Caroline J Tsay

CIK 1628434 · View on SEC EDGAR ↗

Insider

First SEC filing: Feb. 9, 2021 · Latest: April 3, 2026

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 20 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

20 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
May 16, 2025 MORN S 200 $309.84 $61,968 4,345 Direct -4.40% Disposed -29.5% (price as of 2026-08-21)
June 24, 2024 MORN S 290 $296.98 $86,124 3,925 Direct -6.88% Disposed -26.5% (price as of 2026-08-21)
May 15, 2023 MORN S 651 $191.32 $124,549 3,576 Direct -15.40% Disposed 14.1% (price as of 2026-08-21)
Aug. 5, 2022 MORN S 225 $249.80 $56,205 5,525 Direct -3.91% Disposed -12.6% (price as of 2026-08-21)
May 20, 2022 MORN S 10b5-1 594 $240.66 $142,952 5,750 Direct -9.36% Disposed -9.3% (price as of 2026-08-21)
May 19, 2022 MORN S 10b5-1 369 $227.53 $83,959 6,344 Direct -5.50% Disposed -4.1% (price as of 2026-08-21)
Aug. 2, 2021 MORN S 10b5-1 466 $253.23 $118,005 6,034 Direct -7.17% Disposed -13.8% (price as of 2026-08-21)
Feb. 1, 2021 MORN P 5 $234.68 $1,173 6,039 Direct +0.08% Acquired -7.0% (price as of 2026-08-21)
May 18, 2020 MORN S 10b5-1 964 $144.51 $139,308 5,854 Direct -14.14% Disposed 51.1% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
April 1, 2026 KO Phantom Share Units Common Stock, $.25 Par Value (3,825) 3,825 Acquired
April 1, 2025 KO Phantom Share Units Common Stock, $.25 Par Value (4,053) 4,053 Acquired
April 1, 2024 KO Phantom Share Units Common Stock, $.25 Par Value (3,280) 3,280 Acquired
March 31, 2023 KO Phantom Share Units Common Stock, $.25 Par Value (3,223) 3,223 Acquired
April 1, 2022 KO Phantom Share Units Common Stock, $.25 Par Value (3,199) 3,199 Acquired
April 1, 2021 KO Phantom Stock Units Common Stock, $.25 Par Value (3,958) 3,958 Acquired
April 1, 2020 KO Phantom Stock Units Common Stock, $.25 Par Value (4,891) 4,891 Acquired
April 1, 2019 KO Phantom Stock Units Common Stock, $.25 Par Value (4,373) 4,373 Acquired
April 25, 2018 KO Phantom Stock Units Common Stock, $.25 Par Value (3,669) 3,669 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
March 18, 2026 NICE Restricted Share Units 746 Direct
March 18, 2026 NICE Options→ Ordinary Shares (2,987) 2,987 Direct
April 26, 2018 KO Common Stock, $.25 Par Value 1,000 Indirect