Holt Michael
SEC CIK 2050530 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | CFO | 12.3K | $186.6K | $153.9K | 14 | 2025-03-01 | 2026-09-01 |
Most active insiders at MORN, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Mansueto Joseph D | Executive COB, Dir, 10% | — | $75.76M |
| 2 | Lyons William M | Dir | — | $324.3K |
| 3 | Holt Michael | CFO | $186.6K | $44.8K |
| 4 | TSAY CAROLINE J | Dir | — | $131.1K |
| 5 | Mansueto Daniel | 10% | — | — |
| 6 | Wiersema Conan | CAO, PAO | — | — |
| 7 | Sutton Doniel | Dir | — | — |
| 8 | Dunn Daniel Joseph | Chief Revenue Off | — | — |
| 9 | Diamonte Robin | Dir | — | — |
| 10 | BRAMMAN ANNE L | Dir | — | — |
Transactions 14
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-02 17:35 | 2026-09-01 | MORN | Morningstar, Inc. | Holt Michael | CFO | F - Tax | $218.94 | -54 | 12.3K | -0.4% | -$11.8K | |
| D | 2026-05-19 19:39 | 2026-05-15 | MORN | Morningstar, Inc. | Holt Michael | CFO | A - Grant | $0.00 | +2,860 | 12.4K | +30% | $0 |
| D | 2026-05-19 19:39 | 2026-05-15 | MORN | Morningstar, Inc. | Holt Michael | CFO | M - OptEx | $0.00 | +243 | 12.6K | +2% | $0 |
| D | 2026-05-19 19:39 | 2026-05-15 | MORN | Morningstar, Inc. | Holt Michael | CFO | S - Sale+OE | $166.05 | -270 | 12.3K | -2% | -$44.8K |
| 2026-03-04 | 2026-03-04 | MORN | Morningstar, Inc. | Holt Michael | CFO | P - Purchase | $186.59 | +1,000 | 9,480 | +12% | +$186.6K | |
| 2026-03-03 | 2026-03-01 | MORN | Morningstar, Inc. | Holt Michael | CFO | A - Grant | $0.00 | +684 | 8,480 | +9% | $0 | |
| D | 2025-11-18 | 2025-11-15 | MORN | Morningstar, Inc. | Holt Michael | CFO | F - Tax | $211.95 | -73 | 5,592 | -1% | -$15.5K |
| D | 2025-11-18 | 2025-11-15 | MORN | Morningstar, Inc. | Holt Michael | CFO | M - OptEx | $0.00 | +163 | 5,665 | +3% | $0 |
| 2025-09-02 | 2025-09-01 | MORN | Morningstar, Inc. | Holt Michael | CFO | F - Tax | $262.42 | -49 | 5,502 | -0.9% | -$12.9K | |
| D | 2025-05-19 | 2025-05-16 | MORN | Morningstar, Inc. | Holt Michael | CFO | F - Tax | $306.41 | -507 | 5,551 | -8% | -$155.3K |
| D | 2025-05-19 | 2025-05-16 | MORN | Morningstar, Inc. | Holt Michael | CFO | M - OptEx | $0.00 | +586 | 6,058 | +11% | $0 |
| D | 2025-05-19 | 2025-05-15 | MORN | Morningstar, Inc. | Holt Michael | CFO | A - Grant | $0.00 | +897 | 5,472 | +20% | $0 |
| 2025-05-13 | 2025-05-12 | MORN | Morningstar, Inc. | Holt Michael | CFO | S - Sale | $309.01 | -353 | 4,575 | -7% | -$109.1K | |
| 2025-03-04 | 2025-03-01 | MORN | Morningstar, Inc. | Holt Michael | CFO | A - Grant | $0.00 | +184 | 4,928 | +4% | $0 |
Purchase Sale Sale after option exercise All abbreviations