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 2024-04-19. Caroline J Tsay is the Director of Morningstar Inc and owns about 3,576 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 assumption that Caroline J Tsay has not made any transactions after 2023-05-15 and currently still holds the listed stock(s).
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 | 2023-05-15 | director |
KO | Coca-Cola Co | 2018-04-25 | director |
RST | Rosetta Stone Inc | 2017-05-19 | director |
TZOO | Travelzoo | 2015-08-28 | director |
Caroline J Tsay Latest Holdings Summary
Caroline J Tsay currently owns a total of 1 stock. Caroline J Tsay owns 3,576 shares of Morningstar Inc (MORN) as of May 15, 2023, 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 | 2023-05-15 | 3,576 | 292.23 | 1,045,014 |
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 6 transactions in Morningstar Inc (MORN) over the past 5 years, including 1 buys and 5 sells. The most-recent trade in Morningstar Inc is the sale of 651 shares on May 15, 2023, which brought Caroline J Tsay around $124,549.
Insider Trading History of Caroline J Tsay
- 1
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
Average Return
20.45%
Outperforming Transactions
100%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -3.81 | 10.69 | 5.52 | 20.45 | 1.66 | 5.39 |
Relative Return to S&P 500(%) | -7.2 | -0.1 | -10.95 | -0.02 | -2.82 | -3.75 |
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 Head of Talent and Culture Bevin Desmond .
Morningstar Inc (MORN) Insider Trades Summary
Over the past 18 months, Caroline J Tsay made 1 insider transaction in Morningstar Inc (MORN) with a net sale of 651. Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 981,563 shares made by Joseph D Mansueto , a net sale of 975 shares made by Gail S Landis , and a net sale of 10,000 shares made by Bevin Desmond .
In summary, during the past 3 months, insiders sold 176,250 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 176,250 shares. During the past 18 months, 996,839 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 996,839 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.