| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $161,711 | -667 | -0% | $242.45 | 18,707,549 | 13 May 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $251,033 | -1,030 | -0.01% | $243.72 | 18,706,519 | 13 May 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $461,580 | -1,885 | -0.01% | $244.87 | 18,704,634 | 13 May 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $671,778 | -2,733 | -0.01% | $245.80 | 18,701,901 | 13 May 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $952,102 | -3,861 | -0.02% | $246.59 | 18,698,040 | 13 May 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $49,448 | -200 | -0% | $247.24 | 18,697,840 | 13 May 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | $1,042,543 | -4,238 | -0.02% | $246.00 | 18,693,602 | 14 May 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | $355,619 | -1,440 | -0.01% | $246.96 | 18,692,162 | 14 May 2021 | Direct | F1, F9 |
| transaction | MORN | Common Stock | Sale | $12,644 | -51 | -0% | $247.93 | 18,692,111 | 14 May 2021 | Direct | F1 |
| holding | MORN | Common Stock | 150,000 | 13 May 2021 | ByTrust | F10 |
| 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 $242.21 to $243.01. 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 $243.22 to $244.1950. 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 $244.22 to $245.21. 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. |
| F5 | The transaction was executed in multiple trades at prices ranging from $245.22 to $246.21. 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. |
| F6 | The transaction was executed in multiple trades at prices ranging from $246.22 to $247.15. 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 $247.24 to $247.2450. 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 transaction was executed in multiple trades at prices ranging from $245.58 to $246.56. 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. |
| F9 | The transaction was executed in multiple trades at prices ranging from $246.58 to $247.55. 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. |
| F10 | 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. |