DUBINSKY JASON (Chief Financial Officer) received a stock award from MORNINGSTAR, INC.
Compensation award — not an open‑market transaction. Less informative as a directional signal.
A · 2 awards
Filed: 5/17/2024ACC: 0001062993-24-010731
Officer· Chief Financial Officer
Since Nov 2018
+2.26K
Net shares
Net buyer
$387.0K
Total sold
0
Open market trades
0B · 0S
6
Total transactions
4.81K acquired · 2.56K disposed
Non-Derivative Transactions4
Common Stock (Restricted Stock Units)
Direct
Shares
+1.39K
Price / share
—
Trade value
—
% of position
6.3%
5/15/2024
22.15K→23.54K
Common Stock
Direct
Shares
+1.25K
Price / share
—
Trade value
—
% of position
5.3%
5/17/2024
23.54K→24.79K
Common Stock
Direct
Shares
−1.30K
Price / share
$297.26
Trade value
$387.03K
% of position
4.8%
5/17/2024
27.40K→26.09K
Common Stock
Direct
Shares
+91.00
Price / share
—
Trade value
—
% of position
0.3%
5/17/2024
26.09K→26.18K
Total
Net shares
+1.43K
Net value
-$387.03K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock (Restricted Stock Units) Direct | 5/15/2024 | A · Award | +1.39K | — | — | 6.3% | 22.15K | 23.54K |
| Common Stock Direct | 5/17/2024 | M · Option Exercise | +1.25K | — | — | 5.3% | 23.54K | 24.79K |
| Common Stock Direct | 5/17/2024 | F · Tax Withholding | −1.30K | $297.26 | $387.03K | 4.8% | 27.40K | 26.09K |
| Common Stock Direct | 5/17/2024 | A · Award | +91.00 | — | — | 0.3% | 26.09K | 26.18K |
| Total | +1.43K | -$387.03K | ||||||
Derivative Transactions2
Market Stock Units
Direct
Converts to
Common Stock
2.08K shares
Shares
+2.08K
Strike price
Held after
2.08K
Exercisable
—
5/15/2024
Market Stock Units
Direct
Converts to
Common Stock
1.25K shares
Shares
−1.25K
Strike price
Held after
0.00
Exercisable
—
5/17/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Market Stock Units Direct | Common Stock2.08K shares | 5/15/2024 | A · Award | +2.08K | — | 2.08K | |
| Market Stock Units Direct | Common Stock1.25K shares | 5/17/2024 | M · Option Exercise | −1.25K | — | 0.00 |