Lyons William M

Track

Insider profile

Performance

Overall performance
3.1
Performance over holding periods
3.1
30 days 90 days 120 days
Average return 7% 8.2% 15.1%
Success rate 100% 68% 82%
Transactions
3 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Lyons William M's trades of Morningstar Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-03 2026-08-03
S Sale
10,528 +26.9%
357.89
US$3,712,234 		10,528 +26.9% 357.89 US$3,712,234
2026-08-03 2026-08-03
PrS Proposed sale
65,095
53.33
US$4,183,396 		65,095 53.33 US$4,183,396
2026-05-27 2026-05-27
S Sale
29,101 -40.3%
421.18
US$1,882,658 		29,101 -40.3% 421.18 US$1,882,658
2026-05-27 2026-05-27
PrS Proposed sale
700
179.00
US$125,300 		700 179.00 US$125,300
2024-10-30 2024-10-30
PrS Proposed sale
750
331.88
US$248,910 		750 331.88 US$248,910
2024-10-30 2024-10-30
PlS Planned sale
750 -5.5%
331.88
US$248,910 		750 -5.5% 331.88 US$248,910
2024-09-30 2024-09-30
PlS Planned sale
750 -5.2%
316.48
US$237,360 		750 -5.2% 316.48 US$237,360
2024-09-03 2024-08-30
PlS Planned sale
750 -5.0%
311.60
US$233,700 		750 -5.0% 311.60 US$233,700
2024-08-30 2024-08-30
PrS Proposed sale
750
311.60
US$233,700 		750 311.60 US$233,700
2024-07-31 2024-07-30
PlS Planned sale
750 -4.7%
324.83
US$243,622 		750 -4.7% 324.83 US$243,622
2024-07-30 2024-07-30
PrS Proposed sale
750
324.83
US$243,623 		750 324.83 US$243,623
2024-07-01 2024-06-28
PlS Planned sale
750 -4.5%
294.21
US$220,657 		750 -4.5% 294.21 US$220,657
2024-06-28 2024-06-28
PrS Proposed sale
750
294.21
US$220,658 		750 294.21 US$220,658
2024-06-06 2024-06-04
PlS Planned sale
750 -4.3%
289.07
US$216,802 		750 -4.3% 289.07 US$216,802
2024-06-04 2024-06-04
PrS Proposed sale
750
289.07
US$216,802 		750 289.07 US$216,802
2022-08-10 2022-08-08
S Sale
618 -3.8%
250.48
US$154,800 		618 -3.8% 250.48 US$154,800
2022-08-10 2022-08-08
S Sale
1,882 -10.3%
249.74
US$470,013 		1,882 -10.3% 249.74 US$470,013
2020-12-04 2020-12-02
PlS Planned sale
1,158 -6.4%
202.33
US$234,298 		1,158 -6.4% 202.33 US$234,298
2020-11-04 2020-11-02
PlS Planned sale
1,158 -6.4%
189.72
US$219,696 		1,158 -6.4% 189.72 US$219,696