| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $12,293 | -50 | -0% | $245.86 | 18,380,010 | 20 Jul 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | $443,720 | -1,793 | -0.01% | $247.47 | 18,378,217 | 20 Jul 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $494,615 | -1,992 | -0.01% | $248.30 | 18,376,225 | 20 Jul 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $98,880 | -396 | -0% | $249.70 | 18,375,829 | 20 Jul 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $142,263 | -567 | -0% | $250.90 | 18,375,262 | 20 Jul 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $371,490 | -1,475 | -0.01% | $251.86 | 18,373,787 | 20 Jul 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $636,533 | -2,520 | -0.01% | $252.59 | 18,371,267 | 20 Jul 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | $503,891 | -1,988 | -0.01% | $253.47 | 18,369,279 | 20 Jul 2021 | Direct | F1, F8 |
| holding | MORN | Common Stock | 150,000 | 20 Jul 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 $246.87 to $247.8650. 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 $247.90 to $248.73. 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 $249.15 to $250.14. 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 $250.20 to $251.19. 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 $251.20 to $252.19. 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 $252.20 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. |
| F8 | The transaction was executed in multiple trades at prices ranging from $253.20 to $253.87. 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. |