Insider · CIK 0001628434
Caroline J Tsay
Files at KO (COCA COLA CO), NICE (NICE Ltd.), MORN (Morningstar, Inc.), SEMR (SEMrush Holdings, Inc.). First filing May 19, 2025, latest Dec 30, 2025.
Caroline J Tsay files SEC Form 4 as director at MORN (Morningstar, Inc.), and also at KO (COCA COLA CO), NICE (NICE Ltd.), SEMR (SEMrush Holdings, Inc.). Since May 19, 2025, Caroline J Tsay has reported 0 open-market buys worth $0 and 2 open-market sells worth $193k, the latest filed on Dec 30, 2025.
A track record needs three past buys with six months of prices behind them; Caroline J Tsay has 0, so none is measured yet.
The newest scored trade: sold $131k of MORN on Dec 29, 2025, filed Dec 30, 2025, scored 31 (weak). In the last 12 months: 0 buys worth $0 and 1 sell worth $131k.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
MORN: Morningstar, Inc.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 31Weak | MORNsell Morningstar, Inc. | $131k 600 shares | -14% | +6% from low-35% from high | |
| 37Weak | Morningstar, Inc. | $62k 200 shares | -4% | +21% from low-13% from high |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| May 16, 2025 | MORN Morningstar, Inc. | 200 0.00% of outstanding | $62k | May 16, 2025 | none |
Transactions
Every row this insider has filed, 8 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | NICE NICE Ltd. | FTax withholding Ordinary Shares | -3 | $106.81 | $320 | 743 | 11 d ago |
| Apr 1, 2026 | KO COCA COLA CO | AGrant or award Phantom Share Unitsderivative | +3,825 | $75.81 | $290k | 39,434 | Apr 3, 2026 |
| Dec 29, 2025 | MORN Morningstar, Inc. | SOpen-market sale Common Stock | -600 | $218.48 | $131k | 3,745 | Dec 30, 2025 |
| Jun 9, 2025 | SEMR SEMrush Holdings, Inc. | AGrant or award Class A Common Stock | +17,962 | $0.00 | $0 | 44,389 | Jun 10, 2025 |
| May 15, 2025 | MORN Morningstar, Inc. | AGrant or award Common Stock (Restricted Stock Units) | +620 | $0.00 | $0 | 4,545 | May 19, 2025 |
| May 16, 2025 | MORN Morningstar, Inc. | SOpen-market sale Common Stock | -200 | $309.84 | $62k | 4,345 | May 19, 2025 |
| May 1, 2025 | SEMR SEMrush Holdings, Inc. | AGrant or award Class A Common Stock | +26,427 | $0.00 | $0 | 26,427 | May 5, 2025 |
| Apr 1, 2025 | KO COCA COLA CO | AGrant or award Phantom Share Unitsderivative | +4,053 | $71.55 | $290k | 34,569 | Apr 3, 2025 |
Questions about Caroline J Tsay
Answered from the filings on this page, as of the latest one.
Is Caroline J Tsay buying or selling?
In the last 12 months Caroline J Tsay reported 0 open-market buys worth $0 and 1 open-market sell worth $131k on SEC Form 4; the latest was sold $131k of MORN on Dec 29, 2025. Grants, option exercises and tax withholding are not counted.
How did Caroline J Tsay's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Caroline J Tsay has 0.
Where does Caroline J Tsay file Form 4?
Caroline J Tsay has filed Form 4 at MORN (Morningstar, Inc.); KO (COCA COLA CO); NICE (NICE Ltd.); SEMR (SEMrush Holdings, Inc.). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.