Dunn Daniel Joseph
SEC insider (Form 3/4/5 filer). CIK 0001692166. Chief Revenue Officer at Morningstar, Inc. (MORN). 9 reported Form 4/5 transactions since Sep 2024; latest on Nov 15, 2025. Located in CHICAGO, IL.
Companies Dunn Daniel Joseph has filed insider reports for
- Morningstar, Inc. (MORN): Officer, Chief Revenue Officer
Dunn Daniel Joseph
CIK: 0001692166
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)0 (0.0%)
Position reduction
Option Exercises (M)3 (33.3%)
Derivative conversions
Awards (A)2 (22.2%)
Compensation grants
Other (G, F, J, C, D, …)4 (44.4%)
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 (9 total)
- Nov 15, 2025MORN
Morningstar, Inc.
ExerciseDirect346 shares- - Nov 15, 2025MORN
Morningstar, Inc.
Tax PaymentDirect154 shares at avg. $211.95$33K - May 16, 2025MORN
Morningstar, Inc.
Tax PaymentDirect853 shares at avg. $306.41$261K - May 16, 2025MORN
Morningstar, Inc.
ExerciseDirect1.2K shares- - May 15, 2025MORN
Morningstar, Inc.
AwardDirect1.2K shares- - Nov 15, 2024MORN
Morningstar, Inc.
ExerciseDirect334 shares- - Nov 15, 2024MORN
Morningstar, Inc.
Tax PaymentDirect154 shares at avg. $342.99$53K - Nov 15, 2024MORN
Morningstar, Inc.
AwardDirect12 shares- - Aug 31, 2024MORN
Morningstar, Inc.
Tax PaymentDirect111 shares at avg. $313.77$35K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Nov 15, 2025 | MORN Morningstar, Inc. | Exercise | 346 | - | - | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Tax Payment | 154 | $211.95 | $32,640 | Direct |
| May 16, 2025 | MORN Morningstar, Inc. | Tax Payment | 853 | $306.41 | $261,368 | Direct |
| May 16, 2025 | MORN Morningstar, Inc. | Exercise | 1,241 | - | - | Direct |
| May 15, 2025 | MORN Morningstar, Inc. | Award | 1,223 | - | - | Direct |
| Nov 15, 2024 | MORN Morningstar, Inc. | Exercise | 334 | - | $0 | Direct |
| Nov 15, 2024 | MORN Morningstar, Inc. | Tax Payment | 154 | $342.99 | $52,820 | Direct |
| Nov 15, 2024 | MORN Morningstar, Inc. | Award | 12 | - | $0 | Direct |
| Aug 31, 2024 | MORN Morningstar, Inc. | Tax Payment | 111 | $313.77 | $34,828 | Direct |
1-9 of 9 transactions