Steven N. Kaplan's most recent trade in Morningstar Inc was a trade of 620 Common Stock (Restricted Stock Units) done . Disclosure was reported to the exchange on May 15, 2025.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Morningstar Inc | Steven N. Kaplan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2025 | 620 | 41,936 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Steven N. Kaplan | Director | Sale or transfer of securities back to the company at price $ 348.58 per share. | 11 Nov 2024 | 1,250 | 41,316 (0%) | 0% | 348.6 | 435,725 | Common Stock (Restricted Stock Units) |
| Morningstar Inc | Steven N. Kaplan | Director | Sale or transfer of securities back to the company at price $ 305.47 per share. | 12 Aug 2024 | 1,250 | 42,566 (0%) | 0% | 305.5 | 381,838 | Common Stock (Restricted Stock Units) |
| Morningstar Inc | Steven N. Kaplan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2024 | 639 | 43,816 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Steven N. Kaplan | Director | Sale of securities on an exchange or to another person at price $ 298.13 per share. | 10 May 2024 | 1,250 | 43,177 (0%) | 0% | 298.1 | 372,663 | Common Stock |
| Morningstar Inc | Steven N. Kaplan | Director | Sale of securities on an exchange or to another person at price $ 306.81 per share. | 11 Mar 2024 | 1,250 | 44,427 (0%) | 0% | 306.8 | 383,517 | Common Stock |
| Morningstar Inc | Steven N. Kaplan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2023 | 868 | 45,677 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Steven N. Kaplan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2022 | 679 | 44,809 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Steven N. Kaplan | Director | Sale of securities on an exchange or to another person at price $ 312.87 per share. | 11 Nov 2021 | 1,000 | 44,130 (0%) | 0% | 312.9 | 312,870 | Common Stock |
| Morningstar Inc | Steven N. Kaplan | Director | Sale of securities on an exchange or to another person at price $ 261.94 per share. | 11 Aug 2021 | 1,000 | 45,130 (0%) | 0% | 261.9 | 261,940 | Common Stock |
| Morningstar Inc | Steven N. Kaplan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2021 | 612 | 46,130 | - | 0 | Common Stock (Restricted Stock Units) |