SEC Insider Transactions from Holt Michael.

Last updated: 2026-03-14 11:55 UTC | Total transactions: 14

Holt Michael, CFO of Morningstar, Inc. ($MORN), bought shares once on the open market for $187,000, with the latest purchase on March 4, 2026. This ranks 1,651st among nearly 5,000 insiders, below the $1.5 million average over 3.3 transactions. He sold shares once for $109,000, most recently on May 12, 2025, ranking 9,439th out of nearly 12,000 insiders versus the $8.6 million average across 6.4 transactions.

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Transaction Date Company Ticker Insider Name Title Transaction Type Security Shares Price Shares Owned Following Total Shares Outstanding % of Owned % of Outstanding
March 4, 2026 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer P Common Stock 1000 $186.59 9,480.0000 42,200,000 11.79% 0.00%
March 1, 2026 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer A Common Stock (Restricted Stock Units) 684 $0.00 8,480.0000 42,200,000 8.77% 0.00%
Nov. 15, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer M Common Stock 163 $0.00 5,665.0000 42,600,000 2.96% 0.00%
Nov. 15, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer A Market Stock Units 1946 $0.00 1,946.0000 42,600,000 9999.99% 0.00%
Nov. 15, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer M Market Stock Units 163 $0.00 0.0000 42,600,000 100.00% 0.00%
Nov. 15, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer F Common Stock 73 $211.95 5,592.0000 42,600,000 1.29% 0.00%
Sept. 1, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer F Common Stock 49 $262.42 5,502.0000 43,100,000 0.88% 0.00%
May 15, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer A Market Stock Units 1346 $0.00 1,346.0000 43,100,000 9999.99% 0.00%
May 16, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer F Common Stock 507 $306.41 5,551.0000 43,100,000 8.37% 0.00%
May 16, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer M Common Stock 586 $0.00 6,058.0000 43,100,000 10.71% 0.00%
May 15, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer A Common Stock (Restricted Stock Units) 897 $0.00 5,472.0000 43,100,000 19.61% 0.00%
May 16, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer M Market Stock Units 586 $0.00 0.0000 43,100,000 100.00% 0.00%
May 12, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer S Common Stock 353 $309.01 4,575.0000 43,100,000 7.16% 0.00%
March 1, 2025 Morningstar, Inc. $MORN Holt Michael Chief Financial Officer A Common Stock (Restricted Stock Units) 184 $0.00 4,928.0000 43,100,000 3.88% 0.00%