Transactions
12
Insider / Morningstar, Inc.
Wiersema Conan
CAO & PAO at Morningstar, Inc.
- Company
- Morningstar, Inc.
- Ticker
- MORN
- First filing on record
- November 18, 2025
- Latest trade on record
- September 1, 2026
- SEC filings
- EDGAR ↗
Wiersema Conan, CAO & PAO at Morningstar, Inc., has disclosed 12 transactions in MORN since November 18, 2025: 0 purchases (0 open-market buys) and 3 sales, worth about $30K at the reported prices. The latest was filed September 2, 2026, 1 day after the trade.
Open-market buys
0
Sales
3
Avg. disclosure lag
3.2d
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 Wiersema Conan made no purchases and 3 sales worth $30K, plus 9 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Wiersema Conan has traded 1 stock on record; the largest by dollars is MORN.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 4 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 |
|---|---|---|---|---|
| A | Grant or award | 6 | 2,433 | — |
| F | Shares withheld for tax | 3 | 162 | $30K |
| M | Option exercise or conversion | 3 | 37 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 7 | 0 | 2 · $24K |
| 2025 | 5 | 0 | 1 · $5,935 |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Sell F | September 1, 2026 | September 2, 2026 | 1d | 29 | $219 | $6,349 | Form 4 ↗ | ||
| MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 451 | — | — | derivative | Form 4 ↗ | |
| MORN | Option / conversion M | May 15, 2026 | May 19, 2026 | 4d | 13 | — | — | derivative | Form 4 ↗ | |
| MORN | Sell F | May 15, 2026 | May 19, 2026 | 4d | 105 | $166 | $17K | Form 4 ↗ | ||
| MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 13 | — | — | Form 4 ↗ | ||
| MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 903 | — | — | Form 4 ↗ | ||
| MORN | Other A | March 1, 2026 | March 3, 2026 | 2d | 301 | — | — | Form 4 ↗ | ||
| MORN | Other A | November 15, 2025 | November 18, 2025 | 3d | 294 | — | — | derivative | Form 4 ↗ | |
| MORN | Option / conversion M | November 15, 2025 | November 18, 2025 | 3d | 12 | — | — | derivative | Form 4 ↗ | |
| MORN | Sell F | November 15, 2025 | November 18, 2025 | 3d | 28 | $212 | $5,935 | Form 4 ↗ | ||
| MORN | Option / conversion M | November 15, 2025 | November 18, 2025 | 3d | 12 | — | — | Form 4 ↗ | ||
| MORN | Other A | November 15, 2025 | November 18, 2025 | 3d | 471 | — | — | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| September 2, 2026 | Form 4 | 0002015224-26-000007 | 1 | published | EDGAR ↗ |
| May 19, 2026 | Form 4 | 0002015224-26-000004 | 5 | published | EDGAR ↗ |
| March 3, 2026 | Form 4 | 0002015224-26-000002 | 1 | published | EDGAR ↗ |
| November 18, 2025 | Form 4 | 0002015224-25-000005 | 5 | published | EDGAR ↗ |
Other insiders at Morningstar, Inc.
- Mansueto Joseph D Executive Chairman 257 rows
- Holt Michael Chief Financial Officer 12 rows
- BRAMMAN ANNE L Director 11 rows
- Kapoor Kunal CEO 10 rows
- TSAY CAROLINE J Director 4 rows
- Dunn Daniel Joseph Chief Revenue Officer 3 rows
- FRANCIS CHERYL A Director 3 rows
- Lyons William M Director 3 rows
- Mansueto Daniel Insider 2 rows
- Sutton Doniel Director 2 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 | 4 | 12 | November 18, 2025 | September 2, 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.