Daniel Joseph Dunn Morningstar, Inc. (MORN) insider trading activity

Daniel Joseph Dunn is Chief Revenue Officer of Morningstar, Inc.. Currently has a direct ownership of 12,967 shares of MORN, which is worth approximately $4.16 Million. The most recent transaction as insider was on Jul 31, 2024, when has been sold 1,600 shares (Common Stock) at a price of $320.89 per share, resulting in proceeds of $513,424. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 13K

10.25% 3M change

1.09% 12M change

Total Value Held $4.16 Million

Daniel Joseph Dunn Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Jul 31 2024	SELL Open market or private sale	$513,424 $320.89 p/Share	1,600 Reduced 10.98%	12,967 Common Stock
May 17 2024	SELL Payment of exercise price or tax liability	$193,813 $297.26 p/Share	652 Reduced 4.32%	14,448 Common Stock
May 17 2024	BUY Grant, award, or other acquisition	-	50 Added 0.34%	14,827 Common Stock
May 17 2024	BUY Exercise of conversion of derivative security	-	697 Added 4.37%	15,269 Common Stock
May 15 2024	BUY Grant, award, or other acquisition	-	1,160 Added 7.54%	14,233 Common Stock (Restrict...
Nov 17 2023	SELL Payment of exercise price or tax liability	$84,403 $269.66 p/Share	313 Reduced 2.3%	13,312 Common Stock
Nov 17 2023	BUY Grant, award, or other acquisition	-	120 Added 0.87%	13,625 Common Stock
Nov 17 2023	BUY Exercise of conversion of derivative security	-	678 Added 4.78%	13,505 Common Stock
Aug 02 2023	SELL Open market or private sale	$449,860 $224.93 p/Share	2,000 Reduced 13.49%	12,827 Common Stock
May 17 2023	SELL Payment of exercise price or tax liability	$155,940 $189.94 p/Share	821 Reduced 5.38%	14,448 Common Stock
May 17 2023	BUY Grant, award, or other acquisition	-	379 Added 2.49%	14,827 Common Stock
May 17 2023	BUY Exercise of conversion of derivative security	-	1,036 Added 6.35%	15,269 Common Stock
May 15 2023	BUY Grant, award, or other acquisition	-	1,579 Added 9.99%	14,233 Common Stock (Restrict...
Mar 01 2023	BUY Grant, award, or other acquisition	-	249 Added 1.93%	12,654 Common Stock (Restrict...
Nov 17 2022	SELL Payment of exercise price or tax liability	$114,134 $241.3 p/Share	473 Reduced 3.67%	12,405 Common Stock
Nov 17 2022	BUY Grant, award, or other acquisition	-	420 Added 3.16%	12,878 Common Stock
Nov 17 2022	BUY Exercise of conversion of derivative security	-	646 Added 4.93%	12,458 Common Stock
May 17 2022	BUY Exercise of conversion of derivative security	-	784 Added 6.05%	12,172 Common Stock
May 17 2022	BUY Grant, award, or other acquisition	-	510 Added 3.87%	12,682 Common Stock
May 15 2022	SELL Payment of exercise price or tax liability	$211,366 $242.95 p/Share	870 Reduced 6.86%	11,812 Common Stock
May 15 2022	BUY Grant, award, or other acquisition	-	1,201 Added 9.54%	11,388 Common Stock (Restrict...
Nov 16 2021	SELL Payment of exercise price or tax liability	$143,067 $316.52 p/Share	452 Reduced 4.25%	10,187 Common Stock
Nov 16 2021	BUY Grant, award, or other acquisition	-	343 Added 3.12%	10,639 Common Stock
Nov 16 2021	BUY Exercise of conversion of derivative security	-	686 Added 6.25%	10,296 Common Stock
Aug 02 2021	SELL Open market or private sale	$151,938 $253.23 p/Share	600 Reduced 5.94%	9,508 Common Stock

DJD

Daniel Joseph Dunn

Chief Revenue Officer

Chicago, IL

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