| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
1 company
William M Lyons is Director at MORN. William M Lyons's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $3.1M at current prices.
Our model assigns William M Lyons a middling insider score of 57/100, based on 8 past trades. Over a 12-month horizon, 71.4% of those trades were profitable, with an average 12-month return of +12.9%.
The MORN filings lean toward selling, a net 11,016 shares.
William M Lyons has 18 Form 4 filings on record from May 2019 to August 2026, all as Director at Morningstar (MORN), 2019–2026.
The 22 reported transactions were 12 open-market sales, 8 stock awards and 2 option exercises.
Counted by filing, the open-market trades come to no purchases and 11 sales worth about $2.8M.
The largest open-market sale was 2,500 shares of MORN at an average $249.92 on August 8, 2022, about $625K. Twelve months later MORN was down 11%.
6 of the 8 sales since April 2023 were made under a Rule 10b5-1 trading plan; the other 2 were not.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 3, 2026 | MORN Morningstar, Inc. | Director | Sell | 1,000 | $199.00 | $199,000.00 | -7.2% | - | - | |
| May 27, 2026 | MORN Morningstar, Inc. | Director | Sell | 700 | $179.00 | $125,300.00 | -4.8% | +21.7% | - | |
| Oct 30, 2024 | MORN Morningstar, Inc. | Director | Sell10b5-1 | 750 | $331.88 | $248,910.00 | -5.5% | +0.1% | -35.1% | |
| Sep 30, 2024 | MORN Morningstar, Inc. | Director | Sell10b5-1 | 750 | $316.48 | $237,360.00 | -5.2% | +5.8% | -27.3% | |
| Aug 30, 2024 | MORN Morningstar, Inc. | Director | Sell10b5-1 | 750 | $311.60 | $233,700.00 | -5.0% | +12.9% | -16.4% | |
| Jul 30, 2024 | MORN Morningstar, Inc. | Director | Sell10b5-1 | 750 | $324.83 | $243,622.50 | -4.7% | +3.3% | -12.1% | |
| Jun 28, 2024 | MORN Morningstar, Inc. | Director | Sell10b5-1 | 750 | $294.21 | $220,657.50 | -4.5% | +7.4% | +5.8% | |
| Jun 4, 2024 | MORN Morningstar, Inc. | Director | Sell10b5-1 | 750 | $289.07 | $216,802.50 | -4.3% | +6.9% | +6.1% | |
| Aug 8, 2022 | MORN Morningstar, Inc. | Director | Sell | 2,500 | $249.92 | $624,812.11 | -13.6% | -7.2% | -11.4% | |
| Dec 2, 2020 | MORN Morningstar, Inc. | Director | Sale+OE | 1,158 | $202.33 | $234,298.14 | -6.4% | - | - |