Latest filing published 03 Aug 2026 for Morningstar, Inc., €173k.
Filing timeline
BuySaleInsider track record
Closed purchases
Not enough history yet: 1 closed purchase, at least 2 are needed.
Purchases by company
Since each purchase
- -44.3%Entry US$61.35 · Close at T+365 US$34.15
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
William M. Lyons: trading record in brief
Filings by William M. Lyons span 2 companies, the busiest being Morningstar, Inc. and NIC Inc. We count 89 filings; the first trade dates from 15 November 2007 and the latest from 3 August 2026.
The open-market side counts 12 purchases for €239k alongside 17 sales for €3.0M. Taken together, the sales exceed the purchases by €2.7M. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. Besides market trades, the filings include 51 share grants and 2 option exercises. So far in 2026, the count stands at no purchases and 1 sale.
Half of the purchases are above €14k and half below.
The record was last updated on 3 August 2026 with an open-market sale (€173k) in Morningstar, Inc. The most recent open-market purchase was published on 19 November 2018, 2,911 days ago. Typically, a trade is published a median of 2 days after it takes place. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Companies and markets linked to William M. Lyons
Open company profiles for insider transactions, fundamentals and analyst consensus when available.
- 1,000 shares@ US$199.000.0027% mcap10.0% of flowCommon StockSEC:0001411724-26-000006:0
- 620 shares0Common Stock (Restricted Stock Units)SEC:0001289419-25-000096:0
- 750 shares@ US$331.8813.4% of flowCommon StockSEC:0001289419-24-000113:0
- 750 shares@ US$316.4812.4% of flowCommon StockSEC:0001289419-24-000099:0
- 750 shares@ US$311.6012.3% of flowCommon StockSEC:0001289419-24-000089:0
- 750 shares@ US$324.8313.1% of flowCommon StockSEC:0001062993-24-014250:0
- 750 shares@ US$294.2112.0% of flowCommon StockSEC:0001062993-24-013191:0
- 750 shares@ US$289.077.0% of flowCommon StockSEC:0001062993-24-012099:1
- 639 shares0Common Stock (Restricted Units)SEC:0001062993-24-012099:0
- 868 shares0Common Stock (Restricted Stock Units)SEC:0001062993-23-011460:0
- 618 shares@ US$250.485.3% of flowCommon StockSEC:0001062993-22-017614:1
- 1,882 shares@ US$249.74126.8% of flowCommon StockSEC:0001062993-22-017614:0
- 679 shares0Common Stock (Restricted Stock Units)SEC:0001062993-22-012712:0
- 612 shares0Common Stock (Restricted Stock Units)SEC:0001289419-21-000112:0
- 61,786 shares@ US$34.0083.8% of flowCommon StockSEC:0000950138-21-000288:0
- 4,182 shares@ US$34.005.7% of flowCommon Stock (Restricted Stock)SEC:0000950138-21-000288:1
- 1,158 shares@ US$57.282.5% of flowCommon StockSEC:0001289419-20-000271:0
- 1,158 shares@ US$202.338.8% of flowCommon StockSEC:0001289419-20-000271:1
- 1,158 shares@ US$57.282.6% of flowCommon StockSEC:0001289419-20-000220:0
- 1,158 shares@ US$189.728.5% of flowCommon StockSEC:0001289419-20-000220:1
- 1,032 shares0Common Stock (Restricted Stock Units)SEC:0001289419-20-000093:0
- 4,182 shares0Common StockSEC:0000950138-20-000233:0
- 10,000 shares@ US$20.9686.4% of flowCommon StockSEC:0001235110-19-000022:0
- 1,127 shares0Common Stock (Restricted Stock Units)SEC:0001289419-19-000102:0
- 5,945 shares0Common StockSEC:0000950138-19-000285:0
25 of 86 declarations
