| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$147K | -630 | 0% | $234.09 | 18.7M | May 19, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$500K | -2.12K | -0.01% | $235.62 | 18.7M | May 19, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$11.1K | -47 | 0% | $236.30 | 18.7M | May 19, 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | -$200K | -858 | 0% | $233.66 | 18.7M | May 20, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$480K | -2.04K | -0.01% | $234.76 | 18.7M | May 20, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$640K | -2.71K | -0.01% | $235.91 | 18.7M | May 20, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$666K | -2.81K | -0.02% | $236.80 | 18.7M | May 20, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$1M | -4.22K | -0.02% | $238.00 | 18.7M | May 20, 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | -$1.11M | -4.64K | -0.02% | $238.90 | 18.7M | May 20, 2021 | Direct | F1, F9 |
| holding | MORN | Common Stock | 150K | May 19, 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 $234.00 to $234.68. 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 $235.04 to $235.99. 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 $232.98 to $233.93. 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 $234.3075 to $235.26. 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 $235.43 to $236.3150. 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 $236.4550 to $237.24. 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 $237.50 to $238.48. 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 $238.5050 to $239.44. 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. |