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Wiersema Conan's Form 4 filing

Morningstar, Inc. (MORN) · filed Sep 2, 2026

Accession no.
0002015224-26-000007
Filed
Sep 2, 2026, 5:40 PM ET
Trade date
Sep 1, 2026
Filing delay
1 day
Rule 10b5-1 plan
Not checked

This filing lists 1 non-derivative transaction and 0 derivative transactions. It was filed 1 day after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Wiersema ConanCIK 0002015224Officer (CAO & PAO)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Sep 1, 2026Common StockFTax withholdingDisposed−29$218.94−$6,349.263,068Direct

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

Read the original on SEC EDGAR (opens in a new tab)