| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$151K | -635 | 0% | $238.48 | 18.5M | Jun 17, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$82.5K | -344 | 0% | $239.96 | 18.5M | Jun 17, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$233K | -967 | -0.01% | $241.00 | 18.5M | Jun 17, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$524K | -2.17K | -0.01% | $242.10 | 18.5M | Jun 17, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$676K | -2.78K | -0.02% | $243.03 | 18.5M | Jun 17, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$633K | -2.59K | -0.01% | $244.11 | 18.5M | Jun 17, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$1.34M | -5.49K | -0.03% | $243.54 | 18.5M | Jun 18, 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | -$18.8K | -77 | 0% | $244.26 | 18.5M | Jun 18, 2021 | Direct | F1, F9 |
| holding | MORN | Common Stock | 150K | Jun 17, 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 $238.19 to $238.92. 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 $239.4250 to $240.30. 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 $240.51 to $241.49. 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 $241.56 to $242.53. 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. |
| F6 | The transaction was executed in multiple trades at prices ranging from $242.57 to $243.55. 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 $243.57 to $244.42. 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. |
| F8 | The transaction was executed in multiple trades at prices ranging from $243.22 to $244.2150. 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 $244.25 to $244.26. 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. |