DUBINSKY JASON — SEC Form 4 filings
SEC reporting owner CIK 1712782. 4 Form 4 filings on record with FilingPulse; latest filed 2024-12-16.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2024-05-17 to 2024-12-16. 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): 6 legs across 2 filings — 6,623 shares, $2,157,727 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 11.
- Largest priced transaction: sale of 3,400 shares @ $300.11 ($1,020,380) in Morningstar, Inc., filed 2024-07-02.
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 Financial Officer | 4 | — | 6 legs · 6,623 sh · $2,157,727 | 11 |
Form 4 filings — DUBINSKY JASON
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-12-16 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,817 @ $352.09 · Sale (S): 660 @ $353.16 · Sale (S): 582 @ $354.27 · Sale (S): 115 @ $355.39 · Sale (S): 49 @ $356.49 | EDGAR |
| 2024-11-19 | 4 | Morningstar, Inc. (MORN) | Option exercise (M): 601 @ $0 · Tax withholding (F): 277 @ $342.99 · Grant/award (A): 22 @ $0 · Option exercise (M): 601 (derivative) · Grant/award (A): 1,803 (derivative) @ $0 | EDGAR |
| 2024-07-02 | 4 | Morningstar, Inc. (MORN) | Sale (S): 3,400 @ $300.11 | EDGAR |
| 2024-05-17 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 1,387 @ $0 · Option exercise (M): 1,254 @ $0 · Tax withholding (F): 1,302 @ $297.26 · Grant/award (A): 91 @ $0 · Option exercise (M): 1,254 (derivative) · Grant/award (A): 2,081 (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.
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