| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$143K | -550 | 0% | $260.06 | 18.3M | Aug 16, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$65.2K | -250 | 0% | $260.93 | 18.3M | Aug 16, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$289K | -1.1K | -0.01% | $262.45 | 18.3M | Aug 16, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$158K | -600 | 0% | $263.38 | 18.3M | Aug 16, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$172K | -650 | 0% | $264.52 | 18.3M | Aug 16, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$1.52M | -5.7K | -0.03% | $266.40 | 18.3M | Aug 16, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$406K | -1.52K | -0.01% | $267.23 | 18.3M | Aug 16, 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | -$37K | -138 | 0% | $268.04 | 18.3M | Aug 16, 2021 | Direct | F1, F9 |
| transaction | MORN | Common Stock | Sale | -$1.03M | -3.88K | -0.02% | $265.89 | 18.3M | Aug 17, 2021 | Direct | F1, F10 |
| transaction | MORN | Common Stock | Sale | -$318K | -1.19K | -0.01% | $266.72 | 18.3M | Aug 17, 2021 | Direct | F1, F11 |
| holding | MORN | Common Stock | 150K | Aug 16, 2021 | ByTrust | F12 |
| 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 $259.64 to $260.40. 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 $260.8750 to $261.1250. 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 $261.89 to $262.88. 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 $263.04 to $263.85. 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 $264.10 to $264.92. 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 transaction was executed in multiple trades at prices ranging from $265.87 to $266.86. 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. |
| F8 | The transaction was executed in multiple trades at prices ranging from $266.90 to $267.85. 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. |
| F9 | The transaction was executed in multiple trades at prices ranging from $267.91 to $268.11. 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. |
| F10 | The transaction was executed in multiple trades at prices ranging from $265.48 to $266.4450. 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. |
| F11 | The transaction was executed in multiple trades at prices ranging from $266.4850 to $267.46. 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. |
| F12 | 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. |