Jason Dubinsky Morningstar, Inc. (MORN) insider trading activity

Jason Dubinsky is Chief Financial Officer of Morningstar, Inc.. Currently has a direct ownership of 17,304 shares of MORN, which is worth approximately $4.6 Million. The most recent transaction as insider was on Nov 16, 2021, when has been sold 684 shares (Common Stock) at a price of $316.52 per share, resulting in proceeds of $216,500. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 17.3K

0% 3M change

21.88% 12M change

Total Value Held $4.6 Million

JASON DUBINSKY Transaction History

Date	Transaction	Value	Shares Traded	Shares Held	Form
Date	Transaction	Value	Shares Traded	Shares Held	Form
Nov 16 2021	SELL Payment of exercise price or tax liability	$216,500 $316.52 p/Share	684 Reduced 3.22%	20,555 Common Stock
Nov 16 2021	BUY Grant, award, or other acquisition	-	514 Added 2.36%	21,239 Common Stock
Nov 16 2021	BUY Exercise of conversion of derivative security	-	1,029 Added 4.73%	20,725 Common Stock
May 18 2021	BUY Exercise of conversion of derivative security	-	1,014 Added 4.73%	20,441 Common Stock
May 18 2021	BUY Grant, award, or other acquisition	-	507 Added 2.36%	20,948 Common Stock
May 15 2021	SELL Payment of exercise price or tax liability	$356,994 $245.02 p/Share	1,457 Reduced 6.96%	19,491 Common Stock
May 15 2021	BUY Grant, award, or other acquisition	-	1,881 Added 8.83%	19,427 Common Stock (Restrict...
Feb 23 2021	SELL Open market or private sale	$959,813 $227.93 p/Share	4,211 Reduced 19.35%	17,546 Common Stock
Nov 16 2020	SELL Payment of exercise price or tax liability	$171,773 $206.21 p/Share	833 Reduced 3.66%	21,910 Common Stock
Nov 16 2020	BUY Grant, award, or other acquisition	-	454 Added 1.96%	22,743 Common Stock
Nov 16 2020	BUY Exercise of conversion of derivative security	-	1,426 Added 6.01%	22,289 Common Stock

Jason Dubinsky

Chief Financial Officer

Chicago, IL

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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