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: 5/19/2025ACC: 0001289419-25-000108
Officer· Chief Revenue Officer
Since Nov 2018
+2.21K
Net shares
Net buyer
$261.4K
Total sold
0
Open market trades
0B · 0S
5
Total transactions
4.30K acquired · 2.09K disposed
Non-Derivative Transactions3
Common Stock (Restricted Stock Units)
Direct
Shares
+1.22K
Price / share
—
Trade value
—
% of position
9.4%
5/15/2025
13.05K→14.27K
Common Stock
Direct
Shares
+1.24K
Price / share
—
Trade value
—
% of position
8.7%
5/16/2025
14.27K→15.51K
Common Stock
Direct
Shares
−853.00
Price / share
$306.41
Trade value
$261.37K
% of position
5.5%
5/16/2025
15.51K→14.66K
Total
Net shares
+1.61K
Net value
-$261.37K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock (Restricted Stock Units) Direct | 5/15/2025 | A · Award | +1.22K | — | — | 9.4% | 13.05K | 14.27K |
| Common Stock Direct | 5/16/2025 | M · Option Exercise | +1.24K | — | — | 8.7% | 14.27K | 15.51K |
| Common Stock Direct | 5/16/2025 | F · Tax Withholding | −853.00 | $306.41 | $261.37K | 5.5% | 15.51K | 14.66K |
| Total | +1.61K | -$261.37K | ||||||
Derivative Transactions2
Market Stock Units
Direct
Converts to
Common Stock
1.83K shares
Shares
+1.83K
Strike price
Held after
1.83K
Exercisable
—
5/15/2025
Market Stock Units
Direct
Converts to
Common Stock
1.24K shares
Shares
−1.24K
Strike price
Held after
0.00
Exercisable
—
5/16/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Market Stock Units Direct | Common Stock1.83K shares | 5/15/2025 | A · Award | +1.83K | — | 1.83K | |
| Market Stock Units Direct | Common Stock1.24K shares | 5/16/2025 | M · Option Exercise | −1.24K | — | 0.00 |