Lyons William M
SEC insider (Form 3/4/5 filer). CIK 0001411724. Director at Morningstar, Inc. (MORN). 7 reported Form 4/5 transactions since Sep 2024; latest on Aug 3, 2026. Located in CHICAGO, IL.
Companies Lyons William M has filed insider reports for
- Morningstar, Inc. (MORN): Director
Lyons William M
CIK: 0001411724
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)5 (71.4%)
Position reduction
Option Exercises (M)0 (0.0%)
Derivative conversions
Awards (A)2 (28.6%)
Compensation grants
Other (G, F, J, C, D, …)0 (0.0%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
MORN
Morningstar, Inc.
Director
Discretionary Trading P&L
Holdings
Transaction History (7 total)
- Aug 3, 2026MORN
Morningstar, Inc.
SaleDirect1K shares at avg. $199.00$199K - May 27, 2026MORN
Morningstar, Inc.
SaleDirect700 shares at avg. $179.00$125K - May 15, 2026MORN
Morningstar, Inc.
AwardDirect1.1K shares- - May 15, 2025MORN
Morningstar, Inc.
AwardDirect620 shares- - Oct 30, 2024MORN
Morningstar, Inc.
SaleDirect750 shares at avg. $331.88$249K - Sep 30, 2024MORN
Morningstar, Inc.
SaleDirect750 shares at avg. $316.48$237K - Aug 30, 2024MORN
Morningstar, Inc.
SaleDirect750 shares at avg. $311.60$234K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 3, 2026 | MORN Morningstar, Inc. | Sale | 1,000 | $199.00 | $199,000 | Direct |
| May 27, 2026 | MORN Morningstar, Inc. | Sale | 700 | $179.00 | $125,300 | Direct |
| May 15, 2026 | MORN Morningstar, Inc. | Award | 1,144 | - | $0 | Direct |
| May 15, 2025 | MORN Morningstar, Inc. | Award | 620 | - | - | Direct |
| Oct 30, 2024 | MORN Morningstar, Inc. | Sale | 750 | $331.88 | $248,910 | Direct |
| Sep 30, 2024 | MORN Morningstar, Inc. | Sale | 750 | $316.48 | $237,360 | Direct |
| Aug 30, 2024 | MORN Morningstar, Inc. | Sale | 750 | $311.60 | $233,700 | Direct |
1-7 of 7 transactions