Trade Summary

2 months ago, Holt Michael, serving as CFO at Morningstar, Inc. (MORN), purchased 1,000 shares at $186.59 per share, for a total transaction value of $186,590.00. Following this transaction, Holt Michael now holds 9,480 shares of MORN.

This purchase represents a 12.00% increase in Holt Michael's stake in the company. This is considered a high-conviction trade given the significant change in ownership.

The trade was executed on Wednesday, March 4, 2026 and publicly disclosed via SEC Form 4 filing on Wednesday, March 4, 2026, meaning the disclosure happened on the same day as the trade.

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