SEC Form 4 · accession 0002050530-26-000008
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Michael Holt
Officer — Chief Financial Officer
Period of report
Sep 1, 2026
Accepted (ET)
Sep 2, 2026 · 5:35 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001289419
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Sep 1, 2026 | F | 54 | $218.94 | D | 12,272 | D |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025.