Holt Michael — SEC Form 4 filings
SEC reporting owner CIK 2050530. 9 Form 4 filings on record with FilingPulse; latest filed 2026-09-02.
Transaction summary — filings shown
Covers all 9 filings on record, filed 2025-03-04 to 2026-09-02. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 1 leg across 1 filing — 1,000 shares, $186,590 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 2 legs across 2 filings — 623 shares, $153,914 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 17.
- Largest priced transaction: purchase of 1,000 shares @ $186.59 ($186,590) in Morningstar, Inc., filed 2026-03-04.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Morningstar, Inc. (MORN) | Chief Financial Officer | 9 | 1 leg · 1,000 sh · $186,590 | 2 legs · 623 sh · $153,914 | 17 |
Form 4 filings — Holt Michael
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-02 | 4 | Morningstar, Inc. (MORN) | Tax withholding (F): 54 @ $218.94 | EDGAR |
| 2026-05-19 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 2,860 @ $0 · Option exercise (M): 243 @ $0 · Sale (S): 270 @ $166.05 · Option exercise (M): 243 (derivative) · Grant/award (A): 4,290 (derivative) | EDGAR |
| 2026-03-04 | 4 | Morningstar, Inc. (MORN) | Purchase (P): 1,000 @ $186.59 | EDGAR |
| 2026-03-03 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 684 @ $0 | EDGAR |
| 2025-11-18 | 4 | Morningstar, Inc. (MORN) | Option exercise (M): 163 @ $0 · Tax withholding (F): 73 @ $211.95 · Option exercise (M): 163 (derivative) · Grant/award (A): 1,946 (derivative) @ $0 | EDGAR |
| 2025-09-02 | 4 | Morningstar, Inc. (MORN) | Tax withholding (F): 49 @ $262.42 | EDGAR |
| 2025-05-19 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 897 @ $0 · Option exercise (M): 586 @ $0 · Tax withholding (F): 507 @ $306.41 · Option exercise (M): 586 (derivative) · Grant/award (A): 1,346 (derivative) @ $0 | EDGAR |
| 2025-05-13 | 4 | Morningstar, Inc. (MORN) | Sale (S): 353 @ $309.01 | EDGAR |
| 2025-03-04 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 184 @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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