WIERSEMA CONAN

PrivateCIK: 2015224
Location

CHICAGO, IL

WIERSEMA CONAN (CAO & PAO) received a stock award from MORNINGSTAR, INC.

Compensation award — not an open‑market transaction. Less informative as a directional signal.

A · 1 award
InsiderWIERSEMA CONANCIK 2015224
IssuerMORNINGSTAR, INC.CIK 1289419
Officer· CAO & PAO
Since Mar 2026
+524.00
Net shares
Net buyer
$26.4K
Total sold
0
Open market trades
0B · 0S
5
Total transactions
655.00 acquired · 131.00 disposed
Non-Derivative Transactions3

Conmon Stock (Restricted Units)

Direct
A · Award

Shares

+407.00

Price / share

Trade value

% of position

38.0%
5/15/2025
1.07K1.48K

Common Stock

Direct
M · Option Exercise

Shares

+45.00

Price / share

Trade value

% of position

3.0%
5/16/2025
1.48K1.52K

Common Stock

Direct
F · Tax Withholding

Shares

86.00

Price / share

$306.41

Trade value

$26.35K

% of position

5.7%
5/16/2025
1.52K1.44K
Total

Net shares

+366.00

Net value

-$26.35K

Derivative Transactions2

Market Stock Units

Direct
A · Award
Converts to

Common Stock

203.00 shares

Shares

+203.00

Strike price

Held after

203.00

Exercisable

5/15/2025

Market Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

45.00 shares

Shares

45.00

Strike price

Held after

0.00

Exercisable

5/16/2025
WIERSEMA CONAN — Insider Transaction (Form 4) Filed May 19, 2025 | Finecho