Steven N. Kaplan serves as Executive at Morningstar, Inc., where they oversee executive responsibilities. Since joining the company, Steven N. Kaplan has executed 538 insider transactions totaling $9.0M, demonstrating a bearish approach to their equity position. Their most recent transaction on Aug 12, 2024 involved selling 1,250 shares valued at $381.8K.
Steven N. Kaplan currently holds 42,566 shares of Morningstar, Inc. (MORN), valued at approximately $0. This represents their equity stake as Executive.
Based on SEC Form 4 filings, Steven N. Kaplan has been a net seller of MORN stock. They have purchased $0 and sold $9.0M worth of shares.
Steven N. Kaplan's most recent insider trade was on Aug 12, 2024, when they sold 1,250 shares at $305.47 per share.
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| $N/A |
| Discretionary |
| May 10, 2024 | MORN | $372.7K | Sale | 1,250 | $298.13 | Planned |
| Mar 11, 2024 | MORN | $383.5K | Sale | 1,250 | $306.81 | Planned |
| May 15, 2023 | MORN | $0 | Award | 868 | $N/A | Discretionary |
| May 15, 2022 | MORN | $0 | Award | 679 | $N/A | Discretionary |
| Nov 11, 2021 | MORN | $312.9K | Sale | 1,000 | $312.87 | Discretionary |
| Aug 11, 2021 | MORN | $261.9K | Sale | 1,000 | $261.94 | Discretionary |
| May 15, 2021 | MORN | $0 | Award | 612 | $N/A | Discretionary |
| May 15, 2021 | MORN | $0 | Award | 612 | $N/A | Discretionary |
| May 15, 2020 | MORN | $0 | Award | 1,032 | $N/A | Discretionary |
| Mar 9, 2020 | ZAYO | $0 | Disposition | 43,718 | $N/A | Discretionary |
| Feb 27, 2020 | MORN | $349.0K | Sale | 2,316 | $150.69 | Discretionary |
| Dec 31, 2019 | ZAYO | $0 | Option Exercise | 1,643 | $N/A | Discretionary |
| Sep 30, 2019 | ZAYO | $0 | Option Exercise | 1,691 | $N/A | Discretionary |
| Jun 28, 2019 | ZAYO | $0 | Option Exercise | 1,970 | $N/A | Discretionary |
| May 15, 2019 | MORN | $0 | Award | 1,127 | $N/A | Discretionary |
| Dec 31, 2018 | ZAYO | $0 | Option Exercise | 1,600 | $N/A | Discretionary |
| Sep 28, 2018 | ZAYO | $0 | Option Exercise | 1,529 | $N/A | Discretionary |
| Jun 29, 2018 | ZAYO | $0 | Option Exercise | 1,614 | $N/A | Discretionary |
| May 15, 2018 | MORN | $0 | Award | 1,336 | $N/A | Discretionary |
| Mar 31, 2018 | ZAYO | $0 | Option Exercise | 1,528 | $N/A | Discretionary |
| Mar 29, 2018 | ZAYO | $0 | Option Exercise | 2,523 | $N/A | Discretionary |
| Dec 29, 2017 | ZAYO | $0 | Option Exercise | 1,607 | $N/A | Discretionary |
| Dec 21, 2017 | MORN | $242.3K | Sale | 2,500 | $96.91 | Discretionary |
| Nov 21, 2017 | MORN | $202.4K | Sale | 2,200 | $92.00 | Discretionary |
| Nov 21, 2017 | MORN | $27.2K | Sale | 300 | $90.75 | Discretionary |
| Oct 25, 2017 | MORN | $132.8K | Sale | 1,600 | $82.97 | Discretionary |
| Oct 25, 2017 | MORN | $26.0K | Sale | 300 | $86.59 | Discretionary |
| Oct 25, 2017 | MORN | $25.3K | Sale | 300 | $84.42 | Discretionary |