Form 4 for MORN Morningstar, Inc.
Accepted 2026-03-03 00:00:00 ET · period of report 2026-03-01 · accession 0002050530-26-000002 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-03 | 2026-03-01 | MORN | Holt Michael | CFO | A - Grant | $0.00 | +684 | 8,480 | +9% | $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 (Restricted Stock Units) | 2026-03-01 | A | A | 684 | $0.00 | 8,480 | D | — | — | (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. |