Steven N. Kaplan

Insider Reports History

Location: 22 West Washington Street, Chicago, IL
Signature: /s/ Kathleen Peacock, by power of attorney
All insider transactions: Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Steven N. Kaplan:

Stock	Role	Class	Num Shares	Value	Price $	Report Date	Ownership
Morningstar, Inc.	Director	Common Stock (Restricted Stock Units)	41.9K	$14.4M	$348.58	May 15, 2025	Direct

Showing 1 to 1 of 1 entries

Insider Reports Filed by Steven N. Kaplan

Symbol	Company	Period	Transactions	Value $	Form Type	Date Filed	Role
MORN	Morningstar, Inc.	May 15, 2025	1	$0	4	May 19, 2025	Director
MORN	Morningstar, Inc.	Nov 11, 2024	1	-$436K	4	Nov 12, 2024	Director
MORN	Morningstar, Inc.	Aug 12, 2024	1	-$382K	4	Aug 13, 2024	Director
MORN	Morningstar, Inc.	May 15, 2024	1	$0	4	May 17, 2024	Director
MORN	Morningstar, Inc.	May 10, 2024	1	-$373K	4	May 13, 2024	Director
MORN	Morningstar, Inc.	Mar 11, 2024	1	-$384K	4	Mar 12, 2024	Director
MORN	Morningstar, Inc.	May 15, 2023	1	$0	4	May 17, 2023	Director
MORN	Morningstar, Inc.	May 15, 2022	1	$0	4	May 17, 2022	Director
MORN	Morningstar, Inc.	Nov 11, 2021	1	-$313K	4	Nov 12, 2021	Director
MORN	Morningstar, Inc.	Aug 11, 2021	1	-$262K	4	Aug 12, 2021	Director
MORN	Morningstar, Inc.	May 15, 2021	1	$0	4/A	Aug 12, 2021	Director