Daniel Joseph Dunn's most recent trade in Morningstar Inc was a trade of 346 Common Stock done . Disclosure was reported to the exchange on Nov. 15, 2025.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Nov 2025 | 346 | 15,005 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 Nov 2025 | 346 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Nov 2025 | 346 | 15,005 (0%) | 0% | 0 | - | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 211.95 per share. | 15 Nov 2025 | 154 | 14,851 (0%) | 0% | 211.9 | 32,640 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 211.95 per share. | 15 Nov 2025 | 154 | 14,851 (0%) | 0% | 211.9 | 32,640 | - |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 May 2025 | 1,835 | 1,835 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2025 | 1,241 | 15,512 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 May 2025 | 1,241 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2025 | 1,241 | 15,512 (0%) | 0% | 0 | - | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2025 | 1,223 | 14,271 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2025 | 1,223 | 14,271 (0%) | 0% | 0 | - | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 306.41 per share. | 15 May 2025 | 853 | 14,659 (0%) | 0% | 306.4 | 261,368 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 306.41 per share. | 15 May 2025 | 853 | 14,659 (0%) | 0% | 306.4 | 261,368 | - |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 Nov 2024 | 1,508 | 1,508 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 Nov 2024 | 334 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Nov 2024 | 334 | 13,301 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue 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 | 154 | 13,147 (0%) | 0% | 343.0 | 52,820 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2024 | 12 | 13,159 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 313.77 per share. | 31 Aug 2024 | 111 | 13,048 (0%) | 0% | 313.8 | 34,828 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Sale of securities on an exchange or to another person at price $ 320.89 per share. | 31 Jul 2024 | 1,600 | 12,967 (0%) | 0% | 320.9 | 513,424 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 May 2024 | 1,740 | 1,740 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2024 | 1,160 | 14,233 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 May 2024 | 697 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2024 | 697 | 15,269 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue 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 | 652 | 14,448 (0%) | 0% | 297.3 | 193,814 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2024 | 50 | 14,827 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Nov 2023 | 678 | 13,505 (0%) | 0% | 0 | - | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 269.66 per share. | 17 Nov 2023 | 313 | 13,312 (0%) | 0% | 269.7 | 84,404 | - |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Nov 2023 | 120 | 13,625 (0%) | 0% | 0 | - | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Sale of securities on an exchange or to another person at price $ 224.92 per share. | 02 Aug 2023 | 2,000 | 12,827 (0%) | 0% | 224.9 | 449,850 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 May 2023 | 2,284 | 2,284 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2023 | 1,579 | 14,233 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 May 2023 | 1,036 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2023 | 1,036 | 15,269 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue 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 | 821 | 14,448 (0%) | 0% | 189.9 | 155,941 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2023 | 379 | 14,827 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 249 | 12,654 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 17 Nov 2022 | 646 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Nov 2022 | 646 | 12,458 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue 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 | 473 | 12,405 (0%) | 0% | 241.3 | 114,135 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Nov 2022 | 420 | 12,878 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 Nov 2022 | 1,204 | 1,204 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 May 2022 | 1,514 | 1,514 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2022 | 926 | 11,113 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue 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 | 870 | 11,812 (0%) | 0% | 243.0 | 211,367 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 May 2022 | 784 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2022 | 784 | 12,172 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2022 | 510 | 12,682 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2022 | 275 | 11,388 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 16 Nov 2021 | 686 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Nov 2021 | 686 | 10,296 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue 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 | 452 | 10,187 (0%) | 0% | 316.5 | 143,067 | Common Stock |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Nov 2021 | 343 | 10,639 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Daniel Joseph Dunn | Chief Revenue Officer | 15 Nov 2021 | 420 | 420 | - | - | Market Stock Units |