Caroline J. Tsay's Insider Trades & SAST Disclosures
Caroline J. Tsay's most recent trade in Morningstar Inc was a trade of 620 Common Stock (Restricted Stock Units) done . Disclosure was reported to the exchange on May 15, 2025.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Morningstar Inc | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2025 | 620 | 4,544 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Caroline J. Tsay | Director | Sale of securities on an exchange or to another person at price $ 309.84 per share. | 15 May 2025 | 200 | 4,344 (0%) | 0% | 309.8 | 61,968 | Common Stock |
| SEMrush Holdings Inc - Ord... | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2025 | 26,427 | 26,427 | - | 0 | Class A Common Stock | |
| Coca-Cola Co | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2025 | 4,053 | 34,569 | - | - | Phantom Share Units | |
| Morningstar Inc | Caroline J. Tsay | Director | Sale of securities on an exchange or to another person at price $ 296.98 per share. | 24 Jun 2024 | 290 | 3,924 (0%) | 0% | 297.0 | 86,124 | Common Stock |
| Morningstar Inc | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2024 | 639 | 4,214 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Coca-Cola Co | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 3,280 | 29,614 | - | - | Phantom Share Units | |
| Morningstar Inc | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2023 | 868 | 4,350 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Morningstar Inc | Caroline J. Tsay | Director | Sale of securities on an exchange or to another person at price $ 191.32 per share. | 15 May 2023 | 651 | 3,575 (0%) | 0% | 191.3 | 124,549 | Common Stock |
| Morningstar Inc | Caroline J. Tsay | Director | Other type of transaction at price $ 0.00 per share. | 15 May 2023 | 124 | 4,226 (0%) | 0% | 0 | Common Stock | |
| Coca-Cola Co | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Mar 2023 | 3,222 | 25,302 | - | - | Phantom Share Units | |
| Morningstar Inc | Caroline J. Tsay | Director | Other type of transaction at price $ 0.00 per share. | 17 Nov 2022 | 2,048 | 3,482 (0%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Caroline J. Tsay | Director | Sale of securities on an exchange or to another person at price $ 249.80 per share. | 05 Aug 2022 | 225 | 5,525 (0%) | 0% | 249.8 | 56,205 | Common Stock |
| Morningstar Inc | Caroline J. Tsay | Director | Sale of securities on an exchange or to another person at price $ 240.66 per share. | 19 May 2022 | 594 | 5,750 (0%) | 0% | 240.7 | 142,954 | Common Stock |
| Morningstar Inc | Caroline J. Tsay | Director | Sale of securities on an exchange or to another person at price $ 227.53 per share. | 19 May 2022 | 369 | 6,344 (0%) | 0% | 227.5 | 83,959 | Common Stock |
| Morningstar Inc | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2022 | 679 | 6,713 (0%) | 0% | 0 | Common Stock (Restricted Stock Units) | |
| Coca-Cola Co | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2022 | 3,198 | 21,608 | - | - | Phantom Share Units | |
| Morningstar Inc | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 May 2021 | 612 | 6,500 | - | 0 | Common Stock (Restricted Stock Units) | |
| Coca-Cola Co | Caroline J. Tsay | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2021 | 3,957 | 17,846 | - | - | Phantom Stock Units | |
| Morningstar Inc | Caroline J. Tsay | Director | Purchase of securities on an exchange or from another person at price $ 288.00 per share. | 01 Feb 2021 | 4 | 6,039 (0%) | 0% | 288 | 1,152 | Common Stock |
| Morningstar Inc | Caroline J. Tsay | Director | 31 Dec 2020 | 6 | 5,882 (0%) | 0% | 182.3 | 1,094 | Common Stock | |
| Morningstar Inc | Caroline J. Tsay | Director | 31 Dec 2020 | 5 | 5,888 (0%) | 0% | 219.2 | 1,096 | Common Stock | |
| Morningstar Inc | Caroline J. Tsay | Director | 31 Dec 2020 | 5 | 5,875 (0%) | 0% | 160.6 | 803 | Common Stock | |
| Morningstar Inc | Caroline J. Tsay | Director | 31 Dec 2020 | 5 | 5,870 (0%) | 0% | 160.2 | 801 | Common Stock | |
| Morningstar Inc | Caroline J. Tsay | Director | 31 Dec 2020 | 4 | 5,865 (0%) | 0% | 186.8 | 747 | Common Stock | |
| Morningstar Inc | Caroline J. Tsay | Director | 31 Dec 2020 | 4 | 5,861 (0%) | 0% | 186.3 | 745 | Common Stock | |
| Morningstar Inc | Caroline J. Tsay | Director | 31 Dec 2020 | 2 | 5,856 (0%) | 0% | 155 | 310 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges