Steven N Kaplan - Net Worth and Insider Trading

Steven N Kaplan Net Worth

The estimated net worth of Steven N Kaplan is at least $13 Million dollars as of 2024-04-24. Steven N Kaplan is the Director of Morningstar Inc and owns about 44,427 shares of Morningstar Inc (MORN) stock worth over $13 Million. Details can be seen in Steven N Kaplan's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Steven N Kaplan has not made any transactions after 2024-03-11 and currently still holds the listed stock(s).

Transaction Summary of Steven N Kaplan

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Steven N Kaplan Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Steven N Kaplan owns 3 companies in total, including Morningstar Inc () , Zayo Group Holdings Inc () , and R1 RCM Inc () .

Click here to see the complete history of Steven N Kaplan’s form 4 insider trades.

Insider Ownership Summary of Steven N Kaplan

Ticker Comapny Transaction Date Type of Owner
Morningstar Inc 2024-03-11 director
Zayo Group Holdings Inc 2020-03-09 director
R1 RCM Inc 2010-05-19 director

Steven N Kaplan Latest Holdings Summary

Steven N Kaplan currently owns a total of 1 stock. Steven N Kaplan owns 44,427 shares of Morningstar Inc (MORN) as of March 11, 2024, with a value of $13 Million.

Latest Holdings of Steven N Kaplan

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MORN Morningstar Inc 2024-03-11 44,427 300.41 13,346,315

Holding Weightings of Steven N Kaplan


Steven N Kaplan Form 4 Trading Tracker

According to the SEC Form 4 filings, Steven N Kaplan has made a total of 4 transactions in Morningstar Inc (MORN) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in Morningstar Inc is the sale of 1,250 shares on March 11, 2024, which brought Steven N Kaplan around $383,512.

Insider Trading History of Steven N Kaplan

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
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  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Steven N Kaplan Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Steven N Kaplan Ownership Network

Ownership Network List of Steven N Kaplan

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Ownership Network Relation of Steven N Kaplan


Steven N Kaplan Owned Company Details

What does Morningstar Inc do?

Who are the key executives at Morningstar Inc?

Steven N Kaplan is the director of Morningstar Inc. Other key executives at Morningstar Inc include director & 10 percent owner & Executive Chairman Joseph D Mansueto , Chief Revenue Officer Daniel Joseph Dunn , and Head of Talent and Culture Bevin Desmond .

Morningstar Inc () Insider Trades Summary

Over the past 18 months, Steven N Kaplan made 1 insider transaction in Morningstar Inc () with a net sale of 1,250. Other recent insider transactions involving Morningstar Inc () include a net sale of 981,563 shares made by Joseph D Mansueto , a net sale of 975 shares made by Gail S Landis , and a net sale of 10,000 shares made by Bevin Desmond .

In summary, during the past 3 months, insiders sold 176,250 shares of Morningstar Inc () in total and bought 0 shares, with a net sale of 176,250 shares. During the past 18 months, 996,839 shares of Morningstar Inc () were sold and 0 shares were bought by its insiders, resulting in a net sale of 996,839 shares.

Morningstar Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Morningstar Inc Insider Transactions

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Steven N Kaplan Mailing Address

Above is the net worth, insider trading, and ownership report for Steven N Kaplan. You might contact Steven N Kaplan via mailing address: 1101 East 58th Street, Chicago Il 60637.

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