Trade Summary

1 week ago, Holt Michael, serving as CFO at Morningstar, Inc. (MORN), sold 270 shares at $166.05 per share, for a total transaction value of $44,834.00. Following this transaction, Holt Michael now holds 24,679 shares of MORN.

This sale represents a 1.00% decrease in Holt Michael's stake in the company. This is considered a medium-conviction trade.

The trade was executed on Friday, May 15, 2026 and publicly disclosed via SEC Form 4 filing on Tuesday, May 19, 2026 at 7:39 PM ET, 4 days after the trade was made.

Morningstar, Inc. operates in the FINANCIAL SERVICES sector, specifically within the FINANCIAL DATA & STOCK EXCHANGES industry. Insider selling activity in this sector can provide valuable signals about industry trends and company-specific developments.