Holt Michael 4
4 · Morningstar, Inc. · Filed Mar 3, 2026
Insider Transaction Report
Form 4
Holt Michael
Chief Financial Officer
Transactions
- Award
Common Stock (Restricted Stock Units)
[F1][F2]2026-03-01+684→ 8,480 total
Footnotes (2)
- [F1]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.
- [F2]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.
Signature
/s/Kathleen Peacock, by power of attorney|2026-03-03