rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

Who

Joseph D. Mansueto

Executive Chairman

Company insider

Files Form 4 as: Executive Chairman, Morningstar; Director, Whole Foods Market.

In numbers

Trades disclosed
11,559
Buys
0
Sells
1,851
Bought
$0
Sold
$2.1B
Companies
2
Companies where not an officer
1
First trade
14 Jun 2006
Last trade
24 Aug 2026
Last filed
24 Aug 2026

Companies traded

Where they are an officer
MORN MorningstarDirector, Officer, 10% owner · Exchanges & fin. data · last 24 Aug 20260 buys · 1851 sells
Everywhere else they filed: board seats, 10% stakes, other companies
Whole Foods MarketDirector · last 28 Aug 20170 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
180Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$48K220 at $216.01filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$257K1,181 at $217.26filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$380K1,740 at $218.43filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$215K978 at $219.44filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$290K1,314 at $220.42filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$50K226 at $221.12filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$48K220 at $216.01filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$257K1,181 at $217.26filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$380K1,740 at $218.43filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$215K978 at $219.44filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$290K1,314 at $220.42filing
24 Aug 2026filed 24 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$50K226 at $221.12filing
21 Aug 2026filed 21 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$829K3,827 at $216.70filing
21 Aug 2026filed 21 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$58K268 at $217.57filing
21 Aug 2026filed 21 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$829K3,827 at $216.70filing
21 Aug 2026filed 21 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$58K268 at $217.57filing
20 Aug 2026filed 21 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$672K3,157 at $212.87filing
20 Aug 2026filed 21 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$291K1,359 at $214.17filing
20 Aug 2026filed 21 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$417K1,938 at $215.18filing
20 Aug 2026filed 21 Aug 2026MORN MorningstarExchanges & fin. dataSEC FORM 4 Sold$64K295 at $216.16filing

The newest 500 lines are listed; the numbers count every line.

Sectors

Financials1851

Buys in green, sells in red, by the company’s sector.

Related people

Daniel Mansueto10% owner · 10% owner at Morningstar, filing Form 4 there in the last year
Michael HoltChief Financial Officer · Chief Financial Officer at Morningstar, filing Form 4 there in the last year
Conan WiersemaCAO & Pao · CAO & Pao at Morningstar, filing Form 4 there in the last year
William M. LyonsDirector · Director at Morningstar, filing Form 4 there in the last year
Caroline J. TsayDirector · Director at Morningstar, filing Form 4 there in the last year