Lyons William M — SEC Form 4 filings
SEC reporting owner CIK 1411724. 10 Form 4 filings on record with FilingPulse; latest filed 2026-08-03.
Transaction summary — filings shown
Covers all 10 filings on record, filed 2024-06-06 to 2026-08-03. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 8 legs across 8 filings — 6,200 shares, $1,725,352 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 3.
- Largest priced transaction: sale of 750 shares @ $331.88 ($248,910) in Morningstar, Inc., filed 2024-10-30.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Morningstar, Inc. (MORN) | Director | 10 | — | 8 legs · 6,200 sh · $1,725,352 | 3 |
Form 4 filings — Lyons William M
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-03 | 4 | Morningstar, Inc. (MORN) | Sale (S): 1,000 @ $199 | EDGAR |
| 2026-05-27 | 4 | Morningstar, Inc. (MORN) | Sale (S): 700 @ $179 | EDGAR |
| 2026-05-19 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 1,144 @ $0 | EDGAR |
| 2025-05-19 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 620 @ $0 | EDGAR |
| 2024-10-30 | 4 | Morningstar, Inc. (MORN) | Sale (S): 750 @ $331.88 | EDGAR |
| 2024-09-30 | 4 | Morningstar, Inc. (MORN) | Sale (S): 750 @ $316.48 | EDGAR |
| 2024-09-03 | 4 | Morningstar, Inc. (MORN) | Sale (S): 750 @ $311.60 | EDGAR |
| 2024-07-31 | 4 | Morningstar, Inc. (MORN) | Sale (S): 750 @ $324.83 | EDGAR |
| 2024-07-01 | 4 | Morningstar, Inc. (MORN) | Sale (S): 750 @ $294.21 | EDGAR |
| 2024-06-06 | 4 | Morningstar, Inc. (MORN) | Grant/award (A): 639 @ $0 · Sale (S): 750 @ $289.07 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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