Joseph D Mansueto - Net Worth and Insider Trading

Joseph D Mansueto Net Worth

The estimated net worth of Joseph D Mansueto is at least $3.6 Billion dollars as of 2024-11-05. Joseph D Mansueto is the Executive Chairman, 10% Owner of Morningstar Inc and owns about 10,995,718 shares of Morningstar Inc (MORN) stock worth over $3.6 Billion. Details can be seen in Joseph D Mansueto's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Joseph D Mansueto has not made any transactions after 2024-11-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Joseph D Mansueto

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Joseph D Mansueto Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Joseph D Mansueto owns 2 companies in total, including Morningstar Inc (MORN) , and Whole Foods Market Inc (WFM) .

Click here to see the complete history of Joseph D Mansueto’s form 4 insider trades.

Insider Ownership Summary of Joseph D Mansueto

Ticker Comapny Transaction Date Type of Owner
MORN Morningstar Inc 2024-09-10 director & 10 percent owner & Executive Chairman
WFM Whole Foods Market Inc 2017-08-28 director

Joseph D Mansueto Latest Holdings Summary

Joseph D Mansueto currently owns a total of 1 stock. Joseph D Mansueto owns 10,995,718 shares of Morningstar Inc (MORN) as of November 1, 2024, with a value of $3.6 Billion.

Latest Holdings of Joseph D Mansueto

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MORN Morningstar Inc 2024-11-01 10,995,718 330.89 3,638,373,129

Holding Weightings of Joseph D Mansueto


Joseph D Mansueto Form 4 Trading Tracker

According to the SEC Form 4 filings, Joseph D Mansueto has made a total of 370 transactions in Morningstar Inc (MORN) over the past 5 years, including 0 buys and 370 sells. The most-recent trade in Morningstar Inc is the sale of 9,062 shares on November 1, 2024, which brought Joseph D Mansueto around $3 Million.

Insider Trading History of Joseph D Mansueto

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Joseph D Mansueto Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Joseph D Mansueto Ownership Network

Ownership Network List of Joseph D Mansueto

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Ownership Network Relation of Joseph D Mansueto

Insider Network Chart

Joseph D Mansueto Owned Company Details

What does Morningstar Inc do?

Who are the key executives at Morningstar Inc?

Joseph D Mansueto is the director & 10 percent owner & Executive Chairman of Morningstar Inc. Other key executives at Morningstar Inc include Chief Revenue Officer Daniel Joseph Dunn , Chief Financial Officer Jason Dubinsky , and Head of Talent and Culture Bevin Desmond .

Morningstar Inc (MORN) Insider Trades Summary

Over the past 18 months, Joseph D Mansueto made 76 insider transaction in Morningstar Inc (MORN) with a net sale of 918,933. Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 4,500 shares made by William M Lyons , a net sale of 3,600 shares made by Daniel Joseph Dunn , and a net sale of 2,500 shares made by Steven N Kaplan .

In summary, during the past 3 months, insiders sold 135,168 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 135,168 shares. During the past 18 months, 935,249 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 935,249 shares.

Morningstar Inc (MORN)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Morningstar Inc Insider Transactions

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Joseph D Mansueto Mailing Address

Above is the net worth, insider trading, and ownership report for Joseph D Mansueto. You might contact Joseph D Mansueto via mailing address: C/o Morningstar, Inc., 225 West Wacker Drive, Chicago Il 60606.