| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $37,073 | -150 | -0% | $247.15 | 18,360,369 | 23 Jul 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $322,006 | -1,295 | -0.01% | $248.65 | 18,359,074 | 23 Jul 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $513,715 | -2,060 | -0.01% | $249.38 | 18,357,014 | 23 Jul 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $33,531 | -134 | -0% | $250.23 | 18,356,880 | 23 Jul 2021 | Direct | F1, F5 |
| holding | MORN | Common Stock | 150,000 | 23 Jul 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. |