| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $870,727 | -3,445 | -0.02% | $252.75 | 18,709,264 | 11 May 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $228,600 | -901 | -0% | $253.72 | 18,708,363 | 11 May 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $37,392 | -147 | -0% | $254.37 | 18,708,216 | 11 May 2021 | Direct | F1 |
| holding | MORN | Common Stock | 150,000 | 11 May 2021 | ByTrust | F4 |
| 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 $252.32 to $253.2850. 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 $253.32 to $254.18. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |