HOLT MICHAEL

PrivateCIK: 2050530

Location

CHICAGO, IL

HOLT MICHAEL enters MORNINGSTAR, INC. with 6.95K shares plus derivative instruments

Holding both equity and derivatives at entry signals strong long-term conviction in the company.

Direct Derivatives

HOLT MICHAEL

Filed: 1/10/2025ACC: 0001289419-25-000003

InsiderHOLT MICHAELCIK 2050530

→

IssuerMORNINGSTAR, INC.CIK 1289419

Officer· Chief Financial Officer

Since Mar 2026

6.95K

Baseline shares

100% direct

6.95K

Direct ownership

6 positions

4.67K

Derivative underlying

6 instruments

6

Security positions

All direct

Non-Derivative Holdings6

Common Stock (Restricted Stock Units)

Direct

Shares owned149.00

Common Stock (Restricted Stock Units)

Direct

Shares owned555.00

Common Stock (Restricted Stock Units)

Direct

Shares owned219.00

Common Stock (Restricted Stock Units)

Direct

Shares owned689.00

Common Stock

Direct

Shares owned4.74K

Common Stock (Restricted Stock Units)

Direct

Shares owned592.00

Total

6.95K direct6.95K

Security Title	Shares Owned	Ownership Type
Common Stock (Restricted Stock Units)	149.00	Direct
Common Stock (Restricted Stock Units)	555.00	Direct
Common Stock (Restricted Stock Units)	219.00	Direct
Common Stock (Restricted Stock Units)	689.00	Direct
Common Stock	4.74K	Direct
Common Stock (Restricted Stock Units)	592.00	Direct
Total	6.95K	6.95K direct

Derivative Holdings6

Market Stock Units

Direct

Underlying security

Common Stock

Underlying shares

687.00

Shares owned

N/A

Exercise price

Expiration

—

Exercise window

—

Market Stock Units

Direct

Underlying security

Common Stock

Underlying shares

568.00

Shares owned

N/A

Exercise price

Expiration

—

Exercise window

—

Market Stock Units

Direct

Underlying security

Common Stock

Underlying shares

715.00

Shares owned

N/A

Exercise price

Expiration

—

Exercise window

—

Market Stock Units

Direct

Underlying security

Common Stock

Underlying shares

721.00

Shares owned

N/A

Exercise price

Expiration

—

Exercise window

—

Market Stock Units

Direct

Underlying security

Common Stock

Underlying shares

1.14K

Shares owned

N/A

Exercise price

Expiration

—

Exercise window

—

Market Stock Units

Direct

Underlying security

Common Stock

Underlying shares

832.00

Shares owned

N/A

Exercise price

Expiration

—

Exercise window

—

Total

Underlying

4.67K

Owned

0.00

Security	Underlying	Exercise Price	Exercise Window	Expiration	Underlying Shares	Shares Owned
Market Stock Units Direct	Common Stock		—	—	687.00	N/A
Market Stock Units Direct	Common Stock		—	—	568.00	N/A
Market Stock Units Direct	Common Stock		—	—	715.00	N/A
Market Stock Units Direct	Common Stock		—	—	721.00	N/A
Market Stock Units Direct	Common Stock		—	—	1.14K	N/A
Market Stock Units Direct	Common Stock		—	—	832.00	N/A
Total					4.67K	0.00

HOLT MICHAEL — Initial Ownership Disclosure (Form 3) Filed Jan 10, 2025 | Finecho