[Form 4] Morningstar, Inc. Insider Trading Activity
Conan Wiersema, Chief Accounting Officer and Principal Accounting Officer of Morningstar, Inc. (MORN), reported a transaction dated 09/01/2025 on Form 4. The filing shows a transaction coded F at a price of $262.42 and lists 1,416 shares beneficially owned following the reported transaction. The filing explains the transaction "represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2024." The Form 4 was signed via power of attorney on 09/02/2025.
Conan Wiersema, Chief Accounting Officer e Principal Accounting Officer di Morningstar, Inc. (MORN), ha dichiarato una transazione datata 09/01/2025 nel Form 4. La segnalazione indica una transazione codificata F a un prezzo di $262.42 e riporta 1.416 azioni detenute a titolo beneficiario dopo la transazione riportata. Il documento specifica che la transazione "rappresenta azioni trattenute per tasse al momento del vesting della restricted stock unit concessa il 1 marzo 2024." Il Form 4 猫 stato firmato tramite procura il 09/02/2025.
Conan Wiersema, Chief Accounting Officer y Principal Accounting Officer de Morningstar, Inc. (MORN), inform贸 una transacci贸n con fecha 09/01/2025 en el Form 4. La presentaci贸n muestra una transacci贸n codificada F a un precio de $262.42 y se帽ala que tras la operaci贸n quedan en propiedad beneficiaria 1,416 acciones. El formulario explica que la transacci贸n "representa acciones retenidas para impuestos al consolidarse la concesi贸n de unidades de acciones restringidas otorgada el 1 de marzo de 2024." El Form 4 fue firmado por medio de poder el 09/02/2025.
Conan Wiersema, Morningstar, Inc. (MORN)鞚� Chief Accounting Officer 瓴� Principal Accounting Officer電� 2025-09-01鞛� 瓯半灅毳� Form 4鞐� 氤搓碃頄堨姷雼堧嫟. 鞁犼碃靹滌棎電� 旖旊摐 F搿� 響滉赴霅� 瓯半灅臧� $262.42鞚� 臧�瓴╈棎 鞚措（鞏挫鞙茧┌, 頃措嫻 瓯半灅 頉勳潣 鞁れ 氤挫湢 欤检嫕 靾橂ゼ 1,416欤茧 旮办灛頃橁碃 鞛堨姷雼堧嫟. 鞁犼碃靹滌棎電� 鞚� 瓯半灅臧� "2024雲� 3鞗� 1鞚� 攵�鞐悳 鞝滍暅欤检嫕雼渼(RSU)臧� 頇曥爼(vesting)霅� 霑� 靹戈笀 雮╇秬毳� 鞙勴暣 鞗愳矞歆曥垬霅� 欤检嫕"鞛勳潉 靹る獏頃橁碃 鞛堨姷雼堧嫟. Form 4電� 2025-09-02鞐� 鞙勳瀯鞛レ棎 鞚橅暣 靹滊獏霅橃棃鞀惦媹雼�.
Conan Wiersema, Chief Accounting Officer et Principal Accounting Officer de Morningstar, Inc. (MORN), a d茅clar茅 une op茅ration dat茅e du 01/09/2025 sur le Form 4. Le d茅p么t indique une transaction cod茅e F au prix de 262,42 $ et fait 茅tat de 1 416 actions d茅tenues 脿 titre b茅n茅ficiaire apr猫s la transaction d茅clar茅e. Le formulaire pr茅cise que la transaction 芦 repr茅sente des actions retenues pour imp么ts lors du vesting de l鈥檃ttribution d鈥檜nit茅s d鈥檃ctions restreintes accord茅e le 1er mars 2024. 禄 Le Form 4 a 茅t茅 sign茅 par procuration le 02/09/2025.
Conan Wiersema, Chief Accounting Officer und Principal Accounting Officer von Morningstar, Inc. (MORN), meldete eine Transaktion mit Datum 09/01/2025 im Form 4. Die Einreichung weist eine als F codierte Transaktion zu einem Preis von $262.42 aus und nennt nach der gemeldeten Transaktion 1.416 anteilig gehaltene Aktien. In der Meldung hei脽t es, die Transaktion "stellt Aktien dar, die zur Steuerabf眉hrung beim Vesting der am 1. M盲rz 2024 gew盲hrten Restricted Stock Unit einbehalten wurden." Das Form 4 wurde am 09/02/2025 per Vollmacht unterzeichnet.
- Disclosure clarity: Form 4 includes an explicit explanation that shares were withheld for taxes upon RSU vesting.
- Post-transaction ownership: The reporting person continues to beneficially own 1,416 shares after the transaction.
- None.
Insights
TL;DR Routine tax-withholding sale on RSU vesting; ownership remains modest at 1,416 shares, no material change to control or stake.
The Form 4 documents a common administrative disposition: shares were withheld to satisfy tax withholding when restricted stock units vested. The transaction code and the explanatory note explicitly identify this as a tax-related withholding, not a market sale to generate cash. The price per share is stated as $262.42 and the reporter retains beneficial ownership of 1,416 shares. For investors, this is a non-material insider housekeeping transaction with no indication of a change in executive ownership intent.
TL;DR Disclosure meets Section 16 reporting; transaction is procedural and consistent with RSU vesting and withholding practices.
The filing is concise and includes the required explanatory note that shares were withheld upon RSU vesting from March 1, 2024. The Form 4 identifies the reporting person, role (CAO & PAO), transaction date, price, and post-transaction beneficial ownership. Filing via power of attorney is properly indicated. There are no governance red flags or unexpected executive departures disclosed.
Conan Wiersema, Chief Accounting Officer e Principal Accounting Officer di Morningstar, Inc. (MORN), ha dichiarato una transazione datata 09/01/2025 nel Form 4. La segnalazione indica una transazione codificata F a un prezzo di $262.42 e riporta 1.416 azioni detenute a titolo beneficiario dopo la transazione riportata. Il documento specifica che la transazione "rappresenta azioni trattenute per tasse al momento del vesting della restricted stock unit concessa il 1 marzo 2024." Il Form 4 猫 stato firmato tramite procura il 09/02/2025.
Conan Wiersema, Chief Accounting Officer y Principal Accounting Officer de Morningstar, Inc. (MORN), inform贸 una transacci贸n con fecha 09/01/2025 en el Form 4. La presentaci贸n muestra una transacci贸n codificada F a un precio de $262.42 y se帽ala que tras la operaci贸n quedan en propiedad beneficiaria 1,416 acciones. El formulario explica que la transacci贸n "representa acciones retenidas para impuestos al consolidarse la concesi贸n de unidades de acciones restringidas otorgada el 1 de marzo de 2024." El Form 4 fue firmado por medio de poder el 09/02/2025.
Conan Wiersema, Morningstar, Inc. (MORN)鞚� Chief Accounting Officer 瓴� Principal Accounting Officer電� 2025-09-01鞛� 瓯半灅毳� Form 4鞐� 氤搓碃頄堨姷雼堧嫟. 鞁犼碃靹滌棎電� 旖旊摐 F搿� 響滉赴霅� 瓯半灅臧� $262.42鞚� 臧�瓴╈棎 鞚措（鞏挫鞙茧┌, 頃措嫻 瓯半灅 頉勳潣 鞁れ 氤挫湢 欤检嫕 靾橂ゼ 1,416欤茧 旮办灛頃橁碃 鞛堨姷雼堧嫟. 鞁犼碃靹滌棎電� 鞚� 瓯半灅臧� "2024雲� 3鞗� 1鞚� 攵�鞐悳 鞝滍暅欤检嫕雼渼(RSU)臧� 頇曥爼(vesting)霅� 霑� 靹戈笀 雮╇秬毳� 鞙勴暣 鞗愳矞歆曥垬霅� 欤检嫕"鞛勳潉 靹る獏頃橁碃 鞛堨姷雼堧嫟. Form 4電� 2025-09-02鞐� 鞙勳瀯鞛レ棎 鞚橅暣 靹滊獏霅橃棃鞀惦媹雼�.
Conan Wiersema, Chief Accounting Officer et Principal Accounting Officer de Morningstar, Inc. (MORN), a d茅clar茅 une op茅ration dat茅e du 01/09/2025 sur le Form 4. Le d茅p么t indique une transaction cod茅e F au prix de 262,42 $ et fait 茅tat de 1 416 actions d茅tenues 脿 titre b茅n茅ficiaire apr猫s la transaction d茅clar茅e. Le formulaire pr茅cise que la transaction 芦 repr茅sente des actions retenues pour imp么ts lors du vesting de l鈥檃ttribution d鈥檜nit茅s d鈥檃ctions restreintes accord茅e le 1er mars 2024. 禄 Le Form 4 a 茅t茅 sign茅 par procuration le 02/09/2025.
Conan Wiersema, Chief Accounting Officer und Principal Accounting Officer von Morningstar, Inc. (MORN), meldete eine Transaktion mit Datum 09/01/2025 im Form 4. Die Einreichung weist eine als F codierte Transaktion zu einem Preis von $262.42 aus und nennt nach der gemeldeten Transaktion 1.416 anteilig gehaltene Aktien. In der Meldung hei脽t es, die Transaktion "stellt Aktien dar, die zur Steuerabf眉hrung beim Vesting der am 1. M盲rz 2024 gew盲hrten Restricted Stock Unit einbehalten wurden." Das Form 4 wurde am 09/02/2025 per Vollmacht unterzeichnet.
FAQ
What transaction did Conan Wiersema report on Form 4 for MORN?
How many Morningstar (MORN) shares does the reporting person own after the transaction?
What was the reported price per share on the Form 4?
Why were shares disposed of according to the Form 4?
Who signed the Form 4 and when?
