Steven Kaplan

Track

Insider profile

Currently holds a position at Morningstar Inc

Positions

Position Company Period
Independent Director Morningstar Inc Aug. 1, 1999 -
Independent Director R1 RCM Inc July 1, 2004 - Aug. 14, 2015
Steven Kaplan's trades of Morningstar Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
434.99
Quantity 3,820
Value US$4,802,819
Transaction date
Proposed sale
Price
226.42
Quantity 18,945
Value US$4,428,138
Transaction date
Planned sale
Price
212.18
Quantity 98,245 +4.4%
Value US$2,293,965
Transaction date
Proposed sale
Price
298.13
Quantity 1,250
Value US$372,662
Transaction date
Planned sale
Price
306.81
Quantity 1,250 -2.7%
Value US$383,516
Transaction date
Proposed sale
Price
306.81
Quantity 1,250
Value US$383,516
Transaction date
Planned sale
Price
312.87
Quantity 1,000 -2.2%
Value US$312,870
Transaction date
Planned sale
Price
150.69
Quantity 2,316 -5.2%
Value US$348,998
Transaction date
Planned sale
Price
73.34
Quantity 2,000 -3.9%
Value US$146,672
Transaction date
Planned sale
Price
70.64
Quantity 2,000 -3.7%
Value US$141,277
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-11-12 2024-11-11
PrS Proposed sale
3,820
434.99
US$4,802,819 		3,820 434.99 US$4,802,819
2024-08-12 2024-08-12
PrS Proposed sale
18,945
226.42
US$4,428,138 		18,945 226.42 US$4,428,138
2024-05-13 2024-05-10
PlS Planned sale
98,245 +4.4%
212.18
US$2,293,965 		98,245 +4.4% 212.18 US$2,293,965
2024-05-10 2024-05-10
PrS Proposed sale
1,250
298.13
US$372,662 		1,250 298.13 US$372,662
2024-03-12 2024-03-11
PlS Planned sale
1,250 -2.7%
306.81
US$383,516 		1,250 -2.7% 306.81 US$383,516
2024-03-11 2023-03-11
PrS Proposed sale
1,250
306.81
US$383,516 		1,250 306.81 US$383,516
2021-11-12 2021-11-11
PlS Planned sale
1,000 -2.2%
312.87
US$312,870 		1,000 -2.2% 312.87 US$312,870
2020-02-28 2020-02-27
PlS Planned sale
2,316 -5.2%
150.69
US$348,998 		2,316 -5.2% 150.69 US$348,998
2016-11-29 2016-11-28
PlS Planned sale
2,000 -3.9%
73.34
US$146,672 		2,000 -3.9% 73.34 US$146,672
2016-10-28 2016-10-27
PlS Planned sale
2,000 -3.7%
70.64
US$141,277 		2,000 -3.7% 70.64 US$141,277