Insider · CIK 0001324001
Steven N Kaplan
Files at MORN (Morningstar, Inc.). First filing -, latest -.
In brief
Steven N Kaplan files SEC Form 4 as director at MORN (Morningstar, Inc.). No open-market trade is on file; the transactions below are grants, exercises and other rows that carry no view on the price.
A track record needs three past buys with six months of prices behind them; Steven N Kaplan has 0, so none is measured yet.
Signals
This insider’s open-market buys and sells, scored.
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Nov 12, 2024 | MORN Morningstar, Inc. | 1,250 0.00% of outstanding | $436k | Nov 11, 2024 | none |
Transactions
Every row this insider has filed, 3 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | MORN Morningstar, Inc. | AGrant or award Common Stock (Restricted Stock Units) | +1,144 | $0.00 | $0 | 43,080 | May 19, 2026 |
| May 15, 2025 | MORN Morningstar, Inc. | AGrant or award Common Stock (Restricted Stock Units) | +620 | $0.00 | $0 | 41,936 | May 19, 2025 |
| Nov 11, 2024 | MORN Morningstar, Inc. | DDisposition to issuer Common Stock (Restricted Stock Units)10b5-1 | -1,250 | $348.58 | $436k | 41,316 | Nov 12, 2024 |
Questions about Steven N Kaplan
Answered from the filings on this page, as of the latest one.
Is Steven N Kaplan buying or selling?
Steven N Kaplan has no open-market buy or sell on SEC Form 4; the filings on record are grants, exercises and other transactions.
How did Steven N Kaplan's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Steven N Kaplan has 0.
Where does Steven N Kaplan file Form 4?
Steven N Kaplan has filed Form 4 at MORN (Morningstar, Inc.). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.