A
$ Value
$0
Shares
684
Price
$0
Filed
Mar 3
Insider
Name
Holt Michael
Title
Chief Financial Officer
CIK
0002050530
Roles
Officer
Transaction Details
Transaction Date
2026-03-01
Code
A
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
8,480
Footnotes
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in full on September 1, 2027, pursuant to the terms of the award agreement. | Amount includes 2204 securities that were included in the reporting person's initial statement of beneficial ownership on Form 3 filed on January 10, 2025, but were inadvertently omitted from the reported amount of securities beneficially owned in subsequent Form 4 filings.
Filing Info
Holt Michael's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-03-04 | MORN | ▲ | $187K ★ |
| 2026-03-01 | MORN | A | $0 |
| 2025-11-15 | MORN | M | $0 |
| 2025-11-15 | MORN | F | $15K |
| 2025-11-15 | MORN | M | — |
| 2025-11-15 | MORN | A | $0 |
| 2025-09-01 | MORN | F | $13K |
| 2025-05-16 | MORN | M | $0 |
| 2025-05-16 | MORN | F | $155K |
| 2025-05-16 | MORN | M | — |
Other Insiders at MORN (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
|
Holt Michael
Chief Financial Officer
|
$187K | — | 2026-03-04 |
|
Mansueto Joseph D
Executive Chairman
|
— | $16.8M | 2026-03-02 |
|
Wiersema Conan
CAO & PAO
|
— | — | 2026-03-01 |