Insider · CIK 0001411724
William M Lyons
Files at MORN (Morningstar, Inc.). First filing Oct 30, 2024, latest Aug 3, 2026.
In brief
William M Lyons files SEC Form 4 as director at MORN (Morningstar, Inc.). Since Oct 30, 2024, William M Lyons has reported 0 open-market buys worth $0 and 3 open-market sells worth $573k, the latest filed on Aug 3, 2026.
A track record needs three past buys with six months of prices behind them; William M Lyons has 0, so none is measured yet.
The newest scored trade: sold $199k of MORN on Aug 3, 2026, filed Aug 3, 2026, scored 35 (weak). In the last 12 months: 0 buys worth $0 and 2 sells worth $324k.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
MORN: Morningstar, Inc.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 35Weak | Morningstar, Inc. | $199k 1,000 shares | -7% | +41% from low-26% from high | |
| 41Moderate | Morningstar, Inc. | $125k 700 shares | -5% | +15% from low-43% from high | |
| 16Weak | Morningstar, Inc. | $249k 750 shares | -6% | - |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Aug 3, 2026 | MORN Morningstar, Inc. | 1,000 0.00% of outstanding | $199k | Aug 3, 2026 | $125k |
| May 27, 2026 | MORN Morningstar, Inc. | 700 0.00% of outstanding | $125k | May 27, 2026 | none |
| Oct 30, 2024 | MORN Morningstar, Inc. | 750 0.00% of outstanding | $249k | Oct 30, 2024 | $715k |
Transactions
Every row this insider has filed, 5 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock | -1,000 | $199.00 | $199k | 12,904 | Aug 3, 2026 |
| May 27, 2026 | MORN Morningstar, Inc. | SOpen-market sale Common Stock | -700 | $179.00 | $125k | 13,904 | May 27, 2026 |
| May 15, 2026 | MORN Morningstar, Inc. | AGrant or award Common Stock (Restricted Stock Units) | +1,144 | $0.00 | $0 | 14,604 | May 19, 2026 |
| May 15, 2025 | MORN Morningstar, Inc. | AGrant or award Common Stock (Restricted Stock Units)10b5-1 | +620 | $0.00 | $0 | 13,460 | May 19, 2025 |
| Oct 30, 2024 | MORN Morningstar, Inc. | SOpen-market sale Common Stock10b5-1 | -750 | $331.88 | $249k | 12,840 | Oct 30, 2024 |
Questions about William M Lyons
Answered from the filings on this page, as of the latest one.
Is William M Lyons buying or selling?
In the last 12 months William M Lyons reported 0 open-market buys worth $0 and 2 open-market sells worth $324k on SEC Form 4; the latest was sold $199k of MORN on Aug 3, 2026. Grants, option exercises and tax withholding are not counted.
How did William M Lyons's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and William M Lyons has 0.
Where does William M Lyons file Form 4?
William M Lyons has filed Form 4 at MORN (Morningstar, Inc.). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.