Who
Michael Holt
Chief Financial Officer
Company insider
Files Form 4 as: Chief Financial Officer, Morningstar.
In numbers
- Trades disclosed
- 28
- Buys
- 1
- Sells
- 2
- Bought
- $373K
- Sold
- $199K
- Companies
- 1
- Companies where not an officer
- 0
- First trade
- 1 Mar 2025
- Last trade
- 1 Sep 2026
- Last filed
- 2 Sep 2026
Companies traded
Activity over time
1 May 2025 – 1 Oct 2026
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 1 Sep 2026filed 2 Sep 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code F | $12K54 at $218.94 | filing |
| 1 Sep 2026filed 2 Sep 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code F | $12K54 at $218.94 | filing |
| 15 May 2026filed 19 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —2,860 at $0.00 | filing |
| 15 May 2026filed 19 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code M | —243 at $0.00 | filing |
| 15 May 2026filed 19 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $45K270 at $166.05 | filing |
| 15 May 2026filed 19 May 2026 | MORN Morningstaroption or derivative · Exchanges & fin. data | SEC FORM 4 Code M | —243 | filing |
| 15 May 2026filed 19 May 2026 | MORN Morningstaroption or derivative · Exchanges & fin. data | SEC FORM 4 Code A | —4,290 | filing |
| 15 May 2026filed 19 May 2026 | MORN Morningstaroption or derivative · Exchanges & fin. data | SEC FORM 4 Code M | —243 | filing |
| 15 May 2026filed 19 May 2026 | MORN Morningstaroption or derivative · Exchanges & fin. data | SEC FORM 4 Code A | —4,290 | filing |
| 15 May 2026filed 19 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —2,860 at $0.00 | filing |
| 15 May 2026filed 19 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code M | —243 at $0.00 | filing |
| 15 May 2026filed 19 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $45K270 at $166.05 | filing |
| 4 Mar 2026filed 4 Mar 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Bought | $187K1,000 at $186.59 | filing |
| 4 Mar 2026filed 4 Mar 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Bought | $187K1,000 at $186.59 | filing |
| 1 Mar 2026filed 3 Mar 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —684 at $0.00 | filing |
| 1 Mar 2026filed 3 Mar 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —684 at $0.00 | filing |
| 15 Nov 2025filed 18 Nov 2025 | MORN Morningstaroption or derivative · Exchanges & fin. data | SEC FORM 4 Code M | —163 | filing |
| 15 Nov 2025filed 18 Nov 2025 | MORN Morningstaroption or derivative · Exchanges & fin. data | SEC FORM 4 Code A | —1,946 at $0.00 | filing |
| 15 Nov 2025filed 18 Nov 2025 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code M | —163 at $0.00 | filing |
| 15 Nov 2025filed 18 Nov 2025 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code F | $15K73 at $211.95 | filing |
News
Dynamic Alpha Macro Fund Marks Three-Year Milestone with 5-Star Overall Morningstar Rating™MORN · prnewswire.com · 20 Oct 2026FlexShares Morningstar US Market Factor Tilt Index Fund (BATS:TILT) Stock Short Interest Report for SeptemberMORN · themarketsdaily.com · 17 Oct 2026Verdant Rock Receives A (low) Financial Strength Rating from Morningstar DBRS, Adding a Second International Investment-Grade AssessmentMORN · simcoereformer.ca · 9 Oct 2026
0 headlines in the last 90 days name Michael Holt; 3 articles from the last 14 days about the 1 company they traded most, at most three about any one of them.