Question 1

Who is Steven N. Kaplan?

Accepted Answer

Steven N. Kaplan serves as Executive at Morningstar, Inc. (MORN). They have executed 538 insider transactions totaling $9.0M over their tenure at the company.

Question 2

What is Steven N. Kaplan's role at Morningstar, Inc.?

Accepted Answer

Steven N. Kaplan holds the position of Executive at Morningstar, Inc., where they are responsible for executive-level decision-making and strategic oversight. They have been associated with the company for 20 years and currently hold a stake valued at $0.

Question 3

Is Steven N. Kaplan buying or selling MORN stock?

Accepted Answer

Steven N. Kaplan has shown a selling trading pattern, with $0 in total purchases and $9.0M in total sales across all transactions. Their most recent activity indicates a tendency to reduce their position.

Question 4

What are Steven N. Kaplan's largest insider transactions?

Accepted Answer

The largest transaction by Steven N. Kaplan was on Jul 17, 2006, when they sold $28.0K worth of MORN shares. This transaction involved 14,000 shares at $2.00 per share.

Question 5

What is Steven N. Kaplan's trading accuracy?

Accepted Answer

Steven N. Kaplan has a Personal Accuracy Score of 90/100, which measures the historical performance of their insider transactions. This score is calculated based on the timing and performance of their trades relative to market movements.

Question 6

How many companies is Steven N. Kaplan associated with?

Accepted Answer

Steven N. Kaplan has filed Form 4 transactions for 1 different company. Their primary association is with Morningstar, Inc. (MORN), where they serve as Executive.

Question 7

How much MORN stock does Steven N. Kaplan own?

Accepted Answer

Steven N. Kaplan currently owns 42,566 shares of Morningstar, Inc. (MORN), with an estimated value of $0. This stake represents their equity holdings accumulated through purchases, awards, and option exercises.

Question 8

What is Steven N. Kaplan's equity in Morningstar, Inc.?

Accepted Answer

Steven N. Kaplan's equity position in Morningstar, Inc. consists of 42,566 shares valued at approximately $0. As Executive, they have executed 538 insider transactions, with $0 in purchases and $9.0M in sales.

Question 9

Where can I find Steven N. Kaplan's SEC Form 4 filings?

Accepted Answer

All of Steven N. Kaplan's SEC Form 4 insider trading filings are tracked on this page. Each transaction links directly to the official SEC EDGAR filing. Steven N. Kaplan has 538 Form 4 filings on record as an insider at Morningstar, Inc..

Question 10

What is Steven N. Kaplan's net worth from MORN?

Accepted Answer

Based on their current MORN stock holdings, Steven N. Kaplan has equity worth approximately $0 in Morningstar, Inc.. This value is based on 42,566 shares at current market prices and does not represent their total net worth, which may include other assets and investments.

DATE	TICKER	VALUE	TYPE	SHARES	PRICE	10b5-1
Aug 14, 2006	MORN	$7.6K	Sale	221	$34.61	Discretionary
Aug 14, 2006	MORN	$3.8K	Sale	110

Steven N. Kaplan

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Steven N. Kaplan Trading Summary

How Much MORN Stock Does Steven N. Kaplan Own?

Is Steven N. Kaplan Buying or Selling MORN?

Steven N. Kaplan's Recent Stock Transactions

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