HOLT MICHAEL (Chief Financial Officer) sold 2.1% of their position (270.00 shares) of MORNINGSTAR, INC. on the open market
Open‑market sale worth $44.8K — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 5/19/2026ACC: 0002050530-26-000006
Officer· Chief Financial Officer
Since Mar 2026
+6.88K
Net shares
Net buyer
$44.8K
Total sold
1
Open market trades
0B · 1S
5
Total transactions
7.39K acquired · 513.00 disposed
Non-Derivative Transactions3
Common Stock (Restricted Stock Units)
Direct
Shares
+2.86K
Price / share
—
Trade value
—
% of position
30.1%
5/15/2026
9.49K→12.35K
Common Stock
Direct
Shares
+243.00
Price / share
—
Trade value
—
% of position
2.0%
5/15/2026
12.35K→12.60K
Common Stock
Direct
Shares
−270.00
Price / share
$166.05
Trade value
$44.83K
% of position
2.1%
5/15/2026
12.60K→12.33K
Total
Net shares
+2.83K
Net value
-$44.83K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock (Restricted Stock Units) Direct | 5/15/2026 | A · Award | +2.86K | — | — | 30.1% | 9.49K | 12.35K |
| Common Stock Direct | 5/15/2026 | M · Option Exercise | +243.00 | — | — | 2.0% | 12.35K | 12.60K |
| Common Stock Direct | 5/15/2026 | S · Sale | −270.00 | $166.05 | $44.83K | 2.1% | 12.60K | 12.33K |
| Total | +2.83K | -$44.83K | ||||||
Derivative Transactions2
Market Stock Units
Direct
Converts to
Common Stock
243.00 shares
Shares
−243.00
Strike price
Held after
0.00
Exercisable
—
5/15/2026
Market Stock Units
Direct
Converts to
Common Stock
4.29K shares
Shares
+4.29K
Strike price
Held after
4.29K
Exercisable
—
5/15/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Market Stock Units Direct | Common Stock243.00 shares | 5/15/2026 | M · Option Exercise | −243.00 | — | 0.00 | |
| Market Stock Units Direct | Common Stock4.29K shares | 5/15/2026 | A · Award | +4.29K | — | 4.29K |