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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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297.60+3.45 (+1.17%)
At close: 04:00PM EDT
297.60 0.00 (0.00%)
After hours: 04:06PM EDT

Morningstar, Inc.

22 West Washington Street
Chicago, IL 60602
United States
312 696 6000

Sector(s)Financial Services
IndustryFinancial Data & Stock Exchanges
Full Time Employees11,334

Key Executives

NameTitlePayExercisedYear Born
Mr. Joseph D. MansuetoFounder & Executive Chairman of the Board105.25kN/A1956
Mr. Kunal Kapoor CFACEO & Director2.08MN/A1975
Mr. Jason M. DubinskyChief Financial Officer1.09MN/A1973
Mr. Daniel DunnChief Revenue Officer778.48kN/A1976
Mr. Conan WiersemaPrincipal Accounting OfficerN/AN/A1979
Mr. James RhodesPresident of Data, Research & Enterprise Solutions and CTON/AN/AN/A
Ms. Barbara Margaret Noverini C.F.A.AnalystN/AN/AN/A
Ms. Kathleen PeacockChief Legal OfficerN/AN/AN/A
Stephanie LerdallSenior Manager of Media RelationsN/AN/AN/A
Mr. Steve BendtChief Marketing OfficerN/AN/AN/A
Amounts are as of December 31, 2023 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.


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 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 May 1, 2024 is 5. The pillar scores are Audit: 9; Board: 9; Shareholder Rights: 2; Compensation: 1.

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 a 10 indicates higher governance risk.