Holt Michael

EDGAR CIK 0002050530

Morningstar, Inc. - MORN

  1. Finance, Insurance, Real Estate
  2. Security & Commodity Brokers
  3. Investment Advice
CFO
Chief Financial Officer
Direct Buys
1
$186,590
1,000 Shares
Direct Sells
1
($109,081)
-353 Shares
Indirect Buys
0
$0
0 Shares
Indirect Sells
0
$0
0 Shares
Monthly Values

Transaction Filed Type Shares @ Price Value Balance ( Change % ) Ownership
03/04/2026
03/04/2026
Buy
1,000 @ $186.59
 $186,590 9,480 (11.79%) Direct
05/12/2025
05/13/2025
Sell
-353 @ $309.01
 ($109,081) 4,575 (-7.16%) Direct