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.
Transaction Summary of Caroline J Tsay
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 |
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
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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.
Performance of Caroline J Tsay
Caroline J Tsay Ownership Network
Ownership Network List of Caroline J Tsay
Ownership Network Relation of Caroline J Tsay
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.
Morningstar Inc Insider Transactions
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.