| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$515K | -2.22K | -0.01% | $231.89 | 18.6M | May 27, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$1.21M | -5.18K | -0.03% | $233.17 | 18.6M | May 27, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$1.16M | -4.94K | -0.03% | $233.89 | 18.6M | May 27, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$277K | -1.18K | -0.01% | $235.24 | 18.6M | May 28, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$1.45M | -6.14K | -0.03% | $235.84 | 18.6M | May 28, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$807K | -3.41K | -0.02% | $236.92 | 18.6M | May 28, 2021 | Direct | F1, F7 |
| holding | MORN | Common Stock | 150K | May 27, 2021 | ByTrust | F8 |
| 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 $231.52 to $232.51. 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 $232.55 to $233.52. 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. |
| F4 | The transaction was executed in multiple trades at prices ranging from $233.55 to $234.36. 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 $234.44 to $235.4250. 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 $235.45 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. |
| F7 | The transaction was executed in multiple trades at prices ranging from $236.50 to $237.39. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |