OQROSign up free
Insider trade

Morningstar, Inc. (MORN): Chair sold ~$148K

Joseph D Mansueto, Chair at Morningstar, Inc., sold ~$148K of Morningstar, Inc. shares.

~$148K
Approx. value · 514 sh @ $288.21
9.52M
Holds after · shares reported
Traded
May 2, 2025
Filed
May 5, 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. Feb 28, 2025Insider · 1 personInsiders: 4 sales (~$2.8M)
  2. Mar 3, 2025Insider · 1 personInsiders: 4 sales (~$2.2M)
  3. Mar 5, 2025Insider · 1 personInsiders: 7 sales (~$2.7M)
  4. Mar 11, 2025Insider · 1 personInsiders: 5 sales (~$2.6M)
  5. Mar 12, 2025Insider · 1 personInsiders: 5 sales (~$2.6M)
  6. Mar 13, 2025InsiderChair sold ~$574 of MORN shares in the open market
  7. Mar 14, 2025Insider · 1 personInsiders: 6 sales (~$392K)
  8. May 1, 2025Insider · 1 personInsiders: 2 sales (~$2.0M)
  9. May 2, 2025 · this disclosureInsiderChair sold ~$148K of MORN shares in the open market

What came next

  1. May 2, 2025Insider · 1 personInsiders: 6 sales (~$2.0M)
  2. May 5, 2025Insider · 1 personInsiders: 5 sales (~$2.1M)
  3. May 6, 2025InsiderChair sold ~$945K of MORN shares in the open market
  4. May 7, 2025Insider · 1 personInsiders: 5 sales (~$2.2M)
  5. May 8, 2025Insider · 1 personInsiders: 8 sales (~$2.2M)
  6. May 9, 2025Insider · 1 personInsiders: 3 sales (~$2.2M)
  7. May 12, 2025Insider · 2 peopleInsiders: 6 sales (~$2.4M)
  8. May 13, 2025Insider · 1 personInsiders: 4 sales (~$2.2M)
  9. May 14, 2025InsiderChair sold ~$740K of MORN shares in the open market
  10. May 15, 2025Insider · 1 personInsiders: 5 sales (~$2.2M)
  11. May 16, 2025InsiderChair sold ~$1.93M of MORN shares in the open market
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

Explore the data

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.

Sign up freeAlready have an account? Log in

OQRO is free for everyone. No card, no trial

OQRO describes public disclosures and context calculated from them. It does not give personalized advice and does not recommend any transaction. How OQRO treats data