Michael Holt Morningstar, Inc. (MORN) insider trading activity

Michael Holt is Chief Financial Officer of Morningstar, Inc.. Currently has a direct ownership of 5,592 shares of MORN, which is worth approximately $1.19 Million. The most recent transaction as insider was on Nov 15, 2025, when has been sold 73 shares (Common Stock) at a price of $211.95 per share, resulting in proceeds of $15,472. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 5.59K

1.64% 3M change

n/a 12M change

Total Value Held $1.19 Million

Michael Holt Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Nov 15 2025	SELL Payment of exercise price or tax liability	$15,472 $211.95 p/Share	73 Reduced 1.29%	5,592 Common Stock
Nov 15 2025	BUY Exercise of conversion of derivative security	-	163 Added 2.8%	5,665 Common Stock
Sep 01 2025	SELL Payment of exercise price or tax liability	$12,858 $262.42 p/Share	49 Reduced 0.88%	5,502 Common Stock
May 16 2025	SELL Payment of exercise price or tax liability	$155,349 $306.41 p/Share	507 Reduced 8.37%	5,551 Common Stock
May 16 2025	BUY Exercise of conversion of derivative security	-	586 Added 8.82%	6,058 Common Stock
May 15 2025	BUY Grant, award, or other acquisition	-	897 Added 14.08%	5,472 Common Stock (Restrict...
May 12 2025	SELL Open market or private sale	$109,080 $309.01 p/Share	353 Reduced 7.16%	4,575 Common Stock

Mar 01 2025	BUY Grant, award, or other acquisition	-	184 Added 3.6%	4,928 Common Stock (Restrict...

Michael Holt

Chief Financial Officer

Chicago, IL

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