Michael Holt

Insider Reports History

Location
Chicago, IL
Signature
/s/Kathleen Peacock, by power of attorney
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Michael Holt:

Company Role Class Num Shares Value Price $ Report Date Ownership
Morningstar, Inc. Chief Financial Officer Common Stock 9,480 $1,768,873 $186.59 04 Mar 2026 Direct
Morningstar, Inc. Chief Financial Officer Common Stock (Restricted Stock Units) 8,480 $1,717,802 $348.58 01 Mar 2026 Direct
Morningstar, Inc. Chief Financial Officer Market Stock Units 1,946 15 Nov 2025 Direct

Insider Reports Filed by Michael Holt

Symbol Company Period Transactions Value $ Form Type Role Filing Time
MORN Morningstar, Inc. 04 Mar 2026 1 +$186,590 4 Chief Financial Officer 04 Mar 2026, 16:54
MORN Morningstar, Inc. 01 Mar 2026 1 $0 4 Chief Financial Officer 03 Mar 2026, 18:39
MORN Morningstar, Inc. 15 Nov 2025 4 -$15,472 4 Chief Financial Officer 18 Nov 2025, 18:06
MORN Morningstar, Inc. 01 Sep 2025 1 -$12,859 4 Chief Financial Officer 02 Sep 2025, 16:58
MORN Morningstar, Inc. 15 May 2025 5 -$155,350 4 Chief Financial Officer 19 May 2025, 20:40
MORN Morningstar, Inc. 12 May 2025 1 -$109,081 4 Chief Financial Officer 13 May 2025, 17:09
MORN Morningstar, Inc. 01 Mar 2025 1 $0 4 Chief Financial Officer 04 Mar 2025, 17:01
MORN Morningstar, Inc. 01 Jan 2025 0 $0 3 Chief Financial Officer 10 Jan 2025, 17:38