Jason Dubinsky's most recent trade in Morningstar Inc was a trade of 1,817 Common Stock done at an average price of $352.1 . Disclosure was reported to the exchange on Dec. 13, 2024.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 352.09 per share. | 13 Dec 2024 | 1,817 | 18,710 (0%) | 0% | 352.1 | 639,739 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 353.16 per share. | 13 Dec 2024 | 660 | 18,050 (0%) | 0% | 353.2 | 233,087 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 354.27 per share. | 13 Dec 2024 | 582 | 17,468 (0%) | 0% | 354.3 | 206,183 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 355.39 per share. | 13 Dec 2024 | 115 | 17,353 (0%) | 0% | 355.4 | 40,870 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 356.49 per share. | 13 Dec 2024 | 49 | 17,304 (0%) | 0% | 356.5 | 17,468 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2024 | 1,803 | 1,803 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Nov 2024 | 601 | 20,782 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Nov 2024 | 601 | 0 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 342.99 per share. | 15 Nov 2024 | 277 | 20,505 (0%) | 0% | 343.0 | 95,008 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2024 | 22 | 20,527 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 300.11 per share. | 02 Jul 2024 | 3,400 | 20,181 (0%) | 0% | 300.1 | 1,020,380 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2024 | 2,081 | 2,081 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2024 | 1,387 | 23,538 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 297.26 per share. | 15 May 2024 | 1,302 | 26,094 (0%) | 0% | 297.3 | 387,033 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2024 | 1,254 | 24,792 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2024 | 1,254 | 0 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2024 | 91 | 26,185 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2023 | 3,046 | 3,046 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2023 | 2,105 | 20,580 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2023 | 1,842 | 22,422 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2023 | 1,842 | 0 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 189.94 per share. | 15 May 2023 | 1,735 | 20,687 (0%) | 0% | 189.9 | 329,546 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2023 | 674 | 20,013 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Nov 2022 | 1,293 | 0 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Nov 2022 | 1,293 | 18,580 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 241.30 per share. | 17 Nov 2022 | 946 | 18,475 (0%) | 0% | 241.3 | 228,270 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Nov 2022 | 841 | 19,421 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2022 | 1,606 | 1,606 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 242.95 per share. | 15 May 2022 | 2,287 | 17,287 (0%) | 0% | 243.0 | 555,627 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2022 | 2,019 | 2,019 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2022 | 1,568 | 0 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2022 | 1,568 | 18,553 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2022 | 1,234 | 16,985 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2022 | 1,021 | 19,574 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 280.04 per share. | 01 Mar 2022 | 1,500 | 15,751 (0%) | 0% | 280.0 | 420,058 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 320.46 per share. | 22 Nov 2021 | 1,129 | 17,556 (0%) | 0% | 320.5 | 361,800 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 316.58 per share. | 22 Nov 2021 | 765 | 19,790 (0%) | 0% | 316.6 | 242,181 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 319.59 per share. | 22 Nov 2021 | 755 | 18,685 (0%) | 0% | 319.6 | 241,288 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 317.93 per share. | 22 Nov 2021 | 350 | 19,440 (0%) | 0% | 317.9 | 111,276 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 321.25 per share. | 22 Nov 2021 | 8 | 17,548 (0%) | 0% | 321.3 | 2,570 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Nov 2021 | 1,029 | 20,725 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Nov 2021 | 1,029 | 0 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 316.52 per share. | 16 Nov 2021 | 684 | 20,555 (0%) | 0% | 316.5 | 216,500 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Nov 2021 | 514 | 21,239 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 316.52 per share. | 15 Nov 2021 | 297 | 17,251 (0%) | 0% | 316.5 | 94,006 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2021 | 2,085 | 19,631 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2021 | 1,270 | 1,270 | - | - | Market Stock Units | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 227.93 per share. | 23 Feb 2021 | 4,211 | 17,546 (0%) | 0% | 227.9 | 959,813 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 206.21 per share. | 16 Nov 2020 | 948 | 22,054 (0%) | 0% | 206.2 | 195,487 | Common Stock |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Nov 2020 | 713 | 23,002 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2020 | 668 | 22,722 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Jason Dubinsky | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 206.21 per share. | 15 Nov 2020 | 296 | 22,426 (0%) | 0% | 206.2 | 61,038 | Common Stock |