Jason Dubinsky

Insider profile

Currently holds a position at Morningstar Inc

Performance

Overall performance
3.4
Performance over holding periods
3.4
30 days 90 days 120 days
Average return 2% 8.2% 15.1%
Success rate 54% 68% 82%
Transactions
10 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Chief Financial Officer Morningstar Inc July 24, 2017 -
Jason Dubinsky's trades of Morningstar Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
44.83
Quantity 48,559 +7.0%
Value US$4,126,139
Transaction date
Sale
Price
440.59
Quantity 14,060 +1.5%
Value US$3,875,833
Transaction date
Sale
Price
169.58
Quantity 19,668 +35.5%
Value US$971,528
Transaction date
Sale
Price
353.16
Quantity 660 -3.5%
Value US$233,087
Transaction date
Sale
Price
352.09
Quantity 1,817 -8.9%
Value US$639,739
Transaction date
Proposed sale
Price
352.88
Quantity 3,223
Value US$1,137,347
Transaction date
Proposed sale
Price
300.11
Quantity 3,400
Value US$1,020,380
Transaction date
Planned sale
Price
300.11
Quantity 3,400 -14.4%
Value US$1,020,380
Transaction date
Planned sale
Price
280.04
Quantity 1,500 -8.7%
Value US$420,058
Transaction date
Sale
Price
321.30
Quantity 8 -0.0%
Value US$2,570
Transaction date
Sale
Price
320.46
Quantity 1,129 -6.0%
Value US$361,800
Transaction date
Sale
Price
319.59
Quantity 755 -3.9%
Value US$241,288
Transaction date
Sale
Price
317.93
Quantity 350 -1.8%
Value US$111,276
Transaction date
Sale
Price
316.58
Quantity 765 -3.7%
Value US$242,181
Transaction date
Planned sale
Price
227.93
Quantity 4,211 -19.4%
Value US$959,813
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-12-16 2024-12-13
S Sale
48,559 +7.0%
44.83
US$4,126,139 		48,559 +7.0% 44.83 US$4,126,139
2024-12-16 2024-12-13
S Sale
14,060 +1.5%
440.59
US$3,875,833 		14,060 +1.5% 440.59 US$3,875,833
2024-12-16 2024-12-13
S Sale
19,668 +35.5%
169.58
US$971,528 		19,668 +35.5% 169.58 US$971,528
2024-12-16 2024-12-13
S Sale
660 -3.5%
353.16
US$233,087 		660 -3.5% 353.16 US$233,087
2024-12-16 2024-12-13
S Sale
1,817 -8.9%
352.09
US$639,739 		1,817 -8.9% 352.09 US$639,739
2024-12-13 2024-12-13
PrS Proposed sale
3,223
352.88
US$1,137,347 		3,223 352.88 US$1,137,347
2024-07-02 2024-07-02
PrS Proposed sale
3,400
300.11
US$1,020,380 		3,400 300.11 US$1,020,380
2024-07-02 2024-07-02
PlS Planned sale
3,400 -14.4%
300.11
US$1,020,380 		3,400 -14.4% 300.11 US$1,020,380
2022-03-03 2022-03-01
PlS Planned sale
1,500 -8.7%
280.04
US$420,058 		1,500 -8.7% 280.04 US$420,058
2021-11-23 2021-11-22
S Sale
8 -0.0%
321.30
US$2,570 		8 -0.0% 321.30 US$2,570
2021-11-23 2021-11-22
S Sale
1,129 -6.0%
320.46
US$361,800 		1,129 -6.0% 320.46 US$361,800
2021-11-23 2021-11-22
S Sale
755 -3.9%
319.59
US$241,288 		755 -3.9% 319.59 US$241,288
2021-11-23 2021-11-22
S Sale
350 -1.8%
317.93
US$111,276 		350 -1.8% 317.93 US$111,276
2021-11-23 2021-11-22
S Sale
765 -3.7%
316.58
US$242,181 		765 -3.7% 316.58 US$242,181
2021-02-25 2021-02-23
PlS Planned sale
4,211 -19.4%
227.93
US$959,813 		4,211 -19.4% 227.93 US$959,813