Morningstar
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Morningstar (MORN) investor relations material

Morningstar Proxy filing summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Proxy filing summary27 Mar, 2026

Executive summary

  • Annual meeting scheduled for May 7, 2026, with both in-person and virtual attendance options.

  • Shareholders are invited to vote on key proposals, including director elections, executive compensation, and auditor ratification.

Voting matters and shareholder proposals

  • Election of ten directors to serve until the next annual meeting and until successors are elected.

  • Advisory vote on the compensation of named executive officers.

  • Ratification of KPMG LLP as the independent registered public accounting firm for 2026.

  • Other business may be addressed as appropriate during the meeting.

Board of directors and corporate governance

  • Ten nominees are recommended by the board for election, including Joe Mansueto, Kunal Kapoor, and others.

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