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

Signature
/s/Kathleen Peacock, by power of attorney
Issuer symbol
MORN
Transactions as of
01 Sep 2025
Net transactions value
-$12,859
Form type
4
Filing time
02 Sep 2025, 16:58:03 UTC
Previous filing
19 May 2025
Next filing
18 Nov 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Holt Michael Chief Financial Officer 22 WEST WASHINGTON STREET, CHICAGO /s/Kathleen Peacock, by power of attorney 02 Sep 2025 0002050530

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Tax liability $12,859 -49 -0.88% $262.42 5,502 01 Sep 2025 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2024.