Morningstar updates on CFO selection, index assets growth, and Mansueto pledge reduction

Morningstar, Inc.

CFO Michael Holt selected after rigorous internal/external search; led DBRS, Sustainalytics, LCD acquisitions.
Assets linked to Morningstar indexes total $228.2B as of Sep 30, 2024, up 37.5% YoY, with 70% in ETFs.
Joe Mansueto's pledged shares reduced to 1M (6.5% of beneficial ownership) from 3M in 2021; no amounts drawn.
Market commentary: anticipates strong U.S. structured finance issuance; private credit activity in asset-based lending, CRE.

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