| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$458K | -1.82K | -0.01% | $251.67 | 18.4M | Jul 21, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$865K | -3.42K | -0.02% | $252.60 | 18.4M | Jul 21, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$786K | -3.1K | -0.02% | $253.56 | 18.4M | Jul 21, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$103K | -404 | 0% | $254.33 | 18.4M | Jul 21, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$3.78K | -15 | 0% | $252.07 | 18.4M | Jul 22, 2021 | Direct | F1 |
| holding | MORN | Common Stock | 150K | Jul 21, 2021 | ByTrust | F6 |
| 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 $251.14 to $252.13. 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 $252.16 to $253.15. 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 $253.16 to $254.09. 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 $254.22 to $254.46. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |