William M Lyons - Net Worth and Insider Trading
William M Lyons Net Worth
The estimated net worth of William M Lyons is at least $6 Million dollars as of 2024-12-25. William M Lyons is the Director of Morningstar Inc and owns about 12,840 shares of Morningstar Inc (MORN) stock worth over $4 Million. William M Lyons is also the Director of NIC Inc and owns about 61,786 shares of NIC Inc (EGOV) stock worth over $2 Million. Details can be seen in William M Lyons's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that William M Lyons has not made any transactions after 2024-10-30 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of William M Lyons
William M Lyons Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, William M Lyons owns 2 companies in total, including Morningstar Inc (MORN) , and NIC Inc (EGOV) .
Click here to see the complete history of William M Lyons’s form 4 insider trades.
Insider Ownership Summary of William M Lyons
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| MORN | Morningstar Inc | 2024-10-30 | director |
| EGOV | NIC Inc | 2020-04-27 | director |
William M Lyons Latest Holdings Summary
William M Lyons currently owns a total of 2 stocks. Among these stocks, William M Lyons owns 12,840 shares of Morningstar Inc (MORN) as of October 30, 2024, with a value of $4 Million and a weighting of 67.56%. William M Lyons also owns 61,786 shares of NIC Inc (EGOV) as of August 29, 2019, with a value of $2 Million and a weighting of 32.44%.
Latest Holdings of William M Lyons
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MORN | Morningstar Inc | 2024-10-30 | 12,840 | 340.77 | 4,375,487 |
| EGOV | NIC Inc | 2019-08-29 | 61,786 | 34.00 | 2,100,724 |
Holding Weightings of William M Lyons
William M Lyons Form 4 Trading Tracker
According to the SEC Form 4 filings, William M Lyons has made a total of 9 transactions in Morningstar Inc (MORN) over the past 5 years, including 0 buys and 9 sells. The most-recent trade in Morningstar Inc is the sale of 750 shares on October 30, 2024, which brought William M Lyons around $248,910.
According to the SEC Form 4 filings, William M Lyons has made a total of 0 transactions in NIC Inc (EGOV) over the past 5 years. The most-recent trade in NIC Inc is the sale of 10,000 shares on August 29, 2019, which brought William M Lyons around $209,600.
Insider Trading History of William M Lyons
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William M Lyons Trading Performance
GuruFocus tracks the stock performance after each of William M Lyons's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by William M Lyons is -3.61%. GuruFocus also compares William M Lyons's trading performance to market benchmark return within the same time period. The performance of stocks bought by William M Lyons within 3 months outperforms 2 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how William M Lyons's insider trading performs compared to the benchmark.
Performance of William M Lyons
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.05 | | | | | |
| Relative Return to S&P 500(%) | -1.46 | | | | | |
William M Lyons Ownership Network
William M Lyons Owned Company Details
What does Morningstar Inc do?
Who are the key executives at Morningstar Inc?
William M Lyons is the director of Morningstar Inc. Other key executives at Morningstar Inc include Chief Financial Officer Jason Dubinsky , director & 10 percent owner & Executive Chairman Joseph D Mansueto , and Chief Revenue Officer Daniel Joseph Dunn .
Morningstar Inc (MORN) Insider Trades Summary
Over the past 18 months, William M Lyons made 6 insider transaction in Morningstar Inc (MORN) with a net sale of 4,500. Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 957,709 shares made by Joseph D Mansueto , a net sale of 6,623 shares made by Jason Dubinsky , and a net sale of 3,600 shares made by Daniel Joseph Dunn .
In summary, during the past 3 months, insiders sold 129,723 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 129,723 shares. During the past 18 months, 976,597 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 976,597 shares.
Morningstar Inc (MORN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Morningstar Inc Insider Transactions
William M Lyons Mailing Address
Above is the net worth, insider trading, and ownership report for William M Lyons. You might contact William M Lyons via mailing address: 225 West Wacker Drive, Chicago Il 60606.
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