Michael Holt - 01 Mar 2025 Form 4 Insider Report for Morningstar, Inc. (MORN)

Reporting relationship: Chief Financial Officer
Issuer ticker: MORN
Reported as of: 01 Mar 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 04 Mar 2025, 17:01:44 UTC
Prior SEC filing: 10 Jan 2025
Next SEC filing: 13 May 2025
Source filing: View source filing
Reporting owner signature: /s/Kathleen Peacock, by power of attorney

Key filing fact

Michael Holt filed Form 4 for Morningstar, Inc. (MORN) on 04 Mar 2025.

Key facts

This page summarizes Michael Holt's Form 4 filing for Morningstar, Inc. (MORN).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 04 Mar 2025, 17:01.

Change

Previous filing in this sequence was filed on 10 Jan 2025.
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

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MORN transaction

Common Stock (Restricted Stock Units)

Award

Transaction value: $0
Shares: +184
Change %: +3.9%
Price: $0.000000
Shares after: 4,928
Date: 01 Mar 2025
Ownership: Direct
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

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, 2026.