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Joseph D Mansueto, insider at Morningstar

Joseph D Mansueto Insider Information

Chairman of Morningstar

Joseph Mansueto is the founder and executive chairman of the independent investment research firm, Morningstar. He stepped down as CEO in 2017 and now owns just under half of the firm.

Mansueto founded Morningstar in 1984 as a research firm that would provide independent evaluations of mutual funds to individual and professional investors. He started the company from his home with $80,000 in savings. 

Morningstar.com launched in 1997 and has been named a top-10 investment website by Barron's, Kiplinger's Personal Finance Magazine, SmartMoney, Money Magazine, and the Wall Street Journal. By 2000, Morningstar had grown under Mansueto’s leadership to a $50 million company revolutionizing the mutual funds industry.

The company went public in May 2005, and it has twice been named to Fortune Magazine’s “100 Best Companies to Work For” list. SmartMoney Magazine recognized Mansueto among its “SmartMoney Power 30” in 2007, an annual list of the most powerful forces in business and finance. 

Mansueto has served as chairman of the board of directors from the company’s inception in 1984, and as CEO from 1984 to 1996 and again from 2000 to 2016. By 2011, his majority ownership in Morningstar earned him a spot on Forbes’ World's Billionaires list, with a net worth of $1.6 billion at the time of publication. As of late 2020, his net worth sat around $4.7 billion.

In 2008, Mansueto and his wife, Rika, pledged $25 million toward the expansion of the Joseph Regenstein Library at the University of Chicago. The new wing, named the Joe and Rika Mansueto Library, was completed in 2011. 

In 2016, the couple announced a $35 million donation for the Mansueto Institute for Urban Innovation at the University of Chicago. They have also committed to The Giving Pledge, committing to give away at least half of their wealth to philanthropy. Mansueto also serves on the board of directors for Whole Foods Market, Inc. 

Mansueto holds his bachelor’s and master’s degrees in business administration from the University of Chicago. He lives in Chicago with his wife and their three children. 

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Joseph D Mansueto Insider Trading History at Morningstar

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/19/2021Sell6,580$248.60$1,635,788.0019,006,762  
2/17/2021Sell256$251.63$64,417.2819,025,120  
2/10/2021Sell11,138$239.43$2,666,771.3419,093,304  
2/8/2021Sell17,771$239.77$4,260,952.6719,093,304  
2/3/2021Sell142$244.08$34,659.3619,125,506  
12/23/2020Sell10,657$223.16$2,378,216.1219,264,113  
12/21/2020Sell293$221.86$65,004.9819,276,541  
12/16/2020Sell10,507$211.66$2,223,911.6219,320,081  
12/14/2020Sell13,577$209.59$2,845,603.4319,349,135  
12/11/2020Sell17,238$204.60$3,526,894.8019,349,135  
12/9/2020Sell13,904$202.10$2,809,998.4019,381,885  
12/7/2020Sell20,525$201.31$4,131,887.7519,418,784  
12/4/2020Sell8,959$201.93$1,809,090.8719,484,260  
12/2/2020Sell8,861$202.58$1,795,061.3819,502,473  
11/30/2020Sell12,398$200.03$2,479,971.9419,522,150  
11/27/2020Sell9,926$198.10$1,966,340.6019,522,150  
11/25/2020Sell7,736$197.79$1,530,103.4419,536,074  
11/23/2020Sell141$202.26$28,518.6619,556,550  
11/19/2020Sell9,453$199.68$1,887,575.0419,556,550  
11/16/2020Sell1,881$205.92$387,335.5219,578,731  
11/13/2020Sell7,443$206.40$1,536,235.20
11/11/2020Sell31,144$213.30$6,643,015.20
11/9/2020Sell17,030$212.86$3,625,005.8019,644,137  
11/5/2020Sell25,823$206.41$5,330,125.43  
11/3/2020Sell28,768$195.58$5,626,445.4419,702,136  
10/5/2020Sell12,783$163.64$2,091,810.1219,726,852  
10/2/2020Sell17,337$163.64$2,837,026.6819,726,852  
9/30/2020Sell12,756$160.34$2,045,297.0419,762,835  
9/28/2020Sell11,301$158.21$1,787,931.2119,779,933  
9/25/2020Sell12,682$154.04$1,953,535.2819,799,709  
9/23/2020Sell9,216$155.14$1,429,770.2419,833,324  
9/21/2020Sell11,001$157.63$1,734,087.6319,845,626  
9/18/2020Sell8,899$157.99$1,405,953.0119,845,626  
9/16/2020Sell9,082$161.92$1,470,557.4419,858,867  
9/10/2020Sell8,498$159.56$1,355,940.8819,910,824  
9/8/2020Sell2,815$156.70$441,110.5019,913,739  
9/4/2020Sell2,250$158.72$357,120.0019,913,739  
9/2/2020Sell11,373$164.17$1,867,105.4119,916,384  
8/31/2020Sell4,498$161.06$724,447.8819,946,061  
8/28/2020Sell18,809$162.18$3,050,443.62
8/26/2020Sell10,260$161.02$1,652,065.2019,986,824  
8/24/2020Sell8,371$156.38$1,309,056.9820,004,597  
8/21/2020Sell9,084$157.24$1,428,368.1620,004,597  
8/19/2020Sell10,566$156.97$1,658,545.0220,018,762  
8/14/2020Sell8,458$157.70$1,333,826.6020,057,437  
8/12/2020Sell8,358$159.39$1,332,181.6220,074,363  
8/10/2020Sell123$159.88$19,665.2420,081,096  
8/7/2020Sell679$162.49$110,330.7120,081,096  
8/5/2020Sell6,742$163.28$1,100,833.7620,092,073  
6/30/2020Sell21,481$141.17$3,032,472.7720,126,680  
6/26/2020Sell31,472$143.56$4,518,120.32
6/22/2020Sell2,803$150.78$422,636.3420,163,743  
6/19/2020Sell10,322$150.99$1,558,518.7820,177,445  
6/17/2020Sell22,354$150.28$3,359,359.1220,206,576  
6/15/2020Sell20,710$145.15$3,006,056.5020,206,576  
6/9/2020Sell22,683$149.75$3,396,779.25
6/4/2020Sell847$153.12$129,692.6420,263,465  
6/1/2020Sell11,035$153.68$1,695,858.8020,295,585  
5/29/2020Sell13,079$151.34$1,979,375.8620,295,585  
5/27/2020Sell11,003$143.07$1,574,199.2120,326,216  
5/20/2020Sell13,055$141.88$1,852,243.4020,374,004  
5/11/2020Sell9,520$144.71$1,377,639.2020,469,570  
5/8/2020Sell11,024$144.03$1,587,786.7220,469,570  
5/4/2020Sell1,367$150.82$206,170.9420,501,063  
4/13/2020Sell2,371$124.07$294,169.9720,503,719  
4/8/2020Sell11,798$121.96$1,438,884.0829,528,046  
4/6/2020Sell15,574$114.10$1,776,993.4020,557,794  
4/3/2020Sell1,116$112.03$125,025.4820,559,425  
4/1/2020Sell10,725$115.61$1,239,917.2520,571,931  
3/30/2020Sell10,928$117.02$1,278,794.5620,601,527  
3/27/2020Sell10,734$119.44$1,282,068.9620,601,527  
3/25/2020Sell15,452$120.34$1,859,493.6820,634,345  
3/23/2020Sell17,033$107.93$1,838,371.6920,663,296  
3/19/2020Sell15,587$110.07$1,715,661.0920,687,950  
3/13/2020Sell20,985$117.38$2,463,219.3020,727,787  
3/6/2020Sell5,893$139.71$823,311.0320,744,062  
2/24/2020Sell33$160.63$5,300.7920,803,463  
2/20/2020Sell8,483$165.11$1,400,628.1320,803,922  
2/18/2020Sell9,213$160.20$1,475,922.6020,829,098  
2/12/2020Sell6,827$156.65$1,069,449.5520,852,478  
2/10/2020Sell7,142$157.05$1,121,651.1020,865,670  
2/7/2020Sell500$157.86$78,930.0020,865,670  
2/3/2020Sell8,500$160.22$1,361,870.0020,902,283  
1/10/2020Sell4,348$154.22$670,548.5620,903,854  
1/8/2020Sell8,571$152.38$1,306,048.9820,913,265  
1/6/2020Sell10,221$152.91$1,562,893.1120,931,792  
1/2/2020Sell9,086$150.76$1,369,805.3620,940,879  
12/19/2019Sell8,422$151.41$1,275,175.0221,004,733  
12/17/2019Sell11,071$150.74$1,668,842.5421,021,118  
12/11/2019Sell8,808$151.57$1,335,028.5621,072,316  
12/4/2019Sell19,450$153.98$2,994,911.00
12/2/2019Sell544$156.71$85,250.2421,132,358  
11/29/2019Sell8,294$157.11$1,303,070.3421,132,358  
11/26/2019Sell18,139$157.47$2,856,348.3321,165,836  
11/22/2019Sell9,884$155.28$1,534,787.5221,176,334  
11/20/2019Sell13,177$158.18$2,084,337.8621,202,444  
11/18/2019Sell8,296$155.28$1,288,202.8821,215,074  
11/15/2019Sell8,859$155.55$1,378,017.4521,215,074  
11/13/2019Sell11,767$156.71$1,844,006.5721,239,720  
11/11/2019Sell9,988$155.48$1,552,934.2421,263,469  
11/8/2019Sell1,756$158.16$277,728.9621,268,751  
11/6/2019Sell11,048$161.13$1,780,164.2421,283,878  
11/4/2019Sell12,445$162.41$2,021,192.4521,313,312  
11/1/2019Sell19,094$161.84$3,090,172.9621,313,312  
10/7/2019Sell9,944$145.84$1,450,232.9621,334,312  
10/4/2019Sell9,009$144.32$1,300,178.8821,347,230  
10/2/2019Sell15,408$144.48$2,226,147.8421,366,631  
9/30/2019Sell9,338$146.79$1,370,725.0221,380,755  
9/27/2019Sell1,193$147.64$176,134.5221,380,755  
9/25/2019Sell5,325$150.62$802,051.5021,383,865  
9/23/2019Sell1,271$158.17$201,034.0721,392,735  
9/20/2019Sell14,319$160.46$2,297,626.7421,422,065  
9/18/2019Sell10,960$159.49$1,748,010.4021,442,323  
9/16/2019Sell8,922$154.67$1,379,965.7421,457,267  
9/12/2019Sell15,174$156.08$2,368,357.9221,477,572  
9/10/2019Sell15,038$160.24$2,409,689.1221,481,594  
9/5/2019Sell8,827$161.33$1,424,059.9121,512,346  
9/3/2019Sell8,430$160.94$1,356,724.2021,523,728  
8/30/2019Sell18,615$160.51$2,987,893.6521,547,780  
8/28/2019Sell19,244$157.67$3,034,201.4821,563,265  
8/26/2019Sell19,243$154.56$2,974,198.0821,584,308  
8/22/2019Sell20,353$156.12$3,177,510.3621,603,529  
8/20/2019Sell22,411$156.42$3,505,528.6221,629,592  
8/16/2019Sell19,443$154.42$3,002,388.0621,647,106  
8/14/2019Sell10,451$154.32$1,612,798.3221,661,507  
8/12/2019Sell14,956$154.31$2,307,860.3621,673,138  
8/8/2019Sell18,228$151.90$2,768,833.2021,692,356  
8/6/2019Sell13,078$149.48$1,954,899.4421,705,857  
7/10/2019Sell16,067$146.22$2,349,316.7421,757,391  
7/8/2019Sell15,952$145.97$2,328,513.4421,771,072  
7/5/2019Sell8,582$146.08$1,253,658.5621,771,072  
7/3/2019Sell20,051$145.78$2,923,034.7821,796,323  
7/1/2019Sell22,638$144.76$3,277,076.8821,820,993  
6/27/2019Sell21,004$142.29$2,988,659.1621,840,351  
6/25/2019Sell17,921$142.29$2,549,979.0921,855,431  
6/21/2019Sell18,565$144.60$2,684,499.0021,872,516  
6/19/2019Sell16,865$144.37$2,434,800.0521,894,456  
6/17/2019Sell10,647$145.01$1,543,921.4721,898,379  
6/14/2019Sell5,576$146.90$819,114.4021,910,875  
6/12/2019Sell8,750$147.10$1,287,125.0021,920,555  
6/10/2019Sell15,179$148.04$2,247,099.1621,936,541  
6/6/2019Sell21,371$144.19$3,081,484.4921,957,981  
6/4/2019Sell27,316$140.85$3,847,458.6021,981,540  
5/31/2019Sell21,778$138.86$3,024,093.0821,997,119  
5/29/2019Sell20,272$137.12$2,779,696.6422,023,161  
5/23/2019Sell14,485$136.15$1,972,132.7522,050,834  
5/21/2019Sell17,575$134.51$2,364,013.2522,063,278  
5/17/2019Sell10,108$134.23$1,356,796.8422,084,141  
5/15/2019Sell17,235$133.48$2,300,527.8022,104,886  
5/9/2019Sell345$135.10$46,609.5022,118,872  
5/7/2019Sell2,345$140.22$328,815.9022,125,803  
5/3/2019Sell13,329$141.70$1,888,719.3022,137,176  
5/1/2019Sell7,621$142.83$1,088,507.4322,140,158  
4/10/2019Sell16,000$127.92$2,046,720.0022,156,543  
4/8/2019Sell17,279$127.66$2,205,837.1422,174,659  
4/5/2019Sell8,946$127.92$1,144,372.3222,174,659  
4/3/2019Sell11,219$129.20$1,449,494.8022,186,809  
4/1/2019Sell14,979$128.21$1,920,457.5922,225,562  
3/29/2019Sell10,414$124.96$1,301,333.4422,247,386  
3/27/2019Sell17,863$122.34$2,185,359.4222,265,279  
3/25/2019Sell19,432$121.15$2,354,186.8022,278,376  
3/21/2019Sell18,967$122.08$2,315,491.36  
3/19/2019Sell18,301$121.99$2,232,538.9922,299,994  
3/15/2019Sell21,530$119.63$2,575,633.9022,310,842  
3/13/2019Sell11,913$119.66$1,425,509.5822,330,261  
3/11/2019Sell11,737$120.05$1,409,026.8522,330,261  
3/7/2019Sell10,574$121.68$1,286,644.32  
3/5/2019Sell9,703$124.30$1,206,082.90  
3/1/2019Sell2,520$125.91$317,293.2022,368,371  
2/27/2019Sell16,481$126.66$2,087,483.4622,385,989  
2/25/2019Sell9,439$126.82$1,197,053.9822,402,070  
2/21/2019Sell19,334$125.89$2,433,957.2622,402,070  
2/19/2019Sell16,547$126.10$2,086,576.70  
2/14/2019Sell17,255$126.65$2,185,345.7522,450,725  
2/12/2019Sell18,100$125.99$2,280,419.0022,463,926  
2/8/2019Sell20,379$124.73$2,541,872.6722,484,232  
2/6/2019Sell9,946$125.14$1,244,642.4422,511,854  
2/4/2019Sell9,841$122.86$1,209,065.2622,523,830  
2/1/2019Sell1,650$123.44$203,676.0022,523,830  
1/11/2019Sell15,444$108.90$1,681,851.6022,531,203  
1/9/2019Sell14,360$108.97$1,564,809.2022,560,795  
1/7/2019Sell8,700$108.42$943,254.0022,584,218  
1/3/2019Sell18,069$108.40$1,958,679.6022,597,764  
12/31/2018Sell10,781$109.51$1,180,627.3122,614,886  
12/31/2018Sell22,155$109.72$2,430,846.60  
12/28/2018Sell11,374$109.92$1,250,230.0822,614,886  
12/27/2018Sell23,049$108.09$2,491,366.4122,641,820  
12/24/2018Sell8,648$106.75$923,174.0022,657,024  
12/20/2018Sell15,736$112.59$1,771,716.2422,673,402  
12/18/2018Sell20,965$113.34$2,376,173.1022,691,482  
12/14/2018Sell25,353$114.65$2,906,721.4522,721,864  
12/12/2018Sell10,778$113.73$1,225,781.9422,739,731  
12/10/2018Sell9,678$115.78$1,120,518.8422,744,997  
12/6/2018Sell10,296$116.88$1,203,396.4822,762,648  
12/3/2018Sell16,967$118.62$2,012,625.5422,775,210  
11/29/2018Sell20,683$118.48$2,450,521.8422,801,998  
11/27/2018Sell16,143$115.55$1,865,323.6522,818,341  
11/23/2018Sell11,745$115.84$1,360,540.8022,901,636  
11/21/2018Sell7,025$116.21$816,375.2522,901,636  
11/19/2018Sell425$120.51$51,216.7522,903,342  
11/16/2018Sell16,509$121.28$2,002,211.5222,917,543  
11/14/2018Sell7,783$121.84$948,280.7222,925,782  
11/12/2018Sell19,981$124.52$2,488,034.1222,938,874  
11/8/2018Sell13,833$125.80$1,740,191.4022,959,144  
11/6/2018Sell18,615$124.14$2,310,866.1022,976,012  
11/2/2018Sell17,992$124.42$2,238,564.6422,990,060  
10/8/2018Sell5,799$118.00$684,282.0023,007,868  
10/4/2018Sell13,480$122.22$1,647,525.6023,021,185  
10/1/2018Sell8,407$125.23$1,052,808.6123,025,920  
9/28/2018Sell17,624$126.43$2,228,202.3223,043,835  
9/26/2018Sell9,203$128.51$1,182,677.5323,058,333  
9/24/2018Sell11,412$131.95$1,505,813.4023,072,016  
9/20/2018Sell15,896$130.98$2,082,058.0823,089,903  
9/18/2018Sell11,447$131.61$1,506,539.6723,108,562  
9/14/2018Sell15,225$138.10$2,102,572.5023,119,416  
9/12/2018Sell9,214$138.06$1,272,084.8423,129,592  
9/10/2018Sell10,108$139.50$1,410,066.0023,143,944  
9/6/2018Sell14,037$141.58$1,987,358.4623,155,537  
9/4/2018Sell25,992$140.94$3,663,312.4823,186,816  
8/30/2018Sell14,166$139.35$1,974,032.1023,196,182  
8/28/2018Sell17,630$138.75$2,446,162.5023,218,342  
8/23/2018Sell20,271$137.22$2,781,586.6223,241,778  
8/21/2018Sell18,438$137.21$2,529,877.9823,261,023  
8/17/2018Sell24,784$135.53$3,358,975.5223,291,620  
8/14/2018Sell20,886$132.98$2,777,420.2823,314,760  
8/10/2018Sell5,411$133.51$722,422.6123,330,990  
8/8/2018Sell12,834$133.38$1,711,798.9223,345,957  
8/6/2018Sell11,233$131.12$1,472,870.9623,370,877  
8/3/2018Sell15,283$130.86$1,999,933.3823,386,895  
6/18/2018Sell22,354$130.75$2,922,785.5023,421,210  
6/14/2018Sell33,069$132.25$4,373,375.2523,453,226  
6/12/2018Sell26,412$129.87$3,430,126.4423,492,809  
6/8/2018Sell22,291$127.05$2,832,071.5523,517,150  
6/6/2018Sell27,628$124.17$3,430,568.7623,517,150  
6/4/2018Sell23,813$121.98$2,904,709.7423,565,230  
5/31/2018Sell19,089$120.01$2,290,870.8923,587,550  
5/29/2018Sell19,357$117.46$2,273,673.2223,600,187  
5/24/2018Sell25,967$116.73$3,031,127.9123,623,926  
5/21/2018Sell11,153$115.40$1,287,056.2023,652,917  
5/18/2018Sell22,900$114.53$2,622,737.0023,675,395  
5/15/2018Sell18,534$112.29$2,081,182.8623,699,751  
5/11/2018Sell18,979$111.30$2,112,362.7023,717,560  
5/8/2018Sell22,071$108.86$2,402,649.0623,752,986  
5/4/2018Sell20,909$107.48$2,247,299.3223,771,512  
5/1/2018Sell12,214$108.79$1,328,761.0623,794,095  
See Full Table

Joseph D Mansueto Buying and Selling Activity at Morningstar

Morningstar Company Overview

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Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, Canada, Asia, the United Kingdom, and internationally. It offers web-based tools; investment data, fundamental equity research, manager research, credit ratings, and private capital markets research services; and investment offerings, including managed investment products, publicly listed companies, fixed income securities, private capital markets, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. The company offers Morningstar Data, an investment data spanning various investment databases, including equity fundamentals, managed investments, and real-time pricing and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker-dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research and proposal generation platform; and Morningstar.com, a Website for individual investors. It also provides Morningstar Enterprise Components; Morningstar Credit Ratings that provides new issue and surveillance ratings for structured finance securities; operational risk assessment services, deal monitoring, and corporate credit estimation; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. In addition, the company's PitchBook offers a mobile application, excel plug-in, data feeds, and data solutions. Morningstar, Inc. was founded in 1984 and is headquartered in Chicago, Illinois.
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Today's Range

Now: $224.82
$224.03
$227.92

50 Day Range

MA: $235.69
$216.45
$252.61

52 Week Range

Now: $224.82
$102.59
$255.75

Volume

146,766 shs

Average Volume

136,595 shs

Market Capitalization

$9.63 billion

P/E Ratio

55.24

Dividend Yield

0.55%

Beta

1.06
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