People: Morningstar Inc (MORN.O)

Summary

Name	Age	Since	Current Position
Joe Mansueto	56	2000	Chairman of the Board, Chief Executive Officer
Scott Cooley	44	2007	Chief Financial Officer
Chris Boruff	47	2009	President - Software Division
Bevin Desmond	46	2009	President - International Operations and Global Human Resources
Thomas Idzorek	42	2012	President - Global Investment Management Division
Kunal Kapoor	37	2012	President - Data Division
Catherine Odelbo	50	2012	Executive Vice President - Corporate Strategy and Partnerships
Gregory Goff	41	2011	Chief Technology Officer
Richard Robbins	50	2005	General Counsel, Corporate Secretary
Don Phillips	50	2012	President - Investment Research Division, Managing Director, Director
David Williams	52	2000	Managing Director - Design
James Tanner	52	2013	Global Head - Business Development and Sales
Cheryl Francis	59	2002	Independent Director
Steve Kaplan	53	1999	Independent Director
William Lyons	57	2007	Independent Director
Jack Noonan	65	1999	Independent Director
Paul Sturm	66	1999	Independent Director
Hugh Zentmyer	66	2010	Independent Director

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Biographies

Name	Description
Joe Mansueto	Mr. Joe Mansueto is Chairman of the Board, Chief Executive Officer of Morningstar, Inc. He founded Morningstar in 1984. He has served as chairman since the Company's inception and as chief executive officer from 1984 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.
Scott Cooley	Mr. Scott Cooley is Chief Financial Officer of Morningstar Inc. 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 the 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.
Chris Boruff	Mr. Chris Boruff is President - Software Division of Morningstar Inc. He is responsible for overseeing strategy, development, and distribution of technology products for individual investors, financial advisors, and institutions, as well as custom solutions for institutions. 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. From 2000 to 2009, he was president of Morningstar's advisor software business. He holds a bachelor's degree in economics and psychology from Northwestern University.
Bevin Desmond	Ms. Bevin Desmond is President - International Operations and Global Human Resources of Morningstar Inc. She is responsible for identifying and developing the business in new markets, managing and directing operations, launching new products, and overseeing human resources functions for all of Morningstar's global operations. 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. From 2000 to 2009, she was president of Morningstar's international business. She has served as president of institutional software. She holds a bachelor's degree in psychology from St. Mary's College.
Thomas Idzorek	Mr. Thomas Idzorek is President - Global Investment Management Division of Morningstar, Inc. Mr. Idzorek is responsible for investment advisory, retirement solutions, and investment management operations in North America, Europe, Asia, and Australia. He oversees the Investment Policy Committee for the Investment Management division and serves on Morningstar's retirement plan committee. He joined the Company in 2006, when the Company acquired Ibbotson Associates. From 2006 until May 2012, Thomas was chief investment officer for Morningstar Investment Management. He holds a bachelor's degree in marketing from Arizona State University, a master's degree in business administration from Thunderbird School of Global Management, and the Chartered Financial Analyst (CFA) designation.
Kunal Kapoor	Mr. Kunal Kapoor is President - Data Division of Morningstar, Inc., since June 4, 2012. He is responsible for managing investment databases and related products. Prior to assuming his current role in 2012, Kunal was president of Equity and Market Data/Software. In 2009, he became president of Individual Software, and in 2010, his role expanded to include equity data business. Kunal joined the company as a data analyst in 1997 and became a fund analyst in 1998. In 2001 he joined Morningstar Investment Services, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., 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, where he led Morningstar's team of mutual fund analysts. In 2006, Kunal was named director of business strategy for Morningstar's international operations. He served as president and chief investment officer of Morningstar Investment Services.
Catherine Odelbo	Ms. Catherine Gillis Odelbo is Executive Vice President - Corporate Strategy and Partnerships of Morningstar Inc. She is responsible for working with Morningstar’s senior management team on the firm’s overall strategic planning process, M&A activities, and partnerships. Previously, she was president of equity and credit research from 2009 until July 2012. 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 the stock and closed-end fund research. She was president of Individual segment from 2000 through 2008 and became president of the equity research business in 2009. 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.
Gregory Goff	Mr. Gregory R. Goff is Chief Technology Officer of Morningstar Inc. He is responsible for Morningstar's global technology strategy. Before joining the Company in 2011, he was senior vice president of global platform technology for The Nielsen Company since 2009. He joined The Nielsen Company in 2004 as vice president of data warehousing. He has worked for Accenture and BlueMeteor, Inc. in Chicago. He holds a bachelor’s degree in electrical engineering from the University of Illinois at Urbana-Champaign.
Richard Robbins	Mr. Richard E. Robbins is General Counsel, Corporate Secretary of Morningstar Inc., since August 2005. He is responsible for directing Morningstar's legal department and managing the relationships with outside counsel. He oversees compliance and corporate communications departments. 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.
Don Phillips	Mr. Don Phillips is Managing Director, President - Fund Research, Director of Morningstar Inc., since 2012. He joined the Company in 1986 as first mutual fund 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 been a managing director since 2000 and in 2009 took on additional responsibilities as president of fund research. Don's role expanded in 2012 to include oversight of the global equity and credit research. He has served on the board of directors since August 1999. He holds a bachelor's degree from the University of Texas and a master's degree from The University of Chicago.
David Williams	Mr. David W. Williams is Managing Director - Design of Morningstar Inc., since 2000. He is in charge of design and its application to brand identity, products, marketing communications, and the workplace. He joined the Company in 1993 and has been instrumental in establishing design as one of the 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.
James Tanner	Mr. James Tanner is Global Head - Business Development and Sales of Morningstar, Inc., since January 2013. Previously he served as vice chairman of business development for Markit On Demand, a company he founded as Wall Street On Demand in 1991. In addition to his role as CEO, he also served in various roles for firms that have owned Wall Street On Demand, including head of sales for eBridge and head of distribution and vice chairman of business development for Markit, a UK-based global financial information company. He holds a bachelor’s degree in Russian language and literature from Haverford College and a master’s degree in business administration from Harvard University.
Cheryl Francis	Ms. Cheryl A. Francis is Independent Director of Morningstar, Inc. She has been co-chair, Corporate Leadership Center, a not-for-profit organization focused on developing tomorrow’s business leaders, since August 2008 and vice-chair 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 Aon Corporation. 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.
Steve Kaplan	Mr. Steve Kaplan Ph.D., is Independent Director of Morningstar, Inc. Since 1988, he has been a professor at The University of Chicago Booth School of Business where he currently is the Neubauer Family Distinguished Service 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 currently serves as a member of the board of directors of Accretive Health, Inc. and on the board of trustees of the Columbia Acorn Funds.
William Lyons	Mr. William M. Lyons is Independent Director of Morningstar, Inc. 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, chief operating officer, and president. He currently serves as a member of the board of directors of NIC Inc. and The NASDAQ Stock Market LLC. He holds a bachelor’s degree in history from Yale University and a juris doctor degree from Northwestern University School of Law.
Jack Noonan	Mr. Jack Noonan is Independent Director of Morningstar, Inc. He is a private investor and served as transition executive of International Business Machines Corporation, manufacturer of information technologies, from October 2009 to December 2009. From January 1992 to October 2009, he served as president and chief executive officer of SPSS Inc, a software company specializing in predictive analytics. From January 2008 to October 2009, he also served as chairman of the board of directors of SPSS Inc. He currently serves as a member of the board of directors of Lionbridge Technologies, Inc.
Paul Sturm	Mr. Paul Sturm is Independent Director of Morningstar, Inc. 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. Before 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.
Hugh Zentmyer	Mr. Hugh J. Zentmyer is Independent Director of Morningstar, Inc. He served as executive vice president of Illinois Tool Works Inc., a diversified manufacturer of industrial systems and components, from 1995 until his retirement in January 2009. He holds a bachelor’s degree in accounting from the University of Cincinnati and a master’s degree in business administration from Xavier University.

Basic Compensation

Name	Fiscal Year Total
Joe Mansueto	105,295
Scott Cooley	908,768
Chris Boruff	992,343
Bevin Desmond	962,510
Thomas Idzorek	1,418,120
Kunal Kapoor	--
Catherine Odelbo	1,066,420
Gregory Goff	--
Richard Robbins	705,201
Don Phillips	962,768
David Williams	346,963
James Tanner	--
Cheryl Francis	--
Steve Kaplan	--
William Lyons	--
Jack Noonan	--
Paul Sturm	--
Hugh Zentmyer	--

As Of 30 Dec 2012

Options Compensation

Name	Options	Value
Joe Mansueto	0	0
Scott Cooley	20,000	978,855
Chris Boruff	15,000	659,839
Bevin Desmond	32,500	1,398,980
Thomas Idzorek	0	0
Kunal Kapoor	0	0
Catherine Odelbo	376,165	14,493,160
Gregory Goff	0	0
Richard Robbins	0	0
Don Phillips	1,746,840	16,761,892
David Williams	199,264	1,152,312
James Tanner	0	0
Cheryl Francis	0	0
Steve Kaplan	0	0
William Lyons	0	0
Jack Noonan	0	0
Paul Sturm	0	0
Hugh Zentmyer	0	0

Insider Trading

Name	Shares Traded	Price
BORUFF CHRISTOPHER P	5,000	$70.39
BORUFF CHRISTOPHER P	300	$70.41
BORUFF CHRISTOPHER P	4,700	$69.75
MANSUETO JOSEPH D	35,550	$0.00
NOONAN JACK	1,000	$70.57
ODELBO CATHERINE GILLIS	5,429	$0.00
DESMOND BEVIN	1,756	$69.99
ROBBINS RICHARD E	5,143	$0.00
KAPOOR KUNAL	1,119	$69.99
FRANCIS CHERYL A	1,571	$0.00
KAPOOR KUNAL	4,714	$0.00
LANDIS GAIL S	3,571	$0.00
KAPLAN STEVEN N	1,571	$0.00
WILLIAMS DAVID W	1,454	$69.99
IDZOREK THOMAS	1,016	$69.99
ZENTMYER HUGH J	1,571	$0.00
ROBBINS RICHARD E	1,841	$69.99
NOONAN JACK	1,571	$0.00
BORUFF CHRISTOPHER P	5,429	$0.00
BORUFF CHRISTOPHER P	1,756	$69.99
DESMOND BEVIN	5,429	$0.00
PHILLIPS DONALD JAMES II	558	$69.99
COOLEY RICHARD SCOTT	1,832	$69.99
LYONS WILLIAM M	1,571	$0.00
IDZOREK THOMAS	5,000	$0.00

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People: Morningstar Inc (MORN.O)

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Summary

Biographies

Basic Compensation

Options Compensation

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