Wiersema Conan sold MORN

September 2, 2024 · Form 4 insider transaction

Wiersema Conan sold 26 shares of Morningstar, Inc. at $313.77 per share, a transaction worth $8.2K. The trade was recorded as shares withheld for taxes and disclosed on an SEC Form 4, filed 183 days after the transaction.

Direction
Disposed (sell-side)
Shares
26
Price
$313.77
Total value
$8.2K
Role—
SecurityCommon Stock
Transaction codeF: Shares withheld for taxes
Transaction dateSeptember 2, 2024
Filing dateMarch 4, 2025
Shares owned after1,086
OwnershipDirect
10b5-1 planNo
AmendedNo

Footnotes

Represents shares withheld for taxes for the restricted stock unit grant made on March 1, 2023.; Amount includes a grant of 66 restricted stock units awarded on March 1, 2024, with the restricted stock units vesting in full on September 1, 2025. The grant was not included in the reporting persons Form 3 filed on March 18, 2024.

View the original Form 4 on SEC EDGAR