Form 4: Morningstar CFO Reports Stock Transaction
Insider Transaction (Form 4)
Michael Holt, Chief Financial Officer of Morningstar, Inc., reported a transaction in 54 shares of common stock on September 1, 2026.
Summary
- Tax/exercise-price withholding: disposed of 54 Common Stock at $218.94 ($11,823) on September 1, 2026; holds 12,272 after (Direct).
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as routine: the reported changes are grants, option exercises, tax withholding or similar administrative transactions, which carry limited directional signal.
Insider Transactions
Michael Holt — Officer (Chief Financial Officer)
| Date | Transaction | Security | Shares | Price | Value | Held After |
|---|---|---|---|---|---|---|
| 2026-09-01 | Tax/exercise-price withholding | Common Stock | 54 | $219 | $11.8K | 12,271.949 |
Key Dates
| Date | Description |
|---|---|
| 2026-09-01 | Tax/exercise-price withholding (54 shares) |
Keywords
insider transaction, Form 4, MORN, Morningstar, Inc., neutral, Michael Holt
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