Skip to content
★ Sign in to follow
MH

Michael Holt

CFO
Morningstar, Inc.
Insider activity · 24 months1 buy1 saleCumulative net flow
Total declarations
10
Company
1
▲ Purchases (1 ops.)
€161k
▼ Sales (1 ops.)
€98k

Latest filing published 04 Mar 2026 for Morningstar, Inc., €161k.

Filing timeline

BuySale
Michael Holt

Insider track record

Disclosed buys
1
Disclosed sells
1
Signal history

Closed purchases

Market purchases
1

Not enough history yet: 1 closed purchase, at least 2 are needed.

Purchases by company

Since each purchase

  • Filed 04 Mar 2026 · 250 days ago · €161k
    +17.6%
    Entry US$189.86 · Close 22 Oct 2026 US$223.33

Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.

Michael Holt: trading record in brief

All filings by Michael Holt on record concern Morningstar, Inc. Between 1 March 2025 and 4 March 2026, the trades on record add up to 10 filings.

In open-market terms, that means 1 purchase worth €161k on one side and 1 sale worth €98k on the other. Taken together, the purchases exceed the sales by €62k. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. Besides market trades, the filings include 6 share grants and 2 option exercises. 2026 to date brings 1 purchase and no sales.

The newest entry dates from 4 March 2026: an open-market purchase of €161k, in Morningstar, Inc. Typically, a trade is published a median of 3 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.

Companies and markets linked to Michael Holt

Open company profiles for insider transactions, fundamentals and analyst consensus when available.

Declarations10 total
  • ▲
    Chief Financial OfficerExecutivesMorningstar, Inc.
    186,590 USD25SEC
    1,000 shares@ US$186.5959.5% of flowCommon StockSEC:0002050530-26-000004:0
    Canonical exit: 2 Jun 2026 (T+90)
  • ◆
    Chief Financial OfficerExecutivesMorningstar, Inc.
    0SEC
    684 shares0Common Stock (Restricted Stock Units)SEC:0002050530-26-000002:0
  • ◆
    Chief Financial OfficerExecutivesMorningstar, Inc.
    15,472 USD19SEC
    73 shares@ US$211.953.2% of flowCommon StockSEC:0002050530-25-000007:1
  • ◇
    Chief Financial OfficerExecutivesMorningstar, Inc.
    0SEC
    163 shares0Common StockSEC:0002050530-25-000007:0
  • ◆
    Chief Financial OfficerExecutivesMorningstar, Inc.
    12,859 USD19SEC
    49 shares@ US$262.424.1% of flowCommon StockSEC:0002050530-25-000005:0
  • ◇
    Chief Financial OfficerExecutivesMorningstar, Inc.
    0SEC
    586 shares0Common StockSEC:0001289419-25-000104:1
  • ◆
    Chief Financial OfficerExecutivesMorningstar, Inc.
    155,350 USD22SEC
    507 shares@ US$306.4132.9% of flowCommon StockSEC:0001289419-25-000104:2
  • ◆
    Chief Financial OfficerExecutivesMorningstar, Inc.
    0SEC
    897 shares0Common Stock (Restricted Stock Units)SEC:0001289419-25-000104:0
  • ▼
    Chief Financial OfficerExecutivesMorningstar, Inc.
    109,081 USD35SEC
    353 shares@ US$309.0136.4% of flowCommon StockSEC:0001289419-25-000086:0
  • ◆
    Chief Financial OfficerExecutivesMorningstar, Inc.
    0SEC
    184 shares0Common Stock (Restricted Stock Units)SEC:0001289419-25-000047:0

10 of 10 declarations