Insider · CIK 0002050530
Michael Holt
Files at MORN (Morningstar, Inc.). First filing May 13, 2025, latest May 19, 2026.
In brief
Michael Holt files SEC Form 4 as CFO at MORN (Morningstar, Inc.). Since May 13, 2025, Michael Holt has reported 1 open-market buy worth $187k and 2 open-market sells worth $154k, the latest filed on May 19, 2026.
A track record needs three past buys with six months of prices behind them; Michael Holt has 1, so none is measured yet.
The newest scored trade: sold $45k of MORN on May 15, 2026, filed May 19, 2026, scored 28 (weak). In the last 12 months: 1 buy worth $187k and 1 sell worth $45k.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
MORN: Morningstar, Inc.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 28Weak | Morningstar, Inc. | $45k 270 shares | -2% | +11% from low-45% from high | |
| 45Moderate | MORNbuy Morningstar, Inc. | $187k 1,000 shares | +12% | +21% from low-40% from high | |
| 47Moderate | Morningstar, Inc. | $109k 353 shares | -7% | +21% from low-14% from high |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| May 12, 2025 | MORN Morningstar, Inc. | 353 0.00% of outstanding | $109k | May 12, 2025 | none |
Transactions
Every row this insider has filed, 20 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | MORN Morningstar, Inc. | FTax withholding Common Stock | -54 | $218.94 | $12k | 12,272 | 41 d ago |
| May 15, 2026 | MORN Morningstar, Inc. | AGrant or award Common Stock (Restricted Stock Units) | +2,860 | $0.00 | $0 | 12,353 | May 19, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | MOption exercise Common Stock | +243 | $0.00 | $0 | 12,596 | May 19, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock | -270 | $166.05 | $45k | 12,326 | May 19, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | MOption exercise Market Stock Unitsderivative | -243 | - | - | 0 | May 19, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | AGrant or award Market Stock Unitsderivative | +4,290 | - | - | 4,290 | May 19, 2026 |
| Mar 4, 2026 | MORN Morningstar, Inc. | POpen-market purchase Common Stock | +1,000 | $186.59 | $187k | 9,480 | Mar 4, 2026 |
| Mar 1, 2026 | MORN Morningstar, Inc. | AGrant or award Common Stock (Restricted Stock Units) | +684 | $0.00 | $0 | 8,480 | Mar 3, 2026 |
| Nov 15, 2025 | MORN Morningstar, Inc. | MOption exercise Common Stock | +163 | $0.00 | $0 | 5,665 | Nov 18, 2025 |
| Nov 15, 2025 | MORN Morningstar, Inc. | FTax withholding Common Stock | -73 | $211.95 | $15k | 5,592 | Nov 18, 2025 |
| Nov 15, 2025 | MORN Morningstar, Inc. | MOption exercise Market Stock Unitsderivative | -163 | - | - | 0 | Nov 18, 2025 |
| Nov 15, 2025 | MORN Morningstar, Inc. | AGrant or award Market Stock Unitsderivative | +1,946 | $0.00 | $0 | 1,946 | Nov 18, 2025 |
| Sep 1, 2025 | MORN Morningstar, Inc. | FTax withholding Common Stock | -49 | $262.42 | $13k | 5,502 | Sep 2, 2025 |
| May 15, 2025 | MORN Morningstar, Inc. | AGrant or award Common Stock (Restricted Stock Units) | +897 | $0.00 | $0 | 5,472 | May 19, 2025 |
| May 16, 2025 | MORN Morningstar, Inc. | MOption exercise Common Stock | +586 | $0.00 | $0 | 6,058 | May 19, 2025 |
| May 16, 2025 | MORN Morningstar, Inc. | FTax withholding Common Stock | -507 | $306.41 | $155k | 5,551 | May 19, 2025 |
| May 16, 2025 | MORN Morningstar, Inc. | MOption exercise Market Stock Unitsderivative | -586 | - | - | 0 | May 19, 2025 |
| May 15, 2025 | MORN Morningstar, Inc. | AGrant or award Market Stock Unitsderivative | +1,346 | $0.00 | $0 | 1,346 | May 19, 2025 |
| May 12, 2025 | MORN Morningstar, Inc. | SOpen-market sale Common Stock | -353 | $309.01 | $109k | 4,575 | May 13, 2025 |
| Mar 1, 2025 | MORN Morningstar, Inc. | AGrant or award Common Stock (Restricted Stock Units) | +184 | $0.00 | $0 | 4,928 | Mar 4, 2025 |
Questions about Michael Holt
Answered from the filings on this page, as of the latest one.
Is Michael Holt buying or selling?
In the last 12 months Michael Holt reported 1 open-market buy worth $187k and 1 open-market sell worth $45k on SEC Form 4; the latest was sold $45k of MORN on May 15, 2026. Grants, option exercises and tax withholding are not counted.
How did Michael Holt's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Michael Holt has 1.
Where does Michael Holt file Form 4?
Michael Holt has filed Form 4 at MORN (Morningstar, Inc.) as Chief Financial Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.