| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $17,032 | -73 | -0% | $233.32 | 18,562,363 | 11 Jun 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $394,931 | -1,683 | -0.01% | $234.66 | 18,560,680 | 11 Jun 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $1,414,292 | -6,007 | -0.03% | $235.44 | 18,554,673 | 11 Jun 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $551,480 | -2,331 | -0.01% | $236.59 | 18,552,342 | 11 Jun 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $34,621 | -146 | -0% | $237.13 | 18,552,196 | 11 Jun 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $193,752 | -823 | -0% | $235.42 | 18,551,373 | 14 Jun 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | $171,671 | -727 | -0% | $236.14 | 18,550,646 | 14 Jun 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | $971,874 | -4,091 | -0.02% | $237.56 | 18,546,555 | 14 Jun 2021 | Direct | F1, F9 |
| transaction | MORN | Common Stock | Sale | $701,689 | -2,947 | -0.02% | $238.10 | 18,543,608 | 14 Jun 2021 | Direct | F1, F10 |
| holding | MORN | Common Stock | 150,000 | 11 Jun 2021 | ByTrust | F11 |
| 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 $232.86 to $233.70. 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 $234.00 to $234.9950. 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 $235.0250 to $236.01. 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 $236.05 to $237.04. 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 $237.05 to $237.2950. 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 $234.82 to $235.80. 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 transaction was executed in multiple trades at prices ranging from $235.85 to $236.69. 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. |
| F9 | The transaction was executed in multiple trades at prices ranging from $236.89 to $237.88. 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. |
| F10 | The transaction was executed in multiple trades at prices ranging from $237.89 to $238.53. 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. |
| F11 | 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. |