Holt Michael

Track

Insider profile

Performance

Overall performance
1.8
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -3% 8.2% 15.1%
Success rate 37% 68% 82%
Transactions
2 50% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return -11%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
Holt Michael's trades of Morningstar Inc's stock


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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-05-19 2026-05-15
S Sale
19,150 -2.1%
369.80
US$2,410,513 		19,150 -2.1% 369.80 US$2,410,513
2026-03-04 2026-03-04
B Purchase
42,695 -44.1%
435.50
US$2,947,281 		42,695 -44.1% 435.50 US$2,947,281
2025-05-13 2025-05-12
S Sale
99,936 +15.7%
255.01
US$3,401,408 		99,936 +15.7% 255.01 US$3,401,408
2025-05-12 2025-05-12
PrS Proposed sale
353
309.01
US$109,081 		353 309.01 US$109,081