Joe Mansueto

Track

Insider profile

Currently holds a position at Morningstar Inc

Performance

Overall performance
1.5
Performance over holding periods
1.5
30 days 90 days 120 days
Average return -5% 8.2% 15.1%
Success rate 28% 68% 82%
Transactions
4 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Executive Chairman of the Board Morningstar Inc Jan. 1, 2017 -
Chairman of the Board, Chief Executive Officer Morningstar Inc Jan. 1, 2000 - Jan. 1, 2017
Joe Mansueto's trades of Morningstar Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Planned sale
Price
46.39
Quantity 17,617 -25.9%
Value US$3,333,739
Transaction date
Planned sale
Price
332.46
Quantity 89,062 -15.8%
Value US$4,994,323
Transaction date
Planned sale
Price
137.79
Quantity 5,509 -3.6%
Value US$779,073
Transaction date
Planned sale
Price
218.43
Quantity 1,740 -0.0%
Value US$380,074
Transaction date
Planned sale
Price
217.26
Quantity 1,181 -0.0%
Value US$256,581
Transaction date
Planned sale
Price
216.01
Quantity 220 -0.0%
Value US$47,522
Transaction date
Planned sale
Price
217.57
Quantity 268 -0.0%
Value US$58,308
Transaction date
Planned sale
Price
216.70
Quantity 3,827 -0.0%
Value US$829,301
Transaction date
Planned sale
Price
217.13
Quantity 501 -0.0%
Value US$108,784
Transaction date
Planned sale
Price
216.16
Quantity 295 -0.0%
Value US$63,767
Transaction date
Planned sale
Price
215.18
Quantity 1,938 -0.0%
Value US$417,009
Transaction date
Planned sale
Price
214.17
Quantity 1,359 -0.0%
Value US$291,050
Transaction date
Planned sale
Price
212.87
Quantity 3,157 -0.0%
Value US$672,019
Transaction date
Planned sale
Price
217.01
Quantity 189 -0.0%
Value US$41,015
Transaction date
Planned sale
Price
215.93
Quantity 369 -0.0%
Value US$79,677
Transaction date
Planned sale
Price
214.81
Quantity 1,785 -0.0%
Value US$383,438
Transaction date
Planned sale
Price
213.96
Quantity 3,031 -0.0%
Value US$648,512
Transaction date
Planned sale
Price
211.52
Quantity 426 -0.0%
Value US$90,108
Transaction date
Planned sale
Price
210.24
Quantity 680 -0.0%
Value US$142,966
Transaction date
Planned sale
Price
208.21
Quantity 114 -0.0%
Value US$23,736
Transaction date
Planned sale
Price
212.53
Quantity 656 -0.0%
Value US$139,422
Transaction date
Planned sale
Price
212.20
Quantity 106 -0.0%
Value US$22,494
Transaction date
Planned sale
Price
211.26
Quantity 1,588 -0.0%
Value US$335,481
Transaction date
Planned sale
Price
210.32
Quantity 2,708 -0.0%
Value US$569,546
Transaction date
Planned sale
Price
209.48
Quantity 1,935 -0.0%
Value US$405,346
Transaction date
Planned sale
Price
208.13
Quantity 913 -0.0%
Value US$190,022
Transaction date
Planned sale
Price
207.81
Quantity 1,501 -0.0%
Value US$311,927
Transaction date
Planned sale
Price
206.84
Quantity 5,749 -0.1%
Value US$1,189,141
Transaction date
Planned sale
Price
209.38
Quantity 277 -0.0%
Value US$57,999
Transaction date
Planned sale
Price
208.45
Quantity 240 -0.0%
Value US$50,028
Transaction date
Planned sale
Price
207.33
Quantity 2,809 -0.0%
Value US$582,387
Transaction date
Planned sale
Price
206.28
Quantity 3,924 -0.0%
Value US$809,449
Transaction date
Planned sale
Price
206.78
Quantity 178 -0.0%
Value US$36,808
Transaction date
Planned sale
Price
205.66
Quantity 52 -0.0%
Value US$10,694
Transaction date
Planned sale
Price
203.79
Quantity 78 -0.0%
Value US$15,896
Transaction date
Planned sale
Price
202.09
Quantity 52 -0.0%
Value US$10,508
Transaction date
Planned sale
Price
199.75
Quantity 26 -0.0%
Value US$5,194
Transaction date
Planned sale
Price
198.96
Quantity 430 -0.0%
Value US$85,553
Transaction date
Planned sale
Price
197.88
Quantity 2,936 -0.0%
Value US$580,962
Transaction date
Planned sale
Price
197.06
Quantity 3,498 -0.0%
Value US$689,332
Transaction date
Planned sale
Price
197.63
Quantity 26 -0.0%
Value US$5,138
Transaction date
Planned sale
Price
197.09
Quantity 291 -0.0%
Value US$57,352
Transaction date
Planned sale
Price
195.77
Quantity 1,906 -0.0%
Value US$373,138
Transaction date
Planned sale
Price
194.96
Quantity 5,027 -0.1%
Value US$980,044
Transaction date
Planned sale
Price
200.32
Quantity 974 -0.0%
Value US$195,108
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-24 2026-08-24
PlS Planned sale
17,617 -25.9%
46.39
US$3,333,739 		17,617 -25.9% 46.39 US$3,333,739
2026-08-24 2026-08-24
PlS Planned sale
89,062 -15.8%
332.46
US$4,994,323 		89,062 -15.8% 332.46 US$4,994,323
2026-08-24 2026-08-24
PlS Planned sale
5,509 -3.6%
137.79
US$779,073 		5,509 -3.6% 137.79 US$779,073
2026-08-24 2026-08-24
PlS Planned sale
1,740 -0.0%
218.43
US$380,074 		1,740 -0.0% 218.43 US$380,074
2026-08-24 2026-08-24
PlS Planned sale
1,181 -0.0%
217.26
US$256,581 		1,181 -0.0% 217.26 US$256,581
2026-08-24 2026-08-24
PlS Planned sale
220 -0.0%
216.01
US$47,522 		220 -0.0% 216.01 US$47,522
2026-08-21 2026-08-21
PlS Planned sale
268 -0.0%
217.57
US$58,308 		268 -0.0% 217.57 US$58,308
2026-08-21 2026-08-21
PlS Planned sale
3,827 -0.0%
216.70
US$829,301 		3,827 -0.0% 216.70 US$829,301
2026-08-21 2026-08-20
PlS Planned sale
501 -0.0%
217.13
US$108,784 		501 -0.0% 217.13 US$108,784
2026-08-21 2026-08-20
PlS Planned sale
295 -0.0%
216.16
US$63,767 		295 -0.0% 216.16 US$63,767
2026-08-21 2026-08-20
PlS Planned sale
1,938 -0.0%
215.18
US$417,009 		1,938 -0.0% 215.18 US$417,009
2026-08-21 2026-08-20
PlS Planned sale
1,359 -0.0%
214.17
US$291,050 		1,359 -0.0% 214.17 US$291,050
2026-08-21 2026-08-20
PlS Planned sale
3,157 -0.0%
212.87
US$672,019 		3,157 -0.0% 212.87 US$672,019
2026-08-19 2026-08-19
PlS Planned sale
189 -0.0%
217.01
US$41,015 		189 -0.0% 217.01 US$41,015
2026-08-19 2026-08-19
PlS Planned sale
369 -0.0%
215.93
US$79,677 		369 -0.0% 215.93 US$79,677
2026-08-19 2026-08-19
PlS Planned sale
1,785 -0.0%
214.81
US$383,438 		1,785 -0.0% 214.81 US$383,438
2026-08-19 2026-08-19
PlS Planned sale
3,031 -0.0%
213.96
US$648,512 		3,031 -0.0% 213.96 US$648,512
2026-08-19 2026-08-19
PlS Planned sale
426 -0.0%
211.52
US$90,108 		426 -0.0% 211.52 US$90,108
2026-08-19 2026-08-19
PlS Planned sale
680 -0.0%
210.24
US$142,966 		680 -0.0% 210.24 US$142,966
2026-08-19 2026-08-19
PlS Planned sale
114 -0.0%
208.21
US$23,736 		114 -0.0% 208.21 US$23,736
2026-08-19 2026-08-18
PlS Planned sale
656 -0.0%
212.53
US$139,422 		656 -0.0% 212.53 US$139,422
2026-08-19 2026-08-18
PlS Planned sale
106 -0.0%
212.20
US$22,494 		106 -0.0% 212.20 US$22,494
2026-08-19 2026-08-18
PlS Planned sale
1,588 -0.0%
211.26
US$335,481 		1,588 -0.0% 211.26 US$335,481
2026-08-19 2026-08-18
PlS Planned sale
2,708 -0.0%
210.32
US$569,546 		2,708 -0.0% 210.32 US$569,546
2026-08-19 2026-08-18
PlS Planned sale
1,935 -0.0%
209.48
US$405,346 		1,935 -0.0% 209.48 US$405,346
2026-08-19 2026-08-18
PlS Planned sale
913 -0.0%
208.13
US$190,022 		913 -0.0% 208.13 US$190,022
2026-08-19 2026-08-17
PlS Planned sale
1,501 -0.0%
207.81
US$311,927 		1,501 -0.0% 207.81 US$311,927
2026-08-19 2026-08-17
PlS Planned sale
5,749 -0.1%
206.84
US$1,189,141 		5,749 -0.1% 206.84 US$1,189,141
2026-08-14 2026-08-14
PlS Planned sale
277 -0.0%
209.38
US$57,999 		277 -0.0% 209.38 US$57,999
2026-08-14 2026-08-14
PlS Planned sale
240 -0.0%
208.45
US$50,028 		240 -0.0% 208.45 US$50,028
2026-08-14 2026-08-14
PlS Planned sale
2,809 -0.0%
207.33
US$582,387 		2,809 -0.0% 207.33 US$582,387
2026-08-14 2026-08-14
PlS Planned sale
3,924 -0.0%
206.28
US$809,449 		3,924 -0.0% 206.28 US$809,449
2026-08-14 2026-08-13
PlS Planned sale
178 -0.0%
206.78
US$36,808 		178 -0.0% 206.78 US$36,808
2026-08-14 2026-08-13
PlS Planned sale
52 -0.0%
205.66
US$10,694 		52 -0.0% 205.66 US$10,694
2026-08-14 2026-08-13
PlS Planned sale
78 -0.0%
203.79
US$15,896 		78 -0.0% 203.79 US$15,896
2026-08-14 2026-08-13
PlS Planned sale
52 -0.0%
202.09
US$10,508 		52 -0.0% 202.09 US$10,508
2026-08-14 2026-08-13
PlS Planned sale
26 -0.0%
199.75
US$5,194 		26 -0.0% 199.75 US$5,194
2026-08-14 2026-08-13
PlS Planned sale
430 -0.0%
198.96
US$85,553 		430 -0.0% 198.96 US$85,553
2026-08-14 2026-08-13
PlS Planned sale
2,936 -0.0%
197.88
US$580,962 		2,936 -0.0% 197.88 US$580,962
2026-08-14 2026-08-13
PlS Planned sale
3,498 -0.0%
197.06
US$689,332 		3,498 -0.0% 197.06 US$689,332
2026-08-12 2026-08-12
PlS Planned sale
26 -0.0%
197.63
US$5,138 		26 -0.0% 197.63 US$5,138
2026-08-12 2026-08-12
PlS Planned sale
291 -0.0%
197.09
US$57,352 		291 -0.0% 197.09 US$57,352
2026-08-12 2026-08-12
PlS Planned sale
1,906 -0.0%
195.77
US$373,138 		1,906 -0.0% 195.77 US$373,138
2026-08-12 2026-08-12
PlS Planned sale
5,027 -0.1%
194.96
US$980,044 		5,027 -0.1% 194.96 US$980,044
2026-08-12 2026-08-11
PlS Planned sale
974 -0.0%
200.32
US$195,108 		974 -0.0% 200.32 US$195,108