| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$1.51M | -6.41K | -0.03% | $235.99 | 18.7M | May 25, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$2.05M | -8.66K | -0.05% | $237.02 | 18.6M | May 25, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$239K | -1.01K | -0.01% | $237.69 | 18.6M | May 25, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$205K | -871 | 0% | $235.71 | 18.6M | May 26, 2021 | Direct | F1, F5 |
| holding | MORN | Common Stock | 150K | May 25, 2021 | ByTrust | F6 |
| 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 $235.53 to $236.52. 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 $236.53 to $237.5250. 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 $237.55 to $238.2650. 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 $235.54 to $236.34. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |