Governance Morningstar, Inc.

MORN

US6177001095

Professional Information Services

Market Closed - Nasdaq Other stock markets 21:00:00 10/02/2026 GMT			5-day change	1st Jan Change
161.48 ^USD	-1.36%		-18.56%	-25.69%

02-10	Fiserv's quarterly profit beats estimates as focus shifts to transition year	RE
02-10	Israel's FINQ launches US ETFs managed solely by AI	RE

Executive Committee: Morningstar, Inc.

Manager

Positions heldSince

Kunal Kapoor

50 year

Chief Executive Officer

31/12/2016

Robyn Koyner

Corporate Secretary

Conan Wiersema

47 year

Comptroller/Controller/Auditor

30/06/2021

Marie Trzupek Lynch

Human Resources Officer

Kathleen Peacock

General Counsel

Sarah Bush

Investor Relations Contact

Michael Holt

46 year

Director of Finance/CFO

31/12/2024

Noel G. Abat

Sales & Marketing

28/02/2006

Daniel Needham

Chief Investment Officer	-
Chief Tech/Sci/R&D Officer	-

Composition of the Board of Directors: Morningstar, Inc.

Director

CommitteesSince

Joe Mansueto

69 year

Chairman

15/05/1984

Cheryl Francis

72 year

Compensation Committee	31/12/2009
HR Committee	28/04/2009
Audit Committee Chair	30/06/2002
Finance Committee	31/12/2009
Organization Committee	31/12/2009
Governance Committee	15/06/2022
Nominating Committee	15/06/2022

Doniel Sutton

52 year

Compensation Committee	13/05/2021
Governance Committee Chair	21/05/2024
Nominating Committee Chair	21/05/2024
Audit Committee	13/05/2021

Anne Bramman

58 year

Audit Committee Chair
Audit Committee	01/01/2026
Compensation Committee	01/01/2026

Steven Kaplan

66 year

Governance Committee	08/12/2011
Nominating Committee	08/12/2011
Compensation Committee Chair	31/12/1998

William Lyons

70 year

Compensation Committee	08/12/2011
Governance Committee Chair	31/08/2007
Nominating Committee Chair	31/08/2007

Gail Landis

73 year

Audit Committee	30/05/2013
Governance Committee	13/05/2013
Nominating Committee	13/05/2013

Robin Diamonte

61 year

Audit Committee	03/12/2015
Governance Committee	03/12/2015
Nominating Committee	03/12/2015

Caroline Tsay

44 year

Audit Committee	24/04/2018
Governance Committee	28/07/2025
Nominating Committee	28/07/2025

Stephen Joynt

74 year

Compensation Committee	05/12/2019
Governance Committee	05/12/2019
Nominating Committee	05/12/2019

Kunal Kapoor

50 year

Director/Board Member

31/12/2016

Latest Appointments: Morningstar, Inc.

02-10	Fiserv's quarterly profit beats estimates as focus shifts to transition year	RE
02-06	Toyota changes CEO despite its strength through industry turmoil	RE
02-05	Monolithic Power Systems forecasts first-quarter revenue above estimates on AI-powered demand	RE
01-05	Morningstar, Inc. Announces Appointment of Anne Bramman to Board of Directors and as a Member of the Board's Audit Committee and Compensation Committee	CI
01-05	Anne Bramman elected to Morningstar's board of directors	RE
28/10/25	Morningstar DBRS Announces Executive Appointments	CI
14/10/25	Morningstar, Inc. Announces Chief Revenue Officer Changes, Effective November 21, 2025	CI

More news

Former Officers and Directors: Morningstar, Inc.

Insider

Positions held

SinceUntil

Bevin Desmond

Human Resources Officer	31/12/2009	30/08/2022
Corporate Officer/Principal	31/08/1993	26/03/2013

Scott Burns

Corporate Officer/Principal

31/12/2003

31/12/2021

Jack D. Noonan

Director/Board Member	31/12/1998	13/05/2021
Independent Dir/Board Member	31/12/1997	13/05/2021

Sanjay Arya

Corporate Officer/Principal

31/08/1993

31/01/2021

Hugh J. Zentmyer

Director/Board Member	28/01/2010	14/05/2020
Independent Dir/Board Member	28/01/2010	14/05/2020

Paul W. Sturm

Director/Board Member	31/12/1997	11/05/2017
Trading-Equity	31/12/1997	31/12/1997
Independent Dir/Board Member	31/12/1997	11/05/2017

Stéphane Biehler

Director of Finance/CFO

12/11/2013

30/03/2017

James Tanner

Corporate Officer/Principal	08/01/2013	28/02/2017
Sales & Marketing	08/01/2013	31/12/2015

Gregory Goff

Chief Tech/Sci/R&D Officer

18/10/2011

03/12/2015

Tom Idzorek

Corporate Officer/Principal

29/06/2012

31/01/2015

Scott Cooley

Comptroller/Controller/Auditor	14/04/2010	08/12/2011
Director of Finance/CFO	31/12/1995	12/11/2013

Thomas George Schiller

Corporate Officer/Principal

24/09/2013

Peng Chen

Corporate Officer/Principal

29/06/2012

Elizabeth Kirscher

Corporate Officer/Principal

31/12/1994

03/06/2012

Joseph T. Grause

Corporate Officer/Principal

30/04/2011

Akshay Pachisia

Corporate Officer/Principal

29/04/2011

Tao Huang

Chief Operating Officer	30/09/2000	30/11/2010
Chief Tech/Sci/R&D Officer	31/12/1991	30/09/2000
Corporate Officer/Principal	31/12/1991	31/12/1997

Frank S. Ptak

Director/Board Member

11/02/2007

30/12/2009

Todd D. Young

Corporate Officer/Principal

Sumit Desai

Corporate Officer/Principal

30/12/2008

Timothy K. Armour

Corporate Officer/Principal

31/12/1997

29/02/2008

Paul Charles Herbert

Corporate Officer/Principal

30/12/2007

Martha Dustin Boudos

Director of Finance/CFO

31/12/1991

09/08/2007

Anthony Chukumba

Corporate Officer/Principal

29/11/2006

Sanjay Ayer

Corporate Officer/Principal

30/09/2002

Christine Benz

Corporate Officer/Principal

31/12/2007

Mike Trigg

Corporate Officer/Principal

31/12/2000

Jason Nguyen

Corporate Officer/Principal

30/12/2005

Ryan Dobratz

Corporate Officer/Principal

Mike Fang

Corporate Officer/Principal

30/12/2005

Richard E. Robbins

General Counsel	31/07/2005	-
Corporate Secretary	31/07/2005	-

Stephen D. Ferrone

Sales & Marketing

31/07/2005

Brian Ernest Huckstep

Corporate Officer/Principal

30/12/2004

Elizabeth Marie Bernstein

Corporate Officer/Principal

31/07/2004

Prakhar Bansal

Corporate Officer/Principal

31/12/1995

29/12/2002

Karen Dolan

Corporate Officer/Principal

31/12/2001

Gary L. Burge

Director of Finance/CFO

31/12/1998

31/12/2000

Margaret Kirch Cohen

Public Communications Contact

Dean Metropoulos

Chief Executive Officer	16/03/1994	31/12/1996
Chairman	16/03/1994	31/12/1996

Christopher Boruff

Chief Operating Officer	31/05/1996	-
Corporate Officer/Principal	31/05/1996	-

Russel Kinnel

Corporate Officer/Principal

31/12/1993

Thomas A. Desmond

Corporate Officer/Principal

31/12/1989

29/12/1993

Roger A. Albrecht

Corporate Officer/Principal

31/12/1989

30/12/1992

Kathy L. Martens

Corporate Officer/Principal

31/12/1991

Giri Cherukuri

Corporate Officer/Principal

Haywood Kelly

Chief Tech/Sci/R&D Officer	-	-
Corporate Officer/Principal	31/12/2008	-

John Rekenthaler

Chief Tech/Sci/R&D Officer

31/12/1987

Catherine Gillis Odelbo

Corporate Officer/Principal

31/12/1987

Donald James Phillips

Director/Board Member	01/10/1986	-
Chief Tech/Sci/R&D Officer	08/10/2013	02/01/2014
Corporate Officer/Principal	01/10/1986	-

Tony Roberts

Corporate Officer/Principal

Michael Herbst

Corporate Officer/Principal

Alexa Auerbach

Public Communications Contact

Jennifer Therese Strickland

Corporate Officer/Principal

Damon Ficklin

Corporate Officer/Principal

31/08/2002

Susan Lovering

Corporate Officer/Principal

Heidi Farrell

Human Resources Officer

Vanessa Gorman

Corporate Officer/Principal

Thomas I. Florence

Corporate Officer/Principal

Mike C. Wolcott

Corporate Officer/Principal

Jacqueline M. Swift

Corporate Officer/Principal

Patrick Geddes

Director of Finance/CFO

31/07/1999

Brian Zachary Lund

Corporate Officer/Principal

31/12/2003

Richard V. Gasaway

Sales & Marketing

Dafina M. Dunmore

Corporate Officer/Principal

Laura Pavlenko Lutton

Corporate Officer/Principal

Emil H. Lee

Corporate Officer/Principal

Liz Michaels

Corporate Officer/Principal

Anthony Rosenthal

Corporate Officer/Principal

Gary M. Silverman

Corporate Officer/Principal

Brian Lee

Corporate Officer/Principal

Vipul Nakum

Corporate Officer/Principal

Steven Keith

Corporate Officer/Principal

Lomit Patel

Corporate Officer/Principal

Joe Kottke

Corporate Officer/Principal

Paul Thomas Torregrosa

Corporate Officer/Principal

31/10/1995

Neil Wehrle

Corporate Officer/Principal

Joseph A. Varnas

Chief Operating Officer

Brandon Lance Troegle

Corporate Officer/Principal

Stephen Meier

Corporate Officer/Principal

Alice Lowenstein

Corporate Officer/Principal

Tom Forte

Corporate Officer/Principal

Michael W. Barad

Public Communications Contact	-	26/03/2013
Corporate Officer/Principal	13/05/2012	-

Daniela Palmieri

Public Communications Contact

Phillip Gray

Public Communications Contact

07/10/2010

Age distribution of managers

Parity Men Women

Male	15
Female	12

Of which Executive Committee

Male	6
Female	3

Of which Directors

Male	5
Female	6

Revisions

Révisions CA 1 an

Révisions CA 4 mois

Révisions CA 1 mois

Révisions BNA 1 an

Révisions BNA 4 mois

ESG MSCI

Environnement

Social

Gouvernance

Polémique

Controverses Ethiques

Controverses sur les droits de l'Homme

Controverses Subventions fiscales

Conforme à la finance Islamique

Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Retirement segment include managed retirement accounts and fiduciary services.

Employees

11,085

Sector

Professional Information Services

Calendar

02-11 - Q4 2025 Earnings Release

More about the company