HOLT MICHAEL (Chief Financial Officer) reported 1 transaction at MORNINGSTAR, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 9/2/2026ACC: 0002050530-26-000008
Officer· Chief Financial Officer
Since Mar 2026
-54.00
Net shares
Net seller
$11.8K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
54.00 disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−54.00
Price / share
$218.94
Trade value
$11.82K
% of position
0.4%
9/1/2026
12.33K→12.27K
Total
Net shares
−54.00
Net value
-$11.82K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 9/1/2026 | F · Tax Withholding | −54.00 | $218.94 | $11.82K | 0.4% | 12.33K | 12.27K |
| Total | −54.00 | -$11.82K | ||||||
Derivative Transactions0
No derivative transactions reported