Form 4: Morningstar Executive Daniel Dunn Reports Stock Transactions
SEC Form 4 Filing
Chief Revenue Officer Daniel Dunn reports acquisition and disposal of Morningstar, Inc. stock and market stock units.
Summary
- Daniel Dunn, Chief Revenue Officer of Morningstar, Inc., reported transactions involving the company's stock.
- On May 15, 2025, Dunn acquired 1,223 shares of common stock in the form of restricted stock units.
- On May 16, 2025, 1,241 shares of common stock were acquired through the vesting of market stock units.
- Also on May 16, 2025, Dunn disposed of 853 shares of common stock at a price of $306.41.
- Dunn also acquired 1,835 market stock units on May 15, 2025.
- Following these transactions, Dunn beneficially owns 14,659 shares of common stock and 1,835 market stock units.
Sentiment
Score: 5
Explanation: The document is a routine disclosure of stock transactions by an executive, with no inherent positive or negative sentiment.
Industry Context
Form 4 filings are standard practice for reporting insider transactions and are publicly available to provide transparency in the market.
Stakeholder Impact
- The transactions may have a minor impact on shareholders due to the change in beneficial ownership.
Key Dates
| Date | Description |
|---|---|
| 05/15/2022 | Date of original market stock unit grant that vested on May 15, 2025. |
| 05/14/2028 | End date of the three-year performance period for the market stock units acquired on May 15, 2025. |
| 05/15/2025 | Date of restricted stock unit and market stock unit acquisition. |
| 05/16/2025 | Date of common stock acquisition and disposal. |
| 05/19/2025 | Date of filing. |
| 05/15/2026 | First vesting date for the restricted stock units acquired on May 15, 2025. |
| 11/14/2027 | Expiration date for market stock units. |
Keywords
Morningstar, Daniel Dunn, MORN, Stock Transactions, Form 4, SEC Filing, Market Stock Units, Restricted Stock Units, Beneficial Ownership
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