| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Gift | $0 | -20,000 | -0.2% | $0.000000 | 10,169,961 | 06 Dec 2024 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Gift | $0 | -17,125 | -0.17% | $0.000000 | 10,152,836 | 10 Dec 2024 | Direct | |
| holding | MORN | Common Stock | 4,836,106 | 06 Dec 2024 | By Trust | F3 | |||||
| holding | MORN | Common Stock | 150,000 | 06 Dec 2024 | By Trust | F4 |
| Id | Content |
|---|---|
| F1 | Shares were transferred to a 501(c)(3) charitable foundation over which the reporting person serves as a director. The reporting person does not have a pecuniary interest over shares held by the foundation. |
| F2 | In the fourth quarter of 2024, 225,721 shares were distributed to the reporting person from a grantor retained annuity trust established for the benefit of the reporting person and his children which were previously included as indirect holdings and are not reported as directly held. |
| F3 | The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts. |
| F4 | 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. |