Form 4 for MORN Morningstar, Inc.
Accepted 2026-09-02 17:40:00 ET · period of report 2026-09-01 · accession 0002015224-26-000007 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-02 17:40 | 2026-09-01 | MORN | Wiersema Conan | CAO, PAO | F - Tax | $218.94 | -29 | 3,068 | -0.9% | -$6,349 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-09-01 | F | D | 29 | $218.94 | 3,068 | D | — | — | (F1) Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025. |