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Kaplan Steven N

SEC insider (Form 3/4/5 filer). CIK 0001324001. Director at Morningstar, Inc. (MORN). 3 reported Form 4/5 transactions since Sep 2024; latest on May 15, 2026. Located in CHICAGO, IL.

Companies Kaplan Steven N has filed insider reports for

  • Morningstar, Inc. (MORN): Director
Kaplan Steven N profile photo

Kaplan Steven N

CIK: 0001324001

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)2 (66.7%)

Compensation grants

Other (G, F, J, C, D, …)1 (33.3%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

Morningstar, Inc. logo
MORN

Morningstar, Inc.

Director

Discretionary Trading P&L

Holdings

Transaction History (3 total)

  • Morningstar, Inc. logo
    MORN

    Morningstar, Inc.

    May 15, 2026
    Award
    Direct
    1.1K shares-
  • Morningstar, Inc. logo
    MORN

    Morningstar, Inc.

    May 15, 2025
    Award
    Direct
    620 shares-
  • Morningstar, Inc. logo
    MORN

    Morningstar, Inc.

    Nov 11, 2024
    Disposition
    Direct
    1.3K shares at avg. $348.58$436K

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