Company 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.
| Country | United States |
| Founded | 1984 |
| IPO Date | May 3, 2005 |
| Industry | Financial Data & Stock Exchanges |
| Sector | Financials |
| Employees | 11,334 |
| CEO | Kunal Kapoor CFA |
Contact Details
Address: 22 West Washington Street Chicago, Illinois 60602 United States | |
| Phone | (312) 696-6000 |
| Website | morningstar.com |
Stock Details
| Ticker Symbol | MORN |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001289419 |
| CUSIP Number | 617700109 |
| ISIN Number | US6177001095 |
| Employer ID | 36-3297908 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Joseph D. Mansueto | Founder and Executive Chairman of the Board |
| Kunal Kapoor CFA | Chief Executive Officer and Director |
| Jason M. Dubinsky | Chief Financial Officer |
| Daniel Dunn | Chief Revenue Officer |
| Conan Wiersema | Principal Accounting Officer |
| James Rhodes | President of Data, Research and Enterprise Solutions and Chief Technology Officer |
| Barbara Margaret Noverini C.F.A. | Analyst |
| Kathleen Peacock | Chief Legal Officer |
| Stephanie Lerdall | Senior Manager of Media Relations |
| Steve Bendt | Chief Marketing Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 28, 2024 | ARS | Filing |
| Mar 28, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 28, 2024 | DEF 14A | Other definitive proxy statements |
| Mar 22, 2024 | 8-K | Current Report |
| Mar 15, 2024 | 8-K | Current Report |
| Mar 11, 2024 | 144 | Filing |
| Feb 29, 2024 | 8-K | Current Report |
| Feb 29, 2024 | 10-K | Annual Report |
| Feb 28, 2024 | UPLOAD | Filing |
| Feb 23, 2024 | 8-K | Current Report |