| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$115K | -465 | 0% | $248.03 | 18.4M | Jul 15, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$975K | -3.95K | -0.02% | $246.91 | 18.4M | Jul 16, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$825K | -3.33K | -0.02% | $247.58 | 18.4M | Jul 16, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$250K | -1.01K | -0.01% | $248.49 | 18.4M | Jul 16, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$479K | -1.92K | -0.01% | $249.66 | 18.4M | Jul 16, 2021 | Direct | F1, F6 |
| holding | MORN | Common Stock | 150K | Jul 15, 2021 | ByTrust | F7 |
| 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 $247.86 to $248.75. 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 $246.21 to $247.1850. 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 $247.21 to $248.17. 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. |
| F5 | The transaction was executed in multiple trades at prices ranging from $248.28 to $249.23. 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 $249.41 to $249.96. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |