Conan Wiersema's most recent trade in Morningstar Inc was a trade of 301 Common Stock (Restricted Stock Units) done . Disclosure was reported to the exchange on March 1, 2026.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Morningstar Inc | Conan Wiersema | CAO & PAO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2026 | 301 | 2,286 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2025 | 471 | 1,887 (0%) | 0% | 0 | Conmon Stock (Restricted Units) | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2025 | 294 | 294 | - | - | Market Stock Units | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 211.96 per share. | 15 Nov 2025 | 28 | 1,871 (0%) | 0% | 212.0 | 5,935 | Common Stock |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Nov 2025 | 12 | 1,899 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Nov 2025 | 12 | 0 | - | - | Market Stock Units | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 262.40 per share. | 01 Sep 2025 | 20 | 1,416 (0%) | 0% | 262.4 | 5,248 | Common Stock |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2025 | 407 | 1,477 | - | 0 | Conmon Stock (Restricted Units) | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2025 | 203 | 203 | - | - | Market Stock Units | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 306.41 per share. | 15 May 2025 | 86 | 1,436 (0%) | 0% | 306.4 | 26,351 | Common Stock |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2025 | 45 | 1,522 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2025 | 45 | 0 | - | - | Market Stock Units | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Nov 2024 | 109 | 109 | - | - | Market Stock Units | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Sep 2024 | 98 | 1,184 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 313.77 per share. | 02 Sep 2024 | 26 | 1,086 (0%) | 0% | 313.8 | 8,158 | Common Stock |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2024 | 252 | 1,122 | - | 0 | Conmon Stock (Restricted Units) | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2024 | 126 | 126 | - | - | Market Stock Units | |
| Morningstar Inc | Conan Wiersema | CAO & PAO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 297.27 per share. | 15 May 2024 | 52 | 1,070 (0%) | 0% | 297.3 | 15,458 | Common Stock |