WIERSEMA CONAN enters MORNINGSTAR, INC. with 870.00 shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 3/18/2024ACC: 0001062993-24-006659
Officer· CAO & PAO
Since Mar 2026
870.00
Baseline shares
100% direct
870.00
Direct ownership
4 positions
201.00
Derivative underlying
4 instruments
4
Security positions
All direct
Non-Derivative Holdings4
Common Stock (Restricted Units)
DirectShares owned231.00
Conmon Stock (Restricted Units)
DirectShares owned394.00
Common Stock (Restricted Units)
DirectShares owned158.00
Common Stock (Restricted Units)
DirectShares owned87.00
Total
870.00 direct870.00
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock (Restricted Units) | 231.00 | Direct |
| Conmon Stock (Restricted Units) | 394.00 | Direct |
| Common Stock (Restricted Units) | 158.00 | Direct |
| Common Stock (Restricted Units) | 87.00 | Direct |
| Total | 870.00 | 870.00 direct |
Derivative Holdings4
Market Stock Units
DirectUnderlying security
Common Stock
Underlying shares
38.00
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Market Stock Units
DirectUnderlying security
Common Stock
Underlying shares
56.00
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Market Stock Units
DirectUnderlying security
Common Stock
Underlying shares
44.00
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Market Stock Units
DirectUnderlying security
Common Stock
Underlying shares
63.00
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
201.00
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Market Stock Units Direct | Common Stock | — | — | 38.00 | N/A | |
| Market Stock Units Direct | Common Stock | — | — | 56.00 | N/A | |
| Market Stock Units Direct | Common Stock | — | — | 44.00 | N/A | |
| Market Stock Units Direct | Common Stock | — | — | 63.00 | N/A | |
| Total | 201.00 | 0.00 | ||||