| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
3 companies
Caroline J Tsay is Director at SEMR and has filed Form 4s across 3 companies. Caroline J Tsay's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $1.2M at current prices.
Historically, Caroline J Tsay's trades have earned a middling insider score of 59/100 across 8 rated trades. Over a 12-month horizon, 71.4% of those trades were profitable, with an average 12-month return of +5.6%.
The biggest single holding is MORN (~$1.2M) as Director. The MORN filings lean toward selling, a net 4,359 shares.
Caroline J Tsay has 26 Form 4 filings on record from April 2018 to September 2026, across 4 companies: Director at Nice (NCSYF), 2026; Director at Morningstar (MORN), 2019–2026; Director at The Coca-Cola (KO), 2018–2026, and 1 more.
The 31 reported transactions were 10 stock awards, 9 option or other derivative awards, 9 open-market sales and 2 other transactions, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 8 sales worth about $944K.
The largest open-market sale was 963 shares of MORN at an average $235.63 on May 20, 2022, about $227K. Twelve months later MORN was down 19%.
None of the 4 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 29, 2025 | MORN Morningstar, Inc. | Director | Sell | 600 | $218.48 | $131,090.40 | -13.8% | -24.8% | - | |
| May 16, 2025 | MORN Morningstar, Inc. | Director | Sell | 200 | $309.84 | $61,968.24 | -4.4% | -16.3% | -45.1% | |
| Jun 24, 2024 | MORN Morningstar, Inc. | Director | Sell | 290 | $296.98 | $86,124.23 | -6.9% | +8.6% | +4.0% | |
| May 15, 2023 | MORN Morningstar, Inc. | Director | Sell | 651 | $191.32 | $124,549.32 | -15.4% | +13.9% | +54.5% | |
| Aug 5, 2022 | MORN Morningstar, Inc. | Director | Sell | 225 | $249.80 | $56,205.34 | -3.9% | -7.7% | -11.3% | |
| May 20, 2022 | MORN Morningstar, Inc. | Director | Sell | 963 | $235.63 | $226,912.27 | -14.3% | +4.6% | -18.8% | |
| Aug 2, 2021 | MORN Morningstar, Inc. | Director | Sell | 466 | $253.23 | $118,005.18 | -7.2% | +22.6% | -6.1% | |
| May 18, 2020 | MORN Morningstar, Inc. | Director | Sell | 964 | $144.51 | $139,307.64 | -14.1% | - | - |