4//SEC Filing
Holt Michael 4
Accession 0001289419-25-000104
CIK 0001289419other
Filed
May 18, 8:00 PM ET
Accepted
May 19, 8:40 PM ET
Size
11.8 KB
Accession
0001289419-25-000104
Insider Transaction Report
Form 4
Holt Michael
Chief Financial Officer
Transactions
- Award
Common Stock (Restricted Stock Units)
2025-05-15+897→ 5,472 total - Tax Payment
Common Stock
2025-05-16$306.41/sh−507$155,350→ 5,551 total - Exercise/Conversion
Market Stock Units
2025-05-16−586→ 0 totalExp: 2025-05-15→ Common Stock (586 underlying) - Award
Market Stock Units
2025-05-15+1,346→ 1,346 totalExp: 2028-05-14→ Common Stock (1,346 underlying) - Exercise/Conversion
Common Stock
2025-05-16+586→ 6,058 total
Footnotes (3)
- [F1]Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2026.
- [F2]Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022.
- [F3]The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2028.
Documents
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeother
Related Parties
1- filerCIK 0002050530
Filing Metadata
- Form type
- 4
- Filed
- May 18, 8:00 PM ET
- Accepted
- May 19, 8:40 PM ET
- Size
- 11.8 KB