Holt Michael
Known title: Chief Financial OfficerCIK: 0002050530
Holt Michael's purchase track record
Holt Michael has only 1 open-market purchase with a full 6 months of price history after it -- too few to call a track record yet.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 3/4/2026 | MORN | $187K | -3.0% | +12.9% | +11.6% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Transaction History
| MORN | ▼ Sell | Tax Withholding | 54 | $12K | 9/1/2026 | View on chart |
| MORN | ▲ Buy | Grant | 2,860 | $0 | 5/15/2026 | View on chart |
| MORN | ▲ Buy | Option Exercise | 243 | $0 | 5/15/2026 | View on chart |
| MORN | ▼ Sell | Open Market | 270 | $45K | 5/15/2026 | View on chart |
| MORN | ▲ Buy | Open Market | 1,000 | $187K | 3/4/2026 | View on chart |
| MORN | ▲ Buy | Grant | 684 | $0 | 3/1/2026 | View on chart |
| MORN | ▲ Buy | Option Exercise | 163 | $0 | 11/15/2025 | View on chart |
| MORN | ▼ Sell | Tax Withholding | 73 | $15K | 11/15/2025 | View on chart |
| MORN | ▼ Sell | Tax Withholding | 49 | $13K | 9/1/2025 | View on chart |
| MORN | ▲ Buy | Option Exercise | 586 | $0 | 5/16/2025 | View on chart |
| MORN | ▼ Sell | Tax Withholding | 507 | $155K | 5/16/2025 | View on chart |
| MORN | ▲ Buy | Grant | 897 | $0 | 5/15/2025 | View on chart |
| MORN | ▼ Sell | Open Market | 353 | $109K | 5/12/2025 | View on chart |
| MORN | ▲ Buy | Grant | 184 | $0 | 3/1/2025 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 7, 2026
Morningstar Launches Direct AI Platform for Advisors
Morningstar introduced Direct AI, an agentic platform built on its independent insights, and expanded access to public and private markets with Envestnet. These moves highlight the company's push into AI-driven tools for financial advisors. The stock is currently trading near its 52-week low, despite analyst targets remaining significantly higher than the current price.
Morningstar Launches Direct AI Platform for Advisors. Morningstar introduced Direct AI, an agentic platform built on its independent insights, and expanded access to public and private markets with Envestnet. These moves highlight the company's push into AI-driven tools for financial advisors. The stock is currently trading near its 52-week low, despite analyst targets remaining significantly higher than the current price.