Morningstar, Inc. (MORN)

297.01 -2.97 (-0.99%) At close: 04:00PM EDT

Morningstar, Inc.

22 West Washington Street
Chicago, IL 60602
United States
312 696 6000
https://www.morningstar.com

Sector(s): Financial Services
Industry: Financial Data & Stock Exchanges
Full-time employees: 11,334

Key executives

Name	Title	Pay	Exercised	Year born
Mr. Joseph D. Mansueto	Founder & Executive Chairman of the Board	105.25k	N/A	1956
Mr. Kunal Kapoor CFA	CEO & Director	2.08M	N/A	1975
Mr. Jason M. Dubinsky	Chief Financial Officer	1.09M	N/A	1973
Mr. Daniel Dunn	Chief Revenue Officer	778.48k	N/A	1976
Mr. Conan Wiersema	Principal Accounting Officer	N/A	N/A	1979
Mr. James Rhodes	President of Data, Research & Enterprise Solutions and CTO	N/A	N/A	N/A
Ms. Barbara Margaret Noverini C.F.A.	Analyst	N/A	N/A	N/A
Ms. Kathleen Peacock	Chief Legal Officer	N/A	N/A	N/A
Stephanie Lerdall	Senior Manager of Media Relations	N/A	N/A	N/A
Mr. Steve Bendt	Chief Marketing Officer	N/A	N/A	N/A

Amounts are as of 31 December 2023, and compensation values are for the last fiscal year ending on that date. Pay includes salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.

Description

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.

Corporate governance

Morningstar, Inc.’s ISS governance QualityScore as of 1 April 2024 is 5. The pillar scores are Audit: 6; Board: 10; Shareholder rights: 2; Compensation: 3.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while 10 indicates higher governance risk.