Caroline J Tsay
CIK 1628434 · View on SEC EDGAR ↗
First SEC filing: Feb. 9, 2021 · Latest: April 3, 2026
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| 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.