Who
William M. Lyons
Director
Company insider
Files Form 4 as: Director, Morningstar; Director, Nic.
In numbers
- Trades disclosed
- 97
- Buys
- 7
- Sells
- 17
- Bought
- $309K
- Sold
- $3.7M
- Companies
- 2
- Companies where not an officer
- 2
- First trade
- 15 Nov 2007
- Last trade
- 3 Aug 2026
- Last filed
- 3 Aug 2026
Companies traded
Activity over time
1 Nov 2024 – 1 Oct 2026
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 3 Aug 2026filed 3 Aug 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $199K1,000 at $199.00 | filing |
| 3 Aug 2026filed 3 Aug 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $199K1,000 at $199.00 | filing |
| 27 May 2026filed 27 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $125K700 at $179.00 | filing |
| 27 May 2026filed 27 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $125K700 at $179.00 | filing |
| 15 May 2026filed 19 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —1,144 at $0.00 | filing |
| 15 May 2026filed 19 May 2026 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —1,144 at $0.00 | filing |
| 15 May 2025filed 19 May 2025 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —620 at $0.00 | filing |
| 30 Oct 2024filed 30 Oct 2024 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $249K750 at $331.88 | filing |
| 30 Sep 2024filed 30 Sep 2024 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $237K750 at $316.48 | filing |
| 30 Aug 2024filed 3 Sep 2024 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $234K750 at $311.60 | filing |
| 30 Jul 2024filed 31 Jul 2024 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $244K750 at $324.83 | filing |
| 28 Jun 2024filed 1 Jul 2024 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $221K750 at $294.21 | filing |
| 4 Jun 2024filed 6 Jun 2024 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $217K750 at $289.07 | filing |
| 15 May 2024filed 6 Jun 2024 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —639 at $0.00 | filing |
| 15 May 2023filed 17 May 2023 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —868 at $0.00 | filing |
| 8 Aug 2022filed 10 Aug 2022 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $470K1,882 at $249.74 | filing |
| 8 Aug 2022filed 10 Aug 2022 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Sold | $155K618 at $250.48 | filing |
| 15 May 2022filed 17 May 2022 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —679 at $0.00 | filing |
| 15 May 2021filed 18 May 2021 | MORN MorningstarExchanges & fin. data | SEC FORM 4 Code A | —612 at $0.00 | filing |
| 21 Apr 2021filed 22 Apr 2021 | Nic | SEC FORM 4 Code D | $2.1M61,786 at $34.00 | filing |
News
Dynamic Alpha Macro Fund Marks Three-Year Milestone with 5-Star Overall Morningstar Rating™MORN · prnewswire.com · 20 Oct 2026FlexShares Morningstar US Market Factor Tilt Index Fund (BATS:TILT) Stock Short Interest Report for SeptemberMORN · themarketsdaily.com · 17 Oct 2026
0 headlines in the last 90 days name William M. Lyons; 2 articles from the last 14 days about the 1 company they traded most, at most three about any one of them.