| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$57.7K | -225 | 0% | $256.42 | 18.4M | Jul 1, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$25.5K | -99 | 0% | $257.65 | 18.4M | Jul 1, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$492K | -1.94K | -0.01% | $253.81 | 18.4M | Jul 2, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$885K | -3.47K | -0.02% | $255.03 | 18.4M | Jul 2, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$533K | -2.08K | -0.01% | $255.74 | 18.4M | Jul 2, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$505K | -1.97K | -0.01% | $257.20 | 18.4M | Jul 2, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$610K | -2.37K | -0.01% | $257.94 | 18.4M | Jul 2, 2021 | Direct | F1, F8 |
| holding | MORN | Common Stock | 150K | Jul 1, 2021 | ByTrust | F9 |
| 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 $256.11 to $256.82. 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 $257.5050 to $257.65. 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 $253.44 to $254.42. 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 $254.45 to $255.44. 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 $255.45 to $256.40. 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 $256.58 to $257.56. 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 $257.58 to $258.47. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |