Morningstar executive chairman Joseph Mansueto sells $2.75 million in stock

Published 06/02/2025, 23:02
Morningstar executive chairman Joseph Mansueto sells $2.75 million in stock

CHICAGO—Joseph D. Mansueto, Executive Chairman of Morningstar , Inc. (NASDAQ:MORN), recently sold shares of the company worth approximately $2.75 million, according to a regulatory filing. The transactions occurred over two days, February 4 and February 5, at prices ranging from $325.01 to $329.05 per share. The sale comes as Morningstar, with a market capitalization of $14 billion, trades at a premium to its InvestingPro Fair Value, while maintaining strong financial health with a "GOOD" overall rating.

The sales were conducted under a pre-established Rule 10b5-1 trading plan, which allows insiders to set up a predetermined schedule for selling stocks to avoid potential accusations of insider trading.

Following these transactions, Mansueto retains direct ownership of 10,142,694 shares of Morningstar common stock. Additionally, he holds indirect ownership of shares through trusts for his benefit and his children.

Investors often closely monitor insider transactions like these to gauge executive sentiment about the company’s future prospects. InvestingPro analysis reveals multiple positive indicators for Morningstar, including consistent dividend payments for 16 consecutive years and strong returns over the past decade. Subscribers can access 8 additional ProTips and comprehensive financial metrics to better evaluate the company’s outlook.

In other recent news, Morningstar, Inc. has been actively communicating with its investor community. The company recently disclosed responses to investor queries in a Form 8-K filed with the Securities and Exchange Commission (SEC). This initiative is part of Morningstar’s policy to maintain transparency and an active dialogue with its investors. The company also included forward-looking statements in the report, outlining expectations for future events and financial performance, while highlighting potential risks and uncertainties.

In another development, Morningstar has appointed Michael Holt as the new Chief Financial Officer, effective from January 1, 2025. Holt, who has been with the company since 2008, will succeed Jason Dubinsky. In his new role, Holt will lead Morningstar’s global finance organization, reporting to Chief Executive Officer Kunal Kapoor. Kapoor expressed confidence in Holt’s ability to support the company’s ongoing growth, citing his extensive operational knowledge and collaborative approach across the business.

These are some of the recent developments at Morningstar. Investors are advised to review further disclosures and updates provided by the company in its periodic SEC filings.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.