DUBINSKY JASON (Chief Financial Officer) sold 15.7% of their position (3.22K shares) of MORNINGSTAR, INC. on the open market
Open‑market sale worth $1.14M — a significant reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 5 sales
Filed: 12/16/2024ACC: 0001289419-24-000163
Officer· Chief Financial Officer
Since Nov 2018
-3.22K
Net shares
Net seller
$1.14M
Total sold
5
Open market trades
0B · 5S
5
Total transactions
3.22K disposed
Non-Derivative Transactions5
Common Stock
Direct
Shares
−1.82K
Price / share
$352.09
Trade value
$639.74K
% of position
8.9%
12/13/2024
20.53K→18.71K
Common Stock
Direct
Shares
−660.00
Price / share
$353.16
Trade value
$233.09K
% of position
3.5%
12/13/2024
18.71K→18.05K
Common Stock
Direct
Shares
−582.00
Price / share
$354.27
Trade value
$206.18K
% of position
3.2%
12/13/2024
18.05K→17.47K
Common Stock
Direct
Shares
−115.00
Price / share
$355.39
Trade value
$40.87K
% of position
0.7%
12/13/2024
17.47K→17.35K
Common Stock
Direct
Shares
−49.00
Price / share
$356.49
Trade value
$17.47K
% of position
0.3%
12/13/2024
17.35K→17.30K
Total
Net shares
−3.22K
Net value
-$1.14M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 12/13/2024 | S · Sale | −1.82K | $352.09 | $639.74K | 8.9% | 20.53K | 18.71K |
| Common Stock Direct | 12/13/2024 | S · Sale | −660.00 | $353.16 | $233.09K | 3.5% | 18.71K | 18.05K |
| Common Stock Direct | 12/13/2024 | S · Sale | −582.00 | $354.27 | $206.18K | 3.2% | 18.05K | 17.47K |
| Common Stock Direct | 12/13/2024 | S · Sale | −115.00 | $355.39 | $40.87K | 0.7% | 17.47K | 17.35K |
| Common Stock Direct | 12/13/2024 | S · Sale | −49.00 | $356.49 | $17.47K | 0.3% | 17.35K | 17.30K |
| Total | −3.22K | -$1.14M | ||||||
Derivative Transactions0
No derivative transactions reported