| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$625K | -2.68K | -0.01% | $233.27 | 18.6M | Jun 7, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$304K | -1.3K | -0.01% | $233.84 | 18.6M | Jun 7, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$441K | -1.92K | -0.01% | $230.21 | 18.6M | Jun 8, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$1.75M | -7.55K | -0.04% | $231.30 | 18.6M | Jun 8, 2021 | Direct | F1, F5 |
| holding | MORN | Common Stock | 150K | Jun 7, 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 $232.77 to $233.72. 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 $233.79 to $234.28. 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 $230.00 to $231.02. 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 $231.03 to $231.7950. 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. |