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 · 1 award
Filed: 11/19/2024ACC: 0001289419-24-000136
Officer· Chief Revenue Officer
Since Nov 2018
+1.37K
Net shares
Net buyer
$52.8K
Total sold
0
Open market trades
0B · 0S
5
Total transactions
1.85K acquired · 488.00 disposed
Non-Derivative Transactions3
Common Stock
Direct
Shares
+334.00
Price / share
—
Trade value
—
% of position
2.6%
11/15/2024
12.97K→13.30K
Common Stock
Direct
Shares
−154.00
Price / share
$342.99
Trade value
$52.82K
% of position
1.2%
11/15/2024
13.30K→13.15K
Common Stock
Direct
Shares
+12.00
Price / share
—
Trade value
—
% of position
0.1%
11/15/2024
13.15K→13.16K
Total
Net shares
+192.00
Net value
-$52.82K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 11/15/2024 | M · Option Exercise | +334.00 | — | — | 2.6% | 12.97K | 13.30K |
| Common Stock Direct | 11/15/2024 | F · Tax Withholding | −154.00 | $342.99 | $52.82K | 1.2% | 13.30K | 13.15K |
| Common Stock Direct | 11/15/2024 | A · Award | +12.00 | — | — | 0.1% | 13.15K | 13.16K |
| Total | +192.00 | -$52.82K | ||||||
Derivative Transactions2
Market Stock Units
Direct
Converts to
Common Stock
334.00 shares
Shares
−334.00
Strike price
Held after
0.00
Exercisable
—
11/15/2024
Market Stock Units
Direct
Converts to
Common Stock
1.51K shares
Shares
+1.51K
Strike price
Held after
1.51K
Exercisable
—
11/15/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Market Stock Units Direct | Common Stock334.00 shares | 11/15/2024 | M · Option Exercise | −334.00 | — | 0.00 | |
| Market Stock Units Direct | Common Stock1.51K shares | 11/15/2024 | A · Award | +1.51K | — | 1.51K |