| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$1.04M | -3.94K | -0.03% | $263.02 | 13.7M | Aug 24, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$726K | -2.75K | -0.02% | $263.48 | 13.7M | Aug 24, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$52.4K | -200 | 0% | $262.18 | 13.7M | Aug 25, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$340K | -1.29K | -0.01% | $263.82 | 13.7M | Aug 25, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$1.15M | -4.36K | -0.03% | $264.74 | 13.7M | Aug 25, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$546K | -2.06K | -0.01% | $265.83 | 13.7M | Aug 25, 2021 | Direct | F1, F7 |
| holding | MORN | Common Stock | 4.5M | Aug 24, 2021 | By Trust | F8 | |||||
| holding | MORN | Common Stock | 150K | Aug 24, 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. |