| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$354K | -1.49K | -0.01% | $238.28 | 18.7M | May 21, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$118K | -494 | 0% | $239.13 | 18.7M | May 21, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$77.4K | -322 | 0% | $240.38 | 18.7M | May 21, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$37.4K | -155 | 0% | $241.29 | 18.7M | May 21, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$643K | -2.72K | -0.01% | $236.07 | 18.7M | May 24, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$2.02M | -8.53K | -0.05% | $236.73 | 18.7M | May 24, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$57.5K | -242 | 0% | $237.61 | 18.7M | May 24, 2021 | Direct | F1, F8 |
| holding | MORN | Common Stock | 150K | May 21, 2021 | ByTrust | F9 |
| 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 $237.85 to $238.78. 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 $238.91 to $239.27. 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 $239.9750 to $240.94. 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 $240.98 to $241.94. 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 $235.31 to $236.30. 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 $236.32 to $237.31. 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 $237.4250 to $237.85. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |