Michael Holt
CFO at Morningstar, Inc. (MORN)
Purchase track record
Not enough history. Based on 1 purchase with a full 90 days of price history.
—
Avg. 90-day return-0.5%
vs. S&P 500-11.7%
Beat the market0%
Paper profit on buys+$18K
Total bought / sold$187K / $45K
Reported trades
| Filed | Stock | Type | Shares | Price | Value | Since |
|---|---|---|---|---|---|---|
| May 19SEC | MORNMorningstar, Inc. | Sell | 27012,326 held (−2%) | $166.05 | $45K | +23.1% |
| Mar 4SEC | MORNMorningstar, Inc. | Buy | 1,0009,480 held (+12%) | $186.59 | $187K | +9.6% |
- Buy
CFO Michael Holt bought $187K of MORN at $186.59 — first open-market purchase in our records.