Joseph D Mansueto, insider at Morningstar

Joseph D Mansueto Insider Information

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.

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/19/2021	Sell	6,580	$248.60	$1,635,788.00	19,006,762
2/17/2021	Sell	256	$251.63	$64,417.28	19,025,120
2/10/2021	Sell	11,138	$239.43	$2,666,771.34	19,093,304
2/8/2021	Sell	17,771	$239.77	$4,260,952.67	19,093,304
2/3/2021	Sell	142	$244.08	$34,659.36	19,125,506
12/23/2020	Sell	10,657	$223.16	$2,378,216.12	19,264,113
12/21/2020	Sell	293	$221.86	$65,004.98	19,276,541
12/16/2020	Sell	10,507	$211.66	$2,223,911.62	19,320,081
12/14/2020	Sell	13,577	$209.59	$2,845,603.43	19,349,135
12/11/2020	Sell	17,238	$204.60	$3,526,894.80	19,349,135
12/9/2020	Sell	13,904	$202.10	$2,809,998.40	19,381,885
12/7/2020	Sell	20,525	$201.31	$4,131,887.75	19,418,784
12/4/2020	Sell	8,959	$201.93	$1,809,090.87	19,484,260
12/2/2020	Sell	8,861	$202.58	$1,795,061.38	19,502,473
11/30/2020	Sell	12,398	$200.03	$2,479,971.94	19,522,150
11/27/2020	Sell	9,926	$198.10	$1,966,340.60	19,522,150
11/25/2020	Sell	7,736	$197.79	$1,530,103.44	19,536,074
11/23/2020	Sell	141	$202.26	$28,518.66	19,556,550
11/19/2020	Sell	9,453	$199.68	$1,887,575.04	19,556,550
11/16/2020	Sell	1,881	$205.92	$387,335.52	19,578,731
11/13/2020	Sell	7,443	$206.40	$1,536,235.20
11/11/2020	Sell	31,144	$213.30	$6,643,015.20
11/9/2020	Sell	17,030	$212.86	$3,625,005.80	19,644,137
11/5/2020	Sell	25,823	$206.41	$5,330,125.43
11/3/2020	Sell	28,768	$195.58	$5,626,445.44	19,702,136
10/5/2020	Sell	12,783	$163.64	$2,091,810.12	19,726,852
10/2/2020	Sell	17,337	$163.64	$2,837,026.68	19,726,852
9/30/2020	Sell	12,756	$160.34	$2,045,297.04	19,762,835
9/28/2020	Sell	11,301	$158.21	$1,787,931.21	19,779,933
9/25/2020	Sell	12,682	$154.04	$1,953,535.28	19,799,709
9/23/2020	Sell	9,216	$155.14	$1,429,770.24	19,833,324
9/21/2020	Sell	11,001	$157.63	$1,734,087.63	19,845,626
9/18/2020	Sell	8,899	$157.99	$1,405,953.01	19,845,626
9/16/2020	Sell	9,082	$161.92	$1,470,557.44	19,858,867
9/10/2020	Sell	8,498	$159.56	$1,355,940.88	19,910,824
9/8/2020	Sell	2,815	$156.70	$441,110.50	19,913,739
9/4/2020	Sell	2,250	$158.72	$357,120.00	19,913,739
9/2/2020	Sell	11,373	$164.17	$1,867,105.41	19,916,384
8/31/2020	Sell	4,498	$161.06	$724,447.88	19,946,061
8/28/2020	Sell	18,809	$162.18	$3,050,443.62
8/26/2020	Sell	10,260	$161.02	$1,652,065.20	19,986,824
8/24/2020	Sell	8,371	$156.38	$1,309,056.98	20,004,597
8/21/2020	Sell	9,084	$157.24	$1,428,368.16	20,004,597
8/19/2020	Sell	10,566	$156.97	$1,658,545.02	20,018,762
8/14/2020	Sell	8,458	$157.70	$1,333,826.60	20,057,437
8/12/2020	Sell	8,358	$159.39	$1,332,181.62	20,074,363
8/10/2020	Sell	123	$159.88	$19,665.24	20,081,096
8/7/2020	Sell	679	$162.49	$110,330.71	20,081,096
8/5/2020	Sell	6,742	$163.28	$1,100,833.76	20,092,073
6/30/2020	Sell	21,481	$141.17	$3,032,472.77	20,126,680
6/26/2020	Sell	31,472	$143.56	$4,518,120.32
6/22/2020	Sell	2,803	$150.78	$422,636.34	20,163,743
6/19/2020	Sell	10,322	$150.99	$1,558,518.78	20,177,445
6/17/2020	Sell	22,354	$150.28	$3,359,359.12	20,206,576
6/15/2020	Sell	20,710	$145.15	$3,006,056.50	20,206,576
6/9/2020	Sell	22,683	$149.75	$3,396,779.25
6/4/2020	Sell	847	$153.12	$129,692.64	20,263,465
6/1/2020	Sell	11,035	$153.68	$1,695,858.80	20,295,585
5/29/2020	Sell	13,079	$151.34	$1,979,375.86	20,295,585
5/27/2020	Sell	11,003	$143.07	$1,574,199.21	20,326,216
5/20/2020	Sell	13,055	$141.88	$1,852,243.40	20,374,004
5/11/2020	Sell	9,520	$144.71	$1,377,639.20	20,469,570
5/8/2020	Sell	11,024	$144.03	$1,587,786.72	20,469,570
5/4/2020	Sell	1,367	$150.82	$206,170.94	20,501,063
4/13/2020	Sell	2,371	$124.07	$294,169.97	20,503,719
4/8/2020	Sell	11,798	$121.96	$1,438,884.08	29,528,046
4/6/2020	Sell	15,574	$114.10	$1,776,993.40	20,557,794
4/3/2020	Sell	1,116	$112.03	$125,025.48	20,559,425
4/1/2020	Sell	10,725	$115.61	$1,239,917.25	20,571,931
3/30/2020	Sell	10,928	$117.02	$1,278,794.56	20,601,527
3/27/2020	Sell	10,734	$119.44	$1,282,068.96	20,601,527
3/25/2020	Sell	15,452	$120.34	$1,859,493.68	20,634,345
3/23/2020	Sell	17,033	$107.93	$1,838,371.69	20,663,296
3/19/2020	Sell	15,587	$110.07	$1,715,661.09	20,687,950
3/13/2020	Sell	20,985	$117.38	$2,463,219.30	20,727,787
3/6/2020	Sell	5,893	$139.71	$823,311.03	20,744,062
2/24/2020	Sell	33	$160.63	$5,300.79	20,803,463
2/20/2020	Sell	8,483	$165.11	$1,400,628.13	20,803,922
2/18/2020	Sell	9,213	$160.20	$1,475,922.60	20,829,098
2/12/2020	Sell	6,827	$156.65	$1,069,449.55	20,852,478
2/10/2020	Sell	7,142	$157.05	$1,121,651.10	20,865,670
2/7/2020	Sell	500	$157.86	$78,930.00	20,865,670
2/3/2020	Sell	8,500	$160.22	$1,361,870.00	20,902,283
1/10/2020	Sell	4,348	$154.22	$670,548.56	20,903,854
1/8/2020	Sell	8,571	$152.38	$1,306,048.98	20,913,265
1/6/2020	Sell	10,221	$152.91	$1,562,893.11	20,931,792
1/2/2020	Sell	9,086	$150.76	$1,369,805.36	20,940,879
12/19/2019	Sell	8,422	$151.41	$1,275,175.02	21,004,733
12/17/2019	Sell	11,071	$150.74	$1,668,842.54	21,021,118
12/11/2019	Sell	8,808	$151.57	$1,335,028.56	21,072,316
12/4/2019	Sell	19,450	$153.98	$2,994,911.00
12/2/2019	Sell	544	$156.71	$85,250.24	21,132,358
11/29/2019	Sell	8,294	$157.11	$1,303,070.34	21,132,358
11/26/2019	Sell	18,139	$157.47	$2,856,348.33	21,165,836
11/22/2019	Sell	9,884	$155.28	$1,534,787.52	21,176,334
11/20/2019	Sell	13,177	$158.18	$2,084,337.86	21,202,444
11/18/2019	Sell	8,296	$155.28	$1,288,202.88	21,215,074
11/15/2019	Sell	8,859	$155.55	$1,378,017.45	21,215,074
11/13/2019	Sell	11,767	$156.71	$1,844,006.57	21,239,720
11/11/2019	Sell	9,988	$155.48	$1,552,934.24	21,263,469
11/8/2019	Sell	1,756	$158.16	$277,728.96	21,268,751
11/6/2019	Sell	11,048	$161.13	$1,780,164.24	21,283,878
11/4/2019	Sell	12,445	$162.41	$2,021,192.45	21,313,312
11/1/2019	Sell	19,094	$161.84	$3,090,172.96	21,313,312
10/7/2019	Sell	9,944	$145.84	$1,450,232.96	21,334,312
10/4/2019	Sell	9,009	$144.32	$1,300,178.88	21,347,230
10/2/2019	Sell	15,408	$144.48	$2,226,147.84	21,366,631
9/30/2019	Sell	9,338	$146.79	$1,370,725.02	21,380,755
9/27/2019	Sell	1,193	$147.64	$176,134.52	21,380,755
9/25/2019	Sell	5,325	$150.62	$802,051.50	21,383,865
9/23/2019	Sell	1,271	$158.17	$201,034.07	21,392,735
9/20/2019	Sell	14,319	$160.46	$2,297,626.74	21,422,065
9/18/2019	Sell	10,960	$159.49	$1,748,010.40	21,442,323
9/16/2019	Sell	8,922	$154.67	$1,379,965.74	21,457,267
9/12/2019	Sell	15,174	$156.08	$2,368,357.92	21,477,572
9/10/2019	Sell	15,038	$160.24	$2,409,689.12	21,481,594
9/5/2019	Sell	8,827	$161.33	$1,424,059.91	21,512,346
9/3/2019	Sell	8,430	$160.94	$1,356,724.20	21,523,728
8/30/2019	Sell	18,615	$160.51	$2,987,893.65	21,547,780
8/28/2019	Sell	19,244	$157.67	$3,034,201.48	21,563,265
8/26/2019	Sell	19,243	$154.56	$2,974,198.08	21,584,308
8/22/2019	Sell	20,353	$156.12	$3,177,510.36	21,603,529
8/20/2019	Sell	22,411	$156.42	$3,505,528.62	21,629,592
8/16/2019	Sell	19,443	$154.42	$3,002,388.06	21,647,106
8/14/2019	Sell	10,451	$154.32	$1,612,798.32	21,661,507
8/12/2019	Sell	14,956	$154.31	$2,307,860.36	21,673,138
8/8/2019	Sell	18,228	$151.90	$2,768,833.20	21,692,356
8/6/2019	Sell	13,078	$149.48	$1,954,899.44	21,705,857
7/10/2019	Sell	16,067	$146.22	$2,349,316.74	21,757,391
7/8/2019	Sell	15,952	$145.97	$2,328,513.44	21,771,072
7/5/2019	Sell	8,582	$146.08	$1,253,658.56	21,771,072
7/3/2019	Sell	20,051	$145.78	$2,923,034.78	21,796,323
7/1/2019	Sell	22,638	$144.76	$3,277,076.88	21,820,993
6/27/2019	Sell	21,004	$142.29	$2,988,659.16	21,840,351
6/25/2019	Sell	17,921	$142.29	$2,549,979.09	21,855,431
6/21/2019	Sell	18,565	$144.60	$2,684,499.00	21,872,516
6/19/2019	Sell	16,865	$144.37	$2,434,800.05	21,894,456
6/17/2019	Sell	10,647	$145.01	$1,543,921.47	21,898,379
6/14/2019	Sell	5,576	$146.90	$819,114.40	21,910,875
6/12/2019	Sell	8,750	$147.10	$1,287,125.00	21,920,555
6/10/2019	Sell	15,179	$148.04	$2,247,099.16	21,936,541
6/6/2019	Sell	21,371	$144.19	$3,081,484.49	21,957,981
6/4/2019	Sell	27,316	$140.85	$3,847,458.60	21,981,540
5/31/2019	Sell	21,778	$138.86	$3,024,093.08	21,997,119
5/29/2019	Sell	20,272	$137.12	$2,779,696.64	22,023,161
5/23/2019	Sell	14,485	$136.15	$1,972,132.75	22,050,834
5/21/2019	Sell	17,575	$134.51	$2,364,013.25	22,063,278
5/17/2019	Sell	10,108	$134.23	$1,356,796.84	22,084,141
5/15/2019	Sell	17,235	$133.48	$2,300,527.80	22,104,886
5/9/2019	Sell	345	$135.10	$46,609.50	22,118,872
5/7/2019	Sell	2,345	$140.22	$328,815.90	22,125,803
5/3/2019	Sell	13,329	$141.70	$1,888,719.30	22,137,176
5/1/2019	Sell	7,621	$142.83	$1,088,507.43	22,140,158
4/10/2019	Sell	16,000	$127.92	$2,046,720.00	22,156,543
4/8/2019	Sell	17,279	$127.66	$2,205,837.14	22,174,659
4/5/2019	Sell	8,946	$127.92	$1,144,372.32	22,174,659
4/3/2019	Sell	11,219	$129.20	$1,449,494.80	22,186,809
4/1/2019	Sell	14,979	$128.21	$1,920,457.59	22,225,562
3/29/2019	Sell	10,414	$124.96	$1,301,333.44	22,247,386
3/27/2019	Sell	17,863	$122.34	$2,185,359.42	22,265,279
3/25/2019	Sell	19,432	$121.15	$2,354,186.80	22,278,376
3/21/2019	Sell	18,967	$122.08	$2,315,491.36
3/19/2019	Sell	18,301	$121.99	$2,232,538.99	22,299,994
3/15/2019	Sell	21,530	$119.63	$2,575,633.90	22,310,842
3/13/2019	Sell	11,913	$119.66	$1,425,509.58	22,330,261
3/11/2019	Sell	11,737	$120.05	$1,409,026.85	22,330,261
3/7/2019	Sell	10,574	$121.68	$1,286,644.32
3/5/2019	Sell	9,703	$124.30	$1,206,082.90
3/1/2019	Sell	2,520	$125.91	$317,293.20	22,368,371
2/27/2019	Sell	16,481	$126.66	$2,087,483.46	22,385,989
2/25/2019	Sell	9,439	$126.82	$1,197,053.98	22,402,070
2/21/2019	Sell	19,334	$125.89	$2,433,957.26	22,402,070
2/19/2019	Sell	16,547	$126.10	$2,086,576.70
2/14/2019	Sell	17,255	$126.65	$2,185,345.75	22,450,725
2/12/2019	Sell	18,100	$125.99	$2,280,419.00	22,463,926
2/8/2019	Sell	20,379	$124.73	$2,541,872.67	22,484,232
2/6/2019	Sell	9,946	$125.14	$1,244,642.44	22,511,854
2/4/2019	Sell	9,841	$122.86	$1,209,065.26	22,523,830
2/1/2019	Sell	1,650	$123.44	$203,676.00	22,523,830
1/11/2019	Sell	15,444	$108.90	$1,681,851.60	22,531,203
1/9/2019	Sell	14,360	$108.97	$1,564,809.20	22,560,795
1/7/2019	Sell	8,700	$108.42	$943,254.00	22,584,218
1/3/2019	Sell	18,069	$108.40	$1,958,679.60	22,597,764
12/31/2018	Sell	10,781	$109.51	$1,180,627.31	22,614,886
12/31/2018	Sell	22,155	$109.72	$2,430,846.60
12/28/2018	Sell	11,374	$109.92	$1,250,230.08	22,614,886
12/27/2018	Sell	23,049	$108.09	$2,491,366.41	22,641,820
12/24/2018	Sell	8,648	$106.75	$923,174.00	22,657,024
12/20/2018	Sell	15,736	$112.59	$1,771,716.24	22,673,402
12/18/2018	Sell	20,965	$113.34	$2,376,173.10	22,691,482
12/14/2018	Sell	25,353	$114.65	$2,906,721.45	22,721,864
12/12/2018	Sell	10,778	$113.73	$1,225,781.94	22,739,731
12/10/2018	Sell	9,678	$115.78	$1,120,518.84	22,744,997
12/6/2018	Sell	10,296	$116.88	$1,203,396.48	22,762,648
12/3/2018	Sell	16,967	$118.62	$2,012,625.54	22,775,210
11/29/2018	Sell	20,683	$118.48	$2,450,521.84	22,801,998
11/27/2018	Sell	16,143	$115.55	$1,865,323.65	22,818,341
11/23/2018	Sell	11,745	$115.84	$1,360,540.80	22,901,636
11/21/2018	Sell	7,025	$116.21	$816,375.25	22,901,636
11/19/2018	Sell	425	$120.51	$51,216.75	22,903,342
11/16/2018	Sell	16,509	$121.28	$2,002,211.52	22,917,543
11/14/2018	Sell	7,783	$121.84	$948,280.72	22,925,782
11/12/2018	Sell	19,981	$124.52	$2,488,034.12	22,938,874
11/8/2018	Sell	13,833	$125.80	$1,740,191.40	22,959,144
11/6/2018	Sell	18,615	$124.14	$2,310,866.10	22,976,012
11/2/2018	Sell	17,992	$124.42	$2,238,564.64	22,990,060
10/8/2018	Sell	5,799	$118.00	$684,282.00	23,007,868
10/4/2018	Sell	13,480	$122.22	$1,647,525.60	23,021,185
10/1/2018	Sell	8,407	$125.23	$1,052,808.61	23,025,920
9/28/2018	Sell	17,624	$126.43	$2,228,202.32	23,043,835
9/26/2018	Sell	9,203	$128.51	$1,182,677.53	23,058,333
9/24/2018	Sell	11,412	$131.95	$1,505,813.40	23,072,016
9/20/2018	Sell	15,896	$130.98	$2,082,058.08	23,089,903
9/18/2018	Sell	11,447	$131.61	$1,506,539.67	23,108,562
9/14/2018	Sell	15,225	$138.10	$2,102,572.50	23,119,416
9/12/2018	Sell	9,214	$138.06	$1,272,084.84	23,129,592
9/10/2018	Sell	10,108	$139.50	$1,410,066.00	23,143,944
9/6/2018	Sell	14,037	$141.58	$1,987,358.46	23,155,537
9/4/2018	Sell	25,992	$140.94	$3,663,312.48	23,186,816
8/30/2018	Sell	14,166	$139.35	$1,974,032.10	23,196,182
8/28/2018	Sell	17,630	$138.75	$2,446,162.50	23,218,342
8/23/2018	Sell	20,271	$137.22	$2,781,586.62	23,241,778
8/21/2018	Sell	18,438	$137.21	$2,529,877.98	23,261,023
8/17/2018	Sell	24,784	$135.53	$3,358,975.52	23,291,620
8/14/2018	Sell	20,886	$132.98	$2,777,420.28	23,314,760
8/10/2018	Sell	5,411	$133.51	$722,422.61	23,330,990
8/8/2018	Sell	12,834	$133.38	$1,711,798.92	23,345,957
8/6/2018	Sell	11,233	$131.12	$1,472,870.96	23,370,877
8/3/2018	Sell	15,283	$130.86	$1,999,933.38	23,386,895
6/18/2018	Sell	22,354	$130.75	$2,922,785.50	23,421,210
6/14/2018	Sell	33,069	$132.25	$4,373,375.25	23,453,226
6/12/2018	Sell	26,412	$129.87	$3,430,126.44	23,492,809
6/8/2018	Sell	22,291	$127.05	$2,832,071.55	23,517,150
6/6/2018	Sell	27,628	$124.17	$3,430,568.76	23,517,150
6/4/2018	Sell	23,813	$121.98	$2,904,709.74	23,565,230
5/31/2018	Sell	19,089	$120.01	$2,290,870.89	23,587,550
5/29/2018	Sell	19,357	$117.46	$2,273,673.22	23,600,187
5/24/2018	Sell	25,967	$116.73	$3,031,127.91	23,623,926
5/21/2018	Sell	11,153	$115.40	$1,287,056.20	23,652,917
5/18/2018	Sell	22,900	$114.53	$2,622,737.00	23,675,395
5/15/2018	Sell	18,534	$112.29	$2,081,182.86	23,699,751
5/11/2018	Sell	18,979	$111.30	$2,112,362.70	23,717,560
5/8/2018	Sell	22,071	$108.86	$2,402,649.06	23,752,986
5/4/2018	Sell	20,909	$107.48	$2,247,299.32	23,771,512
5/1/2018	Sell	12,214	$108.79	$1,328,761.06	23,794,095

Joseph D Mansueto Buying and Selling Activity at Morningstar

Morningstar Company Overview

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.

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