Key facts
- This page summarizes Michael Holt's Form 3 filing for Morningstar, Inc. (MORN).
- 0 reported transactions and 6 derivative rows are listed below.
- Accepted by SEC: 10 Jan 2025, 17:38.
Michael Holt - 01 Jan 2025 Form 3 Insider Report for Morningstar, Inc. (MORN)
- Reporting relationship
- Chief Financial Officer
- Issuer ticker
- MORN
- Reported as of
- 01 Jan 2025
- Net transaction value
- $0
- SEC form
- 3
- Accepted by SEC
- 10 Jan 2025, 17:38:50 UTC
- Next SEC filing
- 04 Mar 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kathleen Peacock, by power of attorney
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Michael Holt filed Form 3 for Morningstar, Inc. (MORN) on 10 Jan 2025.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 3 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MORN
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 4,744
- Date
- 01 Jan 2025
- Ownership
- Direct
MORN
holding
Common Stock (Restricted Stock Units)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 689
- Date
- 01 Jan 2025
- Ownership
- Direct
- Footnotes
- F1
MORN
holding
Common Stock (Restricted Stock Units)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 219
- Date
- 01 Jan 2025
- Ownership
- Direct
- Footnotes
- F2
MORN
holding
Common Stock (Restricted Stock Units)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 592
- Date
- 01 Jan 2025
- Ownership
- Direct
- Footnotes
- F3
MORN
holding
Common Stock (Restricted Stock Units)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 149
- Date
- 01 Jan 2025
- Ownership
- Direct
- Footnotes
- F4
MORN
holding
Common Stock (Restricted Stock Units)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 555
- Date
- 01 Jan 2025
- Ownership
- Direct
- Footnotes
- F5
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
MORN
holding
Derivative
Market Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 01 Jan 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 715
- Exercise price
- Footnotes
- F6
MORN
holding
Derivative
Market Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 01 Jan 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 568
- Exercise price
- Footnotes
- F7
MORN
holding
Derivative
Market Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 01 Jan 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,142
- Exercise price
- Footnotes
- F8
MORN
holding
Derivative
Market Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 01 Jan 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 687
- Exercise price
- Footnotes
- F9
MORN
holding
Derivative
Market Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 01 Jan 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 832
- Exercise price
- Footnotes
- F10
MORN
holding
Derivative
Market Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 01 Jan 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 721
- Exercise price
- Footnotes
- F11
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 11 footnotes
Footnote F1
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The amount listed represents the unvested portion of a grant of restricted stock units granted on May 15, 2021, the remainder of which vests on May 15, 2025.
Footnote F2
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The amount listed represents the unvested portion of a grant of restricted stock units granted on May 15, 2022, the remainder of which vest in equal annual installments on May 15, 2025 and 2026.
Footnote F3
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The amount listed represents the unvested portion of a grant of restricted stock units granted on May 15, 2023, the remainder of which vests on May 15, 2025, 2026 and 2027.
Footnote F4
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in full on September 1, 2025.
Footnote F5
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in equal annual installments on May 15, 2025, 2026, 2027 and 2028.
Footnote F6
The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 15, 2025.
Footnote F7
The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 15, 2025.
Footnote F8
The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 15, 2026.
Footnote F9
The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 15, 2026.
Footnote F10
The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 15, 2027.
Footnote F11
The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 15, 2027.
SEC remarks
Ex 24- Power of Attorney