| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Financial Officer
1 company
Holt Michael serves as a Chief Financial Officer at MORN. Across recent SEC filings that breaks down to 1 buy and 2 sells. Those positions are worth an estimated $2.7M at current prices.
The biggest single holding is MORN (~$2.7M) as Chief Financial Officer. Net of sales, the recent Form 4 record there shows accumulation of 377 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| May 15, 2026 | MORN Morningstar, Inc. | Chief Financial Officer | Sale+OE | 270 | $166.05 | $44,833.50 | -2.1% | - | - | |
| Mar 4, 2026 | MORN Morningstar, Inc. | Chief Financial Officer | Buy | 1,000 | $186.59 | $186,590.00 | +11.8% | - | - | |
| May 12, 2025 | MORN Morningstar, Inc. | Chief Financial Officer | Sell | 353 | $309.01 | $109,080.53 | -7.2% | -17.5% | -43.2% |