Steven N. Kaplan

Insider Reports History

Entity
Individual
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) 41.3K $14.4M $348.58 Nov 11, 2024 Direct
Morningstar, Inc. Director Common Stock 43.2K $12.9M $298.13 May 10, 2024 Direct

Insider Reports Filed by Steven N. Kaplan

Symbol Company Period Transactions Value $ Form Type Date Filed Role
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