Morningstar, Inc. Human Resources Contracts & Agreements

36 Contracts & Agreements
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Morningstar, Inc. Executive Leadership Team Compensation Recoupment Policy
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2024
Separation Agreement and General Release between Bevin Desmond and Morningstar, Inc.
Separation Agreements
Morningstar, Inc.
Capital Markets
IL
2023
Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan Market Stock Unit Award Agreement
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2021
Morningstar, Inc. Director Restricted Stock Unit Award Agreement under 2011 Stock Incentive Plan
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2021
Morningstar, Inc. 2011 Stock Incentive Plan Market Stock Unit with Performance Kicker Award Agreement
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2020
Morningstar, Inc. 2011 Stock Incentive Plan Market Stock Unit Award Agreement with Participant
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2020
Separation Agreement and General Release between Tricia Rothschild and Morningstar, Inc.
Separation Agreements
Morningstar, Inc.
Capital Markets
IL
2020
Morningstar, Inc. 2011 Stock Incentive Plan Market Stock Unit with Revenue Kicker Award Agreement
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2019
Morningstar, Inc. 2011 Stock Incentive Plan Market Stock Unit Award Agreement with Participant
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2019
Morningstar, Inc. 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2019
Morningstar, Inc. 2011 Stock Incentive Plan Market Stock Unit Award Agreement
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2018
Morningstar, Inc. 2011 Stock Incentive Plan Market Stock Unit Award Agreement
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2017
Morningstar, Inc. 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement with CEO
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2017
Morningstar, Inc. 2011 Stock Incentive Plan Performance Share Award Agreement (As Amended and Restated Effective December 3, 2015)
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2016
Morningstar, Inc. 2011 Stock Incentive Plan Director Restricted Stock Unit Award Agreement (Amended and Restated December 3, 2015)
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2016
Morningstar, Inc. 2011 Stock Incentive Plan Performance Share Award Agreement
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2015
Morningstar, Inc. 2011 Stock Incentive Plan Performance Share Award Agreement with Participant
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2014
Morningstar, Inc. Incentive Plan (As Amended and Restated Effective January 1, 2014)
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2014
Morningstar, Inc. Director Restricted Stock Unit Award Agreement under 2011 Stock Incentive Plan
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2013
Morningstar, Inc. 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2013
Morningstar, Inc. 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2011
Morningstar, Inc. 2011 Stock Incentive Plan
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2011
Separation Agreement between Morningstar, Inc. and Tao Huang
Separation Agreements
Morningstar, Inc.
Capital Markets
IL
2011
Separation Agreement among Morningstar Associates, LLC, Morningstar, Inc., and Patrick Reinkemeyer
Separation Agreements
Morningstar, Inc.
Capital Markets
IL
2010
Agreement Regarding Stock Option Classification and Payment between Tao Huang and Morningstar, Inc.
Compensation Agreements
Morningstar, Inc.
Capital Markets
2010
Morningstar, Inc. Amended and Restated Incentive Plan Effective January 1, 2009
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2009
Morningstar, Inc. Incentive Plan (as amended May 22, 2007, effective January 1, 2007)
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2007
Contract Services Agreement between Morningstar, Inc. and Mike Henkel (Consulting Services)
Consulting Agreements
Morningstar, Inc.
Capital Markets
IN
2006
Morningstar, Inc. 2006 Director Restricted Stock Unit Deferral Election Form
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2006
Morningstar, Inc. 2006 Restricted Stock Unit Deferral Election Form
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2006
Morningstar, Inc. 2004 Stock Incentive Plan
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2005
Morningstar, Inc. Incentive Plan
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2005
Morningstar, Inc. 2004 Stock Incentive Plan
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2005
Deferred Compensation Agreement between Morningstar, Inc. and Don Phillips (1999)
Compensation Agreements
Morningstar, Inc.
Capital Markets
IL
2004
Morningstar, Inc. 1999 Incentive Stock Option Plan
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
IL
2004
Morningstar Profit Measure (MPM) Bonus Program for Employees (2003)
Bonus & Incentive Agreements
Morningstar, Inc.
Capital Markets
2004