HOLT MICHAEL (Chief Financial Officer) exercised options at MORNINGSTAR, INC.
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 11/18/2025ACC: 0002050530-25-000007
Officer· Chief Financial Officer
Since Mar 2026
+1.87K
Net shares
Net buyer
$15.5K
Total sold
0
Open market trades
0B · 0S
4
Total transactions
2.11K acquired · 236.00 disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+163.00
Price / share
—
Trade value
—
% of position
3.0%
11/15/2025
5.50K→5.67K
Common Stock
Direct
Shares
−73.00
Price / share
$211.95
Trade value
$15.47K
% of position
1.3%
11/15/2025
5.67K→5.59K
Total
Net shares
+90.00
Net value
-$15.47K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 11/15/2025 | M · Option Exercise | +163.00 | — | — | 3.0% | 5.50K | 5.67K |
| Common Stock Direct | 11/15/2025 | F · Tax Withholding | −73.00 | $211.95 | $15.47K | 1.3% | 5.67K | 5.59K |
| Total | +90.00 | -$15.47K | ||||||
Derivative Transactions2
Market Stock Units
Direct
Converts to
Common Stock
163.00 shares
Shares
−163.00
Strike price
Held after
0.00
Exercisable
—
11/15/2025
Market Stock Units
Direct
Converts to
Common Stock
1.95K shares
Shares
+1.95K
Strike price
Held after
1.95K
Exercisable
—
11/15/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Market Stock Units Direct | Common Stock163.00 shares | 11/15/2025 | M · Option Exercise | −163.00 | — | 0.00 | |
| Market Stock Units Direct | Common Stock1.95K shares | 11/15/2025 | A · Award | +1.95K | — | 1.95K |