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Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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249.98+4.85 (+1.98%)
At close: 04:00PM EST
249.98 0.00 (0.00%)
After hours: 04:07PM EST

Morningstar, Inc.

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

Sector(s)Financial Services
IndustryFinancial Data & Stock Exchanges
Full Time Employees11,716

Key Executives

NameTitlePayExercisedYear Born
Mr. Kunal Kapoor CFACEO & Director2.6MN/A1975
Mr. Jason M. DubinskyChief Financial Officer1.16MN/A1973
Mr. Daniel DunnChief Revenue Officer895.18kN/A1976
Ms. Kimberly J. McGarryGlobal Controller & Chief Accounting OfficerN/AN/A1952
Mr. James RhodesPres of Data, Research & Enterprise Solutions and CTON/AN/AN/A
Ms. Barbara Margaret Noverini C.F.A.AnalystN/AN/AN/A
Mr. Patrick J. MaloneyGen. Counsel & Corp. Sec.N/AN/A1958
Stephanie LerdallSr. Mang. of Media RelationsN/AN/AN/A
Mr. Chris BoruffManaging Director of Bus. OperationsN/AN/A1965
Mr. David W. WilliamsChief Design OfficerN/AN/A1961
Amounts are as of December 31, 2021 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 research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

Corporate Governance

Morningstar, Inc.’s ISS Governance QualityScore as of November 28, 2022 is 5. The pillar scores are Audit: 4; Board: 8; Shareholder Rights: 2; Compensation: 4.

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.