KAPLAN STEVEN N sold 2.7% of their position (1.25K shares) of MORNINGSTAR, INC. on the open market
Open‑market sale worth $383.5K — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 3/12/2024ACC: 0001062993-24-006288
-1.25K
Net shares
Net seller
$383.5K
Total sold
1
Open market trades
0B · 1S
1
Total transactions
1.25K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−1.25K
Price / share
$306.81
Trade value
$383.52K
% of position
2.7%
3/11/2024
45.68K→44.43K
Total
Net shares
−1.25K
Net value
-$383.52K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/11/2024 | S · Sale | −1.25K | $306.81 | $383.52K | 2.7% | 45.68K | 44.43K |
| Total | −1.25K | -$383.52K | ||||||
Derivative Transactions0
No derivative transactions reported