Holt Michael

Chief Financial OfficerMorningstar, Inc. (MORN) · full profile →Form 4 · filed May 19, 2026
Net Selling
Open-Market Buys
$0
Open-Market Sells
$45K
Net Open-Market Flow
-$45K
Transactions
5
3 non-derivative · 2 derivative

Non-Derivative Transactions (Table I)

DateActionSharesPriceValueOwned After
May 15, 2026Grant(A)3K$012K
May 15, 2026Option exercise(M)243$013K
May 15, 2026Sell(S)270$166.05$45K12K

Derivative Transactions (Table II)

DateActionSharesPriceValueOwned After
May 15, 2026Option exercise(M)2430
May 15, 2026Grant(A)4K4K

Transaction Codes

A
Grant / award
M
Option exercise / conversion
S
Open-market sale

Data Source & Provenance

Parsed from a single SEC EDGAR Form 4 filing (accession 0002050530-26-000006) within minutes of acceptance. Every field above traces to the original document. Verify it directly: