HOLT MICHAEL (Chief Financial Officer) reported 1 transaction at MORNINGSTAR, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 9/2/2025ACC: 0002050530-25-000005
Officer· Chief Financial Officer
Since Mar 2026
-49.00
Net shares
Net seller
$12.9K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
49.00 disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−49.00
Price / share
$262.42
Trade value
$12.86K
% of position
0.9%
9/1/2025
5.55K→5.50K
Total
Net shares
−49.00
Net value
-$12.86K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 9/1/2025 | F · Tax Withholding | −49.00 | $262.42 | $12.86K | 0.9% | 5.55K | 5.50K |
| Total | −49.00 | -$12.86K | ||||||
Derivative Transactions0
No derivative transactions reported