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4//SEC Filing

Holt Michael 4

Accession 0002050530-25-000007

CIK 0001289419other

View on SEC.gov Company Profile

Filed

Nov 17, 7:00 PM ET

Accepted

Nov 18, 6:06 PM ET

Size

10.2 KB

Accession

0002050530-25-000007

Insider Transaction Report

Form 4

Period: 2025-11-15

Morningstar, Inc.MORN

Chief Financial Officer

Transactions

Exercise/Conversion
Common Stock
2025-11-15+163→ 5,665 total
Exercise/Conversion
Market Stock Units
2025-11-15−163→ 0 total
Exp: 2025-11-15→ Common Stock (163 underlying)
Tax Payment
Common Stock
2025-11-15$211.95/sh−73$15,472→ 5,592 total
Award
Market Stock Units
2025-11-15+1,946→ 1,946 total
Exp: 2028-11-14→ Common 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

Issuer

Morningstar, Inc.

CIK 0001289419

Entity typeother

Related Parties

1

filerCIK 0002050530

Filing Metadata

Form type: 4
Filed: Nov 17, 7:00 PM ET
Accepted: Nov 18, 6:06 PM ET
Size: 10.2 KB

View on SEC.gov