Buys
Open market- Shares
- Avg price
- Total value
William M. Lyons - Director at Morningstar, Inc.
Issuer-level insider activity
- Role
- Director
- Issuer ticker
- MORN on Nasdaq
- Entity type
- Individual
- Source filing history
- Open source filing history
Identity
Names, identifiers, and filing context for this profile.
1 identity field
Source evidence
Original filing metadata and source links for verification.
1 source field
Past-year transaction volume for William M. Lyons in Morningstar, Inc.
Sells
Open market- Shares
- -1,700
- Avg price
- $190.76
- Total value
- -$324,300
Net
Past year- Shares
- -1,700
- Share %
- -100%
- Total value
- -$324,300
Reported holdings for William M. Lyons in Morningstar, Inc.
Form 4 holding
Director
Morningstar, Inc.
- Security class
- Common Stock
- Shares / value
- 12,904
- Estimated value
- $2,567,896
- Report date
- 03 Aug 2026
- Price
- $199.00
- Ownership
- Direct
Form 4 holding
Director
Morningstar, Inc.
- Security class
- Common Stock (Restricted Units)
- Shares / value
- 17,340
- Estimated value
- Report date
- 15 May 2024
- Price
- Ownership
- Direct
Form 4 holding
Director
Morningstar, Inc.
- Security class
- Common Stock (Restricted Stock Units)
- Shares / value
- 14,604
- Estimated value
- Report date
- 15 May 2026
- Price
- Ownership
- Direct
Transaction history for William M. Lyons in Morningstar, Inc.
| Sym | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares after | Date | Ownership |
|---|
* marks a reported price that did not pass the local price check.