectedSEC filing ↗-$569kView disclosure →
MORNMorningstar, Inc.
Mansueto Joseph DCHAIRS · sale10b5-1 detectedSEC filing ↗-$405kView disclosure →
MORNMorningstar, Inc.
Mansueto Joseph DCHAIRS · sale10b5-1 detectedSEC filing ↗-$190kView disclosure →
MORNMorningstar, Inc.
Mansueto Joseph DCHAIRS · sale10b5-1 detectedSEC filing ↗-$311kView disclosure →
MORNMorningstar, Inc.
Mansueto Joseph DCHAIRS · sale10b5-1 detectedSEC filing ↗-$1.18MView disclosure →
Open a transaction for shares, transaction date, ownership and the original SEC filing.

Latest Form 4 facts

Quick context from source filings

Latest open-market transaction

sale at Morningstar, Inc. on Aug 24, 2026 valued at $49,973.

Review SEC filing
Latest buy

No open-market insider purchase is available.

Monthly open-market activity

Last 1 reported months · purchases and sales

View exact monthly values
MonthPurchasesSalesBuy valueSale valueNet value
Aug 2026028$0.00$8,251,461.38-$8,251,461.38

Net value is disclosed purchases minus sales, not profit. A dash means the value is unavailable.

Ownership and transaction size

Ownership and ticket size

Average P/S size$294.7K
Median P/S size$235.6K
Direct28
Indirect0
Aug 24, 2026sale

Filing-only signals

Deterministic matches in this insider's history

Direct Ownershipfiling-context28Large Salesize4Repeat Sellerpattern2710b5-1 Detectedfiling-context28

Associated companies

Companies in the disclosed reporting history

Morningstar, Inc.MORN · 115 transactions · latest Aug 24, 2026, 09:15 PM

Open-market buy performance

90-day forward return on this insider's open-market purchases

90d forward
No open-market purchases in available history

A 90-day purchase return requires an open-market buy. No eligible purchases are recorded in this history.

Disclosed ownership

How reported shareholdings evolved

Non-derivative shares held after reported transactions—not stock prices or a complete portfolio.

28 observations · Aug 17, 2026 – Aug 24, 2026. Window ends at the latest available report, not today.

Selected observation · Aug 24, 20267,938,192 shares reported
Inspect transaction
View exact observations and source transactions
Transaction dateShares held afterFiledSource
Aug 17, 20267,971,197Aug 19, 2026View transaction
Aug 17, 20267,969,696Aug 19, 2026View transaction
Aug 18, 20267,968,783Aug 19, 2026View transaction
Aug 18, 20267,966,848Aug 19, 2026View transaction
Aug 18, 20267,964,140Aug 19, 2026View transaction
Aug 18, 20267,962,552Aug 19, 2026View transaction
Aug 18, 20267,962,446Aug 19, 2026View transaction
Aug 18, 20267,960,570Aug 19, 2026View transaction
Aug 19, 20267,962,332Aug 19, 2026View transaction
Aug 19, 20267,961,652Aug 19, 2026View transaction
Aug 19, 20267,961,226Aug 19, 2026View transaction
Aug 19, 20267,957,539Aug 19, 2026View transaction
Aug 19, 20267,955,754Aug 19, 2026View transaction
Aug 19, 20267,955,385Aug 19, 2026View transaction
Aug 19, 20267,955,196Aug 19, 2026View transaction
Aug 20, 20267,952,039Aug 21, 2026View transaction
Aug 20, 20267,950,680Aug 21, 2026View transaction
Aug 20, 20267,948,742Aug 21, 2026View transaction
Aug 20, 20267,948,447Aug 21, 2026View transaction
Aug 20, 20267,947,946Aug 21, 2026View transaction
Aug 21, 20267,944,119Aug 21, 2026View transaction
Aug 21, 20267,943,851Aug 21, 2026View transaction
Aug 24, 20267,943,631Aug 24, 2026View transaction
Aug 24, 20267,942,450Aug 24, 2026View transaction
Aug 24, 20267,940,710Aug 24, 2026View transaction
Aug 24, 20267,939,732Aug 24, 2026View transaction
Aug 24, 20267,938,418Aug 24, 2026View transaction
Aug 24, 20267,938,192Aug 24, 2026View transaction

Securities and direct/indirect ownership contexts are kept separate and never summed. Joint filings may associate the same disclosed row with multiple owners. Unknown values are omitted, not treated as zero. Lines connect observations for readability; they do not establish holdings between filings, cost basis, or current ownership. Amendments and stock splits require reviewing the source.

Mansueto Joseph D Insider Activity FAQ

SEC Form 4 context

Who is Mansueto Joseph D?

Mansueto Joseph D is a reporting owner in SEC Form 4 filings with reporting owner CIK 0001324069.

Which companies has Mansueto Joseph D reported transactions for?

Morningstar, Inc.

When was Mansueto Joseph D's latest insider buy?

No open-market insider purchase is available for this period.

When was Mansueto Joseph D's latest insider sale?

sale at Morningstar, Inc. on Aug 24, 2026 valued at $49,973.

Where can I see the original SEC filings?

Each transaction row links directly to the source SEC filing so the reported Form 4 details can be reviewed.

Are performance metrics included?

The profile shows average and median 90-day stock returns after open-market purchases when price coverage is available. These are unadjusted stock returns, not realized trading gains. Win rates, benchmark-adjusted returns and conviction scores are not calculated.