People: Morningstar, Inc. (MORN.O)

MORN.O on Nasdaq

45.28USD
9 Feb 2010
Price Change (% chg)

$0.04 (+0.09%)
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$45.24
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Volume
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$54.75
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Summary

Name Age Since Current Position
Mansueto, Joe 52 2000 Chairman of the Board, Chief Executive Officer
Cooley, Scott 40 2007 Chief Financial Officer
Boruff, Chris 43 2009 President - Advisor Software Business
Desmond, Bevin 42 2009 President - International Division and Institutional Software
Odelbo, Catherine 46 2009 President - Equity Research
Kirscher, Elizabeth 44 2000 President - Data Services Business
Reinkemeyer, Patrick 43 2004 President of Morningstar Associates LLC
Chen, Peng 38 2006 President of Ibbotson Associates Inc.
Kapoor, Kunal 33 2009 President - Individual Investor Software
Huang, Tao 46 2000 Chief Operating Officer
Robbins, Richard 46 2005 General Counsel, Corporate Secretary
Phillips, Don 46 2009 Managing Director, President - Fund Research, Director
Williams, David 48 2000 Managing Director - Design
Francis, Cheryl 55 2002 Director
Noonan, Jack 61 1999 Director
Kaplan, Steve 49 1999 Director
Sturm, Paul 62 1999 Director
Ptak, Frank 65 2007 Director
Lyons, William 53 2007 Director
Zentmyer, Hugh 63 2010 Director
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Biographies

Name Description
Mansueto, Joe Mr. Joe Mansueto serves as Chairman of the Board, Chief Executive Officer of Morningstar, Inc. He founded Morningstar in 1984. He has served as the chairman since the inception, and as the chief executive officer from inception to 1996 and from 2000 to the present. He holds a bachelor’s degree in business administration from The University of Chicago and a master’s degree in business administration from The University of Chicago Booth School of Business.
Cooley, Scott Mr. Scott Cooley has been Chief Financial Officer of Morningstar Inc since August 2007. Before joining Morningstar in 1996 as a stock analyst, he was a bank examiner for the Federal Deposit Insurance Corporation (FDIC), where he focused on credit analysis and asset-backed securities. From 1996 until 2003, he was an analyst, editor, and manager for Morningstar.com, Morningstar Mutual Funds, and other Morningstar publications. He became CEO of Morningstar Australia and Morningstar New Zealand in 2003 and served as co-CEO of these operations following acquisition of Aspect Huntley in July 2006. He holds a Bachelor’s degree in Economics and Social Science and a Master’s degree in History from Illinois State University.
Boruff, Chris Mr. Chris Boruff has been the President of Advisor Business since 2000 and became President of Advisor Software Business of Morningstar Inc in 2009. He is responsible for overseeing strategy, development, and marketing associated with software for financial advisors. He joined the company in 1996 as Product Manager for Principia, and from 1997 to 1998, he served as Senior Product Manager of advisor products. From 1999 to 2000, he served as Vice President of advisor products, where he was responsible for all marketing related to financial advisors. He holds a Bachelor’s degree in Economics and Psychology from Northwestern University.
Desmond, Bevin Ms. Bevin Desmond has been President of International Business of Morningstar Inc since 2000. She is responsible for identifying and developing business in new countries, managing and directing operations, and launching new products. In 2009, Bevin took on additional responsibilities as President of Institutional Software, including oversight of Morningstar Direct and other institutional software platforms. She joined the company in 1993 and was one of three employees who started international business. From 1998 to 2000, she served as manager of all international ventures. She holds a bachelor’s degree in psychology from St. Mary’s College.
Odelbo, Catherine Ms. Catherine Gillis Odelbo has been President of Individual segment of Morningstar Inc since 2000 and became President of Equity Research Business in 2009. She joined the company in 1988 as a mutual fund analyst and from 1999 to 2000 served as Senior Vice President of content development for the company, as well as publisher and editor of stock and closed-end fund research. She holds a bachelor’s degree in American History from The University of Chicago and a Master’s degree in Business Administration from The University of Chicago Booth School of Business.
Kirscher, Elizabeth Ms. Elizabeth Kirscher has been President of Data Services Business of Morningstar Inc since 2000. She is responsible for managing investment databases and related products. She joined the company in 1995 as a major accounts manager in institutional sales area. From 1998 to 1999, she served as international product manager and worked on the launch of Morningstar Japan. From 1999 to 2000, she was director of sales and business development for Morningstar.com and marketed Morningstar.com data and tools to other Web sites. She holds a Bachelor’s degree from Vassar College and a Master’s degree in Business Administration from the Columbia Business School at Columbia University.
Reinkemeyer, Patrick Mr. Patrick Reinkemeyer has been President of Morningstar Associates LLC, subsidiary of Morningstar Inc since October 2004. He is responsible for Morningstar’s investment consulting and retirement businesses. He joined the company in 1996 and directed print and software variable annuity/life products from 1996 to 1997. From 1998 until 2001, he was director of Morningstar’s investment consulting business. From 2001 until October 2004, he served as president of investment consulting. He holds a bachelor’s degree in history from Middlebury College and a master’s degree in business administration from The University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the Investment Analysts Society of Chicago.
Chen, Peng Mr. Peng Chen has been President of Ibbotson Associates, Inc., subsidiary of Morningstar Inc since August 2006. Prior to Morningstar’s acquisition of Ibbotson in 2006, he served as Ibbotson’s Managing Director and Chief Investment Officer. He joined Ibbotson in 1997 and played a key role in the development of its investment consulting and 401(k) advice/managed retirement account services. He received a Bachelor’s degree in industrial management engineering from Harbin Institute of Technology and a Master’s and Doctorate degrees in consumer economics from The Ohio State University.
Kapoor, Kunal Mr. Kunal Kapoor has been President of Individual Investor Software of Morningstar Inc since 2009. He joined the company in 1997 as a data analyst and became a fund analyst in 1998. In 2001 he joined Morningstar Investment Services as a senior research analyst. He was named editor of Morningstar Mutual Funds in 2003, and in 2004 was appointed director of mutual fund analysis. In 2006, he was named director of business strategy for Morningstar’s international operations. He became President and Chief Investment Officer of Morningstar Investment Services in 2007. Kunal holds a Bachelor’s degree in Economics and Environmental Policy from Monmouth College and a Master’s degree in Business Administration from The University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the Investment Analysts Society of Chicago.
Huang, Tao Mr. Tao Huang has been Chief Operating Officer of Morningstar Inc since 2000. He is responsible for corporate strategy and overseeing business results and day-to-day operations. He joined the company in 1990 as a software developer and from 1996 to 1998 served as Chief Technology Officer. From 1998 to 2000, he served as Senior Vice President of Business Development and Head of International Operations. He holds a Bachelor’s degree in Computer Science from Hunan University in China, a Master’s degree in Computer Science from Marquette University, and a Master’s degree in Business Administration from The University of Chicago Booth School of Business.
Robbins, Richard Mr. Richard Robbins has been General Counsel and Corporate Secretary of Morningstar Inc since August 2005. He is responsible for directing Morningstar’s legal department and managing relationships with outside counsel. From May 1999 until he joined Morningstar, he was a partner at Sidley Austin Brown & Wood LLP (now Sidley Austin LLP), which he joined as an associate in August 1991. He holds bachelor’s and master’s degrees in computer science and electrical engineering from the Massachusetts Institute of Technology and a juris doctor degree from The University of Chicago Law School.
Phillips, Don Mr. Don Phillips has been a Managing Director of Morningstar Inc since 2000 and in 2009 took on additional responsibilities as President of Fund Research. He is responsible for overseeing research on mutual funds, exchange-traded funds, and alternative investments. He joined the company in 1986 as first analyst. He served as Vice President and publisher from 1991 to 1996, as President from 1996 to 1998, and as Chief Executive Officer from 1998 to 2000. He has served on board of directors since August 1999. He also serves on the board of directors for Morningstar Japan. He holds a Bachelor’s degree in English from the University of Texas and a Master’s degree in American literature from The University of Chicago.
Williams, David Mr. David W. Williams has been one of Managing Directors of Morningstar Inc since 2000. He is in charge of design and its application to brand identity, products, communications, and the workplace. He joined the company in 1993 and has been instrumental in establishing design as one of recognized core capabilities. He holds a bachelor’s degree in industrial design from The Ohio State University and a master’s degree in fine arts from the Yale University School of Art.
Francis, Cheryl Cheryl Francis was elected to the Board of Morningstar, Inc. in July 2002. She has been co-chairman, Corporate Leadership Center, since August 2008 and vice-chairman from 2002 to August 2008. She has been an independent business and financial advisor since 2000. From 1995 to 2000, she served as executive vice president and chief financial officer of R.R. Donnelley & Sons Company, a print media company. She currently serves as a member of the board of directors of HNI Corporation and Hewitt Associates, Inc., as well as a trustee for Cornell University. She holds a bachelor’s degree from Cornell University and a master’s degree in business administration from The University of Chicago Booth School of Business.
Noonan, Jack Jack Noonan served as a member of the advisory board beginning in 1998 and was elected to the Board of Morningstar, Inc. in August 1999. Since 1992, he has served as president and chief executive officer of SPSS Inc., a software company specializing in predictive analytics, where he also currently serves as chairman of the board of directors.
Kaplan, Steve Steve Kaplan served as a member of the advisory board beginning in 1998 and was elected to the Board of Morningstar, Inc. in August 1999. Since 1988, he has been a professor at The University of Chicago Booth School of Business where he currently is the Neubauer Family Professor of Entrepreneurship and Finance. He holds a bachelor’s degree in applied mathematics and economics from Harvard College and a Ph.D. in business economics from Harvard University. He also serves on the board of trustees of the Columbia Acorn Funds where he is a member of the governance, compliance, and performance committees.
Sturm, Paul Paul Sturm served as a member of the advisory board beginning in 1998 and was elected to the Board of Morningstar, Inc. in August 1999. He is a private investor and wrote a monthly column on investing for Smart Money magazine between 1992 and 2006. From 1985 to 1989, he was assistant managing editor at Business Week. From 1980 until 1985, he held a similar position at Forbes. Prior to that, he worked as a business writer for a variety of publications based in New York, Washington, and London. He holds a bachelor’s degree in economics from Oberlin College and a master’s degree in journalism from Columbia University. He received a juris doctor degree from Georgetown University Law Center.
Ptak, Frank Frank Ptak was appointed to the Board of Morningstar, Inc. in February 2007. He has been president and chief executive officer of Marmon Holdings, Inc. (a Berkshire Hathaway Company), a diverse manufacturing and service organization comprising approximately 130 business units, since January 2006, where he also serves on the board of directors. From 1996 to 2005, he served as vice chairman of Illinois Tool Works Inc., a diversified manufacturer of industrial systems and components. He received a bachelor of science in commerce from DePaul University.
Lyons, William William M. Lyons was appointed to the Board of Morningstar, Inc. in September 2007. He served as president and chief executive officer of American Century Companies, Inc., an investment management company, from September 2000 until his retirement in March 2007. From 1987 to 2000, he served in other capacities at American Century Companies, Inc., including as general counsel and chief operating officer. He holds a bachelor’s degree in history from Yale University and a juris doctor degree from Northwestern University School of Law.
Zentmyer, Hugh Mr. Hugh J. Zentmyer has been appointed as the Director of Morningstar, Inc. He was executive vice president of Illinois Tool Works (ITW), a diversified manufacturer of advanced industrial technology, until his retirement in January 2009. He was responsible for ITW's Food Equipment segment and Test and Measurement business group. He began his career in 1968 at Signode Corp., a protective packaging systems manufacturer and distributor, where he held a variety of accounting roles. At the time of ITW's acquisition of Signode in 1986, he was vice president of finance for its Strapping division. Zentmyer moved into operations management with ITW and became executive vice president in 1995. He holds a bachelor's degree in accounting from the University of Cincinnati and a master's degree in business administration from Xavier University. He currently serves on the board of trustees of St. Patrick's High School in Chicago. He is a former board member of Ingersoll International and the Marmon Group, where he chaired the audit committee.

Basic Compensation

Name Fiscal Year Total
Mansueto, Joe 106,145
Cooley, Scott 890,674
Boruff, Chris 1,205,870
Desmond, Bevin --
Odelbo, Catherine 1,066,420
Kirscher, Elizabeth --
Reinkemeyer, Patrick 2,127,450
Chen, Peng --
Kapoor, Kunal --
Huang, Tao 2,514,190
Robbins, Richard --
Phillips, Don 484,687
Williams, David 346,963
Francis, Cheryl --
Noonan, Jack --
Kaplan, Steve --
Sturm, Paul --
Ptak, Frank --
Lyons, William --
Zentmyer, Hugh --
As Of 30 Dec 2008

Options Compensation

Name Options Value
Mansueto, Joe 0 0
Cooley, Scott 8,560 385,832
Boruff, Chris 15,963 652,376
Desmond, Bevin 0 0
Odelbo, Catherine 376,165 14,493,160
Kirscher, Elizabeth 0 0
Reinkemeyer, Patrick 363,548 8,938,790
Chen, Peng 0 0
Kapoor, Kunal 0 0
Huang, Tao 2,149,146 53,598,150
Robbins, Richard 0 0
Phillips, Don 1,735,000 16,337,990
Williams, David 199,264 1,152,312
Francis, Cheryl 0 0
Noonan, Jack 0 0
Kaplan, Steve 0 0
Sturm, Paul 0 0
Ptak, Frank 0 0
Lyons, William 0 0
Zentmyer, Hugh 0 0

Insider Trading

Name Shares Traded Price
PHILLIPS DONALD JAMES II 802 $46.27
PHILLIPS DONALD JAMES II 1,648 $47.04
STURM PAUL W 1,000 $46.99
MANSUETO JOSEPH D 6,050 $47.13
MANSUETO JOSEPH D 6,050 $47.07
MANSUETO JOSEPH D 6,050 $47.04
PHILLIPS DONALD JAMES II 4,500 $46.75
PHILLIPS DONALD JAMES II 500 $47.29
STURM PAUL W 1,000 $46.45
MANSUETO JOSEPH D 8,200 $46.60
MANSUETO JOSEPH D 8,000 $46.46
MANSUETO JOSEPH D 1,900 $47.50
MANSUETO JOSEPH D 7,500 $48.55
PHILLIPS DONALD JAMES II 5,000 $48.46
MANSUETO JOSEPH D 2,600 $48.57
STURM PAUL W 1,000 $48.20
MANSUETO JOSEPH D 8,200 $48.47
PHILLIPS DONALD JAMES II 5,000 $49.57
MANSUETO JOSEPH D 8,200 $49.46
FRANCIS CHERYL A 500 $50.00
PHILLIPS DONALD JAMES II 1,300 $50.02
FRANCIS CHERYL A 500 $8.57
MANSUETO JOSEPH D 300 $49.53
MANSUETO JOSEPH D 7,900 $48.58
MANSUETO JOSEPH D 2,324 $48.84
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