HOLT MICHAEL (Chief Financial Officer) received a stock award from MORNINGSTAR, INC.
Compensation award — not an open‑market transaction. Less informative as a directional signal.
A · 1 award
Filed: 5/19/2025ACC: 0001289419-25-000104
Officer· Chief Financial Officer
Since Mar 2026
+1.74K
Net shares
Net buyer
$155.3K
Total sold
0
Open market trades
0B · 0S
5
Total transactions
2.83K acquired · 1.09K disposed
Non-Derivative Transactions3
Common Stock (Restricted Stock Units)
Direct
Shares
+897.00
Price / share
—
Trade value
—
% of position
19.6%
5/15/2025
4.58K→5.47K
Common Stock
Direct
Shares
+586.00
Price / share
—
Trade value
—
% of position
10.7%
5/16/2025
5.47K→6.06K
Common Stock
Direct
Shares
−507.00
Price / share
$306.41
Trade value
$155.35K
% of position
8.4%
5/16/2025
6.06K→5.55K
Total
Net shares
+976.00
Net value
-$155.35K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock (Restricted Stock Units) Direct | 5/15/2025 | A · Award | +897.00 | — | — | 19.6% | 4.58K | 5.47K |
| Common Stock Direct | 5/16/2025 | M · Option Exercise | +586.00 | — | — | 10.7% | 5.47K | 6.06K |
| Common Stock Direct | 5/16/2025 | F · Tax Withholding | −507.00 | $306.41 | $155.35K | 8.4% | 6.06K | 5.55K |
| Total | +976.00 | -$155.35K | ||||||
Derivative Transactions2
Market Stock Units
Direct
Converts to
Common Stock
1.35K shares
Shares
+1.35K
Strike price
Held after
1.35K
Exercisable
—
5/15/2025
Market Stock Units
Direct
Converts to
Common Stock
586.00 shares
Shares
−586.00
Strike price
Held after
0.00
Exercisable
—
5/16/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Market Stock Units Direct | Common Stock1.35K shares | 5/15/2025 | A · Award | +1.35K | — | 1.35K | |
| Market Stock Units Direct | Common Stock586.00 shares | 5/16/2025 | M · Option Exercise | −586.00 | — | 0.00 |