Form 4 for MORN Morningstar, Inc.
Accepted 2025-09-02 00:00:00 ET · period of report 2025-09-01 · accession 0002050530-25-000005 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-02 | 2025-09-01 | MORN | Holt Michael | CFO | F - Tax | $262.42 | -49 | 5,502 | -0.9% | -$12.9K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-09-01 | F | D | 49 | $262.42 | 5,502 | D | — | — | (F1) Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2024. |