MH
Insider
Michael Holt
Chief Financial OfficerMichael Holt (Chief Financial Officer) filed 1 Form 4 report in the trailing twelve months (1 purchase, 0 sales), most often in Morningstar, Inc. (MORN). Across 1 priced purchase filing, the average 21-session return was -6.4% from execution and -6.4% from disclosure (delay-adjusted; derived). The largest single filing was $187K of MORN (1,000 sh × $186.59, as filed), executed Mar 4.
Add to watchlistReturn, ttmiAverage return per filing, trailing twelve months
-6.4%
avg across 1 priced filings
Delay-adjustediThe same average, entered at disclosure dates
-6.4%
same 1 filings, from disclosure
Filings, ttm
1
1 buys · 0 sells
Median delay
0d
execution → disclosure
Volume, ttmiDollar value disclosed in the trailing twelve months
$187K
shares × price, as filed
Last traded
Mar 4
Filed Mar 4
Median ADV $96.3M across their filed names
Open performance→Volume by month
Buys $187K
Sells $109K
Shares × price, as filed · by filing month · past 24 months
Sectors filed on
Financial Services
1 filing
Sector per market data · by filing · past 12 months
Most traded names
MORNRecent filings
MORNPURCHASE
Morningstar, Inc.
View filing →
$187K1,000 sh × $186.59
Exec Mar 4
Filed Mar 4 · 4:54 PM ET MORNSALE Morningstar, Inc. View filing → $109K
353 sh × $309.01
Exec May 12 2025
Filed May 13 2025 · 5:30 PM ET