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EdgarHawk

DUBINSKY JASON

Chief Financial Officer

Officer
2 filings analyzed · 1 company · Latest 2024-12-16

Companies

Company Buys Sells Direction
Morningstar, Inc. MORN 0 6 Net selling

Activity

December 2024
2024-12-16 Morningstar, Inc. MORN
medium
Sell
3,223 shares
$1,137,347
Significance 5/10

MORN CFO Dubinsky sold 3,223 shares for $1,137,347.33 on 2024-12-13 (5 tranches); retains 17,304 shares post-sale

Jason Dubinsky (CFO) executed 5 separate sales totaling 3,223 shares for $1,137,347.33 on 2024-12-13, with transaction prices ranging from $352.09 to $356.49. This represents a -15.7% reduction from his pre-transaction holdings of 20,527 shares, leaving him with 17,304 shares. The stock has appreciated +5.3% over the prior 30 days and +11.0% over 90 days. His prior sale at this ticker on 2024-07-02 showed a 90-day return of +6.3%, indicating the stock rose after that earlier sale; his cross-ticker track record shows 0 of 1 prior sells were well-timed at the 90-day mark (average 90-day return after sells was +6.3%, indicating prior sales have not preceded declines). The blended average price of $352.88 is near the current price of $355.53 and sits -0.9% from the 52-week high of $358.78, suggesting execution at elevated valuation levels within the recent uptrend.

July 2024
2024-07-02 Morningstar, Inc. MORN
medium
Sell
3,400 shares
$1,020,380
Significance 5/10

CFO Dubinsky sells 3,400 MORN shares at $300.11; retains 20,181 shares post-transaction

Jason Dubinsky, CFO of Morningstar, sold 3,400 shares (14.4% of his pre-transaction holdings of 23,581 shares) on 2024-07-02 at $300.11 per share for total proceeds of $1,020,380.12. The stock currently trades at $299.46, slightly below the sale price, and remains 5.0% below its 52-week high of $315.06. Following the sale, Dubinsky maintains a substantial position of 20,181 shares. Without information on whether this transaction was part of a structured trading plan or was discretionary, the sale reflects a partial reduction in his Morningstar holdings while retaining majority exposure to the company, whose recent fundamentals show $542.8M quarterly revenue and positive 9.0% annual revenue growth.

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