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sellWeak cluster of 2

William M Lyons sold $199k of MORN

director at Morningstar, Inc.. 1,000 shares at an average of $199.00, traded Aug 3, 2026, filed Aug 3, 2026.

Warning score
35
Value
$199k
1,000 shares
Holdings after
12,904
-7% from before
From 52-week low
+41%
low $141.04, close $198.41
From 52-week high
-26%
high $266.93, as of Aug 3, 2026

Score components

  • Role
    Director
    +15
  • Trade size
    $199k at market
    +12
  • Share of holdings sold
    Sold 7.2% of holdings
    0
  • Cluster
    2 insiders selling within 14 days
    +8

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

MORNOct 12, 2026 · close 204.30
Since filing Aug 3, 2026: +3.0%SPY +2.9% · excess +0.0%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001411724-26-000006, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 3, 2026SOpen-market sale
Common Stock
-1,000$199.00$199k12,904Aug 3, 2026

Related signals

Other insiders at Morningstar, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
25Weak
MORNsell10b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$1.2M
5,659 shares
-0%
25Weak
MORNsell10b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$2.4M
11,345 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$4.6M
21,750 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$2.9M
14,500 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$3.1M
15,474 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$1.9M
9,522 shares
-0%
33Weak
MORNsell 210b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$4.3M
21,750 shares
-0%
41Moderate
MORNsell 3
Morningstar, Inc.
William M Lyons
director
$125k
700 shares
-5%
40Moderate
MORNsell 310b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$1.7M
9,520 shares
-0%
40Moderate
MORNsell 310b5-1
Morningstar, Inc.
Joseph D Mansueto
Executive Chairman
$3.7M
21,228 shares
-0%

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.

William M Lyons sold $199k of MORN | InsiderTell