DUNN DANIEL JOSEPH (Chief Revenue Officer) exercised options at MORNINGSTAR, INC.
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 11/18/2025ACC: 0001692166-25-000003
Officer· Chief Revenue Officer
Since Nov 2018
-154.00
Net shares
Net seller
$32.6K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
346.00 acquired · 500.00 disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+346.00
Price / share
—
Trade value
—
% of position
2.4%
11/15/2025
14.66K→15.01K
Common Stock
Direct
Shares
−154.00
Price / share
$211.95
Trade value
$32.64K
% of position
1.0%
11/15/2025
15.01K→14.85K
Total
Net shares
+192.00
Net value
-$32.64K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 11/15/2025 | M · Option Exercise | +346.00 | — | — | 2.4% | 14.66K | 15.01K |
| Common Stock Direct | 11/15/2025 | F · Tax Withholding | −154.00 | $211.95 | $32.64K | 1.0% | 15.01K | 14.85K |
| Total | +192.00 | -$32.64K | ||||||
Derivative Transactions1
Market Stock Units
Direct
Converts to
Common Stock
346.00 shares
Shares
−346.00
Strike price
Held after
0.00
Exercisable
—
11/15/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Market Stock Units Direct | Common Stock346.00 shares | 11/15/2025 | M · Option Exercise | −346.00 | — | 0.00 |