Steven N. Kaplan

Companies

• Morningstar, Inc.Board member May 16, 2006 to now¹
• R1 RCM Holdco Inc.Board member May 19, 2010 to Apr 2, 2015²

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• Morningstar, Inc. MORN43,080 shares³$9.0M at $209.24May 15, 2026

As of each latest filing. The line shows shares held over time.

Recent filings

• May 15, 2026Granted 1,144 shares of Morningstar, Inc.³
• May 15, 2025Granted 620 shares of Morningstar, Inc.⁴
• Nov 11, 2024Returned to company 1,250 shares at $348.58 of Morningstar, Inc.⁵
• Aug 12, 2024Returned to company 1,250 shares at $305.47 of Morningstar, Inc.⁶
• May 15, 2024Granted 639 shares of Morningstar, Inc.⁷
• May 10, 2024Sold 1,250 shares at $298.13 of Morningstar, Inc.⁸
• Mar 11, 2024Sold 1,250 shares at $306.81 of Morningstar, Inc.⁹
• May 15, 2023Granted 868 shares of Morningstar, Inc.¹⁰
• May 15, 2022Granted 679 shares of Morningstar, Inc.¹¹
• Nov 11, 2021Sold 1,000 shares at $312.87 of Morningstar, Inc.¹²