| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$2.08M | -8.09K | -0.04% | $256.96 | 18.4M | Jul 6, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$223K | -864 | 0% | $258.13 | 18.4M | Jul 6, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$51.8K | -200 | 0% | $258.95 | 18.4M | Jul 6, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$190K | -740 | 0% | $256.51 | 18.4M | Jul 7, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$468K | -1.82K | -0.01% | $257.39 | 18.4M | Jul 7, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$1.4M | -5.42K | -0.03% | $258.58 | 18.4M | Jul 7, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$267K | -1.03K | -0.01% | $259.29 | 18.4M | Jul 7, 2021 | Direct | F1, F8 |
| holding | MORN | Common Stock | 150K | Jul 6, 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 $256.71 to $257.66. 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 $257.75 to $258.6450. 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 $258.7550 to $259.42. 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 $255.98 to $256.86. 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 $257.00 to $257.98. 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 $258.00 to $258.9950. 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 $259.00 to $259.84. 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. |