Conan Wiersema - 01 Sep 2025 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
CAO & PAO
Signature
/s/ Kathleen Peacock, by power of attorney
Issuer symbol
MORN
Transactions as of
01 Sep 2025
Net transactions value
-$5,248
Form type
4
Filing time
02 Sep 2025, 16:59:20 UTC
Previous filing
19 May 2025
Next filing
18 Nov 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Wiersema Conan CAO & PAO C/O MORNINGSTAR, INC., 22 W. WASHINGTON STREET, CHICAGO /s/ Kathleen Peacock, by power of attorney 02 Sep 2025 0002015224

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Tax liability $5,248 -20 -1.4% $262.42 1,416 01 Sep 2025 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2024.