| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$470K | -1.8K | -0.01% | $261.39 | 18.2M | Aug 20, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$1.06M | -4.05K | -0.02% | $261.99 | 18.2M | Aug 20, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$759K | -2.89K | -0.02% | $263.00 | 18.2M | Aug 20, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$26.4K | -100 | 0% | $263.78 | 18.2M | Aug 20, 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | -$764K | -2.92K | -0.02% | $261.97 | 18.2M | Aug 23, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$1.22M | -4.65K | -0.03% | $262.74 | 18.2M | Aug 23, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$45.1K | -171 | 0% | $263.75 | 18.2M | Aug 23, 2021 | Direct | F1, F7 |
| holding | MORN | Common Stock | 150K | Aug 20, 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. |