Form 4: Morningstar CAO Conan Wiersema Reports Stock Transactions
SEC Form 4
Conan Wiersema, CAO & PAO of Morningstar, Inc., reports acquisition and disposal of common stock and market stock units.
Summary
- On May 15, 2025, Conan Wiersema acquired 407 restricted stock units.
- On May 16, 2025, Wiersema disposed of 45 shares of common stock upon the vesting of market stock units.
- Also on May 16, 2025, Wiersema disposed of 86 shares of common stock at a price of $306.41.
- Following these transactions, Wiersema beneficially owns 1,436 shares of common stock.
- Wiersema also acquired 203 market stock units on May 15, 2025, which will be based on the company's cumulative total shareholder return for the three-year performance period ending May 14, 2028.
Sentiment
Score: 5
Explanation: This is a routine regulatory filing, so the sentiment is neutral.
Industry Context
Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders.
Stakeholder Impact
- The transactions reported may provide stakeholders with insights into management's perspective on the company's stock.
Key Dates
| Date | Description |
|---|---|
| 05/15/2022 | Date of original market stock unit grant that vested. |
| 05/14/2028 | End date of the three-year performance period for the market stock units acquired on May 15, 2025. |
| 05/15/2025 | Date of restricted stock unit and market stock unit acquisition. |
| 05/16/2025 | Date of common stock disposal due to vesting of market stock units. |
| 05/19/2025 | Date of signature on the Form 4 filing. |
| 05/15/2026 | First vesting date for the restricted stock units acquired on May 15, 2025. |
Keywords
Form 4, Morningstar, Wiersema, Stock Units, Common Stock, Beneficial Ownership, Transactions
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