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 2024-04-28. William M Lyons is the Director of Morningstar Inc and owns about 15,833 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 2022-08-08 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 | 2022-08-08 | 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 15,833 shares of Morningstar Inc (MORN) as of August 8, 2022, with a value of $5 Million and a weighting of 68.33%. William M Lyons also owns 61,786 shares of NIC Inc (EGOV) as of August 29, 2019, with a value of $2 Million and a weighting of 31.67%.
Latest Holdings of William M Lyons
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MORN | Morningstar Inc | 2022-08-08 | 15,833 | 286.29 | 4,532,830 |
| 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 3 transactions in Morningstar Inc (MORN) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Morningstar Inc is the sale of 2,500 shares on August 8, 2022, which brought William M Lyons around $624,800.
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
- 1
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
40.72%
Outperforming Transactions
75%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.05 | -3.61 | 12.78 | 40.72 | 15.99 | 22.26 |
| Relative Return to S&P 500(%) | -1.46 | -4.71 | 6.3 | 23.54 | 4.94 | 11.04 |
William M Lyons Ownership Network
Ownership Network List of William M Lyons
Ownership Network Relation of William M Lyons
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 Head of Talent and Culture Bevin Desmond .
Morningstar Inc (MORN) Insider Trades Summary
Over the past 18 months, William M Lyons made no insider transaction in Morningstar Inc (MORN). Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 981,563 shares made by Joseph D Mansueto , a net sale of 975 shares made by Gail S Landis , and a net sale of 10,000 shares made by Bevin Desmond .
In summary, during the past 3 months, insiders sold 176,250 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 176,250 shares. During the past 18 months, 996,839 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 996,839 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.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
