| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
1 company
Steven N Kaplan is Director at MORN. Steven N Kaplan's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $10.2M at current prices.
Historically, Steven N Kaplan's trades have earned a middling insider score of 54/100 across 4 rated trades. Over a 12-month horizon, 75.0% of those trades were profitable, with an average 12-month return of +7.3%.
The MORN filings lean toward selling, a net 6,816 shares.
Steven N Kaplan has 15 Form 4 filings on record from May 2019 to May 2026, all as Director at Morningstar (MORN), 2019–2026.
The 15 reported transactions were 8 stock awards, 5 open-market sales and 2 dispositions back to the company.
Counted by filing, the open-market trades come to no purchases and 5 sales worth about $1.7M.
The largest open-market sale was 1,250 shares of MORN at an average $306.81 on March 11, 2024, about $384K. Twelve months later MORN was down 7%.
Both sales since April 2023 were made under a Rule 10b5-1 trading plan, set up in advance.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| May 10, 2024 | MORN Morningstar, Inc. | Director | Sell10b5-1 | 1,250 | $298.13 | $372,662.50 | -2.8% | +2.3% | +2.0% | |
| Mar 11, 2024 | MORN Morningstar, Inc. | Director | Sell10b5-1 | 1,250 | $306.81 | $383,516.50 | -2.7% | -5.4% | -7.0% | |
| Nov 11, 2021 | MORN Morningstar, Inc. | Director | Sell | 1,000 | $312.87 | $312,870.00 | -2.2% | -5.9% | -21.6% | |
| Aug 11, 2021 | MORN Morningstar, Inc. | Director | Sell | 1,000 | $261.94 | $261,940.00 | -2.2% | +19.6% | -2.5% | |
| Feb 27, 2020 | MORN Morningstar, Inc. | Director | Sell | 2,316 | $150.69 | $348,998.04 | -5.2% | - | - |