Transactions
11
Insider / Morningstar, Inc.
BRAMMAN ANNE L
Director at Morningstar, Inc.
- Company
- Morningstar, Inc.
- First filing on record
- November 5, 2025
- Latest trade on record
- August 20, 2026
- SEC filings
- EDGAR ↗
BRAMMAN ANNE L, Director at Morningstar, Inc., has disclosed 11 transactions in BBY, MKC, MORN since November 5, 2025: 0 purchases (0 open-market buys) and 0 sales, worth about $5,837 at the reported prices. The latest was filed August 21, 2026, 1 day after the trade; 5 filings were late against the 2-business-day Form 4 deadline.
Open-market buys
0
Sales
0
Avg. disclosure lag
38.9d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months BRAMMAN ANNE L reported 9 transactions that were neither a purchase nor a sale, such as stock awards, option exercises or shares withheld for tax.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
4 of 8 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| J | Other acquisition or disposal | 5 | 90 | $5,837 |
| A | Grant or award | 4 | 37,639 | — |
| M | Option exercise or conversion | 2 | 4,444 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 8 | 0 | 0 |
| 2025 | 3 | 0 | 0 |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| BBY | Other A | August 20, 2026 | August 21, 2026 | 1d | 14,581 | — | — | Form 4 ↗ | ||
| BBY | Other A | August 20, 2026 | August 21, 2026 | 1d | 18,955 | — | — | Form 4 ↗ | ||
| MKC | Other J | April 28, 2026 | June 11, 2026 | 44d | 24 | $52 | $1,248 | late | Form 4 ↗ | |
| MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,505 | — | — | Form 4 ↗ | ||
| MKC | Option / conversion M | February 15, 2026 | February 18, 2026 | 3d | 2,222 | — | — | derivative | Form 4 ↗ | |
| MKC | Option / conversion M | February 15, 2026 | February 18, 2026 | 3d | 2,222 | — | — | Form 4 ↗ | ||
| MKC | Other A | February 6, 2026 | February 9, 2026 | 3d | 2,598 | — | — | derivative | Form 4 ↗ | |
| MKC | Other J | January 13, 2026 | February 4, 2026 | 22d | 18 | $67 | $1,215 | late | Form 4 ↗ | |
| MKC | Other J | October 28, 2025 | December 10, 2025 | 43d | 17 | $67 | $1,132 | late | Form 4 ↗ | |
| MKC | Other J | July 22, 2025 | November 5, 2025 | 106d | 16 | $71 | $1,124 | late | Form 4 ↗ | |
| MKC | Other J | April 21, 2025 | November 5, 2025 | 198d | 15 | $75 | $1,118 | late | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| August 21, 2026 | Form 4 | 0001225208-26-007274 | 2 | published | EDGAR ↗ |
| June 11, 2026 | Form 4 | 0000063754-26-000246 | 1 | published | EDGAR ↗ |
| May 19, 2026 | Form 4 | 0001637584-26-000004 | 1 | published | EDGAR ↗ |
| February 18, 2026 | Form 4 | 0000063754-26-000129 | 2 | published | EDGAR ↗ |
| February 9, 2026 | Form 4 | 0000063754-26-000090 | 1 | published | EDGAR ↗ |
| February 4, 2026 | Form 4 | 0000063754-26-000060 | 1 | published | EDGAR ↗ |
| December 10, 2025 | Form 4 | 0000063754-25-000105 | 1 | published | EDGAR ↗ |
| November 5, 2025 | Form 4 | 0000063754-25-000079 | 2 | published | EDGAR ↗ |
Other insiders at Morningstar, Inc.
- Mansueto Joseph D Executive Chairman 257 rows
- Foley Brendan M Director 57 rows
- Dierker Richard A President and CEO 37 rows
- Piper Sarah Chief Human Relations Officer 32 rows
- Kurzius Lawrence Erik Director 29 rows
- Tapiero Jacques Director 23 rows
- Foust Andrew President, Americas 21 rows
- Whittington Melinda D President & CEO 20 rows
- SCHULZE RICHARD M Insider 15 rows
- PRESTON MARGARET M V Director 14 rows
Everyone on file, with contracts and lobbying under the company's name: Morningstar, Inc..
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 8 | 11 | November 5, 2025 | August 21, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.