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 2024-08-24. 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 assumption that Steven N Kaplan has not made any transactions after 2024-05-10 and currently still holds the listed stock(s).
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 | 313.83 | 13,550,238 |
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
![Insider Network Chart](https://static.gurufocus.com/insider-network.png)
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 922,433 shares made by Joseph D Mansueto , a net sale of 2,250 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 106,070 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 106,070 shares. During the past 18 months, 936,499 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 936,499 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.