Insider · CIK 1324069
Joseph D Mansueto
Executive Chair at Morningstar MORN
Full history from EDGAR: holdings now, every transaction and Form 144 planned sales
Open-market buys0
Open-market sales23
Bought$0
Sold$6.8M
Every trade, with what the company filed around it
Open-market buys and sales as each Form 4 states them, newest first.
How these figures work
Notes on each row are as each Form 4 states them, next to SEC Tracker's own records of the company's filings and other insiders' buys. Holding after is what the filing reports they held after the trade, with the change in their holding.
| Date | Company | Trade | Value | Holding after | Notes |
|---|---|---|---|---|---|
| Nov 4, 2026 | Morningstar MORN | Sold (10b5-1) 2,935 sh at $240.76 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $707K | 8,598,744 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 4, 2026 | Morningstar MORN | Sold (10b5-1) 2,286 sh at $241.50 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $552K | 8,596,458 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 4, 2026 | Morningstar MORN | Sold (10b5-1) 1,149 sh at $242.76 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $279K | 8,595,309 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 4, 2026 | Morningstar MORN | Sold (10b5-1) 795 sh at $243.67 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $194K | 8,594,514 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 4, 2026 | Morningstar MORN | Sold (10b5-1) 85 sh at $244.51 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $21K | 8,594,429 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 3, 2026 | Morningstar MORN | Sold (10b5-1) 4,390 sh at $239.39 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 1 day after a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $1.1M | 8,604,193 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 1 day after a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 3, 2026 | Morningstar MORN | Sold (10b5-1) 2,384 sh at $239.96 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 1 day after a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $572K | 8,601,809 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 1 day after a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 3, 2026 | Morningstar MORN | Sold (10b5-1) 78 sh at $241.11 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 1 day after a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $19K | 8,601,731 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 1 day after a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 3, 2026 | Morningstar MORN | Sold (10b5-1) 52 sh at $242.26 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 1 day after a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $13K | 8,601,679 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 1 day after a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 344 sh at $227.57 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $78K | 8,615,489 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 478 sh at $228.49 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $109K | 8,615,011 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 518 sh at $229.04 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $119K | 8,614,493 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 970 sh at $230.42 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $224K | 8,613,523 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 798 sh at $231.89 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $185K | 8,612,725 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 520 sh at $232.89 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $121K | 8,612,205 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 1,312 sh at $234.19 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $307K | 8,610,893 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 1,604 sh at $235.63 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $378K | 8,609,289 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 104 sh at $237.28 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $25K | 8,609,185 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 273 sh at $238.58 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $65K | 8,608,912 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 303 sh at $239.61 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $73K | 8,608,609 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 2, 2026 | Morningstar MORN | Sold (10b5-1) 26 sh at $240.14 The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. | $6K | 8,608,583 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. The same day as a Form 144 notice of a planned insider sale filed Nov 2, 2026. |
| Nov 17, 2025 | Morningstar MORN | Sold (10b5-1) 1,070 sh at $211.12 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 5 days after the company's SCHEDULE 13G/A filed Nov 12, 2025. | $226K | 8,631,417 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 5 days after the company's SCHEDULE 13G/A filed Nov 12, 2025. |
| Nov 14, 2025 | Morningstar MORN | Sold (10b5-1) 6,969 sh at $213.32 The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after the company's SCHEDULE 13G/A filed Nov 12, 2025. | $1.5M | 8,632,487 −<1% | The filing says this sale was under a Rule 10b5-1 plan set up in advance. 2 days after the company's SCHEDULE 13G/A filed Nov 12, 2025. |
Open-market trades are Form 4 transaction codes P (purchase) and S (sale). Planned sales are those the filing marks as made under a Rule 10b5-1 plan. A P-code buy at the offering price within a day of the company's FWP, 424B prospectus or offering 8-K is marked Bought in the offering and left out of open-market buy counts and cluster buys. Prices and values are as stated in each Form 4. Stock prices aren't shown on this page. Not investment advice.