Morningstar Equity Executive Insight

Packages in the Executive Insight category provide detailed information about the people who lead and govern public companies — their identities, roles, compensation, stock holdings, and governance practices. This data supports executive compensation benchmarking, governance risk assessment, board quality evaluation, and ESG-related diversity analysis. Coverage includes officers and directors profiles, itemized compensation breakdowns, stock option grants and exercises, pay ratio disclosures, and board committee composition.

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# Packages

## Compensation

Comprehensive executive and director compensation data, covering all components required by regulatory disclosure. Board of directors compensation includes cash retainers, meeting fees, stock awards, and total compensation per director. Executive officer compensation provides the full breakdown: salary, bonus, stock awards, option awards, non-equity incentive plan compensation, pension/deferred compensation changes, and all other compensation — matching the structure of SEC proxy statement (DEF 14A) Summary Compensation Tables. Stock option grants detail the terms of each grant including exercise price, expiration date, and number of shares. Options exercised and stock vested captures the value realized when executives exercise options or when restricted stock units vest. Outstanding awards show unvested equity holdings. Pay ratio data provides the CEO-to-median-employee compensation ratio as disclosed under the Dodd-Frank Act. Data collected annually from proxy filings, globally, at the person × company × fiscal year level.

Datasets:

- Board of Directors
- Executive Officers Compensation
- Options Exercised
- Outstanding Awards
- Pay Ratio
- Stock Option Grants

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## Governance

Board composition and governance quality data. Officers and directors profiles include biographical information, titles, tenure, independence classification, committee memberships, and role indicators (CEO, chairperson, lead director). Board and committee attendance tracks director participation rates at board and committee meetings — a key governance quality signal. Company-level gender and diversity metrics provide board and executive team composition by gender, age distribution, and diversity indicators, supporting ESG analysis and diversity-focused investment strategies.

Datasets:

- Officers and Directors
- Board and Committee Attendance
- Company Level Gender and Diversity

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*How to Get Access:*

*1. Select 'Request' on the listing page*

*2. Include your name, company, email, and a brief message describing your use case*

原始信息汇总

Morningstar Equity Executive Insight 数据集概述

数据集名称

Morningstar Equity Executive Insight

数据集提供商

Morningstar

数据集描述

提供有关上市公司领导者和治理者的详细信息，包括其身份、角色、薪酬、股票持有情况和治理实践。数据支持高管薪酬基准测试、治理风险评估、董事会质量评估以及ESG相关的多样性分析。

数据类别

• 补偿数据包：全面的高管和董事薪酬数据，涵盖监管披露要求的所有组成部分。
• 治理数据包：董事会构成和治理质量数据。

详细数据内容

补偿数据包

• 董事会：包括现金津贴、会议费、股票奖励和每位董事的总薪酬。
• 高管薪酬：提供完整细分：工资、奖金、股票奖励、期权奖励、非股权激励计划补偿、养老金/递延补偿变动以及所有其他补偿。
• 股票期权授予：详细说明每笔授予的条款，包括行权价格、到期日和股份数量。
• 期权行权与股票归属：捕获高管行权期权或限制性股票单位归属时实现的价值。
• 未归属奖励：显示未归属的股权持有情况。
• 薪酬比率数据：提供根据《多德-弗兰克法案》披露的CEO与普通员工薪酬中位数比率。

治理数据包

• 高管和董事档案：包括传记信息、头衔、任期、独立性分类、委员会成员资格和角色指标（CEO、董事长、首席董事）。
• 董事会和委员会出席情况：跟踪董事在董事会和委员会会议上的参与率。
• 公司层面的性别和多样性指标：按性别、年龄分布和多样性指标提供董事会和高管团队的构成。

数据收集与覆盖

• 数据收集：每年从全球代理申报文件中收集，数据层级为“个人 × 公司 × 财政年度”。
• 时间覆盖：1999年1月1日之后，按年覆盖。
• 地理覆盖：包括阿根廷、巴西、英国等国家。
• 更新频率：每日。

业务需求应用场景

• 高管薪酬基准测试
• 治理风险评估
• ESG和多样性分析
• 薪酬表决与代理分析
• 内部人员一致性评估

访问方式

通过请求获取：在列表页面选择“请求”，并提供姓名、公司、电子邮件和简要的用例描述。

云区域可用性

在AWS的多个区域可用，包括非洲（开普敦）、亚太（雅加达）、亚太（孟买）、亚太（大阪）等。

联系信息

• 销售：[e-mail]
• 支持：[e-mail]

法律条款

离线提供。

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