Mansueto Joseph D — SEC Form 4 filings
SEC reporting owner CIK 1324069. 115 Form 4 filings on record with FilingPulse; latest filed 2026-08-24.
Transaction summary — filings shown
Covers the 50 most recent of 115 filings on record, filed 2025-03-04 to 2026-08-24. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 407 legs across 48 filings — 644,734 shares, $145,436,661 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 3.
- Largest priced transaction: sale of 7,472 shares @ $310.57 ($2,320,580) in Morningstar, Inc., filed 2025-03-04.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Morningstar, Inc. (MORN) | Executive Chairman, Director, 10% owner | 50 | — | 407 legs · 644,734 sh · $145,436,661 | 3 |
Form 4 filings — Mansueto Joseph D
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-24 | 4 | Morningstar, Inc. (MORN) | Sale (S): 220 @ $216.01 · Sale (S): 1,181 @ $217.26 · Sale (S): 1,740 @ $218.43 · Sale (S): 978 @ $219.44 · Sale (S): 1,314 @ $220.42 · Sale (S): 226 @ $221.12 | EDGAR |
| 2026-08-21 | 4 | Morningstar, Inc. (MORN) | Sale (S): 3,157 @ $212.87 · Sale (S): 1,359 @ $214.16 · Sale (S): 1,938 @ $215.18 · Sale (S): 295 @ $216.16 · Sale (S): 501 @ $217.13 · Sale (S): 3,827 @ $216.70 · +1 more | EDGAR |
| 2026-08-19 | 4 | Morningstar, Inc. (MORN) | Sale (S): 5,749 @ $206.84 · Sale (S): 1,501 @ $207.81 · Sale (S): 913 @ $208.13 · Sale (S): 1,935 @ $209.48 · Sale (S): 2,708 @ $210.32 · Sale (S): 1,588 @ $211.26 · +9 more | EDGAR |
| 2026-08-14 | 4 | Morningstar, Inc. (MORN) | Sale (S): 3,498 @ $197.06 · Sale (S): 2,936 @ $197.88 · Sale (S): 430 @ $198.96 · Sale (S): 26 @ $199.75 · Sale (S): 52 @ $202.09 · Sale (S): 78 @ $203.79 · +6 more | EDGAR |
| 2026-08-12 | 4 | Morningstar, Inc. (MORN) | Sale (S): 7,250 @ $201.84 · Sale (S): 974 @ $200.32 · Sale (S): 5,027 @ $194.96 · Sale (S): 1,906 @ $195.77 · Sale (S): 291 @ $197.09 · Sale (S): 26 @ $197.63 | EDGAR |
| 2026-08-07 | 4 | Morningstar, Inc. (MORN) | Sale (S): 2,272 @ $198.38 · Sale (S): 166 @ $196.16 · Sale (S): 1,453 @ $198.49 · Sale (S): 2,559 @ $199.34 · Sale (S): 2,566 @ $200.40 · Sale (S): 506 @ $201.53 | EDGAR |
| 2026-08-05 | 4 | Morningstar, Inc. (MORN) | Gift (G): 5,300 @ $0 · Sale (S): 40 @ $196.72 · Sale (S): 573 @ $197.72 · Sale (S): 4,043 @ $199.06 · Sale (S): 2,568 @ $199.78 · Sale (S): 26 @ $200.87 · +8 more | EDGAR |
| 2026-05-22 | 4 | Morningstar, Inc. (MORN) | Sale (S): 5,081 @ $172.33 · Sale (S): 1,935 @ $172.87 · Sale (S): 234 @ $174.07 · Sale (S): 317 @ $174.09 · Sale (S): 114 @ $174.98 · Sale (S): 741 @ $176.30 · +3 more | EDGAR |
| 2026-05-20 | 4 | Morningstar, Inc. (MORN) | Sale (S): 559 @ $171.33 · Sale (S): 300 @ $172.43 · Sale (S): 116 @ $173.38 · Sale (S): 500 @ $174.51 · Sale (S): 1,620 @ $175.80 · Sale (S): 3,515 @ $176.85 · +10 more | EDGAR |
| 2026-05-15 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,138 @ $165.60 · Sale (S): 1,236 @ $166.81 · Sale (S): 794 @ $167.74 · Sale (S): 3,373 @ $168.97 · Sale (S): 709 @ $169.52 · Sale (S): 704 @ $167.49 · +4 more | EDGAR |
| 2026-05-12 | 4 | Morningstar, Inc. (MORN) | Sale (S): 4,002 @ $177.08 · Sale (S): 7,232 @ $175.96 · Sale (S): 18 @ $176.72 · Sale (S): 1,988 @ $176.01 · Sale (S): 1,732 @ $177.16 · Sale (S): 3,530 @ $177.96 | EDGAR |
| 2026-05-07 | 4 | Morningstar, Inc. (MORN) | Sale (S): 4,202 @ $167.12 · Sale (S): 2,957 @ $168.14 · Sale (S): 52 @ $169.34 · Sale (S): 39 @ $170.04 · Sale (S): 5,977 @ $166.01 · Sale (S): 784 @ $166.74 · +14 more | EDGAR |
| 2026-05-04 | 4 | Morningstar, Inc. (MORN) | Sale (S): 150 @ $168.84 · Sale (S): 1,892 @ $170.36 · Sale (S): 4,698 @ $171.19 · Sale (S): 406 @ $172.18 · Sale (S): 104 @ $174.21 · Sale (S): 2,256 @ $168.56 · +3 more | EDGAR |
| 2026-03-02 | 4 | Morningstar, Inc. (MORN) | Sale (S): 3,122 @ $182.32 | EDGAR |
| 2026-02-27 | 4 | Morningstar, Inc. (MORN) | Sale (S): 200 @ $172.91 · Sale (S): 100 @ $174.58 · Sale (S): 1,615 @ $176.32 · Sale (S): 1,000 @ $176.90 · Sale (S): 3,014 @ $178.61 · Sale (S): 752 @ $179.38 · +6 more | EDGAR |
| 2026-02-25 | 4 | Morningstar, Inc. (MORN) | Sale (S): 442 @ $156.92 · Sale (S): 2,298 @ $157.96 · Sale (S): 1,286 @ $159.32 · Sale (S): 1,965 @ $160.51 · Sale (S): 910 @ $161.36 · Sale (S): 347 @ $162.43 · +11 more | EDGAR |
| 2026-02-20 | 4 | Morningstar, Inc. (MORN) | Sale (S): 7,138 @ $161.86 · Sale (S): 112 @ $162.75 · Sale (S): 5,147 @ $161.10 · Sale (S): 1,461 @ $162.16 | EDGAR |
| 2026-02-18 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,786 @ $159.78 · Sale (S): 4,089 @ $160.53 · Sale (S): 816 @ $161.46 · Sale (S): 100 @ $162.41 · Sale (S): 1,278 @ $157.97 · Sale (S): 4,201 @ $159.11 · +3 more | EDGAR |
| 2026-02-13 | 4 | Morningstar, Inc. (MORN) | Sale (S): 6,116 @ $154.61 · Sale (S): 717 @ $155.64 · Sale (S): 106 @ $156.46 · Sale (S): 2,676 @ $154.73 · Sale (S): 1,693 @ $155.73 · Sale (S): 697 @ $156.79 · +3 more | EDGAR |
| 2026-02-11 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,129 @ $164.60 · Sale (S): 524 @ $165.88 · Sale (S): 3,214 @ $162.84 | EDGAR |
| 2026-02-06 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,975 @ $179.96 · Sale (S): 3,876 @ $180.88 · Sale (S): 1,399 @ $181.76 · Sale (S): 125 @ $180.24 · Sale (S): 271 @ $182.40 · Sale (S): 777 @ $183.47 · +8 more | EDGAR |
| 2026-02-04 | 4 | Morningstar, Inc. (MORN) | Sale (S): 439 @ $201.47 · Sale (S): 418 @ $203.34 | EDGAR |
| 2025-12-15 | 4 | Morningstar, Inc. (MORN) | Gift (G): 27,775 @ $0 | EDGAR |
| 2025-11-26 | 4 | Morningstar, Inc. (MORN) | Sale (S): 316 @ $211.99 · Sale (S): 157 @ $211.31 · Sale (S): 481 @ $212.74 · Sale (S): 570 @ $213.75 · Sale (S): 78 @ $214.51 | EDGAR |
| 2025-11-24 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,104 @ $209.82 · Sale (S): 4,000 @ $210.72 · Sale (S): 2,069 @ $211.71 · Sale (S): 77 @ $212.62 · Sale (S): 2,701 @ $210.15 · Sale (S): 3,535 @ $211.41 · +3 more | EDGAR |
| 2025-11-20 | 4 | Morningstar, Inc. (MORN) | Sale (S): 2,017 @ $207.27 · Sale (S): 3,069 @ $208.29 · Sale (S): 1,684 @ $208.97 · Sale (S): 480 @ $210.18 · Sale (S): 6,575 @ $209.12 · Sale (S): 413 @ $210.17 · +1 more | EDGAR |
| 2025-11-18 | 4 | Morningstar, Inc. (MORN) | Sale (S): 6,969 @ $213.32 · Sale (S): 1,070 @ $211.12 | EDGAR |
| 2025-11-14 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,609 @ $214.07 · Sale (S): 4,284 @ $215.18 · Sale (S): 1,357 @ $215.73 · Sale (S): 6,708 @ $215.28 · Sale (S): 140 @ $216.60 | EDGAR |
| 2025-11-12 | 4 | Morningstar, Inc. (MORN) | Sale (S): 2,856 @ $211.04 · Sale (S): 3,862 @ $212.19 · Sale (S): 154 @ $213.32 · Sale (S): 340 @ $214.55 · Sale (S): 38 @ $215.34 · Sale (S): 5,376 @ $215.03 · +5 more | EDGAR |
| 2025-11-07 | 4 | Morningstar, Inc. (MORN) | Sale (S): 6,668 @ $210.94 · Sale (S): 530 @ $212.11 · Sale (S): 52 @ $212.75 · Sale (S): 4,093 @ $211.61 | EDGAR |
| 2025-11-05 | 4 | Morningstar, Inc. (MORN) | Sale (S): 5,460 @ $211.71 · Sale (S): 1,489 @ $212.53 · Sale (S): 301 @ $213.55 · Sale (S): 1,858 @ $212.93 · Sale (S): 4,117 @ $213.88 · Sale (S): 943 @ $214.59 | EDGAR |
| 2025-08-27 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,528 @ $263.10 · Sale (S): 116 @ $263.84 · Sale (S): 3,432 @ $260.48 · Sale (S): 100 @ $261.67 · Sale (S): 5,806 @ $260.14 · Sale (S): 48 @ $261.45 · +3 more | EDGAR |
| 2025-08-22 | 4 | Morningstar, Inc. (MORN) | Sale (S): 4,323 @ $259.91 · Sale (S): 2,446 @ $260.69 · Sale (S): 455 @ $261.81 · Sale (S): 26 @ $262.40 · Sale (S): 1,014 @ $261.42 · Sale (S): 465 @ $260.58 · +5 more | EDGAR |
| 2025-08-19 | 4 | Morningstar, Inc. (MORN) | Sale (S): 6,040 @ $258.51 · Sale (S): 1,208 @ $259.32 · Sale (S): 2 @ $260.68 · Sale (S): 6,846 @ $258.03 · Sale (S): 404 @ $258.82 · Sale (S): 2,757 @ $258.96 · +2 more | EDGAR |
| 2025-08-14 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,957 @ $254.79 · Sale (S): 899 @ $255.78 · Sale (S): 2,496 @ $257.07 · Sale (S): 1,638 @ $257.74 · Sale (S): 260 @ $258.56 · Sale (S): 6,382 @ $257.78 · +4 more | EDGAR |
| 2025-08-11 | 4 | Morningstar, Inc. (MORN) | Sale (S): 3,934 @ $260.66 · Sale (S): 2,284 @ $261.40 · Sale (S): 506 @ $262.35 · Sale (S): 526 @ $263.37 · Sale (S): 601 @ $259.69 · Sale (S): 3,104 @ $260.85 · +6 more | EDGAR |
| 2025-08-06 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,961 @ $271.90 · Sale (S): 3,164 @ $272.87 · Sale (S): 1,499 @ $273.72 · Sale (S): 280 @ $270.07 · Sale (S): 114 @ $271.17 · Sale (S): 3,689 @ $261.55 · +1 more | EDGAR |
| 2025-06-30 | 4 | Morningstar, Inc. (MORN) | Gift (G): 15,000 @ $0 | EDGAR |
| 2025-05-27 | 4 | Morningstar, Inc. (MORN) | Sale (S): 2,981 @ $305.30 · Sale (S): 1,471 @ $306.51 · Sale (S): 1,519 @ $307.29 · Sale (S): 1,279 @ $307.94 · Sale (S): 1,296 @ $305.80 · Sale (S): 202 @ $305.06 · +4 more | EDGAR |
| 2025-05-21 | 4 | Morningstar, Inc. (MORN) | Sale (S): 2,495 @ $309.25 · Sale (S): 4,088 @ $310.09 · Sale (S): 667 @ $310.79 · Sale (S): 4,897 @ $310.05 · Sale (S): 206 @ $310.81 | EDGAR |
| 2025-05-16 | 4 | Morningstar, Inc. (MORN) | Sale (S): 6,575 @ $305.94 · Sale (S): 350 @ $306.66 · Sale (S): 104 @ $307.79 · Sale (S): 135 @ $309.32 · Sale (S): 86 @ $310.23 · Sale (S): 6,242 @ $309.30 · +1 more | EDGAR |
| 2025-05-15 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,350 @ $309.07 · Sale (S): 4,727 @ $309.97 · Sale (S): 759 @ $310.90 · Sale (S): 226 @ $311.65 · Sale (S): 2,412 @ $306.67 | EDGAR |
| 2025-05-13 | 4 | Morningstar, Inc. (MORN) | Sale (S): 5,099 @ $304.61 · Sale (S): 1,859 @ $305.24 · Sale (S): 292 @ $306.05 · Sale (S): 1,658 @ $307.32 · Sale (S): 1,422 @ $308.11 · Sale (S): 1,240 @ $309.36 · +2 more | EDGAR |
| 2025-05-09 | 4 | Morningstar, Inc. (MORN) | Sale (S): 808 @ $294.80 · Sale (S): 507 @ $295.77 · Sale (S): 2,324 @ $296.96 · Sale (S): 2,745 @ $297.94 · Sale (S): 866 @ $299.04 · Sale (S): 14 @ $298.03 · +7 more | EDGAR |
| 2025-05-07 | 4 | Morningstar, Inc. (MORN) | Sale (S): 310 @ $292.98 · Sale (S): 1,966 @ $294.40 · Sale (S): 3,356 @ $295.27 · Sale (S): 1,342 @ $296.05 · Sale (S): 276 @ $297.06 · Sale (S): 3,211 @ $294.27 | EDGAR |
| 2025-05-05 | 4 | Morningstar, Inc. (MORN) | Sale (S): 6,499 @ $284.00 · Sale (S): 671 @ $284.99 · Sale (S): 14 @ $285.90 · Sale (S): 514 @ $288.21 · Sale (S): 305 @ $289.97 · Sale (S): 1,613 @ $291.47 · +3 more | EDGAR |
| 2025-03-17 | 4 | Morningstar, Inc. (MORN) | Sale (S): 2 @ $287.10 · Sale (S): 20 @ $282.00 · Sale (S): 59 @ $283.22 · Sale (S): 263 @ $284.84 · Sale (S): 183 @ $285.91 · Sale (S): 788 @ $286.96 · +1 more | EDGAR |
| 2025-03-13 | 4 | Morningstar, Inc. (MORN) | Sale (S): 7,162 @ $281.92 · Sale (S): 1,203 @ $282.70 · Sale (S): 235 @ $284.24 · Sale (S): 429 @ $285.19 · Sale (S): 33 @ $285.74 · Sale (S): 4,454 @ $283.90 · +4 more | EDGAR |
| 2025-03-06 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,906 @ $298.55 · Sale (S): 2,066 @ $299.45 · Sale (S): 736 @ $300.50 · Sale (S): 449 @ $301.75 · Sale (S): 2,755 @ $302.89 · Sale (S): 956 @ $304.03 · +1 more | EDGAR |
| 2025-03-04 | 4 | Morningstar, Inc. (MORN) | Sale (S): 7,472 @ $310.57 · Sale (S): 1,149 @ $311.33 · Sale (S): 76 @ $312.23 · Sale (S): 365 @ $313.32 · Sale (S): 1,172 @ $313.21 · Sale (S): 3,735 @ $314.61 · +2 more | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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