Form 4 for MORN Morningstar, Inc.
Accepted 2025-11-18 00:00:00 ET · period of report 2025-11-15 · accession 0002050530-25-000007 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-11-18 | 2025-11-15 | MORN | Holt Michael | CFO | F - Tax | $211.95 | -73 | 5,592 | -1% | -$15.5K |
| D | 2025-11-18 | 2025-11-15 | MORN | Holt Michael | CFO | M - OptEx | $0.00 | +163 | 5,665 | +3% | $0 |
| D | 2025-11-18 | 2025-11-15 | MORN | Holt Michael | CFO | M - OptEx | — | -163 | 0 | -100% | — |
| D | 2025-11-18 | 2025-11-15 | MORN | Holt Michael | CFO | A - Grant | $0.00 | +1,946 | 1,946 | New | $0 |
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 | 2025-11-15 | F | D | 73 | $211.95 | 5,592 | D | — | — | |
| 2 | Common | Common Stock | 2025-11-15 | M | A | 163 | $0.00 | 5,665 | D | — | — | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. |
| 3 | Derivative | Market Stock Units | 2025-11-15 | M | D | 163 | — | 0 | D | — · — to 2025-11-15 | 163 Common Stock | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. |
| 4 | Derivative | Market Stock Units | 2025-11-15 | A | A | 1,946 | $0.00 | 1,946 | D | — · — to 2028-11-14 | 1,946 Common Stock | (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. |