| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$34.1K | -145 | 0% | $235.21 | 18.6M | Jun 1, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$15.8K | -67 | 0% | $236.56 | 18.6M | Jun 1, 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | -$455K | -1.96K | -0.01% | $231.60 | 18.6M | Jun 2, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$382K | -1.64K | -0.01% | $232.55 | 18.6M | Jun 2, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$525K | -2.25K | -0.01% | $233.75 | 18.6M | Jun 2, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$1.42M | -6.04K | -0.03% | $234.39 | 18.6M | Jun 2, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$25.4K | -108 | 0% | $235.23 | 18.6M | Jun 2, 2021 | Direct | F1, F7 |
| holding | MORN | Common Stock | 150K | Jun 1, 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. |