Last filing: Sep 2, 2026.
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 0 of the 13 calendar months from Oct 2025 to Oct 2026.
- No sale on record before this period.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Morningstar, Inc. (MORN) | CAO & Pao | Mar 18, 2024 | Sep 2, 2026 |
Recent filings
The last 3 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Sep 1, 2026, Morningstar, Inc.: 29 shares withheld by the company for taxes. 1 filing: 1
- May 15, 2026, Morningstar, Inc.: 13 shares awarded; 105 shares withheld by the company for taxes. 1 filing: 1
- Nov 15, 2025, Morningstar, Inc.: 471 shares granted; 12 shares vested; 28 shares withheld by the company for taxes. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.