Steven N Kaplan - Net Worth and Insider Trading
Steven N Kaplan Net Worth
The estimated net worth of Steven N Kaplan is at least $14 Million dollars as of 2024-11-05. Steven N Kaplan is the Director of Morningstar Inc and owns about 43,177 shares of Morningstar Inc (MORN) stock worth over $14 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Steven N Kaplan has not made any transactions after 2024-05-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Steven N Kaplan
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 (MORN) , Zayo Group Holdings Inc (ZAYO) , and R1 RCM Inc (RCM) .
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 |
|---|---|---|---|
| MORN | Morningstar Inc | 2024-05-10 | director |
| ZAYO | Zayo Group Holdings Inc | 2020-03-09 | director |
| RCM | 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 43,177 shares of Morningstar Inc (MORN) as of May 10, 2024, with a value of $14 Million.
Latest Holdings of Steven N Kaplan
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MORN | Morningstar Inc | 2024-05-10 | 43,177 | 333.00 | 14,377,941 |
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 5 transactions in Morningstar Inc (MORN) over the past 5 years, including 0 buys and 5 sells. The most-recent trade in Morningstar Inc is the sale of 1,250 shares on May 10, 2024, which brought Steven N Kaplan around $372,662.
Insider Trading History of Steven N Kaplan
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Steven N Kaplan Trading Performance
Steven N Kaplan Ownership Network
Ownership Network List of Steven N Kaplan
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 Chief Financial Officer Jason Dubinsky .
Morningstar Inc (MORN) Insider Trades Summary
Over the past 18 months, Steven N Kaplan made 2 insider transaction in Morningstar Inc (MORN) with a net sale of 2,500. Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 918,933 shares made by Joseph D Mansueto , a net sale of 4,500 shares made by William M Lyons , and a net sale of 3,600 shares made by Daniel Joseph Dunn .
In summary, during the past 3 months, insiders sold 135,168 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 135,168 shares. During the past 18 months, 935,249 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 935,249 shares.
Morningstar Inc (MORN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Morningstar Inc Insider Transactions
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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