| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$162K | -667 | 0% | $242.45 | 18.7M | May 13, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$251K | -1.03K | -0.01% | $243.72 | 18.7M | May 13, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$462K | -1.89K | -0.01% | $244.87 | 18.7M | May 13, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$672K | -2.73K | -0.01% | $245.80 | 18.7M | May 13, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$952K | -3.86K | -0.02% | $246.59 | 18.7M | May 13, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$49.4K | -200 | 0% | $247.24 | 18.7M | May 13, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$1.04M | -4.24K | -0.02% | $246.00 | 18.7M | May 14, 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | -$356K | -1.44K | -0.01% | $246.96 | 18.7M | May 14, 2021 | Direct | F1, F9 |
| transaction | MORN | Common Stock | Sale | -$12.6K | -51 | 0% | $247.93 | 18.7M | May 14, 2021 | Direct | F1 |
| holding | MORN | Common Stock | 150K | May 13, 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. |