KAPLAN STEVEN N sold 2.8% of their position (1.25K shares) of MORNINGSTAR, INC. on the open market
Open‑market sale worth $372.7K — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 5/13/2024ACC: 0001062993-24-010061
-1.25K
Net shares
Net seller
$372.7K
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
$298.13
Trade value
$372.66K
% of position
2.8%
5/10/2024
44.43K→43.18K
Total
Net shares
−1.25K
Net value
-$372.66K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 5/10/2024 | S · Sale | −1.25K | $298.13 | $372.66K | 2.8% | 44.43K | 43.18K |
| Total | −1.25K | -$372.66K | ||||||
Derivative Transactions0
No derivative transactions reported