Morningstar, Inc.
| Security | MORN / Morningstar, Inc. |
| Insider | Michael Holt |
This page shows the track record and history of Holt Michael
insider trades in Morningstar, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company.
It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean
it is illegal for them to make any
trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis
In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Michael Holt in MORN / Morningstar, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
| Trade Date | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Max |
Price at Max |
Max Profit ($) |
Max Return (%) |
|---|---|---|---|---|---|---|---|
| There are no known unplanned open-market trades for this insider |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Sales - Short Term Loss Analysis
In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Michael Holt in MORN / Morningstar, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
| Trade Date | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Min |
Price at Min |
Max Loss Avoided ($) |
Max Loss Avoided (%) |
|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 353 | 309.0100 | 353 | 309.0100 | 109,081 | 121 | 251.3500 | -20,353 | -18.66 |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Transaction History
| File Date |
Trade Date |
Form | Insider | Ticker | Security Title | Code | Direct | Exercise Price |
Unit Price |
Units Changed |
Value Changed (1K) |
Remaining Options |
Remaining Shares |
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-02 | 2025-09-01 | 4 | Holt Michael | MORN | Common Stock | D | 262.4200 | -49 | -13 | 5,502 | ||||
| 2025-05-19 | 2025-05-16 | 4 | Holt Michael | MORN | Common Stock | D | 306.4100 | -507 | -155 | 5,551 | ||||
| 2025-05-19 | 2025-05-16 | 4 | Holt Michael | MORN | Common Stock | D | 586 | 6,058 | ||||||
| 2025-05-19 | 2025-05-15 | 4 | Holt Michael | MORN | Common Stock (Restricted Stock Units) | D | 897 | 5,472 | ||||||
| 2025-05-13 | 2025-05-12 | 4 | Holt Michael | MORN | Common Stock | D | 309.0100 | -353 | -109 | 4,575 | ||||
| 2025-03-04 | 2025-03-01 | 4 | Holt Michael | MORN | Common Stock (Restricted Stock Units) | D | 184 | 4,928 | ||||||
| 2025-01-10 | 3 | Holt Michael | MORN | Common Stock | D | 4,744 | ||||||||
| 2025-01-10 | 3 | Holt Michael | MORN | Common Stock (Restricted Stock Units) | D | 689 | ||||||||
| 2025-01-10 | 3 | Holt Michael | MORN | Common Stock (Restricted Stock Units) | D | 219 | ||||||||
| 2025-01-10 | 3 | Holt Michael | MORN | Common Stock (Restricted Stock Units) | D | 592 | ||||||||
| 2025-01-10 | 3 | Holt Michael | MORN | Common Stock (Restricted Stock Units) | D | 149 | ||||||||
| 2025-01-10 | 3 | Holt Michael | MORN | Common Stock (Restricted Stock Units) | D | 555 |
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)
