Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | MORN | Common Stock | Sale | -$389K | -1.54K | -0.01% | $252.56 | 18.4M | Jul 13, 2021 | Direct | F1, F2 |
transaction | MORN | Common Stock | Sale | -$63.2K | -253 | 0% | $249.93 | 18.4M | Jul 14, 2021 | Direct | F1, F3 |
holding | MORN | Common Stock | 150K | Jul 13, 2021 | ByTrust | F4 |
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 $252.55 to $252.63. 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 $249.93 to $250.17. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |