Updated Jul 16, 2026
Holt Michael has filed 1 SEC Form 4 filing across 1 company in the last 90 days — active on both sides. Lifetime open-market purchases: $187K. Lifetime open-market sales: $154K.
Michael Holt is the Chief Financial Officer at Morningstar, Inc., a leading provider of independent investment research. He has been involved in various financial roles within the company, contributing to its operations in data and research for financial advisers and investors.
| Role | Chief Financial Officer |
|---|---|
| Notability | 30/100 |
| Date | Ticker | Company | Code | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-19 | MORN | Morningstar, Inc. | S — Open-market sale | 270 | $166.05 | $45K |
| 2026-05-19 | MORN | Morningstar, Inc. | M — Option exercise | 243 | $0.00 | |
| 2026-05-19 | MORN | Morningstar, Inc. | A — Grant or award | 2.9K | $0.00 | |
| 2026-03-04 | MORN | Morningstar, Inc. | P — Open-market purchase | 1.0K | $186.59 | $187K |
| 2026-03-03 | MORN | Morningstar, Inc. | A — Grant or award | 684 | $0.00 | |
| 2025-09-01 | MORN | Morningstar, Inc. | F — Tax withholding / forfeiture | 49 | $262.42 | $13K |
| 2025-05-15 | MORN | Morningstar, Inc. | F — Tax withholding / forfeiture | 507 | $306.41 | $155K |
| 2025-05-15 | MORN | Morningstar, Inc. | M — Option exercise | 586 | $0.00 | |
| 2025-05-15 | MORN | Morningstar, Inc. | A — Grant or award | 897 | $0.00 | |
| 2025-05-12 | MORN | Morningstar, Inc. | S — Open-market sale | 353 | $309.01 | $109K |
Michael Holt is the Chief Financial Officer at Morningstar, Inc., a leading provider of independent investment research. He has been involved in various financial roles within the company, contributing to its operations in data and research for financial advisers and investors.…
1 primary Form 4 filings in the last 90 days, covering 1 company.
Recorded transactions: 1 open-market purchases ($187K) and 2 open-market sales ($154K) across all tracked filings.
All Form 4 filings, transaction values, and 10b5-1 plan flags are listed on this page and updated in real time as new SEC EDGAR filings are processed.
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