| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $684,672 | -2,778 | -0.02% | $246.46 | 18,475,891 | 25 Jun 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $868,848 | -3,512 | -0.02% | $247.39 | 18,472,379 | 25 Jun 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $279,743 | -1,126 | -0.01% | $248.44 | 18,471,253 | 25 Jun 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $820,380 | -3,288 | -0.02% | $249.51 | 18,467,965 | 25 Jun 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $212,798 | -850 | -0% | $250.35 | 18,467,115 | 25 Jun 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $25,127 | -100 | -0% | $251.27 | 18,467,015 | 25 Jun 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | $81,201 | -326 | -0% | $249.08 | 18,466,689 | 28 Jun 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | $1,335,476 | -5,326 | -0.03% | $250.75 | 18,461,363 | 28 Jun 2021 | Direct | F1, F8 |
| transaction | MORN | Common Stock | Sale | $516,708 | -2,055 | -0.01% | $251.44 | 18,459,308 | 28 Jun 2021 | Direct | F1, F9 |
| transaction | MORN | Common Stock | Sale | $230,544 | -913 | -0% | $252.51 | 18,458,395 | 28 Jun 2021 | Direct | F1, F10 |
| holding | MORN | Common Stock | 150,000 | 25 Jun 2021 | ByTrust | F11 |
| 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 $245.91 to $246.90. 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 $246.93 to $247.9150. 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 $247.94 to $248.90. 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 $249.05 to $249.95. 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 $250.0550 to $250.67. 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 $248.9350 to $249.92. 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 transaction was executed in multiple trades at prices ranging from $250.0850 to $251.0750. 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. |
| F9 | The transaction was executed in multiple trades at prices ranging from $251.0850 to $252.08. 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. |
| F10 | The transaction was executed in multiple trades at prices ranging from $252.1050 to $252.9025. 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. |
| F11 | 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. |