Morningstar (MORN) Proxy filing summary

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.