| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$92.2K | -350 | 0% | $263.33 | 18.3M | Aug 18, 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | -$330K | -1.28K | -0.01% | $257.77 | 18.3M | Aug 19, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$844K | -3.27K | -0.02% | $258.56 | 18.2M | Aug 19, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$644K | -2.48K | -0.01% | $259.60 | 18.2M | Aug 19, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$817K | -3.14K | -0.02% | $260.62 | 18.2M | Aug 19, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$157K | -602 | 0% | $261.58 | 18.2M | Aug 19, 2021 | Direct | F1, F6 |
| holding | MORN | Common Stock | 150K | Aug 18, 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 $257.15 to $258.12. 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 $258.1350 to $259.07. 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 $259.1420 to $260.11. 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. |
| F5 | The transaction was executed in multiple trades at prices ranging from $260.15 to $261.00. 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 $261.27 to $261.70. 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. |