Transaction · 0001289419-25-000045

Wiersema Conan

Wiersema Conan, CAO, PAO, reported a transaction classified as withholding at Morningstar, Inc. involving 26.000000 shares for an estimated $8158.02. Reported holdings after the transaction were 1086.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

withholdingSEC transaction code FCAO, PAO
MORNMorningstar, Inc.
Filing timeMar 04
Trade dateSep 02, 2024
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
—
Pre-filing
1mo ago1w ago1d ago
Returns since
7d30d90d180d1y

MORN price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
MORN since 2025-03-04Filed 548 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
withholding
Code F
Identifier
0001289419-25-000045
Common Stock
Transaction date
Sep 02, 2024
Filed Mar 04, 2025, 09:58 PM · 183d delay
Shares
26 sh
$31.3k per share
Estimated value
-$815k
Computed from shares × price
Holdings after
1.08k sh
Direct

Filing warnings

Notes recorded with this filing
1 warning
delayed filingThe filing was reported 183 calendar days after the transaction date.

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Delayed Filing Direct Ownership
-22score
Filing-only score

-22

Compact filing score computed from stored Form 4 facts. Version v1.

Low filing signal

This filing has a meaningfully negative filing-only score. It is likely less useful as a positive insider-activity signal.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

CAO & PAO

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    Represents shares withheld for taxes for the restricted stock unit grant made on March 1, 2023.

  2. F2

    Amount includes a grant of 66 restricted stock units awarded on March 1, 2024, with the restricted stock units vesting in full on September 1, 2025. The grant was not included in the reporting perso…

  3. F3

    Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in full on September 1, 2026.

Original filing · 0001289419-25-000045
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Same reporting owner
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