Morningstar appoints Michael Holt as CFO effective Jan 1, 2025

Morningstar, Inc.

Michael Holt, 45, named CFO effective 1/1/2025; succeeds Jason Dubinsky who steps down and will consult.
Holt previously chief strategy officer (since 2018) and president of Research and Investments (since 2023).
Compensation: $450k base salary, target bonus 100%, annual RSUs $275k, MSUs $825k with 3-year TSR vesting.
Holt joined Morningstar in 2008 as equity analyst, led global equity research from 2014-2018, then corporate strategy.
He will report to CEO Kunal Kapoor and remain based in Chicago headquarters.

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