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Steven N. Kaplan net worth and biography

Steven Kaplan Biography and Net Worth

Director of Morningstar

Steve Kaplan 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 formerly served on the board of trustees of the Columbia Acorn Funds and on the board of directors of Accretive Health, Inc. and Zayo Group Holdings, Inc.

What is Steven N. Kaplan's net worth?: The estimated net worth of Steven N. Kaplan is at least $12.77 million as of March 11th, 2024. Mr. Kaplan owns 44,427 shares of Morningstar stock worth more than $12,770,985 as of April 26th. This net worth estimate does not reflect any other assets that Mr. Kaplan may own. Learn More about Steven N. Kaplan's net worth.
How do I contact Steven N. Kaplan?: The corporate mailing address for Mr. Kaplan and other Morningstar executives is 22 WEST WASHINGTON STREET, CHICAGO IL, 60602. Morningstar can also be reached via phone at (312) 696-6000 and via email at [email protected]. Learn More on Steven N. Kaplan's contact information.
Has Steven N. Kaplan been buying or selling shares of Morningstar?: Steven N. Kaplan has not been actively trading shares of Morningstar over the course of the past ninety days. Most recently, Steven N. Kaplan sold 1,250 shares of the business's stock in a transaction on Monday, March 11th. The shares were sold at an average price of $306.81, for a transaction totalling $383,512.50. Following the completion of the sale, the director now directly owns 44,427 shares of the company's stock, valued at $13,630,647.87. Learn More on Steven N. Kaplan's trading history.
Who are Morningstar's active insiders?: Morningstar's insider roster includes Bevin Desmond (Insider), Robin Diamonte (Director), Jason Dubinsky (CFO), Daniel Dunn (CRO), Steven Kaplan (Director), Gail Landis (Director), William Lyons (Director), Joseph Mansueto (Chairman), and Caroline Tsay (Director). Learn More on Morningstar's active insiders.
Are insiders buying or selling shares of Morningstar?: During the last year, insiders at the business services provider sold shares 63 times. They sold a total of 408,033 shares worth more than $100,384,016.70. The most recent insider tranaction occured on March, 11th when Chairman Joseph D Mansueto sold 1,297 shares worth more than $399,073.93. Insiders at Morningstar own 39.9% of the company. Learn More about insider trades at Morningstar.
Information on this page was last updated on 3/11/2024.

Steven N. Kaplan Insider Trading History at Morningstar

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/11/2024	Sell	1,250	$306.81	$383,512.50	44,427
11/11/2021	Sell	1,000	$312.87	$312,870.00
8/11/2021	Sell	1,000	$261.94	$261,940.00
12/21/2017	Sell	2,500	$96.91	$242,275.00	42,021
11/21/2017	Sell	2,500	$91.85	$229,625.00	44,821
12/27/2016	Sell	2,000	$74.09	$148,180.00	47,793
11/28/2016	Sell	2,000	$73.34	$146,680.00	49,793
10/27/2016	Sell	2,000	$70.64	$141,280.00	51,793
12/10/2014	Sell	1,500	$64.52	$96,780.00
11/19/2014	Sell	1,500	$67.32	$100,980.00
9/24/2014	Sell	1,000	$68.04	$68,040.00
12/10/2013	Sell	2,000	$80.31	$160,620.00
11/19/2013	Sell	2,000	$84.71	$169,420.00
9/24/2013	Sell	2,000	$78.24	$156,480.00

Steven N. Kaplan Buying and Selling Activity at Morningstar

Morningstar Company Overview

Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.

Today's Range

Now: $287.46

$283.82

$300.00

50 Day Range

MA: $300.87

$272.59

$315.06

2 Week Range

Now: $287.46

$163.28

$316.05

Volume

196,700 shs

Average Volume

128,526 shs

Market Capitalization

$12.29 billion

P/E Ratio

87.64

Dividend Yield

0.54%

Beta

1.15