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Data sources

Public disclosures only. Scores flag unusual patterns and are not evidence of wrongdoing. Not investment advice.

RH CHAIN…
OverviewFollow the MoneyDaily BriefLiveCongressCorporate InsidersGovernment MoneyPolitical InfluenceInstitutionsWashington NetworkFollow the PowerDisclosure ClockAI InvestigatorWatchlistConvergenceINSIDER AlphaSignal ledgerHistorical ReplayRobinhood ChainProofTradingTokenProAccountMethodologyMatch reviewLaunch readiness
01Overview02Follow the Money03Daily Brief04Live05Congress06Corporate Insiders07Government Money08Political Influence09Institutions10Washington Network11Follow the Power12Disclosure Clock13AI Investigator14Watchlist
ConvergenceINSIDER AlphaSignal ledgerHistorical ReplayRobinhood ChainProofTradingTokenProAccountMethodologyMatch reviewLaunch readiness
OverviewFollow the MoneyDaily BriefLiveCongressCorporate InsidersGovernment MoneyPolitical InfluenceInstitutionsWashington NetworkFollow the PowerDisclosure ClockAI InvestigatorWatchlistConvergenceINSIDER AlphaSignal ledgerHistorical ReplayRobinhood ChainProofTradingTokenProAccountMethodologyMatch reviewLaunch readiness
Data sources
SEC FORM 42h ago
HOUSE PTR2h ago
SEC 13F2h ago
ROBINHOOD CHAIN2h ago
SEC FORM 4/Tax withholdingVerified data

Wiersema Conan reported MORN

CAO & PAO · Morningstar, Inc. · Common Stock

Side
F
Value
$5,935
Shares
28
Price
$211.95
Executed
Nov 15, 2025
Disclosed
Nov 18, 2025
Disclosure timeline3 days from execution to publication · legal deadline 2 business days
Nov 15 executedNov 18, 2025 disclosed

MORN · daily

Yahoo Finance chart API
▲Execution▼Disclosure●Material company filing●Other disclosed buy●Other disclosed sellUnofficial public endpoint; daily OHLCV, split-adjusted. Replace with a licensed feed for production.

Insider Score

Experimental signal
9/ 100 · ROUTINE
Methodology →
  • Transaction type0 / 20

    Tax withholding — administrative, little informational value

  • Relative size+1 / 25

$6K reported value · 1.5% of prior position

  • Filing timing0 / 15

    Disclosed 2 business days after execution (deadline: 2)

  • Historical behavior+8 / 15

    First recorded trade by this actor in this security

  • Frequency & clustering0 / 15

    No clustered activity in the dataset

  • Market events0 / 10

    No material company filing within 60 days after the trade

    • The Insider Score measures how far a disclosure deviates from normal filing patterns. A high score is a prompt for research, not evidence of illegal insider trading.

    Other disclosed activity · MORN

    ScoreActorSecuritySideValueExecutedDisclosedLagSourceEvidence
    20
    MD
    Mansueto Daniel10% Owner
    MORNMorningstar, Inc.
    Other acquisition or disposition
    		J—
    657.8K sh
    		Sep 30, 2026Oct 2, 2026
    traded Sep 30, 2026
    		+2dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Tax withholding
    		F$6,349
    29 sh
    		Sep 1, 2026Sep 2, 2026
    traded Sep 1, 2026
    		+1dSEC FORM 4

    Evidence

    5
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Tax withholding
    		F$12K
    54 sh
    		Sep 1, 2026Sep 2, 2026
    traded Sep 1, 2026
    		+1dSEC FORM 4

    Evidence

    16
    MD
    Mansueto Daniel10% Owner
    MORNMorningstar, Inc.
    Other acquisition or disposition
    		J—
    377.0K sh
    		Aug 24, 2026Aug 26, 2026
    traded Aug 24, 2026
    		+2dSEC FORM 4

    Evidence

    22
    April McClain DelaneyDDependent child
    MORNMorningstar, Inc.
    Partial sale
    		SELL$1,001 – $15KMay 4, 2026Jun 5, 2026
    traded May 4, 2026
    		+32dHOUSE PTR

    Evidence

    18
    April McClain DelaneyDDependent child
    MORNMorningstar, Inc.
    Partial sale
    		SELL$1,001 – $15KMay 6, 2026Jun 5, 2026
    traded May 6, 2026
    		+30dHOUSE PTR

    Evidence

    5
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Option exercise
    		M—
    243 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Grant or award
    		A—
    451 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    13
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Grant or award
    		A—
    2,860 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    5
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Option exercise
    		M—
    243 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    33
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Open-market sale
    		SELL$45K
    270 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Tax withholding
    		F$17K
    105 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    17
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Grant or award
    		A—
    903 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Grant or award
    		A—
    13 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    5
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Grant or award
    		A—
    4,290 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Option exercise
    		M—
    13 sh
    		May 15, 2026May 19, 2026
    traded May 15, 2026
    		+4dSEC FORM 4

    Evidence

    16
    April McClain DelaneyDDependent child
    MORNMorningstar, Inc.
    Partial sale
    		SELL$1,001 – $15KApr 30, 2026May 6, 2026
    traded Apr 30, 2026
    		+6dHOUSE PTR

    Evidence

    16
    April McClain DelaneyDDependent child
    MORNMorningstar, Inc.
    Partial sale
    		SELL$1,001 – $15KApr 16, 2026May 6, 2026
    traded Apr 16, 2026
    		+20dHOUSE PTR

    Evidence

    16
    April McClain DelaneyDDependent child
    MORNMorningstar, Inc.
    Partial sale
    		SELL$1,001 – $15KApr 17, 2026May 6, 2026
    traded Apr 17, 2026
    		+19dHOUSE PTR

    Evidence

    24
    April McClain DelaneyDDependent child
    MORNMorningstar, Inc.
    Partial sale
    		SELL$1,001 – $15KFeb 6, 2026Mar 10, 2026
    traded Feb 6, 2026
    		+32dHOUSE PTR

    Evidence

    Evidence

    Verified data

    Read directly from the primary public document; every field below is as reported by the filer.

    Source

    Document
    SEC Form 4
    Publisher
    U.S. Securities and Exchange Commission (EDGAR)
    Document ID
    0002015224-25-000005
    Machine-readable
    Structured copy

    Timestamps

    Event (reported)
    Nov 15, 2025
    Published
    Nov 18, 2025
    Ingested by INSIDER
    Nov 5, 04:32 UTC
    Last re-read
    Nov 5, 04:32 UTC

    Extracted facts

    Filer
    Wiersema Conan
    Role
    CAO & PAO
    Transaction
    Tax withholdingAs filed: “F”
    Asset
    Morningstar, Inc.
    Ticker
    MORN
    Shares
    28
    Price per share
    $211.95
    Value
    $5,935
    Execution date (reported)
    Nov 15, 2025
    Owned after transaction
    1,871 shares
    Days from execution to publication
    3

    Calculation

    Value = shares × reported price per share

    • Shares: 28
    • Price: $211.95

    = $5,935

    What this establishes

    Wiersema Conan filed this Form 4 reporting a tax withholding of MORN on Nov 15, 2025. It became public on Nov 18, 2025. The filing establishes the reported transaction and the filer's stated role. It does not establish why the trade was made or what the filer knew.

    Extraction

    Method
    Form 4 XML
    Confidence
    1.00
    CAO & PAO
    Wiersema Conancik:0002015224
    Issuer
    Morningstar, Inc.cik:0001289419

    Revision history · 0

    No field has changed since this record was first ingested.

    Company events

    No records

    No material filings recorded for this issuer.