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Morningstar Inc
22 W Washington St
Phone: (312) 696-6000p:312 696-6000 CHICAGO, IL  60602  United States Ticker: MORNMORN
Business Summary
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.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202312/31/2023YesYes-YesYes

Industries
SIC Code Description
6282 Investment advice
6289 Services allied with the exchange of securities or commodities
6091 Nondeposit trust facilities

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Executive Chairman of the Board JoeMansueto 66 1/1/2017 1/1/1984
Chief Executive Officer, Director KunalKapoor 47 7/1/2017 1/1/2009
Chief Financial Officer JasonDubinsky 50 3/15/2024 7/24/2017
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
SUSTAINALYTICS UK LIMITED 71 QUEEN VICTORIA STREET LONDON UK
Sustainalytics B.V. De entree 35 AMSTERDAM Netherlands
Sustainalytics Holding B.V. De entree 35 AMSTERDAM NL
11 additional Subsidiary records available in full report.

Business Names
Business Name
ADL (Aust) Pty Limited
Advanced Sales and Marketing Corp.
Australia Limited
108 additional Business Names available in full report.

General Information
Number of Employees: 11,334 (As of 12/31/2023)
Outstanding Shares: 42,745,175 (As of 3/1/2024)
Shareholders: 601
Stock Exchange: NASD
Federal Tax Id: 363297908
Fax Number: (312) 696-6009


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Wednesday, April 17, 2024