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Public disclosures only. Scores flag unusual patterns and are not evidence of wrongdoing. Not investment advice.

Robinhood Chain…
OverviewFollow the MoneyDaily BriefLiveCongressDirectoryCorporate InsidersPlanned Sales & StakesGovernment MoneyPolitical InfluenceInstitutionsWashington NetworkFollow the PowerDisclosure ClockAI InvestigatorWatchlistConvergenceINSIDER AlphaSignal ledgerHistorical ReplayRobinhood ChainProofTradingTokenProAccountMethodology
OverviewFollow the MoneyDaily BriefLiveCongressDirectoryCorporate InsidersPlanned Sales & StakesGovernment MoneyPolitical InfluenceInstitutionsWashington NetworkFollow the PowerDisclosure ClockAI InvestigatorWatchlist
ConvergenceINSIDER AlphaSignal ledgerHistorical ReplayRobinhood ChainProofTradingTokenProAccountMethodology
OverviewFollow the MoneyDaily BriefLiveCongressDirectoryCorporate InsidersPlanned Sales & StakesGovernment MoneyPolitical InfluenceInstitutionsWashington NetworkFollow the PowerDisclosure ClockAI InvestigatorWatchlistConvergenceINSIDER AlphaSignal ledgerHistorical ReplayRobinhood ChainProofTradingTokenProAccountMethodology
Data sources
SEC FORM 42h ago
HOUSE PTR2h ago
SEC 13F2h ago
ROBINHOOD CHAIN2h ago
SEC FORM 4/Option exerciseVerified data
HM

Holt Michael reported MORN

Chief Financial Officer · Morningstar, Inc. · Morningstar, Inc. — Market Stock Units

Side
M
Value
—
Shares
163
Price
—
Executed
Nov 15, 2025
Disclosed
Nov 18, 2025
Disclosure timeline3 days from execution to publication · legal deadline 2 business days
Nov 15 executedNov 18, 2025 disclosed

MORN · daily

Yahoo Finance chart API
▲Execution▼Disclosure●Material company filing●Other disclosed buy●Other disclosed sellUnofficial public endpoint; daily OHLCV, split-adjusted. Replace with a licensed feed for production.

Insider Score

Experimental signal
9/ 100 · ROUTINE
Methodology →
  • Transaction type0 / 20

    Option exercise — administrative, little informational value

  • Relative size+1 / 25

    No reported dollar value · new position

  • Filing timing0 / 15

    Disclosed 2 business days after execution (deadline: 2)

  • Historical behavior+8 / 15

    First recorded trade by this actor in this security

  • Frequency & clustering0 / 15

    No clustered activity in the dataset

  • Market events0 / 10

    No material company filing within 60 days after the trade

  • The Insider Score measures how far a disclosure deviates from normal filing patterns. A high score is a prompt for research, not evidence of illegal insider trading.

    Other disclosed activity · MORN

    ScoreActorSecuritySideValueExecutedDisclosedLagSourceEvidence
    5
    MD
    Mansueto Joseph DDirector, Executive Chairman, 10% Owner
    MORNMorningstar, Inc.
    Open-market sale · 10b5-1 plan
    SELL$24K
    96 sh
    Nov 5, 2026Nov 6, 2026
    traded Nov 5, 2026
    +1dSEC FORM 4

    Evidence

    5
    MD
    Mansueto Joseph DDirector, Executive Chairman, 10% Owner
    MORNMorningstar, Inc.
    Open-market sale · 10b5-1 plan
    SELL$19K
    78 sh
    Nov 5, 2026Nov 6, 2026
    traded Nov 5, 2026
    +1dSEC FORM 4

    Evidence

    11
    MD
    Mansueto Joseph DDirector, Executive Chairman, 10% Owner
    MORNMorningstar, Inc.
    Open-market sale · 10b5-1 plan
    SELL$467K
    1,896 sh
    Nov 5, 2026Nov 6, 2026
    traded Nov 5, 2026
    +1dSEC FORM 4

    Evidence

    11
    MD
    Mansueto Joseph DDirector, Executive Chairman, 10% Owner
    MORNMorningstar, Inc.
    Open-market sale · 10b5-1 plan
    SELL$724K
    2,932 sh
    Nov 5, 2026Nov 6, 2026
    traded Nov 5, 2026
    +1dSEC FORM 4

    Evidence

    11
    MD
    Mansueto Joseph DDirector, Executive Chairman, 10% Owner
    MORNMorningstar, Inc.
    Open-market sale · 10b5-1 plan
    SELL$557K
    2,248 sh
    Nov 5, 2026Nov 6, 2026
    traded Nov 5, 2026
    +1dSEC FORM 4

    Evidence

    20
    MD
    Mansueto Daniel10% Owner
    MORNMorningstar, Inc.
    Other acquisition or disposition
    J—
    657.8K sh
    Sep 30, 2026Oct 2, 2026
    traded Sep 30, 2026
    +2dSEC FORM 4

    Evidence

    5
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Tax withholding
    F$12K
    54 sh
    Sep 1, 2026Sep 2, 2026
    traded Sep 1, 2026
    +1dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Tax withholding
    F$6,349
    29 sh
    Sep 1, 2026Sep 2, 2026
    traded Sep 1, 2026
    +1dSEC FORM 4

    Evidence

    16
    MD
    Mansueto Daniel10% Owner
    MORNMorningstar, Inc.
    Other acquisition or disposition
    J—
    377.0K sh
    Aug 24, 2026Aug 26, 2026
    traded Aug 24, 2026
    +2dSEC FORM 4

    Evidence

    18
    April McClain DelaneyDDependent child
    MORNMorningstar, Inc.
    Partial sale
    SELL$1,001 – $15KMay 6, 2026Jun 5, 2026
    traded May 6, 2026
    +30dHOUSE PTR

    Evidence

    22
    April McClain DelaneyDDependent child
    MORNMorningstar, Inc.
    Partial sale
    SELL$1,001 – $15KMay 4, 2026Jun 5, 2026
    traded May 4, 2026
    +32dHOUSE PTR

    Evidence

    5
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Option exercise
    M—
    243 sh
    May 15, 2026May 19, 2026
    traded May 15, 2026
    +4dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Option exercise
    M—
    13 sh
    May 15, 2026May 19, 2026
    traded May 15, 2026
    +4dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Grant or award
    A—
    451 sh
    May 15, 2026May 19, 2026
    traded May 15, 2026
    +4dSEC FORM 4

    Evidence

    5
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Grant or award
    A—
    4,290 sh
    May 15, 2026May 19, 2026
    traded May 15, 2026
    +4dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Tax withholding
    F$17K
    105 sh
    May 15, 2026May 19, 2026
    traded May 15, 2026
    +4dSEC FORM 4

    Evidence

    13
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Grant or award
    A—
    2,860 sh
    May 15, 2026May 19, 2026
    traded May 15, 2026
    +4dSEC FORM 4

    Evidence

    33
    HM
    Holt MichaelChief Financial Officer
    MORNMorningstar, Inc.
    Open-market sale
    SELL$45K
    270 sh
    May 15, 2026May 19, 2026
    traded May 15, 2026
    +4dSEC FORM 4

    Evidence

    9
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Grant or award
    A—
    13 sh
    May 15, 2026May 19, 2026
    traded May 15, 2026
    +4dSEC FORM 4

    Evidence

    17
    WC
    Wiersema ConanCAO & PAO
    MORNMorningstar, Inc.
    Grant or award
    A—
    903 sh
    May 15, 2026May 19, 2026
    traded May 15, 2026
    +4dSEC FORM 4

    Evidence

    Evidence

    Verified data

    Read directly from the primary public document; every field below is as reported by the filer.

    Source

    Document
    SEC Form 4
    Publisher
    U.S. Securities and Exchange Commission (EDGAR)
    Document ID
    0002050530-25-000007
    Machine-readable
    Structured copy

    Timestamps

    Event (reported)
    Nov 15, 2025
    Published
    Nov 18, 2025
    Ingested by INSIDER
    Nov 5, 04:32 UTC
    Last re-read
    Nov 5, 04:32 UTC

    Extracted facts

    Filer
    Holt Michael
    Role
    Chief Financial Officer
    Transaction
    Option exerciseAs filed: “M”
    Asset
    Morningstar, Inc. — Market Stock Units
    Ticker
    MORN
    Shares
    163
    Execution date (reported)
    Nov 15, 2025
    Owned after transaction
    0 shares
    Days from execution to publication
    3

    What this establishes

    Holt Michael filed this Form 4 reporting a option exercise of MORN on Nov 15, 2025. It became public on Nov 18, 2025. The filing establishes the reported transaction and the filer's stated role. It does not establish why the trade was made or what the filer knew.

    Extraction

    Method
    Form 4 XML
    Confidence
    1.00
    Chief Financial Officer
    Holt Michaelcik:0002050530
    Issuer
    Morningstar, Inc.cik:0001289419

    Revision history · 0

    No field has changed since this record was first ingested.

    Company events

    No records

    No material filings recorded for this issuer.