Michael Holt's most recent trade in Morningstar Inc was a trade of 54 Common Stock done at an average price of $218.9 . Disclosure was reported to the exchange on Sept. 1, 2026.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 218.94 per share. | 01 Sep 2026 | 54 | 12,271 (0%) | 0% | 218.9 | 11,823 | Common Stock |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | 15 May 2026 | 4,290 | 4,290 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2026 | 2,860 | 12,352 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 166.05 per share. | 15 May 2026 | 270 | 12,325 (0%) | 0% | 166.1 | 44,834 | Common Stock |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | 15 May 2026 | 243 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2026 | 243 | 12,595 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Purchase of securities on an exchange or from another person at price $ 186.59 per share. | 04 Mar 2026 | 1,000 | 9,480 (0%) | 0% | 186.6 | 186,590 | Common Stock |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2026 | 684 | 8,480 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | 15 Nov 2025 | 1,946 | 1,946 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | 15 Nov 2025 | 163 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Nov 2025 | 163 | 5,665 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 211.95 per share. | 15 Nov 2025 | 73 | 5,592 (0%) | 0% | 211.9 | 15,472 | Common Stock |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 262.43 per share. | 01 Sep 2025 | 49 | 5,502 (0%) | 0% | 262.4 | 12,859 | Common Stock |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | 15 May 2025 | 1,346 | 1,346 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2025 | 897 | 5,472 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | 15 May 2025 | 586 | 0 | - | - | Market Stock Units | ||
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2025 | 586 | 6,058 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 306.41 per share. | 15 May 2025 | 507 | 5,551 (0%) | 0% | 306.4 | 155,350 | Common Stock |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 309.01 per share. | 12 May 2025 | 353 | 4,575 (0%) | 0% | 309.0 | 109,081 | Common Stock |
| Morningstar Inc | Mr. Michael Holt | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2025 | 184 | 4,928 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) |