4//SEC Filing
Wiersema Conan 4
Accession 0002015224-25-000005
CIK 0001289419other
Filed
Nov 17, 7:00 PM ET
Accepted
Nov 18, 6:07 PM ET
Size
11.9 KB
Accession
0002015224-25-000005
Insider Transaction Report
Form 4
Wiersema Conan
CAO & PAO
Transactions
- Exercise/Conversion
Market Stock Units
2025-11-15−12→ 0 totalExp: 2025-11-15→ Common Stock (12 underlying) - Award
Conmon Stock (Restricted Units)
2025-11-15+471→ 1,887 total - Award
Market Stock Units
2025-11-15+294→ 294 totalExp: 2028-11-14→ Common Stock (294 underlying) - Exercise/Conversion
Common Stock
2025-11-15+12→ 1,899 total - Tax Payment
Common Stock
2025-11-15$211.95/sh−28$5,935→ 1,871 total
Footnotes (3)
- [F1]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.
- [F2]Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.
- [F3]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.
Documents
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeother
Related Parties
1- filerCIK 0002015224
Filing Metadata
- Form type
- 4
- Filed
- Nov 17, 7:00 PM ET
- Accepted
- Nov 18, 6:07 PM ET
- Size
- 11.9 KB