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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


Subscribe to get access to the transaction volume chart and in-chart transaction details
• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-05-22 2026-05-22
PlS Planned sale
99,569 -6.5%
488.42
US$2,740,108 		99,569 -6.5% 488.42 US$2,740,108
2026-05-22 2026-05-22
PlS Planned sale
73,408 +45.9%
384.35
US$3,508,380 		73,408 +45.9% 384.35 US$3,508,380
2026-05-22 2026-05-22
PlS Planned sale
40,414 +27.3%
49.35
US$645,075 		40,414 +27.3% 49.35 US$645,075
2026-05-22 2026-05-22
PlS Planned sale
741 -0.0%
176.30
US$130,640 		741 -0.0% 176.30 US$130,640
2026-05-22 2026-05-22
PlS Planned sale
114 -0.0%
174.98
US$19,947 		114 -0.0% 174.98 US$19,947
2026-05-22 2026-05-22
PlS Planned sale
317 -0.0%
174.09
US$55,185 		317 -0.0% 174.09 US$55,185
2026-05-22 2026-05-21
PlS Planned sale
234 -0.0%
174.07
US$40,733 		234 -0.0% 174.07 US$40,733
2026-05-22 2026-05-21
PlS Planned sale
1,935 -0.0%
172.87
US$334,512 		1,935 -0.0% 172.87 US$334,512
2026-05-22 2026-05-21
PlS Planned sale
5,081 -0.1%
172.33
US$875,595 		5,081 -0.1% 172.33 US$875,595
2026-05-20 2026-05-20
PlS Planned sale
291 -0.0%
173.11
US$50,376 		291 -0.0% 173.11 US$50,376
2026-05-20 2026-05-20
PlS Planned sale
1,255 -0.0%
172.33
US$216,278 		1,255 -0.0% 172.33 US$216,278
2026-05-20 2026-05-20
PlS Planned sale
5,704 -0.1%
171.32
US$977,236 		5,704 -0.1% 171.32 US$977,236
2026-05-20 2026-05-19
PlS Planned sale
24 -0.0%
182.14
US$4,371 		24 -0.0% 182.14 US$4,371
2026-05-20 2026-05-19
PlS Planned sale
227 -0.0%
181.05
US$41,098 		227 -0.0% 181.05 US$41,098
2026-05-20 2026-05-19
PlS Planned sale
1,726 -0.0%
180.39
US$311,352 		1,726 -0.0% 180.39 US$311,352
2026-05-20 2026-05-19
PlS Planned sale
676 -0.0%
179.08
US$121,056 		676 -0.0% 179.08 US$121,056
2026-05-20 2026-05-19
PlS Planned sale
1,446 -0.0%
178.06
US$257,476 		1,446 -0.0% 178.06 US$257,476
2026-05-20 2026-05-19
PlS Planned sale
2,629 -0.0%
176.66
US$464,451 		2,629 -0.0% 176.66 US$464,451
2026-05-20 2026-05-18
PlS Planned sale
640 -0.0%
177.42
US$113,547 		640 -0.0% 177.42 US$113,547
2026-05-20 2026-05-18
PlS Planned sale
3,515 -0.0%
176.85
US$621,612 		3,515 -0.0% 176.85 US$621,612
2026-05-20 2026-05-18
PlS Planned sale
1,620 -0.0%
175.80
US$284,800 		1,620 -0.0% 175.80 US$284,800
2026-05-20 2026-05-18
PlS Planned sale
500 -0.0%
174.51
US$87,257 		500 -0.0% 174.51 US$87,257
2026-05-20 2026-05-18
PlS Planned sale
116 -0.0%
173.38
US$20,112 		116 -0.0% 173.38 US$20,112
2026-05-20 2026-05-18
PlS Planned sale
300 -0.0%
172.43
US$51,728 		300 -0.0% 172.43 US$51,728
2026-05-20 2026-05-18
PlS Planned sale
559 -0.0%
171.33
US$95,776 		559 -0.0% 171.33 US$95,776
2026-05-15 2026-05-15
PlS Planned sale
200 -0.0%
171.47
US$34,294 		200 -0.0% 171.47 US$34,294
2026-05-15 2026-05-15
PlS Planned sale
584 -0.0%
170.74
US$99,714 		584 -0.0% 170.74 US$99,714
2026-05-15 2026-05-15
PlS Planned sale
4,237 -0.1%
169.59
US$718,554 		4,237 -0.1% 169.59 US$718,554
2026-05-15 2026-05-15
PlS Planned sale
1,525 -0.0%
168.66
US$257,214 		1,525 -0.0% 168.66 US$257,214
2026-05-15 2026-05-15
PlS Planned sale
704 -0.0%
167.49
US$117,913 		704 -0.0% 167.49 US$117,913
2026-05-15 2026-05-14
PlS Planned sale
709 -0.0%
169.52
US$120,190 		709 -0.0% 169.52 US$120,190
2026-05-15 2026-05-14
PlS Planned sale
3,373 -0.0%
168.97
US$569,920 		3,373 -0.0% 168.97 US$569,920
2026-05-15 2026-05-14
PlS Planned sale
794 -0.0%
167.74
US$133,185 		794 -0.0% 167.74 US$133,185
2026-05-15 2026-05-14
PlS Planned sale
1,236 -0.0%
166.81
US$206,177 		1,236 -0.0% 166.81 US$206,177
2026-05-15 2026-05-14
PlS Planned sale
1,138 -0.0%
165.60
US$188,454 		1,138 -0.0% 165.60 US$188,454
2026-05-12 2026-05-12
PlS Planned sale
3,530 -0.0%
177.96
US$628,197 		3,530 -0.0% 177.96 US$628,197
2026-05-12 2026-05-12
PlS Planned sale
1,732 -0.0%
177.16
US$306,837 		1,732 -0.0% 177.16 US$306,837
2026-05-12 2026-05-12
PlS Planned sale
1,988 -0.0%
176.01
US$349,899 		1,988 -0.0% 176.01 US$349,899
2026-05-12 2026-05-11
PlS Planned sale
18 -0.0%
176.72
US$3,181 		18 -0.0% 176.72 US$3,181
2026-05-12 2026-05-11
PlS Planned sale
7,232 -0.1%
175.96
US$1,272,520 		7,232 -0.1% 175.96 US$1,272,520
2026-05-12 2026-05-08
PlS Planned sale
4,002 -0.0%
177.08
US$708,675 		4,002 -0.0% 177.08 US$708,675
2026-05-07 2026-05-07
PlS Planned sale
26 -0.0%
180.00
US$4,680 		26 -0.0% 180.00 US$4,680
2026-05-07 2026-05-07
PlS Planned sale
53 -0.0%
178.88
US$9,481 		53 -0.0% 178.88 US$9,481
2026-05-07 2026-05-07
PlS Planned sale
271 -0.0%
177.87
US$48,203 		271 -0.0% 177.87 US$48,203
2026-05-07 2026-05-07
PlS Planned sale
52 -0.0%
176.18
US$9,161 		52 -0.0% 176.18 US$9,161