Transaction · 0002050530-26-000008

Holt Michael

Holt Michael, CFO, reported a transaction classified as withholding at Morningstar, Inc. involving 54.000000 shares for an estimated $11822.76. Reported holdings after the transaction were 12271.949000 shares. A 10b5-1 reference was not detected in the stored filing text.

withholdingSEC transaction code FCFO
MORNMorningstar, Inc.
Filing timeSep 02
Trade dateSep 01, 2026
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
$209.80
Pre-filing
1mo ago -8.2%1w ago +2.6%1d ago +4.4%
Returns since
7d +0.0%30d +0.0%90d +0.0%180d +0.0%1y +0.0%

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 2026-09-02Filed 2 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
withholding
Code F
Identifier
0002050530-26-000008
Common Stock
Transaction date
Sep 01, 2026
Filed Sep 02, 2026, 09:35 PM · 1d delay
Shares
54 sh
$21.8k per share
Estimated value
-$1.18M
Computed from shares × price
Holdings after
12.2k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Direct Ownership
-12score
Filing-only score

-12

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

    Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025.

Original filing · 0002050530-26-000008
Related transactions

0 other filings

Same reporting owner
Recent company activity

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MORN