Kaplan Steven N
Known title: DirectorCIK: 0001324001
Associated companies
Transaction History
| MORN | ▲ Buy | Grant | 1,144 | $0 | 5/15/2026 | View on chart |
| MORN | ▲ Buy | Grant | 620 | $0 | 5/15/2025 | View on chart |
| MORN | ▼ Sell | Other | 1,250 | $436K | 11/11/2024 | View on chart |
| MORN | ▼ Sell | Other | 1,250 | $382K | 8/12/2024 | View on chart |
| MORN | ▲ Buy | Grant | 639 | $0 | 5/15/2024 | View on chart |
| MORN | ▼ Sell | Open Market | 1,250 | $373K | 5/10/2024 | View on chart |
| MORN | ▼ Sell | Open Market | 1,250 | $384K | 3/11/2024 | View on chart |
| MORN | ▲ Buy | Grant | 868 | $0 | 5/15/2023 | View on chart |
| MORN | ▲ Buy | Grant | 679 | $0 | 5/15/2022 | View on chart |
| MORN | ▼ Sell | Open Market | 1,000 | $313K | 11/11/2021 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 7, 2026
Morningstar Launches Direct AI Platform for Advisors
Morningstar introduced Direct AI, an agentic platform built on its independent insights, and expanded access to public and private markets with Envestnet. These moves highlight the company's push into AI-driven tools for financial advisors. The stock is currently trading near its 52-week low, despite analyst targets remaining significantly higher than the current price.
Morningstar Launches Direct AI Platform for Advisors. Morningstar introduced Direct AI, an agentic platform built on its independent insights, and expanded access to public and private markets with Envestnet. These moves highlight the company's push into AI-driven tools for financial advisors. The stock is currently trading near its 52-week low, despite analyst targets remaining significantly higher than the current price.