| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $143,030 | -550 | -0% | $260.06 | 18,269,880 | 16 Aug 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $65,231 | -250 | -0% | $260.92 | 18,269,630 | 16 Aug 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $288,699 | -1,100 | -0.01% | $262.45 | 18,268,530 | 16 Aug 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $158,027 | -600 | -0% | $263.38 | 18,267,930 | 16 Aug 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $171,940 | -650 | -0% | $264.52 | 18,267,280 | 16 Aug 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $1,517,415 | -5,696 | -0.03% | $266.40 | 18,261,584 | 16 Aug 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | $406,459 | -1,521 | -0.01% | $267.23 | 18,260,063 | 16 Aug 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | $36,989 | -138 | -0% | $268.04 | 18,259,925 | 16 Aug 2021 | Direct | F1, F9 |
| transaction | MORN | Common Stock | Sale | $1,032,454 | -3,883 | -0.02% | $265.89 | 18,256,042 | 17 Aug 2021 | Direct | F1, F10 |
| transaction | MORN | Common Stock | Sale | $317,931 | -1,192 | -0.01% | $266.72 | 18,254,850 | 17 Aug 2021 | Direct | F1, F11 |
| holding | MORN | Common Stock | 150,000 | 16 Aug 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. |