HOLT MICHAEL (Chief Financial Officer) sold 7.2% of their position (353.00 shares) of MORNINGSTAR, INC. on the open market
Open‑market sale worth $109.1K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 5/13/2025ACC: 0001289419-25-000086
Officer· Chief Financial Officer
Since Mar 2026
-353.00
Net shares
Net seller
$109.1K
Total sold
1
Open market trades
0B · 1S
1
Total transactions
353.00 disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−353.00
Price / share
$309.01
Trade value
$109.08K
% of position
7.2%
5/12/2025
4.93K→4.58K
Total
Net shares
−353.00
Net value
-$109.08K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 5/12/2025 | S · Sale | −353.00 | $309.01 | $109.08K | 7.2% | 4.93K | 4.58K |
| Total | −353.00 | -$109.08K | ||||||
Derivative Transactions0
No derivative transactions reported