Wiersema Conan
SEC insider (Form 3/4/5 filer). CIK 0002015224. CAO & PAO at Morningstar, Inc. (MORN). 16 reported Form 4/5 transactions since Sep 2024; latest on Sep 1, 2026. Located in CHICAGO, IL.
Companies Wiersema Conan has filed insider reports for
- Morningstar, Inc. (MORN): Officer, CAO & PAO
Wiersema Conan
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 PaymentDirect29 shares at avg. $218.94$6K - May 15, 2026MORN
Morningstar, Inc.
Tax PaymentDirect105 shares at avg. $166.05$17K - May 15, 2026MORN
Morningstar, Inc.
ExerciseDirectMarket Stock Units
13 shares- - May 15, 2026MORN
Morningstar, Inc.
AwardDirect13 shares- - May 15, 2026MORN
Morningstar, Inc.
AwardDirect903 shares- - Mar 1, 2026MORN
Morningstar, Inc.
AwardDirect301 shares- - Nov 15, 2025MORN
Morningstar, Inc.
ExerciseDirect12 shares- - Nov 15, 2025MORN
Morningstar, Inc.
AwardDirect471 shares- - Nov 15, 2025MORN
Morningstar, Inc.
Tax PaymentDirect28 shares at avg. $211.95$6K - Sep 1, 2025MORN
Morningstar, Inc.
Tax PaymentDirect20 shares at avg. $262.42$5K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 1, 2026 | MORN Morningstar, Inc. | Tax Payment | 29 | $218.94 | $6,349 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Tax Payment | 105 | $166.05 | $17,435 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Exercise Market Stock Units | 13 | - | - | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Award | 13 | - | $0 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Award | 903 | - | $0 | Direct |
| Mar 1, 2026 | MORN Morningstar, Inc. | Award | 301 | - | $0 | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Exercise | 12 | - | - | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Award | 471 | - | - | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Tax Payment | 28 | $211.95 | $5,935 | Direct |
| Sep 1, 2025 | MORN Morningstar, Inc. | Tax Payment | 20 | $262.42 | $5,248 | Direct |
1-10 of 16 transactions