Michael Holt sold $45k of MORN
Chief Financial Officer at Morningstar, Inc.. 270 shares at an average of $166.05, traded May 15, 2026, filed May 19, 2026.
Score components
- +22RoleCFO
- +6Trade size$45k at market
- 0Share of holdings soldSold 2.1% of holdings
- +15Cluster3 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0002050530-26-000006, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 15, 2026 | AGrant or award Common Stock (Restricted Stock Units) | +2,860 | $0.00 | $0 | 12,353 | May 19, 2026 |
| May 15, 2026 | MOption exercise Common Stock | +243 | $0.00 | $0 | 12,596 | May 19, 2026 |
| May 15, 2026 | SOpen-market sale Common Stock | -270 | $166.05 | $45k | 12,326 | May 19, 2026 |
| May 15, 2026 | MOption exercise Market Stock Unitsderivative | -243 | - | - | 0 | May 19, 2026 |
| May 15, 2026 | AGrant or award Market Stock Unitsderivative | +4,290 | - | - | 4,290 | May 19, 2026 |
Related signals
Other insiders at Morningstar, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 25Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $1.2M 5,659 shares | -0% | |
| 25Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $2.4M 11,345 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $4.6M 21,750 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $2.9M 14,500 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $3.1M 15,474 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $1.9M 9,522 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $4.3M 21,750 shares | -0% | |
| 35Weak | Morningstar, Inc. | William M Lyons director | $199k 1,000 shares | -7% | |
| 41Moderate | Morningstar, Inc. | William M Lyons director | $125k 700 shares | -5% | |
| 40Moderate | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $1.7M 9,520 shares | -0% |
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.