Michael Holt is Chief Financial Officer of Morningstar, Inc.. Currently has a direct ownership of 5,551 shares of MORN, which is worth approximately $1.67 Million. The most recent transaction as insider was on May 16, 2025, when has been sold 507 shares (Common Stock) at a price of $306.41 per share, resulting in proceeds of $155,349. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 5.55K
12.64% 3M change
n/a 12M change
Total Value Held $1.67 Million

Michael Holt Transaction History

Date Transaction Value Shares Traded Shares Held Form
May 16 2025
SELL
Payment of exercise price or tax liability
$155,349 $306.41 p/Share
507 Reduced 8.37%
5,551 Common Stock
May 16 2025
BUY
Exercise of conversion of derivative security
-
586 Added 8.82%
6,058 Common Stock
May 15 2025
BUY
Grant, award, or other acquisition
-
897 Added 14.08%
5,472 Common Stock (Restrict...
May 12 2025
SELL
Open market or private sale
$109,080 $309.01 p/Share
353 Reduced 7.16%
4,575 Common Stock
Mar 01 2025
BUY
Grant, award, or other acquisition
-
184 Added 3.6%
4,928 Common Stock (Restrict...
MH

Michael Holt

Chief Financial Officer
Chicago, IL

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