| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $1,030,863 | -4,336 | -0.02% | $237.75 | 18,539,272 | 15 Jun 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $803,290 | -3,362 | -0.02% | $238.93 | 18,535,910 | 15 Jun 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $643,179 | -2,681 | -0.01% | $239.90 | 18,533,229 | 15 Jun 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $274,655 | -1,141 | -0.01% | $240.71 | 18,532,088 | 15 Jun 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $885,139 | -3,723 | -0.02% | $237.75 | 18,528,365 | 16 Jun 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $1,096,661 | -4,595 | -0.02% | $238.66 | 18,523,770 | 16 Jun 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | $255,171 | -1,065 | -0.01% | $239.60 | 18,522,705 | 16 Jun 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | $41,596 | -173 | -0% | $240.44 | 18,522,532 | 16 Jun 2021 | Direct | F1, F9 |
| holding | MORN | Common Stock | 150,000 | 15 Jun 2021 | ByTrust | F10 |
| 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 $237.41 to $238.18. 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 $238.44 to $239.43. 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 $239.5050 to $240.42. 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 $240.65 to $240.91. 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 $237.23 to $238.22. 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 $238.23 to $239.15. 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 $239.2450 to $240.1450. 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 $240.25 to $240.63. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |