Wiersema Conan

CAO & PAOMorningstar, Inc. (MORN) · full profile →Form 4 · filed May 19, 2026
No Open-Market Flow
Open-Market Buys
$0
Open-Market Sells
$0
Net Open-Market Flow
$0
Transactions
5
3 non-derivative · 2 derivative

Non-Derivative Transactions (Table I)

DateActionSharesPriceValueOwned After
May 15, 2026Grant(A)903$03K
May 15, 2026Grant(A)13$03K
May 15, 2026Tax withholding(F)105$166.05$17K3K

Derivative Transactions (Table II)

DateActionSharesPriceValueOwned After
May 15, 2026Option exercise(M)130
May 15, 2026Grant(A)451$0451

Transaction Codes

A
Grant / award
F
Shares withheld for taxes
M
Option exercise / conversion

Data Source & Provenance

Parsed from a single SEC EDGAR Form 4 filing (accession 0002015224-26-000004) within minutes of acceptance. Every field above traces to the original document. Verify it directly: