| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | -$12.3K | -50 | 0% | $245.86 | 18.4M | Jul 20, 2021 | Direct | F1 |
| transaction | MORN | Common Stock | Sale | -$444K | -1.79K | -0.01% | $247.47 | 18.4M | Jul 20, 2021 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | -$495K | -1.99K | -0.01% | $248.30 | 18.4M | Jul 20, 2021 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | -$98.9K | -396 | 0% | $249.70 | 18.4M | Jul 20, 2021 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | -$142K | -567 | 0% | $250.90 | 18.4M | Jul 20, 2021 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | -$371K | -1.48K | -0.01% | $251.86 | 18.4M | Jul 20, 2021 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | -$637K | -2.52K | -0.01% | $252.59 | 18.4M | Jul 20, 2021 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | -$504K | -1.99K | -0.01% | $253.47 | 18.4M | Jul 20, 2021 | Direct | F1, F8 |
| holding | MORN | Common Stock | 150K | Jul 20, 2021 | ByTrust | 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 $246.87 to $247.8650. 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 $247.90 to $248.73. 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 $249.15 to $250.14. 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 $250.20 to $251.19. 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 $251.20 to $252.19. 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 $252.20 to $253.18. 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 $253.20 to $253.87. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |