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Insider · CIK 0001324001

Kaplan Steven N

CIK 0001324001 Name as filed on the most recent filing

Filed as Kaplan Steven N (50)

465 transaction lines · from 50 filings · filed 2006-06-15 to 2024-05-13 The span is the filing dates this catalog holds, not the entity's full filing history. Absence here is not evidence of absence at the SEC.

How this page attributes a trade

A line appears here when the filing that carries it names this CIK as a reporting owner, not only when the parser picked this CIK as the line's primary owner. That is why a joint filing appears on both owners' pages rather than vanishing from the second one. The catalog never merges two CIKs into one person and never splits one CIK into two: identity here is the SEC's own identifier and nothing else.

01

Issuers this insider has filed against

Ordered by last-seen filing date, newest first. Roles are as filed on the Form 4 and are not normalised.

Fault

This container could not be filled from the store. It is showing nothing because a read failed, not because no insider filed: those are different facts and this catalog will not let one stand in for the other. The last ingest the store recorded was 2026-08-21 05:23 UTC.

No issuer is recorded

The catalog holds no filing linking this CIK to an issuer.

02

Transactions

Every stored Form 4 line naming this reporting owner, newest transaction date first. Each row links to the filing it came from.

465 transactions · Newest transaction date first, id breaking the tie.

Fault

This container could not be filled from the store. It is showing nothing because a read failed, not because no insider filed: those are different facts and this catalog will not let one stand in for the other. The last ingest the store recorded was 2026-08-21 05:23 UTC.

Transactions filed by this insider
Direction Date Issuer Code Shares Price Value USD Filing
2024-05-10 Morningstar, Inc.
MORN 		S, Open-market sale 1,250 disposed 298.13 372,662.50 Form 4, filing 0001062993-24-010061
2024-03-11 Morningstar, Inc.
MORN 		S, Open-market sale 1,250 disposed 306.81 383,516.50 Form 4, filing 0001062993-24-006288
2021-11-11 Morningstar, Inc.
MORN 		S, Open-market sale 1,000 disposed 312.87 312,870.00 Form 4, filing 0001289419-21-000269
2021-08-11 Morningstar, Inc.
MORN 		S, Open-market sale 1,000 disposed 261.94 261,940.00 Form 4, filing 0001289419-21-000210
2020-02-27 Morningstar, Inc.
MORN 		S, Open-market sale 2,316 disposed 150.69 348,998.04 Form 4, filing 0001289419-20-000034
2017-12-21 Morningstar, Inc.
MORN 		S, Open-market sale 2,500 disposed 96.91 242,275.00 Form 4, filing 0001289419-17-000102
2017-11-21 Morningstar, Inc.
MORN 		S, Open-market sale 2,200 disposed 92.00 202,400.00 Form 4, filing 0001289419-17-000098
2017-11-21 Morningstar, Inc.
MORN 		S, Open-market sale 300 disposed 90.75 27,225.00 Form 4, filing 0001289419-17-000098
2017-10-25 Morningstar, Inc.
MORN 		S, Open-market sale 1,600 disposed 82.97 132,752.00 Form 4, filing 0001289419-17-000072
2017-10-25 Morningstar, Inc.
MORN 		S, Open-market sale 300 disposed 86.59 25,977.00 Form 4, filing 0001289419-17-000072
2017-10-25 Morningstar, Inc.
MORN 		S, Open-market sale 300 disposed 85.37 25,611.00 Form 4, filing 0001289419-17-000072
2017-10-25 Morningstar, Inc.
MORN 		S, Open-market sale 300 disposed 84.42 25,326.00 Form 4, filing 0001289419-17-000072
2016-12-27 Morningstar, Inc.
MORN 		S, Open-market sale 2,000 disposed 74.09 148,172.20 Form 4, filing 0001289419-16-000320
2016-11-28 Morningstar, Inc.
MORN 		S, Open-market sale 2,000 disposed 73.34 146,672.00 Form 4, filing 0001289419-16-000311
2016-10-27 Morningstar, Inc.
MORN 		S, Open-market sale 2,000 disposed 70.64 141,277.20 Form 4, filing 0001289419-16-000286
2014-12-10 Morningstar, Inc.
MORN 		S, Open-market sale 900 disposed 65.08 58,567.95 Form 4, filing 0001289419-14-000254
2014-12-10 Morningstar, Inc.
MORN 		S, Open-market sale 600 disposed 63.69 38,213.22 Form 4, filing 0001289419-14-000254
2014-11-19 Morningstar, Inc.
MORN 		S, Open-market sale 1,500 disposed 67.32 100,975.05 Form 4, filing 0001289419-14-000250
2014-09-24 Morningstar, Inc.
MORN 		S, Open-market sale 1,000 disposed 68.04 68,042.60 Form 4, filing 0001289419-14-000183
2013-12-10 Morningstar, Inc.
MORN 		S, Open-market sale 2,000 disposed 80.31 160,626.40 Form 4, filing 0001289419-13-000338
2013-11-19 Morningstar, Inc.
MORN 		S, Open-market sale 2,000 disposed 84.71 169,420.40 Form 4, filing 0001289419-13-000332
2013-09-24 Morningstar, Inc.
MORN 		S, Open-market sale 2,000 disposed 78.24 156,489.00 Form 4, filing 0001289419-13-000244
2012-12-05 Morningstar, Inc.
MORN 		S, Open-market sale 2,051 disposed 63.23 129,677.76 Form 4, filing 0001289419-12-000428
2012-12-05 Morningstar, Inc.
MORN 		S, Open-market sale 949 disposed 62.12 58,947.42 Form 4, filing 0001289419-12-000428
2012-11-07 Morningstar, Inc.
MORN 		S, Open-market sale 3,000 disposed 63.54 190,624.80 Form 4, filing 0001289419-12-000389
2012-09-05 Morningstar, Inc.
MORN 		S, Open-market sale 3,000 disposed 59.90 179,698.20 Form 4, filing 0001289419-12-000286
2011-12-06 Morningstar, Inc.
MORN 		S, Open-market sale 2,500 disposed 59.58 148,939.50 Form 4, filing 0001289419-11-000391
2011-11-09 Morningstar, Inc.
MORN 		S, Open-market sale 2,500 disposed 58.70 146,762.25 Form 4, filing 0001289419-11-000367
2011-09-20 Morningstar, Inc.
MORN 		S, Open-market sale 2,500 disposed 59.29 148,219.50 Form 4, filing 0001289419-11-000305
2010-12-14 Morningstar, Inc.
MORN 		S, Open-market sale 2,000 disposed 52.26 104,530.00 Form 4, filing 0001289419-10-000509
2010-11-17 Morningstar, Inc.
MORN 		S, Open-market sale 2,000 disposed 48.99 97,982.00 Form 4, filing 0001289419-10-000461
2010-10-19 Morningstar, Inc.
MORN 		S, Open-market sale 2,001 disposed 46.94 93,923.34 Form 4, filing 0001289419-10-000433
2010-10-12 Morningstar, Inc.
MORN 		S, Open-market sale 2,000 disposed 46.23 92,454.60 Form 4, filing 0001289419-10-000427
2010-05-25 Accretive Health, Inc.
AH 		S, Open-market sale 19,425 disposed 11.28 219,114.00 Form 4, filing 0001209191-10-030790
2010-05-17 Morningstar, Inc.
MORN 		S, Open-market sale 725 disposed 47.45 34,401.25 Form 4, filing 0001289419-10-000207
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 487 disposed 69.91 34,046.17 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 314 disposed 70.43 22,115.02 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 313 disposed 70.28 21,997.64 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 209 disposed 70.44 14,721.96 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 209 disposed 70.14 14,659.26 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 174 disposed 70.27 12,226.98 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 173 disposed 69.98 12,106.54 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 139 disposed 69.99 9,728.61 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 104 disposed 70.53 7,335.12 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 104 disposed 70.12 7,292.48 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 104 disposed 70.07 7,287.28 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 104 disposed 70.05 7,285.20 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 103 disposed 70.01 7,211.03 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 103 disposed 69.96 7,205.88 Form 4, filing 0001289419-07-000890
2007-11-15 Morningstar, Inc.
MORN 		S, Open-market sale 72 disposed 70.17 5,052.24 Form 4, filing 0001289419-07-000890

This column is intentionally blank

No transaction line is stored for this reporting owner, though the catalog holds filings naming them. That happens when the filings report only holdings or only positions the store does not carry, and when a parse failed; each filing page states its own parse status.

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Codes on this page
S, Open-market sale
Open-market sale

Every value is as reported on the Form 4. A price the filing did not report is marked Not reported and no value is computed from it. Codes outside the open market, drawn in grey behind a dashed rule, are compensation and administrative machinery rather than a decision to trade at the prevailing price.

What this insider's stored lines contain

Exact counts over every stored line for this entity. This is a statement of composition, not a filter: the only filter this page offers is the open-market one above, because that is the only one an index serves today.

  • Open-market purchase 0
  • Open-market sale 465
  • Option exercise 0
  • Grant or award 0
  • Tax withholding 0
  • Disposition to the issuer 0
  • In-the-money option exercise 0

How to cite this page

ebomi catalog. Kaplan Steven N, insider transactions. Retrieved 2026-08-21 from https://ebomi.com/insider/0001324001

Balogh, A. Insider trading. Scientific Data 10, 237 (2023) doi:10.1038/s41597-023-02147-6

This page as JSON The JSON twin is shaped by the same read model as this page, so the two cannot disagree. Its envelope carries the canonical URL, the retrieval time, the coverage claim, and the licence statement.