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MORN Disposition Disclosure
Holt Michael · SEC Form 4 · Filed Sep 2, 2026
Disposition
Calculated transaction value
$11.82K
Holt Michael Chief Financial Officer
MORN
Morningstar
MORN
Transaction date
Sep 1, 2026
Public filing date
Sep 2, 2026
Filing lag
Filed 1 day later
MORN daily price context
Close on/before transaction
$209.86
Sep 1, 2026
First close after public filing
$215.76
Sep 3, 2026
30-day return after filing
-14.93%
Through Oct 2, 2026
Source details
- Reported owner
- Not disclosed
- Source asset code
- Security
- Security
- Common Stock
- Quantity / price
- 54 shares @ $218.94
- SEC ownership
- Direct
- Transaction code
- F
- Form
- 4
- Filing identifier
- 0002050530-26-000008
Filing cohort
Transactions in this filing
Showing 1 of 1
Trades
1
Issuers
1
Estimated value
$11.82K
Buys / sales
0 / 0
| Issuer | Transaction | Traded | Value |
|---|---|---|---|
| Morningstar, Inc. MORN Current | Disposition | Sep 1, 2026 | $11.82K |