DUBINSKY JASON
SEC insider (Form 3/4/5 filer). CIK 0001712782. Chief Financial Officer at Morningstar, Inc. (MORN). 8 reported Form 4/5 transactions since Sep 2024; latest on Dec 13, 2024. Located in CHICAGO, IL.
Companies DUBINSKY JASON has filed insider reports for
- Morningstar, Inc. (MORN): Officer, Chief Financial Officer
DUBINSKY JASON
CIK: 0001712782
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)5 (62.5%)
Position reduction
Option Exercises (M)1 (12.5%)
Derivative conversions
Awards (A)1 (12.5%)
Compensation grants
Other (G, F, J, C, D, …)1 (12.5%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
MORN
Morningstar, Inc.
Officer
Discretionary Trading P&L
Holdings
Transaction History (8 total)
- Dec 13, 2024MORN
Morningstar, Inc.
SaleDirect49 shares at avg. $356.49$17K - Dec 13, 2024MORN
Morningstar, Inc.
SaleDirect660 shares at avg. $353.16$233K - Dec 13, 2024MORN
Morningstar, Inc.
SaleDirect582 shares at avg. $354.27$206K - Dec 13, 2024MORN
Morningstar, Inc.
SaleDirect115 shares at avg. $355.39$41K - Dec 13, 2024MORN
Morningstar, Inc.
SaleDirect1.8K shares at avg. $352.09$640K - Nov 15, 2024MORN
Morningstar, Inc.
Tax PaymentDirect277 shares at avg. $342.99$95K - Nov 15, 2024MORN
Morningstar, Inc.
AwardDirect22 shares- - Nov 15, 2024MORN
Morningstar, Inc.
ExerciseDirect601 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Dec 13, 2024 | MORN Morningstar, Inc. | Sale | 49 | $356.49 | $17,468 | Direct |
| Dec 13, 2024 | MORN Morningstar, Inc. | Sale | 660 | $353.16 | $233,087 | Direct |
| Dec 13, 2024 | MORN Morningstar, Inc. | Sale | 582 | $354.27 | $206,183 | Direct |
| Dec 13, 2024 | MORN Morningstar, Inc. | Sale | 115 | $355.39 | $40,870 | Direct |
| Dec 13, 2024 | MORN Morningstar, Inc. | Sale | 1,817 | $352.09 | $639,739 | Direct |
| Nov 15, 2024 | MORN Morningstar, Inc. | Tax Payment | 277 | $342.99 | $95,008 | Direct |
| Nov 15, 2024 | MORN Morningstar, Inc. | Award | 22 | - | $0 | Direct |
| Nov 15, 2024 | MORN Morningstar, Inc. | Exercise | 601 | - | $0 | Direct |
1-8 of 8 transactions