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Morningstar Beheer

Beheer criteriumcontroles 4/4

De CEO Morningstar's is Kunal Kapoor, benoemd in Jan2017, heeft een ambtstermijn van 7.75 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 7.28M, bestaande uit 7.2% salaris en 92.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.27% van de aandelen van het bedrijf, ter waarde $ 36.89M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 7.5 jaar en 10.1 jaar.

Belangrijke informatie

Kunal Kapoor

Algemeen directeur

US$7.3m

Totale compensatie

Percentage CEO-salaris	7.2%
Dienstverband CEO	7.8yrs
Eigendom CEO	0.3%
Management gemiddelde ambtstermijn	7.5yrs
Gemiddelde ambtstermijn bestuur	10.1yrs

Recente managementupdates

Recent updates

Morningstar, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Mar 03

Morningstar: Watching Out For Q4 Earnings

Feb 22

The Price Is Right For Morningstar, Inc. (NASDAQ:MORN)

Jan 08

Morningstar declares $0.36 dividend

Oct 07

Morningstar: Wait For A Pullback

Sep 23

Morningstar: The Problem Is Still The Valuation

Jul 12

Morningstar - Not A Star Here

Apr 27

Morningstar: The Stock Is Still Too Expensive

Mar 19

Analyse CEO-vergoeding

Hoe is Kunal Kapoor's beloning veranderd ten opzichte van Morningstar's winst?
Datum	Totale vergoeding	Salaris	Bedrijfswinsten
Jun 30 2024	n/a	n/a	US$246m
Mar 31 2024	n/a	n/a	US$213m
Dec 31 2023	US$7m	US$525k	US$141m
Sep 30 2023	n/a	n/a	US$71m
Jun 30 2023	n/a	n/a	US$23m
Mar 31 2023	n/a	n/a	US$17m
Dec 31 2022	US$6m	US$500k	US$71m
Sep 30 2022	n/a	n/a	US$124m
Jun 30 2022	n/a	n/a	US$182m
Mar 31 2022	n/a	n/a	US$185m
Dec 31 2021	US$6m	US$500k	US$193m
Sep 30 2021	n/a	n/a	US$212m
Jun 30 2021	n/a	n/a	US$239m
Mar 31 2021	n/a	n/a	US$255m
Dec 31 2020	US$8m	US$400k	US$224m
Sep 30 2020	n/a	n/a	US$176m
Jun 30 2020	n/a	n/a	US$149m
Mar 31 2020	n/a	n/a	US$143m
Dec 31 2019	US$4m	US$400k	US$152m
Sep 30 2019	n/a	n/a	US$167m
Jun 30 2019	n/a	n/a	US$175m
Mar 31 2019	n/a	n/a	US$174m
Dec 31 2018	US$3m	US$388k	US$183m
Sep 30 2018	n/a	n/a	US$180m
Jun 30 2018	n/a	n/a	US$157m
Mar 31 2018	n/a	n/a	US$161m
Dec 31 2017	US$5m	US$350k	US$137m

Compensatie versus markt: De totale vergoeding ($USD 7.28M ) Kunal } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 13.04M ).

Compensatie versus inkomsten: De vergoeding van Kunal is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Kunal Kapoor (49 yo)

7.8yrs

Tenure

US$7,277,421

Compensatie

Mr. Kunal Kapoor, CFA has been Chief Executive Officer of Morningstar, Inc. since January 1, 2017 and served as its President since October 2015. Mr. Kapoor is responsible for product development and innov...

Leiderschapsteam

Naam	Positie	Tenure	Compensatie	Eigendom
Joseph Mansueto	Founder & Executive Chairman of the Board	40.4yrs	US$105.25k	35.99% $ 4.9b
Kunal Kapoor	CEO & Director	7.8yrs	US$7.28m	0.27% $ 36.6m
Jason Dubinsky	Chief Financial Officer	7.3yrs	US$2.69m	0.038% $ 5.1m
Daniel Dunn	Chief Revenue Officer	7.8yrs	US$1.98m	0.025% $ 3.3m
Conan Wiersema	Principal Accounting Officer	less than a year	geen gegevens	0.00047% $ 63.7k
Sarah Bush	Director of Investor Relations	no data	geen gegevens	geen gegevens
Kathleen Peacock	Chief Legal Officer	no data	geen gegevens	geen gegevens
Stephanie Lerdall	Senior Manager of Media Relations	no data	geen gegevens	geen gegevens
Julie Willoughby	Head of Global Sales	no data	geen gegevens	geen gegevens
Marie Lynch	Chief People Officer	1.8yrs	geen gegevens	geen gegevens
David Williams	Chief Design Officer	no data	US$346.96k	geen gegevens
Thomas Idzorek	Head of Investment Methodology & Economic Research	18.8yrs	US$1.11m	geen gegevens

7.5yrs

Gemiddelde duur

51yo

Gemiddelde leeftijd

Ervaren management: Het managementteam van MORN is doorgewinterd en ervaren (gemiddelde ambtstermijn van 7.5 jaar).

Bestuursleden

Naam	Positie	Tenure	Compensatie	Eigendom
Joseph Mansueto	Founder & Executive Chairman of the Board	40.4yrs	US$105.25k	35.99% $ 4.9b
Kunal Kapoor	CEO & Director	7.8yrs	US$7.28m	0.27% $ 36.6m
Stephen Joynt	Director	4.8yrs	US$224.87k	0.0072% $ 973.5k
William Lyons	Independent Director	17.1yrs	US$239.87k	0.030% $ 4.1m
Cheryl Francis	Independent Director	22.3yrs	US$249.87k	0.079% $ 10.7m
Steven Kaplan	Independent Director	25.2yrs	US$239.87k	0.096% $ 13.0m
Gail Landis	Independent Director	11.4yrs	US$229.87k	0.010% $ 1.4m
Robin Diamonte	Independent Director	8.8yrs	US$224.87k	0.019% $ 2.6m
Caroline Tsay	Independent Director	7.4yrs	US$224.87k	0.0058% $ 785.0k
Doniel Sutton	Independent Director	3.4yrs	US$224.87k	0.0041% $ 557.3k

10.1yrs

Gemiddelde duur

66yo

Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van MORN zijn ervaren en ervaren (gemiddelde ambtstermijn van 10.1 jaar).

Morningstar Beheer

Beheer criteriumcontroles 4/4

Belangrijke informatie

Recente managementupdates

Key Executive notifies of intention to sell stock

Chief Financial Officer notifies of intention to sell stock

CEO & Director exercised options and sold US$1.7m worth of stock

Key Executive notifies of intention to sell stock

Morningstar, Inc., Annual General Meeting, May 10, 2024

Morningstar Appoints Shihan Abeyguna as Managing Director, South-East Asia

Recent updates

Morningstar Stock: Perpetually Overvalued

Second quarter dividend of US$0.41 announced

Morningstar, Inc. Declares Quarterly Dividend, October 31, 2024

Key Executive notifies of intention to sell stock

New minor risk - Insider selling

Morningstar Retirement Launches New Morningstar Model of US Retirement Outcomes

Second quarter 2024 earnings released: EPS: US$1.61 (vs US$0.85 in 2Q 2023)

New major risk - Revenue and earnings growth

Morningstar: Still Holding Up Well, But No Investment

Upcoming dividend of US$0.41 per share

Chief Financial Officer notifies of intention to sell stock

Morningstar, Inc. to Report Q2, 2024 Results on Jul 24, 2024

First quarter dividend of US$0.41 announced

Morningstar, Inc. Declares Quarterly Dividend, Payable on July 31, 2024

Morningstar, Inc. (NASDAQ:MORN) Not Lagging Industry On Growth Or Pricing

CEO & Director exercised options and sold US$1.7m worth of stock

Key Executive notifies of intention to sell stock

First quarter 2024 earnings released: EPS: US$1.50 (vs US$0.18 loss in 1Q 2023)

Morningstar, Inc., Annual General Meeting, May 10, 2024

Morningstar, Inc. to Report Q1, 2024 Results on Apr 24, 2024

Fourth quarter dividend of US$0.41 announced

Morningstar, Inc. Declares Quarterly Dividend, Payable on April 30, 2024

Morningstar, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Full year 2023 earnings: EPS exceeds analyst expectations

Morningstar: Watching Out For Q4 Earnings

Morningstar Appoints Shihan Abeyguna as Managing Director, South-East Asia

Key Executive notifies of intention to sell stock

Morningstar, Inc. to Report Q4, 2023 Results on Feb 22, 2024

The Price Is Right For Morningstar, Inc. (NASDAQ:MORN)

Kimberly McGarry, Chief Accounting Officer (Principal Accounting Officer) of Morningstar, Inc. to Depart, Effective January 19, 2024

Upcoming dividend of US$0.41 per share at 0.5% yield

Morningstar, Inc. Announces Launch of Direct Web Service

Morningstar, Inc. Declares Quarterly Dividend Payable on Jan. 31, 2024

Key Executive notifies of intention to sell stock

Consensus EPS estimates increase by 20%

Price target increased by 42% to US$320

Third quarter 2023 earnings released: EPS: US$0.92 (vs US$0.21 loss in 3Q 2022)

New major risk - Revenue and earnings growth

Upcoming dividend of US$0.38 per share at 0.6% yield

Morningstar, Inc. to Report Q3, 2023 Results on Oct 25, 2023

Morningstar, Inc. Declares Quarterly Dividend, Payable on October 31, 2023

New minor risk - Insider selling

Consensus EPS estimates fall by 21%

Price target increased by 9.8% to US$225

Upcoming dividend of US$0.38 per share at 0.8% yield

Morningstar, Inc. to Report Q2, 2023 Results on Jul 26, 2023

Morningstar, Inc.(NasdaqGS:MORN) dropped from Russell 1000 Value-Defensive Index

Morningstar, Inc. Declares Quarterly Dividend, Payable on April 28, 2023

Key Executive notifies of intention to sell stock

Independent Director recently sold US$125k worth of stock

Independent Director notifies of intention to sell stock

Mo, an AI Chatbot Powered by Morningstar Intelligence Engine, Debuts in Morningstar Platforms

First quarter 2023 earnings released: US$0.18 loss per share (vs US$1.07 profit in 1Q 2022)

Upcoming dividend of US$0.38 per share at 0.8% yield

Full year 2022 earnings: EPS misses analyst expectations

Key Executive notifies of intention to sell stock

Sbi Global Asset Management Co., Ltd. agreed to acquire 11.15% stake in Morningstar Japan K.K. (TSE:4765) from Morningstar, Inc. (NasdaqGS:MORN) for ¥439 yen per share.

Morningstar, Inc. to Report Q4, 2022 Results on Feb 23, 2023

Insufficient new directors

Upcoming dividend of US$0.38 per share

Morningstar, Inc. Launches New Research Portal for Financial Advisors, with Independent Research and Insights At Center

Morningstar, Inc. Declares Quarterly Dividend

Insider recently sold US$2.4m worth of stock

Key Executive notifies of intention to sell stock

Morningstar, Inc. Introduces Morningstar PitchBook Global Unicorn Indexes

Morningstar, Inc. Launches Direct Indexing Combining Market-Leading Technology and Investment Management

Third quarter 2022 earnings released: US$0.21 loss per share (vs US$1.14 profit in 3Q 2021)

Morningstar, Inc. Declares Quarterly Dividend, Payable on October 31, 2022

Morningstar declares $0.36 dividend