| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $1,036,318 | -3,940 | -0.03% | $263.02 | 13,723,229 | 24 Aug 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $725,616 | -2,754 | -0.02% | $263.48 | 13,720,475 | 24 Aug 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $52,435 | -200 | -0% | $262.18 | 13,720,275 | 25 Aug 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $339,534 | -1,287 | -0.01% | $263.82 | 13,718,988 | 25 Aug 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $1,153,723 | -4,358 | -0.03% | $264.74 | 13,714,630 | 25 Aug 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $546,280 | -2,055 | -0.01% | $265.83 | 13,712,575 | 25 Aug 2021 | Direct | F1, F7 |
| holding | MORN | Common Stock | 4,500,000 | 24 Aug 2021 | By Trust | F8 | |||||
| holding | MORN | Common Stock | 150,000 | 24 Aug 2021 | By Trust | F9 |
| 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 $262.29 to $263.28. 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 $263.29 to $263.81. 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 $262.17 to $262.21. 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 $263.27 to $264.22. 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 $264.31 to $265.29. 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 $265.36 to $266.33. 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 | On August 23, 2021, the reporting person contributed shares of Morningstar common stock to grantor retained annuity trusts for the benefit of the reporting person and his children. |
| F9 | 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. |