Holt Michael 4
4 · Morningstar, Inc. · Filed May 19, 2025
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.