Last updated: 13 August 2024 at 4:57pm EST

Steven Kaplan Net Worth




The estimated Net Worth of Steven N Kaplan is at least $18.3 Million dollars as of 10 May 2024. Steven Kaplan owns over 1,250 units of Morningstar Inc stock worth over $13,200,936 and over the last 17 years he sold MORN stock worth over $4,928,045. In addition, he makes $214,925 as Independent Director at Morningstar Inc.

Steven Kaplan MORN stock SEC Form 4 insiders trading

Steven has made over 28 trades of the Morningstar Inc stock since 2007, according to the Form 4 filled with the SEC. Most recently he sold 1,250 units of MORN stock worth $372,663 on 10 May 2024.

The largest trade he's ever made was exercising 13,999 units of Morningstar Inc stock on 15 November 2007 worth over $264,161. On average, Steven trades about 747 units every 65 days since 2007. As of 10 May 2024 he still owns at least 43,177 units of Morningstar Inc stock.

You can see the complete history of Steven Kaplan stock trades at the bottom of the page.





Steven Kaplan biography

Dr. Steven N. Kaplan, Ph.D., is Independent Director of the Morningstar, Inc. He served as a member of our advisory board beginning in 1998 and was elected to the Board in August 1999. Since 1988, he has been a professor at The University of Chicago Booth School of Business where he currently is the Neubauer Family Distinguished Service Professor of Entrepreneurship and Finance. He holds a bachelor’s degree in applied mathematics and economics from Harvard College and a Ph.D. in business economics from Harvard University. Steve currently serves as a member of the board of directors of Zayo Group Holdings, Inc. He formerly served on the board of trustees of the Columbia Acorn Funds and on the board of directors of Accretive Health, Inc.

What is the salary of Steven Kaplan?

As the Independent Director of Morningstar Inc, the total compensation of Steven Kaplan at Morningstar Inc is $214,925. There are 9 executives at Morningstar Inc getting paid more, with Kunal Kapoor having the highest compensation of $3,960,680.



How old is Steven Kaplan?

Steven Kaplan is 60, he's been the Independent Director of Morningstar Inc since 1999. There are 10 older and 10 younger executives at Morningstar Inc. The oldest executive at Morningstar Inc is Jack Noonan, 72, who is the Independent Director.

What's Steven Kaplan's mailing address?

Steven's mailing address filed with the SEC is 22 WEST WASHINGTON ST, , CHICAGO, IL, 60602.

Insiders trading at Morningstar Inc

Over the last 18 years, insiders at Morningstar Inc have traded over $1,854,867,751 worth of Morningstar Inc stock and bought 2,725 units worth $191,121 . The most active insiders traders include Joseph D Mansueto, Donald James Ii Phillips, and Tao Huang. On average, Morningstar Inc executives and independent directors trade stock every 4 days with the average trade being worth of $2,800,273. The most recent stock trade was executed by Joseph D Mansueto on 6 September 2024, trading 8,481 units of MORN stock currently worth $2,597,137.



What does Morningstar Inc do?

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.



Complete history of Steven Kaplan stock trades at Morningstar Inc

Insider
Trans.
Transaction
Total value
Steven N Kaplan
Director
Sale $372,663
10 May 2024
Steven N Kaplan
Director
Sale $383,513
11 Mar 2024
Steven N Kaplan
Director
Sale $312,870
11 Nov 2021
Steven N Kaplan
Director
Sale $261,940
11 Aug 2021
Steven N Kaplan
Director
Sale $348,998
27 Feb 2020
Steven N Kaplan
Director
Sale $242,275
21 Dec 2017
Steven N Kaplan
Director
Sale $229,625
21 Nov 2017
Steven N Kaplan
Director
Sale $209,675
25 Oct 2017
Steven N Kaplan
Director
Sale $148,180
27 Dec 2016
Steven N Kaplan
Director
Sale $146,680
28 Nov 2016
Steven N Kaplan
Director
Sale $141,280
27 Oct 2016
Steven N Kaplan
Director
Sale $96,780
10 Dec 2014
Steven N Kaplan
Director
Sale $100,980
19 Nov 2014
Steven N Kaplan
Director
Sale $68,040
24 Sep 2014
Steven N Kaplan
Director
Sale $160,620
10 Dec 2013
Steven N Kaplan
Director
Sale $169,420
19 Nov 2013
Steven N Kaplan
Director
Sale $156,480
24 Sep 2013
Steven N Kaplan
Director
Sale $188,640
5 Dec 2012
Steven N Kaplan
Director
Sale $190,620
7 Nov 2012
Steven N Kaplan
Director
Sale $179,700
5 Sep 2012
Steven N Kaplan
Director
Sale $148,950
6 Dec 2011
Steven N Kaplan
Director
Sale $146,750
9 Nov 2011
Steven N Kaplan
Director
Sale $148,225
20 Sep 2011
Steven N Kaplan
Director
Sale $138,214
15 Nov 2007
Steven N Kaplan
Director
Sale $236,928
15 Nov 2007
Steven N Kaplan
Director
Option $264,161
15 Nov 2007


Morningstar Inc executives and stock owners

Morningstar Inc executives and other stock owners filed with the SEC include: