Michael Holt
CIK: 0002050530
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
Morningstar, Inc.
Discretionary Trading P&L
Holdings
Transaction History (15 total)
- Sep 1, 2026MORN
Morningstar, Inc.
Tax Payment(F)Direct54 shares at avg. $218.94$12K - May 15, 2026MORN
Morningstar, Inc.
Exercise(M)Direct243 shares- - May 15, 2026MORN
Morningstar, Inc.
Award(A)Direct2.9K shares- - May 15, 2026MORN
Morningstar, Inc.
Sale(S)Direct270 shares at avg. $166.05$45K - Mar 4, 2026MORN
Morningstar, Inc.
Purchase(P)Direct1K shares at avg. $186.59$187K - Mar 1, 2026MORN
Morningstar, Inc.
Award(A)Direct684 shares- - Nov 15, 2025MORN
Morningstar, Inc.
Award(A)DirectMarket Stock Units
1.9K shares- - Nov 15, 2025MORN
Morningstar, Inc.
Tax Payment(F)Direct73 shares at avg. $211.95$15K - Nov 15, 2025MORN
Morningstar, Inc.
Exercise(M)Direct163 shares- - Sep 1, 2025MORN
Morningstar, Inc.
Tax Payment(F)Direct49 shares at avg. $262.42$13K - May 16, 2025MORN
Morningstar, Inc.
Tax Payment(F)Direct507 shares at avg. $306.41$155K - May 16, 2025MORN
Morningstar, Inc.
Exercise(M)Direct586 shares- - May 15, 2025MORN
Morningstar, Inc.
Award(A)Direct897 shares- - May 12, 2025MORN
Morningstar, Inc.
Sale(S)Direct353 shares at avg. $309.01$109K - Mar 1, 2025MORN
Morningstar, Inc.
Award(A)Direct184 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 1, 2026 | MORN Morningstar, Inc. | Tax Payment(F) | 54 | $218.94 | $11,823 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Exercise(M) | 243 | - | $0 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Award(A) | 2,860 | - | $0 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Sale(S) | 270 | $166.05 | $44,834 | Direct |
| Mar 4, 2026 | MORN Morningstar, Inc. | Purchase(P) | 1,000 | $186.59 | $186,590 | Direct |
| Mar 1, 2026 | MORN Morningstar, Inc. | Award(A) | 684 | - | $0 | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Award(A) Market Stock Units | 1,946 | - | - | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Tax Payment(F) | 73 | $211.95 | $15,472 | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Exercise(M) | 163 | - | - | Direct |
| Sep 1, 2025 | MORN Morningstar, Inc. | Tax Payment(F) | 49 | $262.42 | $12,859 | Direct |
| May 16, 2025 | MORN Morningstar, Inc. | Tax Payment(F) | 507 | $306.41 | $155,350 | Direct |
| May 16, 2025 | MORN Morningstar, Inc. | Exercise(M) | 586 | - | - | Direct |
| May 15, 2025 | MORN Morningstar, Inc. | Award(A) | 897 | - | - | Direct |
| May 12, 2025 | MORN Morningstar, Inc. | Sale(S) | 353 | $309.01 | $109,081 | Direct |
| Mar 1, 2025 | MORN Morningstar, Inc. | Award(A) | 184 | - | - | Direct |
1-15 of 15 transactions
About Holt Michael
Holt Michael (SEC CIK 0002050530) files insider reports with the SEC as Chief Financial Officer of Morningstar, Inc. (MORN).
Signal8 holds 10 ownership filings by Holt Michael (1 Form 3, 9 Form 4), filed between Jan 10, 2025 and Sep 2, 2026. Those filings report 15 transactions, from Mar 1, 2025 to Sep 1, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on Holt Michael's filings is in CHICAGO, IL.
Recent filings by Holt Michael
- Sep 1, 2026: Tax withholding of MORN shares (Form 4, code F).
- May 15, 2026: Option exercise of MORN shares (Form 4, code M).
- May 15, 2026: Grant or award of MORN shares (Form 4, code A).
- May 15, 2026: Open-market sale of MORN shares (Form 4, code S).
- Mar 4, 2026: Open-market purchase of MORN shares (Form 4, code P).
Other insiders filing for Morningstar, Inc. (MORN)
- Mansueto Daniel, 10% Owner
- Wiersema Conan, CAO & PAO
- Mansueto Joseph D, Executive Chairman
- Lyons William M, Director
- BRAMMAN ANNE L, Director
- TSAY CAROLINE J, Director