| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $34,105 | -145 | -0% | $235.21 | 18,617,639 | 01 Jun 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $15,850 | -67 | -0% | $236.56 | 18,617,572 | 01 Jun 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | $454,857 | -1,964 | -0.01% | $231.60 | 18,615,608 | 02 Jun 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $381,853 | -1,642 | -0.01% | $232.55 | 18,613,966 | 02 Jun 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $524,777 | -2,245 | -0.01% | $233.75 | 18,611,721 | 02 Jun 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $1,415,014 | -6,037 | -0.03% | $234.39 | 18,605,684 | 02 Jun 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $25,405 | -108 | -0% | $235.23 | 18,605,576 | 02 Jun 2021 | Direct | F1, F7 |
| holding | MORN | Common Stock | 150,000 | 01 Jun 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 $235.03 to $235.9350. 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 $231.04 to $231.98. 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 $232.04 to $232.89. 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 $233.12 to $234.0950. 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 $234.1350 to $234.9850. 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 $235.0150 to $235.25. 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. |