Wiersema Conan — SEC Form 4 filings
SEC reporting owner CIK 2015224. 9 Form 4 filings on record with FilingPulse; latest filed 2026-09-02.
Transaction summary — filings shown
Covers all 9 filings on record, filed 2024-05-17 to 2026-09-02. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 24.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Morningstar, Inc. (MORN) | CAO & PAO | 9 | — | — | 24 |
Form 4 filings — Wiersema Conan
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-02 | 4 | Morningstar, Inc. (MORN) | Tax withholding (F): 29 @ $218.94 | EDGAR |
| 2026-05-19 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 903 @ $0 · Grant/award (A): 13 @ $0 · Tax withholding (F): 105 @ $166.05 · Option exercise (M): 13 (derivative) · Grant/award (A): 451 (derivative) @ $0 | EDGAR |
| 2026-03-03 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 301 @ $0 | EDGAR |
| 2025-11-18 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 471 @ $0 · Option exercise (M): 12 @ $0 · Tax withholding (F): 28 @ $211.95 · Option exercise (M): 12 (derivative) · Grant/award (A): 294 (derivative) @ $0 | EDGAR |
| 2025-09-02 | 4 | Morningstar, Inc. (MORN) | Tax withholding (F): 20 @ $262.42 | EDGAR |
| 2025-05-19 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 407 @ $0 · Option exercise (M): 45 @ $0 · Tax withholding (F): 86 @ $306.41 · Option exercise (M): 45 (derivative) · Grant/award (A): 203 (derivative) @ $0 | EDGAR |
| 2025-03-04 | 4 | Morningstar, Inc. (MORN) | Tax withholding (F): 26 @ $313.77 · Grant/award (A): 98 @ $0 | EDGAR |
| 2024-11-19 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 109 (derivative) @ $0 | EDGAR |
| 2024-05-17 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 252 @ $0 · Tax withholding (F): 52 @ $297.26 · Grant/award (A): 126 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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