Morningstar’s executive chairman Joseph Mansueto sells $3.05m in stock

Published 10/02/2025, 22:58
Morningstar’s executive chairman Joseph Mansueto sells $3.05m in stock

Morningstar , Inc. (NASDAQ:MORN), a $13.9 billion market cap financial services company trading at a P/E ratio of 42.5, saw its Executive Chairman Joseph Mansueto recently sell shares of the company’s common stock, according to a filing with the Securities and Exchange Commission. According to InvestingPro analysis, the stock is currently trading above its Fair Value. The transactions, executed over two days, involved a total of 9,341 shares sold at prices ranging from $325.72 to $327.68 per share, amounting to approximately $3.05 million.

The sales were conducted as part of a pre-established Rule 10b5-1 trading plan, adopted by Mansueto in November 2023. Following these transactions, Mansueto holds 10,133,353 shares directly and an additional 4,836,106 shares indirectly through trusts.

In other recent news, Morningstar, Inc. has disclosed notable updates in its recent filings with the Securities and Exchange Commission (SEC). The company has been committed to transparent corporate communication, as evidenced by their recent release of investor Q&As and the appointment of a new Chief Financial Officer (CFO).

The investor Q&As, part of Morningstar’s routine disclosures, are designed to maintain an active dialogue with its investor community. These Q&As address various topics including brand reputation, cybersecurity threats, regulatory changes, and the need for innovation to meet client demands. The company also acknowledged risks associated with the integration of acquisitions, global market volatility, and the impact of artificial intelligence on business operations.

In another significant development, Morningstar announced that Michael Holt will assume the role of CFO starting January 1, 2025. Holt, who has been with the company since 2008, will succeed Jason Dubinsky. Holt’s new role will involve leading Morningstar’s global finance organization, reporting to Chief Executive Officer Kunal Kapoor.

These recent developments reflect Morningstar’s commitment to transparency and strategic growth. Investors and interested parties are advised to review additional disclosures and updates provided by Morningstar in its periodic filings with the SEC to stay informed about the company’s risk factors and business outlook.

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

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