Transactions
3
Insider / Morningstar, Inc.
Dunn Daniel Joseph
Chief Revenue Officer at Morningstar, Inc.
- Company
- Morningstar, Inc.
- Ticker
- MORN
- First filing on record
- November 18, 2025
- Latest trade on record
- November 15, 2025
- SEC filings
- EDGAR ↗
Dunn Daniel Joseph, Chief Revenue Officer at Morningstar, Inc., has disclosed 3 transactions in MORN since November 18, 2025: 0 purchases (0 open-market buys) and 1 sale, worth about $33K at the reported prices. The latest was filed November 18, 2025, 3 days after the trade.
Open-market buys
0
Sales
1
Avg. disclosure lag
3.0d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Dunn Daniel Joseph made no purchases and 1 sale worth $33K, plus 2 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Dunn Daniel Joseph has traded 1 stock on record; the largest by dollars is MORN.
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| M | Option exercise or conversion | 2 | 692 | — |
| F | Shares withheld for tax | 1 | 154 | $33K |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2025 | 3 | 0 | 1 · $33K |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Option / conversion M | November 15, 2025 | November 18, 2025 | 3d | 346 | — | — | derivative | Form 4 ↗ | |
| MORN | Sell F | November 15, 2025 | November 18, 2025 | 3d | 154 | $212 | $33K | Form 4 ↗ | ||
| MORN | Option / conversion M | November 15, 2025 | November 18, 2025 | 3d | 346 | — | — | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| November 18, 2025 | Form 4 | 0001692166-25-000003 | 3 | published | EDGAR ↗ |
Other insiders at Morningstar, Inc.
- Mansueto Joseph D Executive Chairman 257 rows
- Holt Michael Chief Financial Officer 12 rows
- Wiersema Conan CAO & PAO 12 rows
- BRAMMAN ANNE L Director 11 rows
- Kapoor Kunal CEO 10 rows
- TSAY CAROLINE J Director 4 rows
- FRANCIS CHERYL A Director 3 rows
- Lyons William M Director 3 rows
- Mansueto Daniel Insider 2 rows
- Sutton Doniel Director 2 rows
Everyone on file, with contracts and lobbying under the company's name: Morningstar, Inc..
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 1 | 3 | November 18, 2025 | November 18, 2025 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.