| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$75.1K | -300 | 0% | $250.40 | 18.5M | Jun 29, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$69.9K | -278 | 0% | $251.37 | 18.5M | Jun 29, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$57.7K | -228 | 0% | $252.98 | 18.5M | Jun 29, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$208K | -818 | 0% | $254.32 | 18.5M | Jun 29, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$515K | -2.02K | -0.01% | $255.50 | 18.5M | Jun 29, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$1.1M | -4.3K | -0.02% | $256.43 | 18.5M | Jun 29, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$378K | -1.47K | -0.01% | $257.11 | 18.4M | Jun 29, 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | -$510K | -1.99K | -0.01% | $255.96 | 18.4M | Jun 30, 2021 | Direct | F1, F9 |
| transaction | MORN | Common Stock | Sale | -$1.71M | -6.64K | -0.04% | $257.19 | 18.4M | Jun 30, 2021 | Direct | F1, F10 |
| transaction | MORN | Common Stock | Sale | -$628K | -2.44K | -0.01% | $257.65 | 18.4M | Jun 30, 2021 | Direct | F1, F11 |
| holding | MORN | Common Stock | 150K | Jun 29, 2021 | ByTrust | F12 |
| 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 $250.12 to $250.69. 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. |
| F3 | The transaction was executed in multiple trades at prices ranging from $251.22 to $252.13. 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 $252.4350 to $253.18. 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. |
| F5 | The transaction was executed in multiple trades at prices ranging from $253.75 to $254.74. 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 $254.92 to $255.8950. 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 $255.92 to $256.8950. 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 $256.92 to $257.59. 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 $255.49 to $256.48. 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 $256.49 to $257.48. 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 transaction was executed in multiple trades at prices ranging from $257.49 to $258.03. 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. |
| F12 | 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. |