| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$1.72M | -6.62K | -0.04% | $260.59 | 18.3M | Aug 12, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$28.5K | -109 | 0% | $261.36 | 18.3M | Aug 12, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$1.66M | -6.39K | -0.03% | $260.30 | 18.3M | Aug 13, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$68.1K | -260 | 0% | $261.76 | 18.3M | Aug 13, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$138K | -527 | 0% | $262.55 | 18.3M | Aug 13, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$8.69K | -33 | 0% | $263.42 | 18.3M | Aug 13, 2021 | Direct | F1 |
| holding | MORN | Common Stock | 150K | Aug 12, 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 $260.30 to $261.28. 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 $261.31 to $261.46. 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. |
| F4 | The transaction was executed in multiple trades at prices ranging from $260.15 to $261.05. 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 $261.2450 to $262.00. 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 $262.25 to $262.99. 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. |