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Total declarations
Company
▲ Purchases (0 ops.)
▼ Sales (4 ops.)
Latest filing published 19 May 2025 for Morningstar, Inc.. Read the official filing
Filing timeline
BuySaleSteven N. Kaplan
Insider track record
Disclosed buys
0
Disclosed sells
4
Not enough buy signals with a settled T+90 horizon to measure a track record yet.
Signal history
Steven N. Kaplan: trading record in brief
Steven N. Kaplan (chief executive) discloses dealings in Morningstar, Inc. to SEC (Form 4). We count 12 filings; the first trade dates from 15 May 2021 and the latest from 15 May 2025.
No open-market purchase appears, only 4 sales worth €1.2M. Outside the open market, there are 6 share grants.
On 19 May 2025 came the latest disclosure, a share grant in Morningstar, Inc. Typically, a trade is published a median of 2 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Companies and markets linked to Steven N. Kaplan
Open company profiles for insider transactions, fundamentals and analyst consensus when available.
Declarations12 total
620 shares0Common Stock (Restricted Stock Units)SEC:0001289419-25-000106:0
1,250 shares@ US$348.5816.6% of flowCommon Stock (Restricted Stock Units)SEC:0001289419-24-000123:0
1,250 shares@ US$305.4714.3% of flowCommon Stock (Restricted Stock Units)SEC:0001289419-24-000070:0
639 shares0Common Stock (Restricted Stock Units)SEC:0001062993-24-010697:0
1,250 shares@ US$298.1314.1% of flowCommon StockSEC:0001062993-24-010061:0
1,250 shares@ US$306.813214.3% of flowCommon StockSEC:0001062993-24-006288:0
868 shares0Common Stock (Restricted Stock Units)SEC:0001062993-23-011467:0
679 shares0Common Stock (Restricted Stock Units)SEC:0001062993-22-012707:0
1,000 shares@ US$312.8714.0% of flowCommon StockSEC:0001289419-21-000269:0
1,000 shares@ US$261.9411.5% of flowCommon StockSEC:0001289419-21-000210:0
612 shares0Common Stock (Restricted Stock Units)SEC:0001289419-21-000208:0
612 shares0Common Stock (Restricted Stock Units)SEC:0001289419-21-000110:0
12 of 12 declarations
