| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $2,403,048 | -9,128 | -0.05% | $263.26 | 18,725,232 | 05 May 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $357,346 | -1,354 | -0.01% | $263.92 | 18,723,878 | 05 May 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $1,594 | -6 | -0% | $265.66 | 18,723,872 | 05 May 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | $70,565 | -268 | -0% | $263.30 | 18,723,604 | 06 May 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $98,753 | -373 | -0% | $264.75 | 18,723,231 | 06 May 2021 | Direct | F1, F5 |
| holding | MORN | Common Stock | 150,000 | 05 May 2021 | ByTrust | F6 |
| 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 November 19, 2020. |
| F2 | The transaction was executed in multiple trades at prices ranging from $262.78 to $263.77. 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 $263.80 to $264.6850. 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 $262.80 to $263.77. 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 $264.42 to $265.2150. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |