| Insider | Role | Shares | Value | Buys | Sells |
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| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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| Insider | Role | Shares | Value | Buys | Sells |
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Chief Revenue Officer
1 company
Daniel Joseph Dunn is Chief Revenue Officer at MORN. Daniel Joseph Dunn's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $3.5M at current prices.
Our model assigns Daniel Joseph Dunn a below-average insider score of 40/100, based on 3 past trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of -6.9%.
The MORN filings lean toward selling, a net 4,200 shares.
Daniel Joseph Dunn has 24 Form 4 filings on record from May 2019 to November 2025, all as Chief Revenue Officer at Morningstar (MORN), 2019–2025.
The 63 reported transactions were 20 stock awards, 15 tax withholdings, 13 option or other derivative awards and 12 option exercises, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 3 sales worth about $1.1M.
The largest open-market sale was 1,600 shares of MORN at an average $320.89 on July 31, 2024, about $513K. Twelve months later MORN was down 13%.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 31, 2024 | MORN Morningstar, Inc. | Chief Revenue Officer | Sell | 1,600 | $320.89 | $513,424.00 | -11.0% | +4.9% | -13.0% | |
| Aug 2, 2023 | MORN Morningstar, Inc. | Chief Revenue Officer | Sell | 2,000 | $224.93 | $449,850.40 | -13.5% | +12.7% | +39.8% | |
| Aug 2, 2021 | MORN Morningstar, Inc. | Chief Revenue Officer | Sell | 600 | $253.23 | $151,938.00 | -5.9% | +22.6% | -6.1% |