Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Chief Financial Officer | September 01, 2026 | September 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Morningstar, Inc.
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,271.949 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 54 · Balance 12,271.949 F1: Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 21:35 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 54 | $218.94 | $11,822.76 |
DisclosureSEC source: 0002050530-26-000008 · wk-form4_1788384900.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,271.949 F1 · shares: Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 4,290 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · derivative · entry 5 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,290 Underlying: Common Stock · 4,290 shares Expires 2029-05-14 F4 · derivative.exercise_price: 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. F4 · price: 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. F4 · derivative.exercise_date: 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. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · derivative · entry 4 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 243 shares Expires 2026-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Represents common stock earned from the vesting of market stock unit granted on May 15, 2023. F3 · price: Represents common stock earned from the vesting of market stock unit granted on May 15, 2023. F3 · derivative.exercise_date: Represents common stock earned from the vesting of market stock unit granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 270 | $166.05 | $44,833.50 |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · nonDerivative · entry 3 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,325.949 Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · nonDerivative · entry 2 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,595.949 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · balance_after: Represents common stock earned from the vesting of market stock unit granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 2,860 | $0.00 | $0.00 |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,352.949 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2027. F2 · balance_after: Amount includes 12.949 shares that were inadvertently excluded from the reported amount of securities beneficially owned in prior Form 4 filings due to an administrative error. Read SEC document |
| March 04, 2026 Filed Mar 4, 2026 21:54 UTC | Morningstar, Inc. MORN · Entity 915 | PurchaseCommon Stock | 1,000 | $186.59 | $186,590.00 |
DisclosureSEC source: 0002050530-26-000004 · wk-form4_1772661267.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,480 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:39 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0002050530-26-000002 · wk-form4_1772581152.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,480 F1 · shares: 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, 2027, pursuant to the terms of the award agreement. F2 · balance_after: Amount includes 2204 securities that were included in the reporting person's initial statement of beneficial ownership on Form 3 filed on January 10, 2025, but were inadvertently omitted from the reported amount of securities beneficially owned in subsequent Form 4 filings. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:06 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,946 | $0.00 | $0.00 |
DisclosureSEC source: 0002050530-25-000007 · wk-form4_1763507192.xml · derivative · entry 4 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,946 Underlying: Common Stock · 1,946 shares Expires 2028-11-14 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:06 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002050530-25-000007 · wk-form4_1763507192.xml · derivative · entry 3 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 163 shares Expires 2025-11-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:06 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 73 | $211.95 | $15,472.35 |
DisclosureSEC source: 0002050530-25-000007 · wk-form4_1763507192.xml · nonDerivative · entry 2 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,592 Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:06 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0002050530-25-000007 · wk-form4_1763507192.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,665 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. Read SEC document |
| September 01, 2025 Filed Sep 2, 2025 20:58 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 49 | $262.42 | $12,858.58 |
DisclosureSEC source: 0002050530-25-000005 · wk-form4_1756846680.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,502 F1 · shares: Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2024. Read SEC document |
| May 16, 2025 Filed May 20, 2025 00:40 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 586 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-25-000104 · wk-form4_1747701596.xml · derivative · entry 4 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 586 shares Expires 2025-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. Read SEC document |
| May 16, 2025 Filed May 20, 2025 00:40 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 507 | $306.41 | $155,349.87 |
DisclosureSEC source: 0001289419-25-000104 · wk-form4_1747701596.xml · nonDerivative · entry 3 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,551 Read SEC document |
| May 16, 2025 Filed May 20, 2025 00:40 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 586 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000104 · wk-form4_1747701596.xml · nonDerivative · entry 2 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,058 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:40 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000104 · wk-form4_1747701596.xml · derivative · entry 5 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,346 Underlying: Common Stock · 1,346 shares Expires 2028-05-14 F3 · derivative.exercise_price: 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, 2028. F3 · derivative.exercise_date: 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, 2028. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:40 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 897 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000104 · wk-form4_1747701596.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,472 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2026. Read SEC document |
| May 12, 2025 Filed May 13, 2025 21:09 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 353 | $309.01 | $109,080.53 |
DisclosureSEC source: 0001289419-25-000086 · wk-form4_1747170554.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,575 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:01 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 184 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000047 · wk-form4_1741125698.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,928 F1 · security: 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.