| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$540K | -2.07K | -0.01% | $260.60 | 18.7M | May 7, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$1.32M | -5.06K | -0.03% | $261.79 | 18.7M | May 7, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$204K | -777 | 0% | $262.70 | 18.7M | May 7, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$94.1K | -357 | 0% | $263.51 | 18.7M | May 7, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$392K | -1.5K | -0.01% | $261.55 | 18.7M | May 10, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$199K | -757 | 0% | $262.37 | 18.7M | May 10, 2021 | Direct | F1, F7 |
| holding | MORN | Common Stock | 150K | May 7, 2021 | ByTrust | 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 November 19, 2020. |
| F2 | The transaction was executed in multiple trades at prices ranging from $260.28 to $261.21. 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 $261.2350 to $262.17. 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 $262.3125 to $263.1250. 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 $263.45 to $263.67. 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 $261.10 to $262.06. 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 transaction was executed in multiple trades at prices ranging from $262.24 to $262.8750. 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. |
| 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. |