Key facts
- This page summarizes Conan Wiersema's Form 4 filing for Morningstar, Inc. (MORN).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 02 Sep 2026, 17:40.
Conan Wiersema - 01 Sep 2026 Form 4 Insider Report for Morningstar, Inc. (MORN)
- Reporting relationship
- CAO & PAO
- Issuer ticker
- MORN
- Reported as of
- 01 Sep 2026
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 02 Sep 2026, 17:40:00 UTC
- Prior SEC filing
- 19 May 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kathleen Peacock, by power of attorney
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Conan Wiersema filed Form 4 for Morningstar, Inc. (MORN) on 02 Sep 2026.
Change
- Previous filing in this sequence was filed on 19 May 2026.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0002015224
Primary reporting owner
Wiersema Conan
- Relationship
- CAO & PAO
- Address
- C/O MORNINGSTAR, INC., 22 W. WASHINGTON STREET, CHICAGO
- Signature
- /s/ Kathleen Peacock, by power of attorney
- Signature date
- 02 Sep 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MORN
transaction
Common Stock
Tax liability
- Transaction value
- Shares
- -29
- Change %
- -0.94%
- Price
- $218.94*
- Shares after
- 3,068
- Date
- 01 Sep 2026
- Ownership
- Direct
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 1 footnote
Footnote F1
Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025.