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CompaniesMorningstar, Inc.

Morningstar, Inc.

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Version public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce

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alpha:company:65919259-ef93-4d0e-9a74-74ca83cf154f · public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce

Published Claims
25
Cited sources
5
Record version
public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce

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https://registry.alpha.ac/companies/morningstar-inc.md

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# Morningstar, Inc.

> Alpha governed public record. Unknown, unavailable, and unpublished values are never inferred as zero.

## Record

| Field | Value |
| --- | --- |
| Representation | alpha-profile-markdown-v4 |
| Protocol | Alpha Governance Facts Protocol 0.1 |
| Schema | alpha.governance.entity.public.v1 |
| Record version | public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce |
| Governance record representation | alpha-governance-record-v2 |
| Canonical entity | alpha:company:65919259-ef93-4d0e-9a74-74ca83cf154f |
| Entity type | Company |
| Canonical URL | https://registry.alpha.ac/companies/morningstar-inc |
| Publication | PUBLISHED |
| Verification | source_reported |
| Verification schema | alpha-verification-states-v1 |
| Ownership | unclaimed |
| Published claims | 25 |
| Claims under review | 1 |
| Evidence records | 5 |
| Conflicts | 0 |
| Conflicts in internal review | 0 |
| Observed | 2026-10-05T15:31:05.397929+00:00 |
| Last reviewed | 2026-10-05T15:31:05.397929+00:00 |

## Identity

- Legal name: Morningstar, Inc.
- Display name: Morningstar, Inc.

## Alpha Governance Record

| Field | Value |
| --- | --- |
| Governance Record schema | alpha-governance-record-v2 |
| Ontology | alpha-governance-ontology-v1 |
| Record version | public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce |
| As of | 2026-10-06T00:33:17.60011+00:00 |
| Completeness | 0.409 |
| Record Quality | 0.826 |
| Directors | 7 |
| Committees | 6 |
| Governance events | 13 |
| Entity class | public_company |

## Section coverage

| Section | State |
| --- | --- |
| identity | PUBLISHED |
| corporate_structure | NOT_REVIEWED |
| board | PUBLISHED |
| committees | PUBLISHED |
| leadership | PUBLISHED |
| ownership | NOT_REVIEWED |
| financials | NOT_REVIEWED |
| capital_structure | PUBLISHED |
| compensation | NOT_REVIEWED |
| governance | NOT_REVIEWED |
| shareholder_governance | NOT_REVIEWED |
| audit | NOT_REVIEWED |
| legal | NOT_REVIEWED |
| risk | NOT_REVIEWED |
| cyber | NOT_REVIEWED |
| ai_governance | NOT_REVIEWED |
| agent_governance | RESTRICTED |
| markets_external | NOT_REVIEWED |
| events | PUBLISHED |
| relationships | PUBLISHED |
| assessments | PUBLISHED |
| evidence | PUBLISHED |

## Board

- Bill Lyons: Director. Status: current. Independent: true. Since: 2007-01-01. Committees: Compensation (member); Compensation; Nominating and Governance · Chair (member); Nominating and Governance (chair). claim_id=alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:6
- Joe Mansueto: Director. Status: current. Independent: false. Since: 1984-01-01. claim_id=alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:7
- Kunal Kapoor: Director. Status: current. Independent: false. Since: 2017-01-01. claim_id=alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:8
- Robin Diamonte: Director. Status: current. Independent: true. Since: 2015-01-01. Committees: Audit (member); Audit; Nominating and Governance (member); Nominating and Governance (member). claim_id=alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:9
- Steve Joynt: Director. Status: current. Independent: true. Since: 2019-01-01. Committees: Compensation (member); Compensation; Nominating and Governance (member); Nominating and Governance (member). claim_id=alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:10
- Caroline Tsay: Director (committee appointment). Status: unknown. Independent: NOT_PUBLISHED. Since: NOT_PUBLISHED. Committees: Audit (member); Nominating and Governance (member). claim_id=alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_record:13
- Doniel Sutton: Director (committee appointment). Status: unknown. Independent: NOT_PUBLISHED. Since: NOT_PUBLISHED. Committees: Audit (member); Compensation (member). claim_id=alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_record:13

## Committees

- Audit (audit). Chair: NOT_PUBLISHED. Members: Caroline Tsay (member, current); Doniel Sutton (member, current); Robin Diamonte (member, current); Caroline Tsay (member, unknown); Doniel Sutton (member, unknown); Robin Diamonte (member, unknown). committee_id=alpha:committee:morningstar-inc:audit
- Audit; Nominating and Governance (audit). Chair: NOT_PUBLISHED. Members: Robin Diamonte (member, current). committee_id=alpha:committee:morningstar-inc:audit-nominating-and-governance
- Compensation (compensation). Chair: NOT_PUBLISHED. Members: Bill Lyons (member, current); Doniel Sutton (member, current); Steve Joynt (member, current); Bill Lyons (member, unknown); Doniel Sutton (member, unknown); Steve Joynt (member, unknown). committee_id=alpha:committee:morningstar-inc:compensation
- Compensation; Nominating and Governance (compensation). Chair: NOT_PUBLISHED. Members: Steve Joynt (member, current). committee_id=alpha:committee:morningstar-inc:compensation-nominating-and-governance
- Compensation; Nominating and Governance · Chair (compensation). Chair: NOT_PUBLISHED. Members: Bill Lyons (member, current). committee_id=alpha:committee:morningstar-inc:compensation-nominating-and-governance-chair
- Nominating and Governance (nominating_governance). Chair: Bill Lyons. Members: Bill Lyons (chair, current); Caroline Tsay (member, current); Robin Diamonte (member, current); Steve Joynt (member, current); Bill Lyons (chair, unknown); Caroline Tsay (member, unknown); Robin Diamonte (member, unknown); Steve Joynt (member, unknown). committee_id=alpha:committee:morningstar-inc:nominating-and-governance

## Executive leadership

- Kunal Kapoor: Chief Executive Officer [CEO]. Status: current. claim_id=alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:11
- Michael Holt: Chief Financial Officer [CFO]. Status: current. claim_id=alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:12

## Governance events

- CEO_CHANGED: Kunal Kapoor executive of Morningstar, Inc., effective 2026-02-13. Effective: 2026-02-13. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:ceo_changed:1weqmdv
- CFO_CHANGED: Michael Holt executive of Morningstar, Inc., effective 2026-02-13. Effective: 2026-02-13. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:cfo_changed:1h8504w
- DIRECTOR_APPOINTED: Steve Joynt seat on Morningstar, Inc., effective 2019-01-01. Effective: 2019-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:director_appointed:1dhki6n
- COMMITTEE_CREATED: Compensation; Nominating and Governance committee of Morningstar, Inc., effective 2019-01-01. Effective: 2019-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:committee_created:bctg1j
- COMMITTEE_MEMBER_ADDED: Steve Joynt member of Compensation; Nominating and Governance, effective 2019-01-01. Effective: 2019-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:committee_member_added:1pf2drk
- DIRECTOR_APPOINTED: Kunal Kapoor seat on Morningstar, Inc., effective 2017-01-01. Effective: 2017-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:director_appointed:kn6imt
- DIRECTOR_APPOINTED: Robin Diamonte seat on Morningstar, Inc., effective 2015-01-01. Effective: 2015-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:director_appointed:u6qqtr
- COMMITTEE_CREATED: Audit; Nominating and Governance committee of Morningstar, Inc., effective 2015-01-01. Effective: 2015-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:committee_created:wm50sg
- COMMITTEE_MEMBER_ADDED: Robin Diamonte member of Audit; Nominating and Governance, effective 2015-01-01. Effective: 2015-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:committee_member_added:45rf98
- DIRECTOR_APPOINTED: Bill Lyons seat on Morningstar, Inc., effective 2007-01-01. Effective: 2007-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:director_appointed:aaiq0a
- COMMITTEE_CREATED: Compensation; Nominating and Governance · Chair committee of Morningstar, Inc., effective 2007-01-01. Effective: 2007-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:committee_created:3skagf
- COMMITTEE_MEMBER_ADDED: Bill Lyons member of Compensation; Nominating and Governance · Chair, effective 2007-01-01. Effective: 2007-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:committee_member_added:15r987v
- DIRECTOR_APPOINTED: Joe Mansueto seat on Morningstar, Inc., effective 1984-01-01. Effective: 1984-01-01. Detected: 2026-10-05T15:31:05.397929+00:00. event_id=alpha:event:director_appointed:v55osb

## Scoped resources

- `alpha://company/morningstar-inc` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record
- `alpha://company/morningstar-inc/identity` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=identity
- `alpha://company/morningstar-inc/corporate-structure` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=corporate-structure
- `alpha://company/morningstar-inc/board` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=board
- `alpha://company/morningstar-inc/committees` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=committees
- `alpha://company/morningstar-inc/leadership` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=leadership
- `alpha://company/morningstar-inc/ownership` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=ownership
- `alpha://company/morningstar-inc/financials` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=financials
- `alpha://company/morningstar-inc/capital-structure` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=capital-structure
- `alpha://company/morningstar-inc/compensation` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=compensation
- `alpha://company/morningstar-inc/governance` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=governance
- `alpha://company/morningstar-inc/shareholder-governance` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=shareholder-governance
- `alpha://company/morningstar-inc/audit` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=audit
- `alpha://company/morningstar-inc/legal` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=legal
- `alpha://company/morningstar-inc/risk` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=risk
- `alpha://company/morningstar-inc/cyber` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=cyber
- `alpha://company/morningstar-inc/ai-governance` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=ai-governance
- `alpha://company/morningstar-inc/agents` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=agents
- `alpha://company/morningstar-inc/ecosystem` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=ecosystem
- `alpha://company/morningstar-inc/events` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=events
- `alpha://company/morningstar-inc/relationships` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=relationships
- `alpha://company/morningstar-inc/assessments` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=assessments
- `alpha://company/morningstar-inc/evidence` (contract): https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record&section=evidence

## Role modules

- NOT_ASSERTED

## Attention

- NO_RECORDS_FOUND

## Committee data

- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:14: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"member","person":{"alpha_id":"alpha:person:caroline-tsay","name":"Caroline Tsay"},"source_id":"board_seats"}`
- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:15: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"member","person":{"alpha_id":"alpha:person:doniel-sutton","name":"Doniel Sutton"},"source_id":"board_seats"}`
- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:16: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"member","person":{"alpha_id":"alpha:person:robin-diamonte","name":"Robin Diamonte"},"source_id":"board_seats"}`
- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:18: `{"kind":"committee_appointment","original_name":"Compensation","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:bill-lyons","name":"Bill Lyons"},"source_id":"board_seats"}`
- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:19: `{"kind":"committee_appointment","original_name":"Compensation","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:doniel-sutton","name":"Doniel Sutton"},"source_id":"board_seats"}`
- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:20: `{"kind":"committee_appointment","original_name":"Compensation","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:steve-joynt","name":"Steve Joynt"},"source_id":"board_seats"}`
- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:22: `{"kind":"committee_appointment","original_name":"Nominating and Governance","category":"nominating_governance","role":"chair","person":{"alpha_id":"alpha:person:bill-lyons","name":"Bill Lyons"},"source_id":"board_seats"}`
- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:23: `{"kind":"committee_appointment","original_name":"Nominating and Governance","category":"nominating_governance","role":"member","person":{"alpha_id":"alpha:person:caroline-tsay","name":"Caroline Tsay"},"source_id":"board_seats"}`
- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:24: `{"kind":"committee_appointment","original_name":"Nominating and Governance","category":"nominating_governance","role":"member","person":{"alpha_id":"alpha:person:robin-diamonte","name":"Robin Diamonte"},"source_id":"board_seats"}`
- Claim alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:25: `{"kind":"committee_appointment","original_name":"Nominating and Governance","category":"nominating_governance","role":"member","person":{"alpha_id":"alpha:person:steve-joynt","name":"Steve Joynt"},"source_id":"board_seats"}`

## Leadership

- Bill Lyons: Director, Compensation; Nominating and Governance · Chair. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:6. Valid from: 2007-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:c2f38a3dd20cf19c5dff4f0bd612db7af11a12b0f718d05c34e8b6681159c2c4.
- Joe Mansueto: Director. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:7. Valid from: 1984-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:c2f38a3dd20cf19c5dff4f0bd612db7af11a12b0f718d05c34e8b6681159c2c4.
- Kunal Kapoor: Director. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:8. Valid from: 2017-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:c2f38a3dd20cf19c5dff4f0bd612db7af11a12b0f718d05c34e8b6681159c2c4.
- Robin Diamonte: Director, Audit; Nominating and Governance. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:9. Valid from: 2015-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:c2f38a3dd20cf19c5dff4f0bd612db7af11a12b0f718d05c34e8b6681159c2c4.
- Steve Joynt: Director, Compensation; Nominating and Governance. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:10. Valid from: 2019-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:c2f38a3dd20cf19c5dff4f0bd612db7af11a12b0f718d05c34e8b6681159c2c4.
- Kunal Kapoor: Chief Executive Officer. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:11. Valid from: 2026-02-13. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:4145266b205a7fb5039bc9ccd5bb468920f32c164cae91a2552482c92c57f2fc.
- Michael Holt: Chief Financial Officer. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:leadership_role:12. Valid from: 2026-02-13. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:badd91eface55e356fca965b559e7cdeafdbfa2d78e87ac8a3d66bc26e298bb8.

## Roles

- PUBLISHED

## Governance

- NOT_ASSERTED

## Board committees

- Audit: Chair not stated; Members Caroline Tsay; Doniel Sutton; Robin Diamonte. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_record:13. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Compensation: Chair not stated; Members Bill Lyons; Doniel Sutton; Steve Joynt. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_record:17. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Nominating and Governance: Chair Bill Lyons; Members Bill Lyons (Chair); Caroline Tsay; Robin Diamonte; Steve Joynt. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_record:21. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.

## Financials

- NOT_ASSERTED

## Workforce

- NOT_ASSERTED

## Market and index context

- PUBLISHED

## Legal Name

- Morningstar, Inc.. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:legal_name:1. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:ba0fbb8a11392b61fb816b5e8bef1841b1853696140bb59a217d76aa1f2aa5a3.

## Entity Status

- Public listing published. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:entity_status:3. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:ba0fbb8a11392b61fb816b5e8bef1841b1853696140bb59a217d76aa1f2aa5a3.

## Published Fact

- US. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:published_fact:4. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:ba0fbb8a11392b61fb816b5e8bef1841b1853696140bb59a217d76aa1f2aa5a3.
- Financials. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:published_fact:5. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:ba0fbb8a11392b61fb816b5e8bef1841b1853696140bb59a217d76aa1f2aa5a3.

## Committee Appointment

- Caroline Tsay: member, Audit. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:14. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Doniel Sutton: member, Audit. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:15. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Robin Diamonte: member, Audit. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:16. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Bill Lyons: member, Compensation. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:18. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Doniel Sutton: member, Compensation. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:19. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Steve Joynt: member, Compensation. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:20. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Bill Lyons: chair, Nominating and Governance. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:22. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Caroline Tsay: member, Nominating and Governance. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:23. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Robin Diamonte: member, Nominating and Governance. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:24. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.
- Steve Joynt: member, Nominating and Governance. Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:committee_appointment:25. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7.

## Security Listing

- MORN (NASDAQ). Claim: alpha:claim:company:65919259-ef93-4d0e-9a74-74ca83cf154f:security_listing:26. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:ba0fbb8a11392b61fb816b5e8bef1841b1853696140bb59a217d76aa1f2aa5a3.

## Coverage states

| Field | Value |
| --- | --- |
| Identity | PUBLISHED |
| Business | PUBLISHED |
| Leadership | PUBLISHED |
| Board and committees | PUBLISHED |
| Governance | NOT_ASSERTED |
| Financials | NOT_ASSERTED |
| Workforce | NOT_ASSERTED |
| Ownership | NOT_ASSERTED |
| Ratings | NOT_PUBLISHED |
| Market and index context | PUBLISHED |

## Public sources

- alpha:projection-evidence:ba0fbb8a11392b61fb816b5e8bef1841b1853696140bb59a217d76aa1f2aa5a3: [Alpha canonical company public projection](https://www.alpha.ac/api/public/companies/morningstar-inc).
- alpha:projection-evidence:document:c2f38a3dd20cf19c5dff4f0bd612db7af11a12b0f718d05c34e8b6681159c2c4: [Morningstar Inc DEF 14A 2026-03-27](https://www.sec.gov/Archives/edgar/data/1289419/000119312526129081/d36193ddef14a.htm).
- alpha:projection-evidence:document:4145266b205a7fb5039bc9ccd5bb468920f32c164cae91a2552482c92c57f2fc: [MORN 10-K executive officers](https://www.sec.gov/Archives/edgar/data/1289419/000128941926000013/morn-20251231.htm).
- alpha:projection-evidence:document:badd91eface55e356fca965b559e7cdeafdbfa2d78e87ac8a3d66bc26e298bb8: [MORN 10-K executive officers](https://www.sec.gov/Archives/edgar/data/1289419/000128941926000013/morn-20251231.htm).
- alpha:projection-evidence:e69641ec4ba41bcd60ed71075a34a5b707e2e5dc7e4815a2f2ac802ceb1077d7: [Audit](https://www.sec.gov/Archives/edgar/data/1289419/000119312526129081/d36193ddef14a.htm).

## Rights

| Field | Value |
| --- | --- |
| public_retrieval | allowed |
| agent_retrieval | allowed |
| redistribution | not_granted |
| model_training | not_granted |
| commercial_use | not_specified |
| relationship_pathfinding | not_granted |
| direct_contact | not_granted |

## Limitations

- Absence of a leadership role, committee, or disclosure is not evidence that it does not exist.
- Only explicitly published canonical company identity and current confirmed public roles are included.
- Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist.
- Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights.
- This Company Profile is an identity and evidence record, not an Alpha rating.

## Alternate representations

- [Canonical profile](https://registry.alpha.ac/companies/morningstar-inc)
- [Public Markdown](https://registry.alpha.ac/companies/morningstar-inc.md)
- [Public JSON](https://registry.alpha.ac/api/public/companies/morningstar-inc?format=record)
- [JSON-LD](https://registry.alpha.ac/api/public/companies/morningstar-inc?format=jsonld)
- MCP resource: `alpha://companies/morningstar-inc` at https://mcp.alpha.ac/mcp


## Connected governance records

Only explicitly published, rights-cleared records. Missing records do not establish absence, safety, or complete coverage.

## Critical-risk oversight

Snapshot as of 2026-10-06T00:33:17.594718+00:00; recorded 2026-10-06T00:33:17.594718+00:00. Every published assignment for this snapshot is listed.
Only explicitly reviewed, rights-cleared assignments, in the company's own wording.
An assignment shows where oversight is placed, not whether it is effective. Missing records do not establish absence.

Connect

MCP tools

Server card: Alpha Terminal · alpha://companies/morningstar-inc

  • find_person

    Search Alpha's permission-safe public Profile directory. Returns canonical Alpha person IDs, evidence-backed current roles, assurance state, review time, and limitations. Similar names remain separate candidates.

  • get_claim_evidence

    Retrieve the public source evidence for one permissioned Alpha Profile claim. Returns source tier, URLs, validity, confidence, review time, and limitations.

  • get_company_profile

    Retrieve a public Alpha Company Profile with canonical company identity, active listings, current confirmed board and executive roles, source evidence, explicit permissions, as-of time, and limitations. Private relationships, company administration, and unpublished ratings are excluded.

  • get_current_roles

    Retrieve the current confirmed company and board roles from a public Alpha Profile. Every role includes available source evidence, confidence, verification state, and validity.

  • get_executive_profile

    Retrieve a public Alpha Profile with canonical identity, current verified roles, permissioned claims, claim-level evidence, assurance state, as-of time, and limitations. Private contact, Council activity, and relationships are excluded.

  • get_platform_stats

    Get Alpha platform statistics and data coverage. Returns counts of companies, directors, ratings, filings, and regulations in the Alpha intelligence database.

A2A

Agent card

Follow

Recent Registry updates (general index)

Record-specific feeds and webhooks: Proposed. No delivery endpoint is published.

Cite

URL
https://registry.alpha.ac/companies/morningstar-inc
Version
public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce
JSON content hash
Unavailable

Evidence sources

  • Alpha canonical company public projection
  • Morningstar Inc DEF 14A 2026-03-27
  • MORN 10-K executive officers
  • MORN 10-K executive officers
  • Audit

Alpha Governance Record

Published Claims assembled into typed sections. Scoped HTTP and MCP resource contracts appear below.

Alpha Record ID
alpha:company:65919259-ef93-4d0e-9a74-74ca83cf154f
Schema version
alpha-governance-record-v2
Record version
public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce
Ontology version
alpha-governance-ontology-v1
Core contract
alpha-governance-record-core-v2
Predicate registry
alpha-claim-predicates-v1
As of
2026-10-06T00:33:17.60011+00:00
Published
2026-10-05T15:31:05.397929+00:00
Publication state
PUBLISHED
Verification state
source_reported
Identity ownership
unclaimed
Record Quality
0.826 (strong; readiness ready)
Completeness
0.409 of expected sections for public_company
Evidence coverage
5 evidence records; 5 restricted or unknown rights
Directors
7
Committees
6
Governance events
13

Section coverage

  • identityPUBLISHED
  • corporate_structureNOT_REVIEWED
  • boardPUBLISHED
  • committeesPUBLISHED
  • leadershipPUBLISHED
  • ownershipNOT_REVIEWED
  • financialsNOT_REVIEWED
  • capital_structurePUBLISHED
  • compensationNOT_REVIEWED
  • governanceNOT_REVIEWED
  • shareholder_governanceNOT_REVIEWED
  • auditNOT_REVIEWED
  • legalNOT_REVIEWED
  • riskNOT_REVIEWED
  • cyberNOT_REVIEWED
  • ai_governanceNOT_REVIEWED
  • agent_governanceRESTRICTED
  • markets_externalNOT_REVIEWED
  • eventsPUBLISHED
  • relationshipsPUBLISHED
  • assessmentsPUBLISHED
  • evidencePUBLISHED

Rights constraints

public_retrieval
allowed
agent_retrieval
allowed
redistribution
not_granted
model_training
not_granted
commercial_use
not_specified
relationship_pathfinding
not_granted
direct_contact
not_granted

Scoped resources

Scoped resource URIs and live HTTP equivalents
SectionMCP URIHTTPState
recordalpha://company/morningstar-incalias alpha://companies/morningstar-inc/api/public/companies/morningstar-inc?format=recordPUBLISHED
identityalpha://company/morningstar-inc/identity/api/public/companies/morningstar-inc?format=record&section=identityPUBLISHED
corporate_structurealpha://company/morningstar-inc/corporate-structure/api/public/companies/morningstar-inc?format=record&section=corporate-structureNOT_REVIEWED
boardalpha://company/morningstar-inc/board/api/public/companies/morningstar-inc?format=record&section=boardPUBLISHED
committeesalpha://company/morningstar-inc/committees/api/public/companies/morningstar-inc?format=record&section=committeesPUBLISHED
leadershipalpha://company/morningstar-inc/leadership/api/public/companies/morningstar-inc?format=record&section=leadershipPUBLISHED
ownershipalpha://company/morningstar-inc/ownership/api/public/companies/morningstar-inc?format=record&section=ownershipNOT_REVIEWED
financialsalpha://company/morningstar-inc/financials/api/public/companies/morningstar-inc?format=record&section=financialsNOT_REVIEWED
capital_structurealpha://company/morningstar-inc/capital-structure/api/public/companies/morningstar-inc?format=record&section=capital-structurePUBLISHED
compensationalpha://company/morningstar-inc/compensation/api/public/companies/morningstar-inc?format=record&section=compensationNOT_REVIEWED
governancealpha://company/morningstar-inc/governance/api/public/companies/morningstar-inc?format=record&section=governanceNOT_REVIEWED
shareholder_governancealpha://company/morningstar-inc/shareholder-governance/api/public/companies/morningstar-inc?format=record&section=shareholder-governanceNOT_REVIEWED
auditalpha://company/morningstar-inc/audit/api/public/companies/morningstar-inc?format=record&section=auditNOT_REVIEWED
legalalpha://company/morningstar-inc/legal/api/public/companies/morningstar-inc?format=record&section=legalNOT_REVIEWED
riskalpha://company/morningstar-inc/risk/api/public/companies/morningstar-inc?format=record&section=riskNOT_REVIEWED
cyberalpha://company/morningstar-inc/cyber/api/public/companies/morningstar-inc?format=record&section=cyberNOT_REVIEWED
ai_governancealpha://company/morningstar-inc/ai-governance/api/public/companies/morningstar-inc?format=record&section=ai-governanceNOT_REVIEWED
agent_governancealpha://company/morningstar-inc/agents/api/public/companies/morningstar-inc?format=record&section=agentsRESTRICTED
markets_externalalpha://company/morningstar-inc/ecosystem/api/public/companies/morningstar-inc?format=record&section=ecosystemNOT_REVIEWED
eventsalpha://company/morningstar-inc/events/api/public/companies/morningstar-inc?format=record&section=eventsPUBLISHED
relationshipsalpha://company/morningstar-inc/relationships/api/public/companies/morningstar-inc?format=record&section=relationshipsPUBLISHED
assessmentsalpha://company/morningstar-inc/assessments/api/public/companies/morningstar-inc?format=record&section=assessmentsPUBLISHED
evidencealpha://company/morningstar-inc/evidence/api/public/companies/morningstar-inc?format=record&section=evidencePUBLISHED

6 committee resources: see JSON `governance_record.resources`.

HTTP resources are live. Check the MCP server card for supported resources; a published URI does not establish availability.