Insider · CIK 0001324001

Kaplan Steven N

Reports to the SEC for 3 companies · CHICAGO, IL

sec.gov

Transactions

Companies

Filings

CIK

0001324001

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+1,144 sh	—	—	43,080
2025-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+620 sh	—	—	41,936
2024-11-11	MORNMorningstar, Inc.D Disposition to Issuer	Director	DDisposition to Issuer	−1,250 sh	$348.58	−$436K	41,316
2024-08-12	MORNMorningstar, Inc.D Disposition to Issuer	Director	DDisposition to Issuer	−1,250 sh	$305.47	−$382K	42,566
2024-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+639 sh	—	—	43,816
2024-05-10	MORNMorningstar, Inc.S Sale	Director	SSale	−1,250 sh	$298.13	−$373K	43,177
2024-03-11	MORNMorningstar, Inc.S Sale	Director	SSale	−1,250 sh	$306.81	−$384K	44,427
2023-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+868 sh	—	—	45,677
2022-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+679 sh	—	—	44,809
2021-11-11	MORNMorningstar, Inc.S Sale	Director	SSale	−1,000 sh	$312.87	−$313K	44,130
2021-08-11	MORNMorningstar, Inc.S Sale	Director	SSale	−1,000 sh	$261.94	−$262K	45,130
2021-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+612 sh	—	—	43,812
2021-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+612 sh	—	—	46,130
2020-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+1,032 sh	—	—	43,200
2020-03-09	Zayo Group Holdings, Inc.D Disposition to Issuer	Director	DDisposition to Issuer	−43.7K sh	—	—	0
2020-03-09	Zayo Group Holdings, Inc.Restricted Stock UnitsD Disposition to Issuer	Director	DDisposition to Issuer	−1,612 sh	—	—	0
2020-02-27	MORNMorningstar, Inc.S Sale	Director	SSale	−2,316 sh	$150.69	−$349K	42,168
2020-01-06	Zayo Group Holdings, Inc.Restricted Stock UnitsA Award	Director	AAward	+1,612 sh	—	—	1,612
2019-12-31	Zayo Group Holdings, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+1,643 sh	—	—	43,718
2019-12-31	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−1,643 sh	—	—	0
2019-10-04	Zayo Group Holdings, Inc.Restricted Stock UnitsA Award	Director	AAward	+1,643 sh	—	—	1,643
2019-09-30	Zayo Group Holdings, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+1,691 sh	—	—	42,075
2019-09-30	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−1,691 sh	—	—	0
2019-07-05	Zayo Group Holdings, Inc.Restricted Stock UnitsA Award	Director	AAward	+1,691 sh	—	—	1,691
2019-06-28	Zayo Group Holdings, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+1,970 sh	—	—	40,384
2019-06-28	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−1,970 sh	—	—	0
2019-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+1,127 sh	—	—	44,484
2019-04-05	Zayo Group Holdings, Inc.Restricted Stock UnitsA Award	Director	AAward	+1,970 sh	—	—	1,970
2019-03-29	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−2,523 sh	—	—	0
2019-01-02	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−2,523 sh	—	—	2,523
2018-12-31	Zayo Group Holdings, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+1,600 sh	—	—	35,891
2018-12-31	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−1,600 sh	—	—	0
2018-10-09	Zayo Group Holdings, Inc.Restricted Stock UnitsA Award	Director	AAward	+1,600 sh	—	—	1,600
2018-09-28	Zayo Group Holdings, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+1,529 sh	—	—	34,291
2018-09-28	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−1,529 sh	—	—	0
2018-07-05	Zayo Group Holdings, Inc.Restricted Stock UnitsA Award	Director	AAward	+1,529 sh	—	—	1,529
2018-06-29	Zayo Group Holdings, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+1,614 sh	—	—	32,762
2018-06-29	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−1,614 sh	—	—	0
2018-05-15	MORNMorningstar, Inc.A Award	Director	AAward	+1,336 sh	—	—	43,357
2018-04-05	Zayo Group Holdings, Inc.Restricted Stock UnitsA Award	Director	AAward	+1,614 sh	—	—	1,614
2018-03-31	Zayo Group Holdings, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+1,528 sh	—	—	31,148
2018-03-31	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−1,528 sh	—	—	0
2018-03-29	Zayo Group Holdings, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+2,523 sh	—	—	38,414
2017-12-29	Zayo Group Holdings, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+1,607 sh	—	—	29,620
2017-12-29	Zayo Group Holdings, Inc.Restricted Stock unitsM Exercise/Conversion	Director	MExercise/Conversion	−1,607 sh	—	—	0
2017-12-21	MORNMorningstar, Inc.S Sale	Director	SSale	−2,500 sh	$96.91	−$242K	42,021
2017-11-21	MORNMorningstar, Inc.S Sale	Director	SSale	−2,200 sh	$92.00	−$202K	44,821
2017-11-21	MORNMorningstar, Inc.S Sale	Director	SSale	−300 sh	$90.75	−$27.2K	44,521
2017-10-25	MORNMorningstar, Inc.S Sale	Director	SSale	−1,600 sh	$82.97	−$133K	47,921
2017-10-25	MORNMorningstar, Inc.S Sale	Director	SSale	−300 sh	$84.42	−$25.3K	47,621

Recent filings

Accepted (ET)
May 194
Kaplan Steven N0001324001-26-000002
SEC(opens sec.gov)
May 194
Kaplan Steven N0001289419-25-000106
SEC(opens sec.gov)
Nov 124
Kaplan Steven N0001289419-24-000123
SEC(opens sec.gov)
Aug 134
Kaplan Steven N0001289419-24-000070
SEC(opens sec.gov)
May 174
Kaplan Steven N0001062993-24-010697
SEC(opens sec.gov)
May 134
Kaplan Steven N0001062993-24-010061
SEC(opens sec.gov)
Mar 124
Kaplan Steven N0001062993-24-006288
SEC(opens sec.gov)
May 174
Kaplan Steven N0001062993-23-011467
SEC(opens sec.gov)
May 174
Kaplan Steven N0001062993-22-012707
SEC(opens sec.gov)
Nov 124
Kaplan Steven N0001289419-21-000269
SEC(opens sec.gov)
Aug 124
Kaplan Steven N0001289419-21-000210
SEC(opens sec.gov)
Aug 124/A
Kaplan Steven N0001289419-21-000208
SEC(opens sec.gov)
May 184
Kaplan Steven N0001289419-21-000110
SEC(opens sec.gov)
May 194
Kaplan Steven N0001289419-20-000108
SEC(opens sec.gov)
Mar 94
Kaplan Steven N0001209191-20-017146
SEC(opens sec.gov)
Feb 284
Kaplan Steven N0001289419-20-000034
SEC(opens sec.gov)
Jan 74
Kaplan Steven N0001209191-20-002384
SEC(opens sec.gov)
Jan 64
Kaplan Steven N0001209191-20-001874
SEC(opens sec.gov)

Companies

Address

22 WEST WASHINGTON ST

CHICAGO, IL, 60602