Wiersema Conan 4
4 · Morningstar, Inc. · Filed Mar 3, 2026
Insider Transaction Report
Form 4
Wiersema Conan
CAO & PAO
Transactions
- Award
Common Stock (Restricted Stock Units)
[F1][F2]2026-03-01+301→ 2,286 total
Footnotes (2)
- [F1]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]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.
Signature
/s/ Kathleen Peacock, by power of attorney|2026-03-03