| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $1,512,939 | -6,411 | -0.03% | $235.99 | 18,651,386 | 25 May 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $2,051,673 | -8,656 | -0.05% | $237.02 | 18,642,730 | 25 May 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $239,117 | -1,006 | -0.01% | $237.69 | 18,641,724 | 25 May 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $205,303 | -871 | -0% | $235.71 | 18,640,853 | 26 May 2021 | Direct | F1, F5 |
| holding | MORN | Common Stock | 150,000 | 25 May 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. |