Holt Michael
SEC insider (Form 3/4/5 filer). CIK 0002050530. Chief Financial Officer at Morningstar, Inc. (MORN). 15 reported Form 4/5 transactions since Sep 2024; latest on Sep 1, 2026. Located in CHICAGO, IL.
Companies Holt Michael has filed insider reports for
- Morningstar, Inc. (MORN): Officer, Chief Financial Officer
Holt Michael
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 PaymentDirect54 shares at avg. $218.94$12K - May 15, 2026MORN
Morningstar, Inc.
ExerciseDirect243 shares- - May 15, 2026MORN
Morningstar, Inc.
AwardDirect2.9K shares- - May 15, 2026MORN
Morningstar, Inc.
SaleDirect270 shares at avg. $166.05$45K - Mar 4, 2026MORN
Morningstar, Inc.
PurchaseDirect1K shares at avg. $186.59$187K - Mar 1, 2026MORN
Morningstar, Inc.
AwardDirect684 shares- - Nov 15, 2025MORN
Morningstar, Inc.
AwardDirectMarket Stock Units
1.9K shares- - Nov 15, 2025MORN
Morningstar, Inc.
Tax PaymentDirect73 shares at avg. $211.95$15K - Nov 15, 2025MORN
Morningstar, Inc.
ExerciseDirect163 shares- - Sep 1, 2025MORN
Morningstar, Inc.
Tax PaymentDirect49 shares at avg. $262.42$13K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 1, 2026 | MORN Morningstar, Inc. | Tax Payment | 54 | $218.94 | $11,823 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Exercise | 243 | - | $0 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Award | 2,860 | - | $0 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Sale | 270 | $166.05 | $44,834 | Direct |
| Mar 4, 2026 | MORN Morningstar, Inc. | Purchase | 1,000 | $186.59 | $186,590 | Direct |
| Mar 1, 2026 | MORN Morningstar, Inc. | Award | 684 | - | $0 | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Award Market Stock Units | 1,946 | - | - | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Tax Payment | 73 | $211.95 | $15,472 | Direct |
| Nov 15, 2025 | MORN Morningstar, Inc. | Exercise | 163 | - | - | Direct |
| Sep 1, 2025 | MORN Morningstar, Inc. | Tax Payment | 49 | $262.42 | $12,859 | Direct |
1-10 of 15 transactions