Insiders / Holt Michael
Holt Michael
CIK 2050530personinsider
Companies
1
First seen
Mar 3, 2026
Last activity
May 19, 2026
Companies
| Company | Shares held | Latest |
|---|---|---|
| Morningstar, Inc. · MORN | 12,326 | — |
All securities held
3 positions · latest reported per filing
| Company | Security | Shares |
|---|---|---|
| Morningstar, Inc. | Common Stock (Restricted Stock Units) | 12,353 |
| Morningstar, Inc. | Common Stock | 12,326 |
| Morningstar, Inc. | Market Stock UnitsDerivative | 4,290 |
Activity
InsidersInstitutions
This person's insider trades (Form 4), across every company.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Mar 4, 2026 | Buy | MORN Morningstar, Inc. Common Stock | $186.6K | +1K +11.79% | 9,480 0.03% of shares | medium |
| May 15, 2026 | Sell | MORN Morningstar, Inc. Common Stock | $44.8K | -270 -2.14% | 12,326 0.03% of shares | low |
| May 15, 2026 | Exercise | MORN Morningstar, Inc. Common Stock | $0 | +243 +1.97% | 12,596 0.03% of shares | low |
| May 15, 2026 | Grant | MORN Morningstar, Inc. Common Stock (Restricted Stock Units) | $0 | +3K +30.13% | 12,353 0.03% of shares | low |
| Mar 1, 2026 | Grant | MORN Morningstar, Inc. Common Stock (Restricted Stock Units) | $0 | +684 +8.77% | 8,480 0.02% of shares | low |
| May 15, 2026 | Grant | MORN Morningstar, Inc. Market Stock Units | — | +4K | 4,290 0.01% of shares | low |
| May 15, 2026 | Exercise | MORN Morningstar, Inc. Market Stock Units | — | -243 -100.00% | 0 0.00% of shares | low |