Caroline Tsay

Track

Insider profile

Currently holds positions in Travelzoo, Morningstar Inc and Coca-Cola Co

Performance

Overall performance
3.1
Performance over holding periods
3.1
30 days 90 days 120 days
Average return 2% 8.2% 15.1%
Success rate 65% 68% 82%
Transactions
6 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Independent Director Travelzoo Aug. 25, 2015 -
Independent Director Morningstar Inc May 1, 2017 -
Independent Director Coca-Cola Co Jan. 1, 2018 -
Independent Director Rosetta Stone Inc Dec. 18, 2014 - June 18, 2018
Caroline Tsay's trades of Morningstar Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
126.83
Quantity 97,831 -42.6%
Value US$1,819,005
Transaction date
Proposed sale
Price
423.19
Quantity 98,586
Value US$640,696
Transaction date
Sale
Price
37.55
Quantity 80,780 -14.7%
Value US$4,770,846
Transaction date
Proposed sale
Price
309.84
Quantity 200
Value US$61,968
Transaction date
Sale
Price
296.98
Quantity 290 -6.9%
Value US$86,124
Transaction date
Proposed sale
Price
296.98
Quantity 290
Value US$86,124
Transaction date
Sale
Price
191.32
Quantity 651 -15.4%
Value US$124,549
Transaction date
Proposed sale
Price
191.32
Quantity 651
Value US$124,549
Transaction date
Sale
Price
249.80
Quantity 225 -3.9%
Value US$56,205
Transaction date
Sale
Price
240.66
Quantity 594 -9.4%
Value US$142,954
Transaction date
Planned sale
Price
227.53
Quantity 369 -5.5%
Value US$83,959
Transaction date
Planned sale
Price
144.51
Quantity 964 -14.1%
Value US$139,308
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-12-30 2025-12-29
S Sale
97,831 -42.6%
126.83
US$1,819,005 		97,831 -42.6% 126.83 US$1,819,005
2025-12-29 2025-12-29
PrS Proposed sale
98,586
423.19
US$640,696 		98,586 423.19 US$640,696
2025-05-19 2025-05-16
S Sale
80,780 -14.7%
37.55
US$4,770,846 		80,780 -14.7% 37.55 US$4,770,846
2025-05-16 2025-05-16
PrS Proposed sale
200
309.84
US$61,968 		200 309.84 US$61,968
2024-06-25 2024-06-24
S Sale
290 -6.9%
296.98
US$86,124 		290 -6.9% 296.98 US$86,124
2024-06-24 2024-06-24
PrS Proposed sale
290
296.98
US$86,124 		290 296.98 US$86,124
2023-05-17 2023-05-15
S Sale
651 -15.4%
191.32
US$124,549 		651 -15.4% 191.32 US$124,549
2023-05-15 2023-05-15
PrS Proposed sale
651
191.32
US$124,549 		651 191.32 US$124,549
2022-08-09 2022-08-05
S Sale
225 -3.9%
249.80
US$56,205 		225 -3.9% 249.80 US$56,205
2022-05-20 2022-05-20
S Sale
594 -9.4%
240.66
US$142,954 		594 -9.4% 240.66 US$142,954
2022-05-20 2022-05-19
PlS Planned sale
369 -5.5%
227.53
US$83,959 		369 -5.5% 227.53 US$83,959
2020-05-19 2020-05-18
PlS Planned sale
964 -14.1%
144.51
US$139,308 		964 -14.1% 144.51 US$139,308