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Home / Companies / Morningstar, Inc. / 10 May 2024

Meeting · year to 30 June 2024524 filers reporting

Morningstar, Inc.: meeting of 10 May 2024

Votes reported on Form N-PX, item by item

524 Form N-PX filers reported votes at the Morningstar, Inc. meeting of 10 May 2024. Their records fall into 3 items below, in ballot order: management items first, then proposals from security holders. Each bar shows how the reporting filers split; it is not the result of the meeting.

foragainstabstain, withhold or otheramber tick: the portion cast against management

Items

1

DIRECTOR ELECTIONSIssuer

Director elections

10 nominees; 73.9% of reported votes for; 115 filers withheld from or voted against at least one nominee.

3,581 vote records from 173 filers. 45 of the 173 filers that marked the item either way voted against management.

69.4% for25.4% against5.2% other26.0% against management173 filers
2

SECTION 14A SAY-ON-PAY VOTESIssuer

Advisory vote on executive pay (say-on-pay)

772 vote records from 518 filers. 21 of the 500 filers that marked the item either way voted against management. 18 filers reported this item without a management mark.

91.9% for4.1% against4.1% other4.2% against management518 filers
3

AUDIT-RELATEDIssuer

Audit-related items (auditor ratification)

357 vote records from 171 filers. 4 of the 171 filers that marked the item either way voted against management.

97.7% for1.8% against0.6% other2.3% against management171 filers

How the largest families voted

Family1. Directors2. Say-on-pay3. Auditor
VanguardForForFor
BlackRock and iSharesForForFor
FidelityForForFor
DimensionalForForFor
State Street and SPDRForForFor
American CenturyAgainst *Against *For
Franklin TempletonForForFor
InvescoForForFor
EquitableForForFor
Charles SchwabForForFor
Nuveen and TIAAForForFor
ProShares and ProFundsAgainst *ForFor
John Hancock and ManulifeForForFor
Morgan Stanley, Eaton Vance and CalvertAgainst *ForFor
J.P. MorganForForFor
Goldman SachsSplit or no voteForFor
WisdomTreeSplit or no voteForFor
PGIM and PrudentialForForFor
Jackson National fundsForForFor
Northern Trust and FlexSharesForForFor
SEIForForFor
T. Rowe PriceForForFor
ThriventAgainst *ForFor
Lincoln FinancialForForFor
VoyaForForFor
First TrustAgainst *ForFor
Russell InvestmentsForForFor
NationwideAgainst *ForFor
Victory CapitalAgainst *ForFor
Brighthouse FundsAgainst *ForFor
Guggenheim and RydexAgainst *ForFor
Columbia ThreadneedleForForFor
BNY MellonAgainst *ForFor
PrincipalAgainst *ForFor
Capital Group and American FundsNo reportSplit or no voteNo report
Pacific Life fundsForForFor
MFSForForFor
Federated HermesNo reportForNo report
AllianceBernsteinNo reportForNo report
Hartford FundsForForFor
DWSNo reportForNo report
PIMCOAgainst *ForAgainst *
AllspringAgainst *ForFor
MassMutualForForFor
Harbor FundsForForFor
VirtusForForFor
Janus HendersonNo reportForNo report
Neuberger BermanNo reportForNo report
Natixis and Loomis SaylesNo reportForNo report
BairdNo reportForNo report

* against management. A family's position is the way most of its reported shares were voted across its filers; "split" means no single position led. "No report" means none of the family's filers listed the item.

Questions

How did large funds vote at the Morningstar, Inc. meeting?

524 Form N-PX filers reported votes at the meeting of 10 May 2024. On say-on-pay, 21 of 500 voted against management (4.2%). The family table lists each of the largest families item by item.

Is this the meeting result?

No. These are the votes of funds and managers that file Form N-PX, counted by filer and by the shares they reported. The certified result, which includes every shareholder, is reported by Morningstar, Inc. on Form 8-K.

Why are director elections shown as counts only?

Director records name the nominee. This site does not publish pages or rows about individuals, so for director elections it keeps the number of nominees and the split of votes and discards the wording.

Every meeting on file for Morningstar, Inc.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings listing Morningstar, Inc. with a meeting date within three days of 10 May 2024. Proposal titles are the most common wording among filers and are replaced by the SEC category where a wording could name a person. Not verified by the SEC. Filings read through 23 Sep 2026.