Dunn Daniel Joseph — SEC Form 4 filings
SEC reporting owner CIK 1692166. 6 Form 4 filings on record with FilingPulse; latest filed 2025-11-18.
Transaction summary — filings shown
Covers all 6 filings on record, filed 2024-05-17 to 2025-11-18. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 1 leg across 1 filing — 1,600 shares, $513,424 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 20.
- Largest priced transaction: sale of 1,600 shares @ $320.89 ($513,424) in Morningstar, Inc., filed 2024-07-31.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Morningstar, Inc. (MORN) | Chief Revenue Officer | 6 | — | 1 leg · 1,600 sh · $513,424 | 20 |
Form 4 filings — Dunn Daniel Joseph
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-11-18 | 4 | Morningstar, Inc. (MORN) | Option exercise (M): 346 @ $0 · Tax withholding (F): 154 @ $211.95 · Option exercise (M): 346 (derivative) | EDGAR |
| 2025-05-19 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 1,223 @ $0 · Option exercise (M): 1,241 @ $0 · Tax withholding (F): 853 @ $306.41 · Option exercise (M): 1,241 (derivative) · Grant/award (A): 1,835 (derivative) @ $0 | EDGAR |
| 2025-03-04 | 4 | Morningstar, Inc. (MORN) | Tax withholding (F): 111 @ $313.77 | EDGAR |
| 2024-11-19 | 4 | Morningstar, Inc. (MORN) | Option exercise (M): 334 @ $0 · Tax withholding (F): 154 @ $342.99 · Grant/award (A): 12 @ $0 · Option exercise (M): 334 (derivative) · Grant/award (A): 1,508 (derivative) @ $0 | EDGAR |
| 2024-07-31 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,600 @ $320.89 | EDGAR |
| 2024-05-17 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 1,160 @ $0 · Option exercise (M): 697 @ $0 · Tax withholding (F): 652 @ $297.26 · Grant/award (A): 50 @ $0 · Option exercise (M): 697 (derivative) · Grant/award (A): 1,740 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
Need this as JSON?
GET https://api.filingpulse.io/v1/insider-trades?owner_cik=1692166 returns every filing on this page — normalized, with footnotes and derivative legs — and webhooks push new filings to you in seconds. API docs →