| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Financial Officer
1 company
Jason Dubinsky last filed a Form 4 in December 2024, as Chief Financial Officer at MORN. Jason Dubinsky's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Jason Dubinsky's trades have earned a middling insider score of 60/100 across 4 rated trades. Over a 12-month horizon, 75.0% of those trades were profitable, with an average 12-month return of +20.4%.
At the last filing, the largest reported position was 17,304 shares of MORN. The MORN filings lean toward selling, a net 16,441 shares.
Jason Dubinsky has 22 Form 4 filings on record from May 2019 to December 2024, all as Chief Financial Officer at Morningstar (MORN), 2019–2024.
The 62 reported transactions were 15 stock awards, 14 open-market sales, 12 tax withholdings and 12 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 6 sales worth about $4.7M.
The largest open-market sale was 3,223 shares of MORN at an average $352.88 on December 13, 2024, about $1.1M. Twelve months later MORN was down 39%.
1 of the 2 sales since April 2023 was made under a Rule 10b5-1 trading plan; the other was not.
Shares as reported in the last Form 4 for each company; the most recent is from December 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 13, 2024 | MORN Morningstar, Inc. | Chief Financial Officer | Sell | 3,223 | $352.88 | $1,137,347.33 | -15.7% | -20.0% | -39.3% | |
| Jul 2, 2024 | MORN Morningstar, Inc. | Chief Financial Officer | Sell10b5-1 | 3,400 | $300.11 | $1,020,380.12 | -14.4% | +6.6% | +3.7% | |
| Mar 1, 2022 | MORN Morningstar, Inc. | Chief Financial Officer | Sell | 1,500 | $280.04 | $420,057.75 | -8.7% | -4.7% | -23.0% | |
| Nov 22, 2021 | MORN Morningstar, Inc. | Chief Financial Officer | Sell | 3,007 | $318.96 | $959,116.16 | -14.6% | -14.7% | -23.1% | |
| Feb 23, 2021 | MORN Morningstar, Inc. | Chief Financial Officer | Sell | 4,211 | $227.93 | $959,813.23 | -19.4% | - | - | |
| Nov 20, 2019 | MORN Morningstar, Inc. | Chief Financial Officer | Sell | 1,100 | $158.26 | $174,084.90 | -5.5% | - | - |