| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$37.1K | -150 | 0% | $247.15 | 18.4M | Jul 23, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$322K | -1.3K | -0.01% | $248.65 | 18.4M | Jul 23, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$514K | -2.06K | -0.01% | $249.38 | 18.4M | Jul 23, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$33.5K | -134 | 0% | $250.23 | 18.4M | Jul 23, 2021 | Direct | F1, F5 |
| holding | MORN | Common Stock | 150K | Jul 23, 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 $246.90 to $247.28. 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 $247.92 to $248.91. 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 $248.92 to $249.76. 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 $249.99 to $250.29. 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. |