Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | CAO & PAO | September 01, 2026 | September 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Morningstar, Inc.
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,068 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 29 · Balance 3,068 F1: Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 21:40 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 29 | $218.94 | $6,349.26 |
DisclosureSEC source: 0002015224-26-000007 · wk-form4_1788385197.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,068 F1 · shares: Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · derivative · entry 5 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451 Underlying: Common Stock · 451 shares Expires 2029-05-15 F3 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2029. F3 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2029. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 13 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · derivative · entry 4 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13 shares Expires 2026-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. F2 · price: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. F2 · derivative.exercise_date: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 105 | $166.05 | $17,435.25 |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · nonDerivative · entry 3 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,097 Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · nonDerivative · entry 2 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,202 F2 · shares: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 903 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,189 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2027. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:36 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-26-000002 · wk-form4_1772581004.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,286 F1 · shares: 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, 2027, pursuant to the terms of the award agreement. F2 · balance_after: Amount includes 114 restricted stock units that were part of a grant reported on May 15, 2025 but were inadvertently omitted from the reported amount of securities beneficially owned in subsequent Form 4 filings. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · derivative · entry 5 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294 Underlying: Common Stock · 294 shares Expires 2028-11-14 F3 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028. F3 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · derivative · entry 4 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12 shares Expires 2025-11-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 28 | $211.95 | $5,934.60 |
DisclosureSEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · nonDerivative · entry 3 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,871 Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · nonDerivative · entry 2 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,899 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | GrantConmon Stock (Restricted Units) | 471 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,887 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning November 15, 2026. Read SEC document |
| September 01, 2025 Filed Sep 2, 2025 20:59 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 20 | $262.42 | $5,248.40 |
DisclosureSEC source: 0002015224-25-000003 · wk-form4_1756846758.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,416 F1 · shares: Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2024. Read SEC document |
| May 16, 2025 Filed May 20, 2025 01:05 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 45 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-25-000120 · wk-form4_1747703148.xml · derivative · entry 4 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45 shares Expires 2025-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. Read SEC document |
| May 16, 2025 Filed May 20, 2025 01:05 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 86 | $306.41 | $26,351.26 |
DisclosureSEC source: 0001289419-25-000120 · wk-form4_1747703148.xml · nonDerivative · entry 3 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,436 Read SEC document |
| May 16, 2025 Filed May 20, 2025 01:05 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000120 · wk-form4_1747703148.xml · nonDerivative · entry 2 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,522 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:05 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 203 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000120 · wk-form4_1747703148.xml · derivative · entry 5 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203 Underlying: Common Stock · 203 shares Expires 2028-05-14 F3 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2028. F3 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2028. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:05 UTC | Morningstar, Inc. MORN · Entity 915 | GrantConmon Stock (Restricted Units) | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000120 · wk-form4_1747703148.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,477 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2026. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000045 · wk-form4_1741125488.xml · nonDerivative · entry 2 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,184 F3 · shares: 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. Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 00:01 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000132 · wk-form4_1732060885.xml · derivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109 Underlying: Common Stock · 109 shares Expires 2027-11-14 F1 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2027. F1 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2027. Read SEC document |
| September 02, 2024 Filed Mar 4, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 26 | $313.77 | $8,158.02 |
DisclosureSEC source: 0001289419-25-000045 · wk-form4_1741125488.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,086 F1 · shares: Represents shares withheld for taxes for the restricted stock unit grant made on March 1, 2023. F2 · balance_after: 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 persons Form 3 filed on March 18, 2024. Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:12 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 52 | $297.26 | $15,457.52 |
DisclosureSEC source: 0001062993-24-010726 · form4.xml · nonDerivative · entry 2 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,070 Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:12 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010726 · form4.xml · derivative · entry 3 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126 Underlying: Common Stock · 126 shares Expires 2027-05-14 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:12 UTC | Morningstar, Inc. MORN · Entity 915 | GrantConmon Stock (Restricted Units) | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010726 · form4.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,122 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2025. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.