| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Financial Officer
1 company
Michael Holt is Chief Financial Officer at MORN. Michael Holt's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $2.9M at current prices.
Historically, Michael Holt's trades have earned a middling insider score of 62/100 across 3 rated trades. Over a 12-month horizon, the one trade was profitable, with an average 12-month return of +43.2%.
Net of sales, the MORN filings show accumulation of 377 shares.
Michael Holt has 9 Form 4 filings on record from March 2025 to September 2026, all as Chief Financial Officer at Morningstar (MORN), 2025–2026.
The 17 reported transactions were 4 tax withholdings, 4 stock awards, 3 option exercises and 3 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $187K and 2 sales worth about $154K.
The only open-market purchase was 1,000 shares of MORN at an average $186.59 on March 4, 2026, about $187K.
The largest open-market sale was 353 shares of MORN at an average $309.01 on May 12, 2025, about $109K. Twelve months later MORN was down 43%.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| May 15, 2026 | MORN Morningstar, Inc. | Chief Financial Officer | Sale+OE | 270 | $166.05 | $44,833.50 | -2.1% | +21.7% | - | |
| Mar 4, 2026 | MORN Morningstar, Inc. | Chief Financial Officer | Buy | 1,000 | $186.59 | $186,590.00 | +11.8% | -0.8% | - | |
| May 12, 2025 | MORN Morningstar, Inc. | Chief Financial Officer | Sell | 353 | $309.01 | $109,080.53 | -7.2% | -17.5% | -43.2% |