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Morningstar, Inc. (MORN): Chair sold ~$1.55M

Joseph D Mansueto, Chair at Morningstar, Inc., sold ~$1.55M of Morningstar, Inc. shares.

~$1.55M
Approx. value · 5,099 sh @ $304.61
9.48M
Holds after · shares reported
Traded
May 9, 2025
Filed
May 13, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Mar 11, 2025Insider · 1 personInsiders: 5 sales (~$2.6M)
  2. Mar 12, 2025Insider · 1 personInsiders: 5 sales (~$2.6M)
  3. Mar 13, 2025InsiderChair sold ~$574 of MORN shares in the open market
  4. Mar 14, 2025Insider · 1 personInsiders: 6 sales (~$392K)
  5. May 1, 2025Insider · 1 personInsiders: 2 sales (~$2.0M)
  6. May 2, 2025Insider · 1 personInsiders: 7 sales (~$2.1M)
  7. May 5, 2025Insider · 1 personInsiders: 5 sales (~$2.1M)
  8. May 6, 2025InsiderChair sold ~$945K of MORN shares in the open market
  9. May 7, 2025Insider · 1 personInsiders: 5 sales (~$2.2M)
  10. May 8, 2025Insider · 1 personInsiders: 8 sales (~$2.2M)
  11. May 9, 2025 · this disclosureInsiderChair sold ~$1.55M of MORN shares in the open market

What came next

  1. May 9, 2025Insider · 1 personInsiders: 2 sales (~$657K)
  2. May 12, 2025Insider · 2 peopleInsiders: 6 sales (~$2.4M)
  3. May 13, 2025Insider · 1 personInsiders: 4 sales (~$2.2M)
  4. May 14, 2025InsiderChair sold ~$740K of MORN shares in the open market
  5. May 15, 2025Insider · 1 personInsiders: 5 sales (~$2.2M)
  6. May 16, 2025Insider · 2 peopleInsiders: 3 sales (~$2.3M)
  7. May 19, 2025Insider · 1 personInsiders: 3 sales (~$2.2M)
  8. May 20, 2025Insider · 1 personInsiders: 2 sales (~$1.6M)
  9. May 22, 2025Insider · 1 personInsiders: 3 sales (~$1.3M)
  10. May 23, 2025InsiderChair sold ~$396K of MORN shares in the open market
  11. May 27, 2025Insider · 1 personInsiders: 4 sales (~$379K)
View the official recordSEC Form 4

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for Morningstar, Inc.

For Morningstar, Inc., OQRO holds 39 insider filings (SEC Form 4 or Form 144) and 7 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MORN page.

Other recent filings by Joseph D Mansueto, Executive Chairman

The full history of Joseph D Mansueto, Executive Chairman is on the profile page.

How this filing works

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Other disclosures at Morningstar, Inc.

Everything OQRO holds on this company is on its MORN page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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