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Joe Mansueto

American entrepreneur

IllinoisFinanceGiving Pledge

AIProfile Summary

Joe Mansueto is an American entrepreneur based in Illinois with an estimated net worth of ~$6.0B. He is associated with Morningstar, Inc. (MORN), an investment advice company, based on SEC filings tied to the Morningstar entity. Wikidata SEC EDGAR

Business & SEC Activity

SEC EDGAR data links Mansueto to Morningstar, Inc. (MORN), which is classified under SIC “Investment Advice.” Morningstar shows 1,002 total SEC filings, including 790 insider filings; Form 4 filings (used to report insider trades and ownership changes by company insiders) appear frequently in the recent filing list, with multiple Form 4s filed in late February and early March 2026. SEC EDGAR

Philanthropy

The Mansueto Foundation (Chicago, IL) reported $44,021,065 in total assets for tax year 2023, with $13,148,678 in total revenue and $11,836,060 in total expenses. The foundation reported $0 in grants paid in 2023, and the aggregated total grants paid across the listed foundations is also $0. ProPublica 990

Political Activity

From 2003-09-15 to 2024-03-03, Mansueto made 16 federal contributions totaling $107,600. The party breakdown shows $70,900 to Democrats, $300 to Republicans, and $36,400 to PACs/other; the top recipient was DNC Services Corporation/Democratic National Committee ($61,200), followed by Obama Victory Fund 2012 ($35,800) and Obama for America ($5,000). FEC

AI-generated summary from wikidata, fec, propublica_990, sec_edgar 3/10/2026 (gpt-5.2). All claims are derived from the source data shown below.

USU.S. Presence

otherU.S. economic presence

990Philanthropy

$44.0MFoundation Assets
$11.4MGrants Paid
1Foundation
Mansueto FoundationChicago, IL
Private grantmaking foundation (IRS NTEE T20)
Assets: $44.0MRevenue: $13.1MGrants: $11.4MTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Source: ProPublica (990) annual filing · latest on record (retrieved 3/9/2026) (proPublica_990)

FECPolitical Contributions

$108KTotal Contributed
16Contributions
2003–2024Date Range

By Party

DEM
$71K
PAC/Other
$36K
REP
$300

Top Recipients

DNC SERVICES CORPORATION/DEMOCRATIC NATIONAL COMMITTEE$61K
OBAMA VICTORY FUND 2012$36K
OBAMA FOR AMERICA$5K
COMMITTEE TO ELECT ROB DAVIDSON$3K
BOB GRAHAM FOR PRESIDENT INC$2K
Source: FEC contribution filings · latest on record (retrieved 3/9/2026) (fec)

SECSEC Filings

1,000Total Filings
779Insider Filings
2,545EDGAR Mentions

Associated Companies

Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.

Recent Insider Filings

4FORM 4
5/27/2026
144xsl144X01/primary_doc.xml
5/27/2026
4FORM 4
5/22/2026
4FORM 4
5/20/2026
4FORM 4
5/19/2026
4FORM 4
5/19/2026
4FORM 4
5/19/2026
4FORM 4
5/19/2026
4FORM 4
5/19/2026
4FORM 4
5/19/2026
Source: SEC EDGAR regulatory filings · latest on record (retrieved 6/27/2026) (sec_derived)

PBSScore Breakdown

B
58.2
Public Benefit Score

The PBS is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.

Philanthropy65% weight
42%

Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).

Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry

Transparency35% weight
88%

How much sourced, public accountability data exists — net worth, political contributions, SEC filings, foundation 990s, news coverage, and a verified profile. More public disclosure scores higher.

Data: FEC, SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata

Formula (v2): PBS = 65% x Philanthropy + 35% x Transparency

Scored on 6/23/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.

All data is sourced from public records. Each section links to its original source. View on Wikidata

Joe Mansueto — Public Benefit Score B (58) | Billionaire Army