| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $469,986 | -1,798 | -0.01% | $261.39 | 18,241,938 | 20 Aug 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $1,061,317 | -4,051 | -0.02% | $261.99 | 18,237,887 | 20 Aug 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $758,751 | -2,885 | -0.02% | $263.00 | 18,235,002 | 20 Aug 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $26,378 | -100 | -0% | $263.78 | 18,234,902 | 20 Aug 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | $764,155 | -2,917 | -0.02% | $261.97 | 18,231,985 | 23 Aug 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $1,220,441 | -4,645 | -0.03% | $262.74 | 18,227,340 | 23 Aug 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $45,101 | -171 | -0% | $263.75 | 18,227,169 | 23 Aug 2021 | Direct | F1, F7 |
| holding | MORN | Common Stock | 150,000 | 20 Aug 2021 | ByTrust | F8 |
| 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 $260.59 to $261.58. 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 $261.59 to $262.5550. 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 $262.64 to $263.55. 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 $261.41 to $262.37. 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 $262.42 to $263.41. 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 $263.46 to $263.92. 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. |
| F8 | 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. |