| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$557K | -2.69K | -0.02% | $206.62 | 11.6M | Feb 27, 2023 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$1.9M | -9.14K | -0.08% | $207.64 | 11.6M | Feb 27, 2023 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$238K | -1.14K | -0.01% | $208.39 | 11.6M | Feb 27, 2023 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$1.23M | -5.95K | -0.05% | $207.24 | 11.6M | Feb 28, 2023 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$1.34M | -6.46K | -0.06% | $207.88 | 11.6M | Feb 28, 2023 | Direct | F1, F6 |
| holding | MORN | Common Stock | 4.8M | Feb 27, 2023 | By Trust | F7 | |||||
| holding | MORN | Common Stock | 150K | Feb 27, 2023 | By Trust | F8 |
| Id | Content |
|---|---|
| F1 | The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022. |
| F2 | The transaction was executed in multiple trades at prices ranging from $206.0900 to $207.0800. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| F3 | The transaction was executed in multiple trades at prices ranging from $207.0900 to $208.0700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| F4 | The transaction was executed in multiple trades at prices ranging from $208.0900 to $208.6000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| F5 | The transaction was executed in multiple trades at prices ranging from $206.6100 to $207.6000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| F6 | The transaction was executed in multiple trades at prices ranging from $207.6150 to $208.4450. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| F7 | The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts. |
| F8 | The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |