Conan Wiersema
CIK: 0002015224
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
Morningstar, Inc.
Discretionary Trading P&L
Holdings
Transaction History (16 total)
- Sep 1, 2026MORN
Morningstar, Inc.
Tax Payment(F)Direct29 shares at avg. $218.94$6K - May 15, 2026MORN
Morningstar, Inc.
Tax Payment(F)Direct105 shares at avg. $166.05$17K - May 15, 2026MORN
Morningstar, Inc.
Exercise(M)DirectMarket Stock Units
13 shares- - May 15, 2026MORN
Morningstar, Inc.
Award(A)Direct13 shares- - May 15, 2026MORN
Morningstar, Inc.
Award(A)Direct903 shares- - Mar 1, 2026MORN
Morningstar, Inc.
Award(A)Direct301 shares- - Nov 15, 2025MORN
Morningstar, Inc.
Exercise(M)Direct12 shares- - Nov 15, 2025MORN
Morningstar, Inc.
Award(A)Direct471 shares- - Nov 15, 2025MORN
Morningstar, Inc.
Tax Payment(F)Direct28 shares at avg. $211.95$6K - Sep 1, 2025MORN
Morningstar, Inc.
Tax Payment(F)Direct20 shares at avg. $262.42$5K - May 16, 2025MORN
Morningstar, Inc.
Tax Payment(F)Direct86 shares at avg. $306.41$26K - May 16, 2025MORN
Morningstar, Inc.
Exercise(M)Direct45 shares- - May 15, 2025MORN
Morningstar, Inc.
Award(A)Direct407 shares- - Mar 1, 2025MORN
Morningstar, Inc.
Award(A)Direct98 shares- - Nov 15, 2024MORN
Morningstar, Inc.
Award(A)DirectMarket Stock Units
109 shares- - Sep 2, 2024MORN
Morningstar, Inc.
Tax Payment(F)Direct26 shares at avg. $313.77$8K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 1, 2026 | MORN Morningstar, Inc. | Tax Payment(F) | 29 | $218.94 | $6,349 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Tax Payment(F) | 105 | $166.05 | $17,435 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Exercise(M) Market Stock Units | 13 | - | - | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Award(A) | 13 | - | $0 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Award(A) | 903 | - | $0 | Direct |
| Mar 1, 2026 | MORN Morningstar, Inc. | Award(A) | 301 | - | $0 | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Exercise(M) | 12 | - | - | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Award(A) | 471 | - | - | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Tax Payment(F) | 28 | $211.95 | $5,935 | Direct |
| Sep 1, 2025 | MORN Morningstar, Inc. | Tax Payment(F) | 20 | $262.42 | $5,248 | Direct |
| May 16, 2025 | MORN Morningstar, Inc. | Tax Payment(F) | 86 | $306.41 | $26,351 | Direct |
| May 16, 2025 | MORN Morningstar, Inc. | Exercise(M) | 45 | - | - | Direct |
| May 15, 2025 | MORN Morningstar, Inc. | Award(A) | 407 | - | - | Direct |
| Mar 1, 2025 | MORN Morningstar, Inc. | Award(A) | 98 | - | - | Direct |
| Nov 15, 2024 | MORN Morningstar, Inc. | Award(A) Market Stock Units | 109 | - | - | Direct |
| Sep 2, 2024 | MORN Morningstar, Inc. | Tax Payment(F) | 26 | $313.77 | $8,158 | Direct |
1-16 of 16 transactions
About Wiersema Conan
Wiersema Conan (SEC CIK 0002015224) files insider reports with the SEC as CAO & PAO of Morningstar, Inc. (MORN).
Signal8 holds 8 ownership filings by Wiersema Conan, all Form 4s, filed between Nov 19, 2024 and Sep 2, 2026. Those filings report 16 transactions, from Sep 2, 2024 to Sep 1, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on Wiersema Conan's filings is in CHICAGO, IL.
Recent filings by Wiersema Conan
- Sep 1, 2026: Tax withholding of MORN shares (Form 4, code F).
- May 15, 2026: Tax withholding of MORN shares (Form 4, code F).
- May 15, 2026: Option exercise of MORN derivative securities (Form 4, code M).
- May 15, 2026: Grants or awards of MORN shares (2 lines, Form 4, code A).
- Mar 1, 2026: Grant or award of MORN shares (Form 4, code A).
Other insiders filing for Morningstar, Inc. (MORN)
- Mansueto Daniel, 10% Owner
- Holt Michael, Chief Financial Officer
- Mansueto Joseph D, Executive Chairman
- Lyons William M, Director
- BRAMMAN ANNE L, Director
- TSAY CAROLINE J, Director