InsiderTrades

Wiersema Conan

SEC CIK 2015224 · EDGAR

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
MORNMorningstar, Inc.CAO, PAO 3,068 — — 152024-05-152026-09-01

Most active insiders at MORN, 12 months

#InsiderTitleBoughtSold
1 Mansueto Joseph DExecutive COB, Dir, 10% —$75.76M
2 Lyons William MDir —$324.3K
3 Holt MichaelCFO $186.6K$44.8K
4 TSAY CAROLINE JDir —$131.1K
5 Mansueto Daniel10% ——
6 Wiersema ConanCAO, PAO ——
7 Sutton DonielDir ——
8 Dunn Daniel JosephChief Revenue Off ——
9 Diamonte RobinDir ——
10 BRAMMAN ANNE LDir ——

Transactions 15

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
2026-09-02 17:40 2026-09-01 MORN Morningstar, Inc. Wiersema Conan CAO, PAO F - Tax $218.94 -29 3,068 -0.9% -$6,349
DM 2026-05-19 19:39 2026-05-15 MORN Morningstar, Inc. Wiersema Conan CAO, PAO A - Grant $0.00 +916 3,202 +40% $0
D 2026-05-19 19:39 2026-05-15 MORN Morningstar, Inc. Wiersema Conan CAO, PAO F - Tax $166.05 -105 3,097 -3% -$17.4K
2026-03-03 2026-03-01 MORN Morningstar, Inc. Wiersema Conan CAO, PAO A - Grant $0.00 +301 2,286 +15% $0
D 2025-11-18 2025-11-15 MORN Morningstar, Inc. Wiersema Conan CAO, PAO M - OptEx $0.00 +12 1,899 +0.6% $0
D 2025-11-18 2025-11-15 MORN Morningstar, Inc. Wiersema Conan CAO, PAO F - Tax $211.95 -28 1,871 -1% -$5,935
D 2025-11-18 2025-11-15 MORN Morningstar, Inc. Wiersema Conan CAO, PAO A - Grant $0.00 +471 1,887 +33% $0
2025-09-02 2025-09-01 MORN Morningstar, Inc. Wiersema Conan CAO, PAO F - Tax $262.42 -20 1,416 -1% -$5,248
D 2025-05-19 2025-05-16 MORN Morningstar, Inc. Wiersema Conan CAO, PAO F - Tax $306.41 -86 1,436 -6% -$26.4K
D 2025-05-19 2025-05-15 MORN Morningstar, Inc. Wiersema Conan CAO, PAO A - Grant $0.00 +407 1,477 +38% $0
D 2025-05-19 2025-05-16 MORN Morningstar, Inc. Wiersema Conan CAO, PAO M - OptEx $0.00 +45 1,522 +3% $0
2025-03-04 2024-09-02 MORN Morningstar, Inc. Wiersema Conan CAO, PAO F - Tax $313.77 -26 1,086 -2% -$8,158
2025-03-04 2025-03-01 MORN Morningstar, Inc. Wiersema Conan CAO, PAO A - Grant $0.00 +98 1,184 +9% $0
D 2024-05-17 2024-05-15 MORN Morningstar, Inc. Wiersema Conan CAO, PAO A - Grant $0.00 +252 1,122 +29% $0
D 2024-05-17 2024-05-17 MORN Morningstar, Inc. Wiersema Conan CAO, PAO F - Tax $297.26 -52 1,070 -5% -$15.5K

Purchase Sale Sale after option exercise All abbreviations