Transaction · 0001289419-25-000047

Holt Michael

Holt Michael, CFO, reported a transaction classified as grant at Morningstar, Inc. involving 184.000000 shares for an estimated $0.00. Reported holdings after the transaction were 4928.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

grantSEC transaction code ACFO
MORNMorningstar, Inc.
Filing timeMar 04
Trade dateMar 01, 2025
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
—
Pre-filing
1mo ago1w ago1d ago
Returns since
7d30d90d180d1y

MORN price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
MORN since 2025-03-04Filed 549 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
grant
Code A
Identifier
0001289419-25-000047
Common Stock (Restricted Stock Units)
Transaction date
Mar 01, 2025
Filed Mar 04, 2025, 10:01 PM · 3d delay
Shares
184 sh
$0 per share
Estimated value
$0
Computed from shares × price
Holdings after
4.92k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Direct Ownership
-16score
Filing-only score

-16

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

Chief Financial Officer

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. 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.

Original filing · 0001289419-25-000047
Related transactions

0 other filings

Same reporting owner
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MORN