Kaplan Steven N
SEC CIK 1324001 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Dir | 43.1K | — | $1.33M | 12 | 2021-05-15 | 2026-05-15 |
Most active insiders at MORN, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Mansueto Joseph D | Executive COB, Dir, 10% | — | $75.76M |
| 2 | Lyons William M | Dir | — | $324.3K |
| 3 | Holt Michael | CFO | $186.6K | $44.8K |
| 4 | TSAY CAROLINE J | Dir | — | $131.1K |
| 5 | Mansueto Daniel | 10% | — | — |
| 6 | Wiersema Conan | CAO, PAO | — | — |
| 7 | Sutton Doniel | Dir | — | — |
| 8 | Dunn Daniel Joseph | Chief Revenue Off | — | — |
| 9 | Diamonte Robin | Dir | — | — |
| 10 | BRAMMAN ANNE L | Dir | — | — |
| 12 | Kaplan Steven N | Dir | — | — |
Transactions 12
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 19:44 | 2026-05-15 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | A - Grant | $0.00 | +1,144 | 43.1K | +3% | $0 | |
| 2025-05-19 | 2025-05-15 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | A - Grant | $0.00 | +620 | 41.9K | +2% | $0 | |
| 2024-11-12 | 2024-11-11 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | D - Sale to Iss | $348.58 | -1,250 | 41.3K | -3% | -$435.7K | |
| 2024-08-13 | 2024-08-12 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | D - Sale to Iss | $305.47 | -1,250 | 42.6K | -3% | -$381.8K | |
| 2024-05-17 | 2024-05-15 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | A - Grant | $0.00 | +639 | 43.8K | +1% | $0 | |
| 2024-05-13 | 2024-05-10 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | S - Sale | $298.13 | -1,250 | 43.2K | -3% | -$372.7K | |
| 2024-03-12 | 2024-03-11 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | S - Sale | $306.81 | -1,250 | 44.4K | -3% | -$383.5K | |
| 2023-05-17 | 2023-05-15 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | A - Grant | $0.00 | +868 | 45.7K | +2% | $0 | |
| 2022-05-17 | 2022-05-15 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | A - Grant | $0.00 | +679 | 44.8K | +2% | $0 | |
| 2021-11-12 | 2021-11-11 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | S - Sale | $312.87 | -1,000 | 44.1K | -2% | -$312.9K | |
| A | 2021-08-12 | 2021-05-15 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | A - Grant | $0.00 | +612 | 46.1K | +1% | $0 |
| 2021-08-12 | 2021-08-11 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | S - Sale | $261.94 | -1,000 | 45.1K | -2% | -$261.9K |
Purchase Sale Sale after option exercise All abbreviations