Dunn Daniel Joseph 4
4 · Morningstar, Inc. · Filed May 19, 2025
Insider Transaction Report
Form 4
Dunn Daniel Joseph
Chief Revenue Officer
Transactions
- Award
Market Stock Units
2025-05-15+1,835→ 1,835 totalExp: 2027-11-14→ Common Stock (1,835 underlying) - Exercise/Conversion
Market Stock Units
2025-05-16−1,241→ 0 totalExp: 2028-05-14→ Common Stock (1,241 underlying) - Award
Common Stock (Restricted Stock Units)
2025-05-15+1,223→ 14,271 total - Exercise/Conversion
Common Stock
2025-05-16+1,241→ 15,512 total - Tax Payment
Common Stock
2025-05-16$306.41/sh−853$261,368→ 14,659 total
Footnotes (3)
- [F1]Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2026.
- [F2]Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022.
- [F3]The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2028.