| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$685K | -2.78K | -0.02% | $246.46 | 18.5M | Jun 25, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$869K | -3.51K | -0.02% | $247.39 | 18.5M | Jun 25, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$280K | -1.13K | -0.01% | $248.44 | 18.5M | Jun 25, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$820K | -3.29K | -0.02% | $249.51 | 18.5M | Jun 25, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$213K | -850 | 0% | $250.35 | 18.5M | Jun 25, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$25.1K | -100 | 0% | $251.27 | 18.5M | Jun 25, 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | -$81.2K | -326 | 0% | $249.08 | 18.5M | Jun 28, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$1.34M | -5.33K | -0.03% | $250.75 | 18.5M | Jun 28, 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | -$517K | -2.06K | -0.01% | $251.44 | 18.5M | Jun 28, 2021 | Direct | F1, F9 |
| transaction | MORN | Common Stock | Sale | -$231K | -913 | 0% | $252.51 | 18.5M | Jun 28, 2021 | Direct | F1, F10 |
| holding | MORN | Common Stock | 150K | Jun 25, 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 $245.91 to $246.90. 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 $246.93 to $247.9150. 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 $247.94 to $248.90. 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 $249.05 to $249.95. 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 $250.0550 to $250.67. 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 $248.9350 to $249.92. 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. |
| F8 | The transaction was executed in multiple trades at prices ranging from $250.0850 to $251.0750. 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 $251.0850 to $252.08. 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 $252.1050 to $252.9025. 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. |