Morningstar, Inc.·4

Nov 18, 6:06 PM ET

Holt Michael 4

4 · Morningstar, Inc. · Filed Nov 18, 2025

Insider Transaction Report

Form 4
Period: 2025-11-15
Holt Michael
Chief Financial Officer
Transactions
  • Exercise/Conversion

    Common Stock

    2025-11-15+1635,665 total
  • Exercise/Conversion

    Market Stock Units

    2025-11-151630 total
    Exp: 2025-11-15Common Stock (163 underlying)
  • Tax Payment

    Common Stock

    2025-11-15$211.95/sh73$15,4725,592 total
  • Award

    Market Stock Units

    2025-11-15+1,9461,946 total
    Exp: 2028-11-14Common Stock (1,946 underlying)
Footnotes (2)
  • [F1]Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.
  • [F2]The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028.

Documents

1 file
  • 4
    wk-form4_1763507192.xmlPrimary

    FORM 4