William M Lyons - Net Worth and Insider Trading
William M Lyons Net Worth
The estimated net worth of William M Lyons is at least $7 Million dollars as of 2024-08-24. William M Lyons is the Director of Morningstar Inc and owns about 15,090 shares of Morningstar Inc (MORN) stock worth over $5 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 assumption that William M Lyons has not made any transactions after 2024-07-30 and currently still holds the listed stock(s).
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 | 2024-07-30 | 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 15,090 shares of Morningstar Inc (MORN) as of July 30, 2024, with a value of $5 Million and a weighting of 69.27%. William M Lyons also owns 61,786 shares of NIC Inc (EGOV) as of August 29, 2019, with a value of $2 Million and a weighting of 30.73%.
Latest Holdings of William M Lyons
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
MORN | Morningstar Inc | 2024-07-30 | 15,090 | 313.83 | 4,735,695 |
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 6 transactions in Morningstar Inc (MORN) over the past 5 years, including 0 buys and 6 sells. The most-recent trade in Morningstar Inc is the sale of 750 shares on July 30, 2024, which brought William M Lyons around $243,622.
According to the SEC Form 4 filings, William M Lyons has made a total of 1 transactions in NIC Inc (EGOV) over the past 5 years, including 0 buys and 1 sells. 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
William M Lyons Ownership Network
Ownership Network List of William M Lyons
Ownership Network Relation of William M Lyons
![Insider Network Chart](https://static.gurufocus.com/insider-network.png)
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 director & 10 percent owner & Executive Chairman Joseph D Mansueto , Chief Revenue Officer Daniel Joseph Dunn , and Chief Financial Officer Jason Dubinsky .
Morningstar Inc (MORN) Insider Trades Summary
Over the past 18 months, William M Lyons made 3 insider transaction in Morningstar Inc (MORN) with a net sale of 2,250. Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 922,433 shares made by Joseph D Mansueto , a net sale of 3,600 shares made by Daniel Joseph Dunn , and a net sale of 2,500 shares made by Steven N Kaplan .
In summary, during the past 3 months, insiders sold 106,070 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 106,070 shares. During the past 18 months, 936,499 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 936,499 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.