William M Lyons insider trades: Morningstar (MORN) stock buys and sales
Trades on the price chart
Daily close, with an arrow on each day they bought or sold
Companies
Where William reports to the SEC
Open-market buys and sales
22 trades reported on SEC Form 4, newest first
| Date | Stock | Type | Shares | Price | Value | Holding | Reported |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026 | MORN | ↓ Sell | 1,000 | $199.00 | $199K | Direct | Aug 3, 2026 (0d) |
| May 27, 2026 | MORN | ↓ Sell | 700 | $179.00 | $125K | Direct | May 27, 2026 (0d) |
| Oct 30, 2024 | MORN | ↓ Sell | 750 | $331.88 | $249K | Direct | Oct 30, 2024 (0d) |
| Sep 30, 2024 | MORN | ↓ Sell | 750 | $316.48 | $237K | Direct | Sep 30, 2024 (0d) |
| Aug 30, 2024 | MORN | ↓ Sell | 750 | $311.60 | $234K | Direct | Sep 3, 2024 (4d) |
| Jul 30, 2024 | MORN | ↓ Sell | 750 | $324.83 | $244K | Direct | Jul 31, 2024 (1d) |
| Jun 28, 2024 | MORN | ↓ Sell | 750 | $294.21 | $221K | Direct | Jul 1, 2024 (3d) |
| Jun 4, 2024 | MORN | ↓ Sell | 750 | $289.07 | $217K | Direct | Jun 6, 2024 (2d) |
| Aug 8, 2022 | MORN | ↓ Sell | 2,500 | $249.92 | $625K | Direct | Aug 10, 2022 (2d) |
| Dec 2, 2020 | MORN | ↓ Sell | 1,158 | $202.33 | $234K | Direct | Dec 4, 2020 (2d) |
| Nov 2, 2020 | MORN | ↓ Sell | 1,158 | $189.72 | $220K | Direct | Nov 4, 2020 (2d) |
| Aug 29, 2019 | EGOV | ↓ Sell | 10,000 | $20.96 | $210K | Direct | Aug 30, 2019 (1d) |
| Nov 15, 2018 | MORN | ↑ Buy | 625 | $119.13 | $74K | Direct | Nov 19, 2018 (4d) |
| Oct 15, 2018 | MORN | ↓ Sell | 625 | $111.38 | $70K | Direct | Oct 16, 2018 (1d) |
| Sep 17, 2018 | MORN | ↓ Sell | 625 | $137.84 | $86K | Direct | Sep 19, 2018 (2d) |
| Aug 15, 2018 | MORN | ↓ Sell | 625 | $133.54 | $83K | Direct | Aug 16, 2018 (1d) |
| Aug 15, 2018 | MORN | ↓ Sell | 625 | $133.54 | $83K | Direct | Aug 16, 2018 (1d) |
| Feb 9, 2016 | EGOV | ↑ Buy | 2,000 | $16.65 | $33K | Direct | Feb 9, 2016 (0d) |
| May 7, 2010 | EGOV | ↑ Buy | 5,000 | $6.50 | $33K | Direct | May 10, 2010 (3d) |
| Mar 9, 2010 | EGOV | ↑ Buy | 3,000 | $7.92 | $24K | Direct | Mar 10, 2010 (1d) |
| Nov 18, 2009 | EGOV | ↑ Buy | 5,000 | $8.87 | $44K | Direct | Nov 20, 2009 (2d) |
| Feb 26, 2008 | MORN | ↑ Buy | 1,000 | $65.24 | $65K | Direct | Feb 28, 2008 (2d) |
Each row is one filing's trades in one stock, summed. Shares and prices are as filed, before any later stock split.
Other MORN insiders
Open-market trades in the last 12 months
About William M Lyons's insider trades
William M Lyons is a director at Morningstar (MORN). Since Feb 26, 2008, William has reported 6 open-market purchases worth $274K and 16 sales worth $3.3M on SEC Form 4. In the last 12 months: 2 sales ($324K).
Their filings also include grants and awards (51 filings), gifts (3 filings), option exercises (2 filings), shares returned to the company (1 filing). These aren't open-market trades and aren't counted above.
How to read insider trades
Officers, directors and owners of more than 10% of a company must report trades in its stock on SEC Form 4, usually within two business days. Purchases with their own money are the stronger signal: insiders sell for many reasons (taxes, diversification, a house), but buy for one. See every MORN insider trade, the latest insider trades across the market, or cluster buys, when several insiders buy the same stock within days.