Holt Michael's Form 4 filing
Morningstar, Inc. (MORN) · filed May 19, 2026
- Accession no.
- 0002050530-26-000006
- Filed
- May 19, 2026
- Trade date
- May 15, 2026
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 3 non-derivative transactions and 2 derivative transactions. Open-market sales total $44.8K. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Holt MichaelCIK 0002050530 | Officer (Chief Financial Officer) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| May 15, 2026 | Common Stock (Restricted Stock Units) | AGrant or awardAcquired | +2,860 | $0.00 | $0 | 12,352.95 | Direct | |
| May 15, 2026 | Common Stock | MOption exerciseAcquired | +243 | $0.00 | $0 | 12,595.95 | Direct | |
| May 15, 2026 | Common Stock | SSaleDisposed | −270 | $166.05 | −$44,833.5 | 12,325.95 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F3
Represents common stock earned from the vesting of market stock unit granted on May 15, 2023.
Referenced by the price of 1 transaction in Table II.
- F4
The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2029.
Referenced by the price of 1 transaction in Table II.