DUNN DANIEL JOSEPH (Chief Revenue 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: 0001062993-24-010727
Officer· Chief Revenue Officer
Since Nov 2018
+2.30K
Net shares
Net buyer
$193.8K
Total sold
0
Open market trades
0B · 0S
6
Total transactions
3.65K acquired · 1.35K disposed
Non-Derivative Transactions4
Common Stock (Restricted Stock Units)
Direct
Shares
+1.16K
Price / share
—
Trade value
—
% of position
8.9%
5/15/2024
13.07K→14.23K
Common Stock
Direct
Shares
+697.00
Price / share
—
Trade value
—
% of position
4.8%
5/17/2024
14.57K→15.27K
Common Stock
Direct
Shares
−652.00
Price / share
$297.26
Trade value
$193.81K
% of position
4.3%
5/17/2024
15.10K→14.45K
Common Stock
Direct
Shares
+50.00
Price / share
—
Trade value
—
% of position
0.3%
5/17/2024
14.78K→14.83K
Total
Net shares
+1.25K
Net value
-$193.81K
| 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 | +1.16K | — | — | 8.9% | 13.07K | 14.23K |
| Common Stock Direct | 5/17/2024 | M · Option Exercise | +697.00 | — | — | 4.8% | 14.57K | 15.27K |
| Common Stock Direct | 5/17/2024 | F · Tax Withholding | −652.00 | $297.26 | $193.81K | 4.3% | 15.10K | 14.45K |
| Common Stock Direct | 5/17/2024 | A · Award | +50.00 | — | — | 0.3% | 14.78K | 14.83K |
| Total | +1.25K | -$193.81K | ||||||
Derivative Transactions2
Market Stock Units
Direct
Converts to
Common Stock
1.74K shares
Shares
+1.74K
Strike price
Held after
1.74K
Exercisable
—
5/15/2024
Market Stock Units
Direct
Converts to
Common Stock
697.00 shares
Shares
−697.00
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 Stock1.74K shares | 5/15/2024 | A · Award | +1.74K | — | 1.74K | |
| Market Stock Units Direct | Common Stock697.00 shares | 5/17/2024 | M · Option Exercise | −697.00 | — | 0.00 |