Caroline J Tsay - Net Worth and Insider Trading

Caroline J Tsay Net Worth

The estimated net worth of Caroline J Tsay is at least $1 Million dollars as of 2024-11-11. Caroline J Tsay is the Director of Morningstar Inc and owns about 3,925 shares of Morningstar Inc (MORN) stock worth over $1 Million. Details can be seen in Caroline J Tsay's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Caroline J Tsay has not made any transactions after 2024-06-24 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Caroline J Tsay

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Caroline J Tsay Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Caroline J Tsay owns 4 companies in total, including Morningstar Inc (MORN) , Coca-Cola Co (KO) , and Rosetta Stone Inc (RST) among others .

Click here to see the complete history of Caroline J Tsay’s form 4 insider trades.

Insider Ownership Summary of Caroline J Tsay

Ticker Comapny Transaction Date Type of Owner
MORN Morningstar Inc 2024-06-24 director
KO Coca-Cola Co 2018-04-25 director
RST Rosetta Stone Inc 2017-05-19 director
LIMIT LIMIT 2015-08-28 director

Caroline J Tsay Latest Holdings Summary

Caroline J Tsay currently owns a total of 1 stock. Caroline J Tsay owns 3,925 shares of Morningstar Inc (MORN) as of June 24, 2024, with a value of $1 Million.

Latest Holdings of Caroline J Tsay

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MORN Morningstar Inc 2024-06-24 3,925 351.17 1,378,323

Holding Weightings of Caroline J Tsay


Caroline J Tsay Form 4 Trading Tracker

According to the SEC Form 4 filings, Caroline J Tsay has made a total of 7 transactions in Morningstar Inc (MORN) over the past 5 years, including 1 buys and 6 sells. The most-recent trade in Morningstar Inc is the sale of 290 shares on June 24, 2024, which brought Caroline J Tsay around $86,124.

Insider Trading History of Caroline J Tsay

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Caroline J Tsay Trading Performance

GuruFocus tracks the stock performance after each of Caroline J Tsay's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Caroline J Tsay is 10.69%. GuruFocus also compares Caroline J Tsay's trading performance to market benchmark return within the same time period. The performance of stocks bought by Caroline J Tsay within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Caroline J Tsay's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Caroline J Tsay

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -3.81 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -7.2 LIMIT LIMIT LIMIT LIMIT LIMIT

Caroline J Tsay Ownership Network

Ownership Network List of Caroline J Tsay

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Ownership Network Relation of Caroline J Tsay

Insider Network Chart

Caroline J Tsay Owned Company Details

What does Morningstar Inc do?

Who are the key executives at Morningstar Inc?

Caroline J Tsay 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, Caroline J Tsay made 2 insider transaction in Morningstar Inc (MORN) with a net sale of 941. Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 947,006 shares made by Joseph D Mansueto , a net sale of 4,500 shares made by William M Lyons , and a net sale of 3,600 shares made by Daniel Joseph Dunn .

In summary, during the past 3 months, insiders sold 143,152 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 143,152 shares. During the past 18 months, 963,322 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 963,322 shares.

Morningstar Inc (MORN)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Morningstar Inc Insider Transactions

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Caroline J Tsay Mailing Address

Above is the net worth, insider trading, and ownership report for Caroline J Tsay. You might contact Caroline J Tsay via mailing address: C/o Rosetta Stone Inc., 1919 North Lynn Street, 7th Floor, Arlington Va 22209.