| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $1,637,781 | -6,611 | -0.04% | $247.74 | 18,482,397 | 23 Jun 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $537,008 | -2,178 | -0.01% | $246.56 | 18,480,219 | 24 Jun 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $346,876 | -1,400 | -0.01% | $247.77 | 18,478,819 | 24 Jun 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $12,425 | -50 | -0% | $248.50 | 18,478,769 | 24 Jun 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | $24,974 | -100 | -0% | $249.74 | 18,478,669 | 24 Jun 2021 | Direct | F1 |
| holding | MORN | Common Stock | 150,000 | 23 Jun 2021 | ByTrust | F5 |
| 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 $247.43 to $248.30. 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. |
| F3 | The transaction was executed in multiple trades at prices ranging from $246.42 to $247.27. 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 $247.43 to $248.26. 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. |
| F5 | 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. |