Joseph D Mansueto - MORN / Morningstar, Inc. - Insider Trade Report

Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Joseph D Mansueto in MORN / Morningstar, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Max	Price at Max	Max Profit ($)	Max Return (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Joseph D Mansueto in MORN / Morningstar, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Min	Price at Min	Max Loss Avoided ($)	Max Loss Avoided (%)
2020-09-09	4,437	159.6573	4,437	159.6573	708,399	15	153.0000	-29,538	-4.17
2020-08-12	3,566	159.1804	3,566	159.1804	567,637
2020-06-17	3,928	153.0633	3,928	153.0633	601,233
2020-06-17	1,097	154.1257	1,097	154.1257	169,076

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Insider Transaction History