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William M Lyons

Director · Morningstar

William M Lyons (Director) filed 2 Form 4 reports in the trailing twelve months (0 purchases, 2 sales), most often in Morningstar, Inc. (MORN). The largest single filing was $199K of MORN (1,000 sh × $199.00, as filed), executed Aug 3. Data as of Nov 8 2026.

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Return, ttmiAverage return per filing, trailing twelve months
–
no purchases on file
Delay-adjustediThe same average, entered at disclosure dates
–
returns measure stock purchases only
Filings, ttm
2
0 buys · 2 sells
Median delay
–
measured on stock purchases
Volume, ttmiDollar value disclosed in the trailing twelve months
$324K
shares × price, as filed
Last traded
Aug 3
Filed Aug 3

Median ADV $96.3M across their filed names

Open performance→
Volume by month
$199K$100K$0Dec 2024Jun 2025Dec 2025Jun 2026May 2026 · sells $125KAug 2026 · sells $199K
Buys $0 Sells $324K

Shares × price, as filed · by filing month · past 24 months

Sectors filed on
Financial Services 2 filings

Sector per market data · by filing · past 12 months

Most traded names
MORN Morningstar, Inc. MORN · 0 buys · 2 sells 2 filings
Recent filings
MORNSALE Morningstar, Inc. View filing → $199K
1,000 sh × $199.00
Exec Aug 3
Filed Aug 3 · 6:15 PM ET
MORNSALE Morningstar, Inc. View filing → $125K
700 sh × $179.00
Exec May 27
Filed May 27 · 5:30 PM ET
MORNSALE Morningstar, Inc. View filing → $249K
750 sh × $331.88
Exec Oct 30 2024
Filed Oct 30 2024 · 5:30 PM ET