Insider · CIK 0001324069

Mansueto Joseph D

Reports to the SEC for 2 companies · CHICAGO, IL

sec.gov

Transactions

Companies

Filings

CIK

0001324069

Summary

Joseph D. Mansueto

Updated Dec 21, 2025

Joseph D. Mansueto is Executive Chairman and Chairman of the Board of Morningstar, Inc., the investment-research and financial-data company he founded in 1984. He remains a controlling shareholder and provides strategic oversight on capital allocation and long‑term corporate strategy.^[1]

Career Background

Founded Morningstar, Inc. in 1984 and served as Chief Executive Officer in multiple periods, later transitioning to Executive Chairman.^[1]
Longstanding role in shaping Morningstar’s international expansion, product development, and research offerings; served as Chairman since the company’s inception.^[1]
Education: holds undergraduate and MBA degrees from the University of Chicago (reported in company disclosures).^[1]

Current Positions

Executive Chairman and Chairman of the Board, Morningstar, Inc. (MORN); listed as a director, officer and significant owner in SEC filings.^[2]
Principal owner of private interests including media and sports assets (reported holdings include ownership stakes in Chicago Fire FC and media brands).^[3]

SEC Filing Context

SEC Form 4 filings for Mansueto show multiple reported dispositions of Morningstar common stock, including transactions reported under Rule 10b5‑1 trading plans.^[2]

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-08-24	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−220 sh	$216.01	−$47.5K	7,943,631
2026-08-24	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,181 sh	$217.26	−$257K	7,942,450
2026-08-24	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,740 sh	$218.43	−$380K	7,940,710
2026-08-24	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−978 sh	$219.44	−$215K	7,939,732
2026-08-24	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,314 sh	$220.42	−$290K	7,938,418
2026-08-24	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−226 sh	$221.12	−$50K	7,938,192
2026-08-21	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−3,827 sh	$216.70	−$829K	7,944,119
2026-08-21	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−268 sh	$217.57	−$58.3K	7,943,851
2026-08-20	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−3,157 sh	$212.87	−$672K	7,952,039
2026-08-20	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,359 sh	$214.16	−$291K	7,950,680
2026-08-20	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,938 sh	$215.18	−$417K	7,948,742
2026-08-20	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−295 sh	$216.16	−$63.8K	7,948,447
2026-08-20	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−501 sh	$217.13	−$109K	7,947,946
2026-08-19	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−114 sh	$208.21	−$23.7K	7,962,332
2026-08-19	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−680 sh	$210.24	−$143K	7,961,652
2026-08-19	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−426 sh	$211.52	−$90.1K	7,961,226
2026-08-19	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−3,031 sh	$213.96	−$649K	7,957,539
2026-08-19	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,785 sh	$214.81	−$383K	7,955,754
2026-08-19	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−369 sh	$215.93	−$79.7K	7,955,385
2026-08-19	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−189 sh	$217.01	−$41K	7,955,196
2026-08-18	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−913 sh	$208.13	−$190K	7,968,783
2026-08-18	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,935 sh	$209.48	−$405K	7,966,848
2026-08-18	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−2,708 sh	$210.32	−$570K	7,964,140
2026-08-18	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,588 sh	$211.26	−$335K	7,962,552
2026-08-18	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−106 sh	$212.20	−$22.5K	7,962,446
2026-08-18	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−656 sh	$212.53	−$139K	7,960,570
2026-08-17	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−5,749 sh	$206.84	−$1.19M	7,971,197
2026-08-17	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,501 sh	$207.81	−$312K	7,969,696
2026-08-14	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−3,924 sh	$206.28	−$809K	7,980,272
2026-08-14	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−2,809 sh	$207.33	−$582K	7,977,463
2026-08-14	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−240 sh	$208.45	−$50K	7,977,223
2026-08-14	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−277 sh	$209.38	−$58K	7,976,946
2026-08-13	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−3,498 sh	$197.06	−$689K	7,987,948
2026-08-13	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−2,936 sh	$197.88	−$581K	7,985,012
2026-08-13	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−430 sh	$198.96	−$85.6K	7,984,582
2026-08-13	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−26 sh	$199.75	−$5,193.5	7,984,556
2026-08-13	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−52 sh	$202.09	−$10.5K	7,984,504
2026-08-13	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−78 sh	$203.79	−$15.9K	7,984,426
2026-08-13	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−52 sh	$205.66	−$10.7K	7,984,374
2026-08-13	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−178 sh	$206.78	−$36.8K	7,984,196
2026-08-12	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−5,027 sh	$194.96	−$980K	7,993,669
2026-08-12	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,906 sh	$195.77	−$373K	7,991,763
2026-08-12	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−291 sh	$197.09	−$57.4K	7,991,472
2026-08-12	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−26 sh	$197.63	−$5,138.38	7,991,446
2026-08-11	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−974 sh	$200.32	−$195K	7,998,696
2026-08-10	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−7,250 sh	$201.84	−$1.46M	7,999,670
2026-08-07	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−166 sh	$196.16	−$32.6K	8,014,004
2026-08-07	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−1,453 sh	$198.49	−$288K	8,012,551
2026-08-07	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−2,559 sh	$199.34	−$510K	8,009,992
2026-08-07	MORNMorningstar, Inc.S Sale	Director, Executive Chairman, 10% Owner	SSale	−2,566 sh	$200.40	−$514K	8,007,426

Recent filings

Accepted (ET)
Aug 244
Mansueto Joseph D0001324069-26-000045
SEC(opens sec.gov)
Aug 214
Mansueto Joseph D0001324069-26-000043
SEC(opens sec.gov)
Aug 194
Mansueto Joseph D0001324069-26-000041
SEC(opens sec.gov)

Companies

Address

22 W. WASHINGTON

CHICAGO, IL, 60602