Jason  Dubinsky net worth and biography

Jason Dubinsky Biography and Net Worth

CFO of Morningstar
Jason Dubinsky is chief financial officer for Morningstar, responsible for controllership, tax, internal audit, financial planning and analysis, and investor relations.

Before joining Morningstar in 2017, Dubinsky served as senior vice president and chief financial officer of planning and central operations for Walgreens Boots Alliance, Inc. where he was responsible for accounting and shared service functions for Walgreens’ U.S. operations and led the FP&A function for the global business. Prior to the merger, he was vice president of finance and treasurer with responsibility for business unit finance, treasury operations, risk management, and investor relations. Before joining Walgreens in 2009, he served as vice president of investment banking at Goldman Sachs and Lehman Brothers, where he led mergers and acquisitions and corporate finance activity for clients across various industries.

Dubinsky holds a bachelor’s degree in business administration from the University of Michigan and a master’s degree in business administration from New York University’s Stern School of Business. He is a Certified Public Accountant.

What is Jason Dubinsky's net worth?

The estimated net worth of Jason Dubinsky is at least $6.99 million as of July 2nd, 2024. Mr. Dubinsky owns 20,181 shares of Morningstar stock worth more than $6,986,864 as of November 23rd. This net worth evaluation does not reflect any other investments that Mr. Dubinsky may own. Additionally, Mr. Dubinsky receives an annual salary of $1,090,000.00 as CFO at Morningstar. Learn More about Jason Dubinsky's net worth.

How old is Jason Dubinsky?

Mr. Dubinsky is currently 51 years old. There are 4 older executives and no younger executives at Morningstar. The oldest executive at Morningstar is Mr. Joseph D. Mansueto, Founder & Executive Chairman of the Board, who is 68 years old. Learn More on Jason Dubinsky's age.

What is Jason Dubinsky's salary?

As the CFO of Morningstar, Inc., Mr. Dubinsky earns $1,090,000.00 per year. The highest earning executive at Morningstar is Mr. Kunal Kapoor CFA, CEO & Director, who commands a salary of $2,080,000.00 per year. Learn More on Jason Dubinsky's salary.

How do I contact Jason Dubinsky?

The corporate mailing address for Mr. Dubinsky and other Morningstar executives is 22 WEST WASHINGTON STREET, CHICAGO IL, 60602. Morningstar can also be reached via phone at (312) 696-6000 and via email at [email protected]. Learn More on Jason Dubinsky's contact information.

Has Jason Dubinsky been buying or selling shares of Morningstar?

Jason Dubinsky has not been actively trading shares of Morningstar in the last ninety days. Most recently, Jason Dubinsky sold 3,400 shares of the business's stock in a transaction on Tuesday, July 2nd. The shares were sold at an average price of $300.11, for a transaction totalling $1,020,374.00. Following the completion of the sale, the chief financial officer now directly owns 20,181 shares of the company's stock, valued at $6,056,519.91. Learn More on Jason Dubinsky's trading history.

Who are Morningstar's active insiders?

Morningstar's insider roster includes Bevin Desmond (Insider), Robin Diamonte (Director), Jason Dubinsky (CFO), Daniel Dunn (CRO), Steven Kaplan (Director), Gail Landis (Director), William Lyons (Director), Joseph Mansueto (Founder & Executive Chairman of the Board), and Caroline Tsay (Director). Learn More on Morningstar's active insiders.

Are insiders buying or selling shares of Morningstar?

During the last year, insiders at the business services provider sold shares 60 times. They sold a total of 285,225 shares worth more than $86,043,970.20. The most recent insider tranaction occured on November, 18th when Chairman Joseph D Mansueto sold 275 shares worth more than $92,584.25. Insiders at Morningstar own 39.9% of the company. Learn More about insider trades at Morningstar.

Information on this page was last updated on 11/18/2024.

Jason Dubinsky Insider Trading History at Morningstar

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
7/2/2024Sell3,400$300.11$1,020,374.0020,181View SEC Filing Icon  
3/1/2022Sell1,500$280.04$420,060.00View SEC Filing Icon  
11/22/2021Sell3,007$318.96$959,112.72View SEC Filing Icon  
2/23/2021Sell4,211$227.93$959,813.23View SEC Filing Icon  
11/20/2019Sell1,100$158.26$174,086.0018,798View SEC Filing Icon  
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Jason Dubinsky Buying and Selling Activity at Morningstar

This chart shows Jason Dubinsky's buying and selling at Morningstar by year and by quarter.

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Morningstar Company Overview

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Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
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Today's Range

Now: $346.21
Low: $339.12
High: $347.13

50 Day Range

MA: $331.79
Low: $310.61
High: $350.55

2 Week Range

Now: $346.21
Low: $269.51
High: $352.55

Volume

120,265 shs

Average Volume

119,235 shs

Market Capitalization

$14.85 billion

P/E Ratio

45.73

Dividend Yield

0.48%

Beta

1.18