| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$2.4M | -9.13K | -0.05% | $263.26 | 18.7M | May 5, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$357K | -1.35K | -0.01% | $263.92 | 18.7M | May 5, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$1.59K | -6 | 0% | $265.66 | 18.7M | May 5, 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | -$70.6K | -268 | 0% | $263.30 | 18.7M | May 6, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$98.8K | -373 | 0% | $264.75 | 18.7M | May 6, 2021 | Direct | F1, F5 |
| holding | MORN | Common Stock | 150K | May 5, 2021 | ByTrust | F6 |
| 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 $262.78 to $263.77. 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 $263.80 to $264.6850. 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 $262.80 to $263.77. 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 $264.42 to $265.2150. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |