| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$240K | -909 | 0% | $263.76 | 18.3M | Aug 10, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$306K | -1.16K | -0.01% | $264.80 | 18.3M | Aug 10, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$1.57M | -6K | -0.03% | $260.93 | 18.3M | Aug 11, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$195K | -745 | 0% | $262.35 | 18.3M | Aug 11, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$187K | -711 | 0% | $263.25 | 18.3M | Aug 11, 2021 | Direct | F1, F6 |
| holding | MORN | Common Stock | 150K | Aug 10, 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 $263.24 to $264.2150. 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 $264.3950 to $265.29. 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. |
| F4 | The transaction was executed in multiple trades at prices ranging from $260.69 to $261.62. 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 $261.72 to $262.67. 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 $262.89 to $263.86. 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. |