Joe Mansueto

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
220.21
Quantity 27,502 +33.4%
Value US$3,923,702
Transaction date
Planned sale
Price
290.91
Quantity 692 +34.3%
Value US$1,595,686
Transaction date
Planned sale
Price
153.19
Quantity 68,416 -43.0%
Value US$1,570,939
Transaction date
Planned sale
Price
246.13
Quantity 1,896 -0.0%
Value US$466,655
Transaction date
Planned sale
Price
244.96
Quantity 78 -0.0%
Value US$19,107
Transaction date
Planned sale
Price
244.51
Quantity 85 -0.0%
Value US$20,784
Transaction date
Planned sale
Price
243.67
Quantity 795 -0.0%
Value US$193,714
Transaction date
Planned sale
Price
242.76
Quantity 1,149 -0.0%
Value US$278,931
Transaction date
Planned sale
Price
241.50
Quantity 2,286 -0.0%
Value US$552,076
Transaction date
Planned sale
Price
240.76
Quantity 2,935 -0.0%
Value US$706,632
Transaction date
Planned sale
Price
242.26
Quantity 52 -0.0%
Value US$12,597
Transaction date
Planned sale
Price
241.11
Quantity 78 -0.0%
Value US$18,807
Transaction date
Planned sale
Price
239.96
Quantity 2,384 -0.0%
Value US$572,058
Transaction date
Planned sale
Price
239.39
Quantity 4,390 -0.1%
Value US$1,050,931
Transaction date
Planned sale
Price
240.14
Quantity 26 -0.0%
Value US$6,244
Transaction date
Planned sale
Price
239.61
Quantity 303 -0.0%
Value US$72,602
Transaction date
Planned sale
Price
238.58
Quantity 273 -0.0%
Value US$65,131
Transaction date
Planned sale
Price
237.28
Quantity 104 -0.0%
Value US$24,678
Transaction date
Planned sale
Price
235.63
Quantity 1,604 -0.0%
Value US$377,953
Transaction date
Planned sale
Price
234.19
Quantity 1,312 -0.0%
Value US$307,254
Transaction date
Planned sale
Price
232.89
Quantity 520 -0.0%
Value US$121,105
Transaction date
Planned sale
Price
231.89
Quantity 798 -0.0%
Value US$185,050
Transaction date
Planned sale
Price
230.42
Quantity 970 -0.0%
Value US$223,507
Transaction date
Planned sale
Price
229.04
Quantity 518 -0.0%
Value US$118,643
Transaction date
Planned sale
Price
228.49
Quantity 478 -0.0%
Value US$109,219
Transaction date
Planned sale
Price
227.57
Quantity 344 -0.0%
Value US$78,285
Transaction date
Proposed sale
Price
233.06
Quantity 100,000
Value US$23,305,820
Transaction date
Planned sale
Price
221.12
Quantity 226 -0.0%
Value US$49,973
Transaction date
Planned sale
Price
220.42
Quantity 1,314 -0.0%
Value US$289,635
Transaction date
Planned sale
Price
219.44
Quantity 978 -0.0%
Value US$214,609
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
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-11-06 2026-11-05
PlS Planned sale
27,502 +33.4%
220.21
US$3,923,702 		27,502 +33.4% 220.21 US$3,923,702
2026-11-06 2026-11-05
PlS Planned sale
692 +34.3%
290.91
US$1,595,686 		692 +34.3% 290.91 US$1,595,686
2026-11-06 2026-11-05
PlS Planned sale
68,416 -43.0%
153.19
US$1,570,939 		68,416 -43.0% 153.19 US$1,570,939
2026-11-06 2026-11-05
PlS Planned sale
1,896 -0.0%
246.13
US$466,655 		1,896 -0.0% 246.13 US$466,655
2026-11-06 2026-11-05
PlS Planned sale
78 -0.0%
244.96
US$19,107 		78 -0.0% 244.96 US$19,107
2026-11-04 2026-11-04
PlS Planned sale
85 -0.0%
244.51
US$20,784 		85 -0.0% 244.51 US$20,784
2026-11-04 2026-11-04
PlS Planned sale
795 -0.0%
243.67
US$193,714 		795 -0.0% 243.67 US$193,714
2026-11-04 2026-11-04
PlS Planned sale
1,149 -0.0%
242.76
US$278,931 		1,149 -0.0% 242.76 US$278,931
2026-11-04 2026-11-04
PlS Planned sale
2,286 -0.0%
241.50
US$552,076 		2,286 -0.0% 241.50 US$552,076
2026-11-04 2026-11-04
PlS Planned sale
2,935 -0.0%
240.76
US$706,632 		2,935 -0.0% 240.76 US$706,632
2026-11-04 2026-11-03
PlS Planned sale
52 -0.0%
242.26
US$12,597 		52 -0.0% 242.26 US$12,597
2026-11-04 2026-11-03
PlS Planned sale
78 -0.0%
241.11
US$18,807 		78 -0.0% 241.11 US$18,807
2026-11-04 2026-11-03
PlS Planned sale
2,384 -0.0%
239.96
US$572,058 		2,384 -0.0% 239.96 US$572,058
2026-11-04 2026-11-03
PlS Planned sale
4,390 -0.1%
239.39
US$1,050,931 		4,390 -0.1% 239.39 US$1,050,931
2026-11-04 2026-11-02
PlS Planned sale
26 -0.0%
240.14
US$6,244 		26 -0.0% 240.14 US$6,244
2026-11-04 2026-11-02
PlS Planned sale
303 -0.0%
239.61
US$72,602 		303 -0.0% 239.61 US$72,602
2026-11-04 2026-11-02
PlS Planned sale
273 -0.0%
238.58
US$65,131 		273 -0.0% 238.58 US$65,131
2026-11-04 2026-11-02
PlS Planned sale
104 -0.0%
237.28
US$24,678 		104 -0.0% 237.28 US$24,678
2026-11-04 2026-11-02
PlS Planned sale
1,604 -0.0%
235.63
US$377,953 		1,604 -0.0% 235.63 US$377,953
2026-11-04 2026-11-02
PlS Planned sale
1,312 -0.0%
234.19
US$307,254 		1,312 -0.0% 234.19 US$307,254
2026-11-04 2026-11-02
PlS Planned sale
520 -0.0%
232.89
US$121,105 		520 -0.0% 232.89 US$121,105
2026-11-04 2026-11-02
PlS Planned sale
798 -0.0%
231.89
US$185,050 		798 -0.0% 231.89 US$185,050
2026-11-04 2026-11-02
PlS Planned sale
970 -0.0%
230.42
US$223,507 		970 -0.0% 230.42 US$223,507
2026-11-04 2026-11-02
PlS Planned sale
518 -0.0%
229.04
US$118,643 		518 -0.0% 229.04 US$118,643
2026-11-04 2026-11-02
PlS Planned sale
478 -0.0%
228.49
US$109,219 		478 -0.0% 228.49 US$109,219
2026-11-04 2026-11-02
PlS Planned sale
344 -0.0%
227.57
US$78,285 		344 -0.0% 227.57 US$78,285
2026-11-02 2026-11-02
PrS Proposed sale
100,000
233.06
US$23,305,820 		100,000 233.06 US$23,305,820
2026-08-24 2026-08-24
PlS Planned sale
226 -0.0%
221.12
US$49,973 		226 -0.0% 221.12 US$49,973
2026-08-24 2026-08-24
PlS Planned sale
1,314 -0.0%
220.42
US$289,635 		1,314 -0.0% 220.42 US$289,635
2026-08-24 2026-08-24
PlS Planned sale
978 -0.0%
219.44
US$214,609 		978 -0.0% 219.44 US$214,609
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

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