Conan Wiersema

Insider Reports History

Entity
Individual
Location
C/O Morningstar, Inc., 22 West Washington Street, Chicago, IL
Signature
/s/ Kathleen Peacock, by power of attorney
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Conan Wiersema:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Morningstar, Inc. CAO & PAO Common Stock 1.07K $318K $297.26 May 17, 2024 Direct
Morningstar, Inc. CAO & PAO Market Stock Units 109 $37.3K $342.13 Nov 15, 2024 Direct
Morningstar, Inc. CAO & PAO Conmon Stock (Restricted Units) 1.12K May 15, 2024 Direct
Morningstar, Inc. CAO & PAO Common Stock (Restricted Units) 158 Mar 15, 2024 Direct

Insider Reports Filed by Conan Wiersema

Symbol Company Period Transactions Value $ Form Type Date Filed Role
MORN Morningstar, Inc. Nov 15, 2024 1 $0 4 Nov 19, 2024 CAO & PAO
MORN Morningstar, Inc. May 15, 2024 3 -$15.5K 4 May 17, 2024 CAO & PAO
MORN Morningstar, Inc. Mar 15, 2024 0 $0 3 Mar 18, 2024 PAO & CAO