Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Director | April 01, 2026 | April 03, 2026 |
| Morningstar, Inc.MORN · Entity 915 | Director | May 15, 2026 | May 19, 2026 |
| NICE Ltd.NICE · Entity 3764 | Director | September 30, 2026 | October 02, 2026 |
| ROSETTA STONE INCRST · Entity 12922 | Director | May 19, 2017 | May 23, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COCA COLA CO
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 39,433.667 |
Reported balance
After 2026-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-01 · Grant · Acquired 3,825.3528 · Balance 39,433.667 F2: Each phantom share unit is economically equivalent to one share of Common Stock. F3: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation. F4: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5: This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy Living Trust | 1,104 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,104 F1: Exhibit Index - Exhibit No. 24 - Power of Attorney |
Filing footnotes · ownership attribution and instrument terms
F1: Exhibit Index - Exhibit No. 24 - Power of Attorney
F2: Each phantom share unit is economically equivalent to one share of Common Stock.
F3: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation.
F4: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board.
F5: This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends.
Morningstar, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Units)SEC Table I · non-derivative | Direct | 4,888.5115 |
Reported balance
After 2026-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 1,144 · Balance 4,888.5115 F1: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2027.
NICE Ltd.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 743 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Tax withholding · Disposed 3 · Balance 743 |
ROSETTA STONE INC
Report date May 19, 2017 · Filed May 23, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.42 · Expires 2027-05-19 | Direct | 9,766 |
Reported balance
After 2017-05-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-19 · Grant · Acquired 9,766 · Balance 9,766 F1: The exercise price is equal to the closing price of the common stock of the Issuer on the New York Stock Exchange on May 19, 2017, the date of grant. F2: Options vest at a rate of 1/4 per quarter over one year and become fully vested May 19, 2018. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 30,682 |
Reported balance
After 2017-05-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-05-19 · Grant · Acquired 4,378 · Balance 30,682 F3: Each RSU represents the right to receive one share of common stock of the Issuer. F4: RSUs vest at a rate of 1/4 per quarter and become fully vested on May 19, 2018. Delivery of the shares entitled to the Reporting Person will be made upon the Reporting Person's separation from service to the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise price is equal to the closing price of the common stock of the Issuer on the New York Stock Exchange on May 19, 2017, the date of grant.
F2: Options vest at a rate of 1/4 per quarter over one year and become fully vested May 19, 2018.
F3: Each RSU represents the right to receive one share of common stock of the Issuer.
F4: RSUs vest at a rate of 1/4 per quarter and become fully vested on May 19, 2018. Delivery of the shares entitled to the Reporting Person will be made upon the Reporting Person's separation from service to the Board of Directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SEMrush Holdings, Inc.
Report date April 28, 2026 · Filed April 29, 2026
Section 16 reporting ended · disclosed 2026-04-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Disposition to issuer · Disposed 44,389 · Balance 0 F1: A portion of these shares represent restricted stock units ("RSUs"). Each RSU represents a right to receive one share of Common Stock upon vesting. F2: On April 28, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 18, 2025, by and among Semrush Holdings, Inc., a Delaware corporation (the "Issuer"), Adobe Inc., a Delaware corporation ("Parent"), and Fenway Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F3: At the effective time of the Merger (the "Effective Time"), each share of Common Stock held by the reporting person was converted into the right to receive $12.00 in cash (the "Merger Consideration"). F4: At the Effective Time, each RSU award that was subject solely to service-based vesting requirements ("RSU Award") held by a non-employee director, contractors or other certain service providers (each, a "Specified Individual") was cancelled and cashed out for a payment equal to the Merger Consideration in respect of each underlying share and each other RSU award was converted into a restricted stock unit award relating to Parent common stock (an "Adobe RSU Award") in respect of a number of shares of Parent common stock obtained by multiplying the number of shares of Common Stock underlying the RSU Award by the quotient of (a) the Merger Consideration divided by (b) the closing price per share of Adobe common stock over the 30 consecutive calendar days ending on (and including) the second to last calendar day preceding the closing date. |
Filing footnotes · ownership attribution and instrument terms
F1: A portion of these shares represent restricted stock units ("RSUs"). Each RSU represents a right to receive one share of Common Stock upon vesting.
F2: On April 28, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 18, 2025, by and among Semrush Holdings, Inc., a Delaware corporation (the "Issuer"), Adobe Inc., a Delaware corporation ("Parent"), and Fenway Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent.
F3: At the effective time of the Merger (the "Effective Time"), each share of Common Stock held by the reporting person was converted into the right to receive $12.00 in cash (the "Merger Consideration").
F4: At the Effective Time, each RSU award that was subject solely to service-based vesting requirements ("RSU Award") held by a non-employee director, contractors or other certain service providers (each, a "Specified Individual") was cancelled and cashed out for a payment equal to the Merger Consideration in respect of each underlying share and each other RSU award was converted into a restricted stock unit award relating to Parent common stock (an "Adobe RSU Award") in respect of a number of shares of Parent common stock obtained by multiplying the number of shares of Common Stock underlying the RSU Award by the quotient of (a) the Merger Consideration divided by (b) the closing price per share of Adobe common stock over the 30 consecutive calendar days ending on (and including) the second to last calendar day preceding the closing date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 15:00 UTC | NICE Ltd. NICE · Entity 3764 | Tax withholdingOrdinary Shares | 3 | $106.81 | $320.43 |
DisclosureSEC source: 0001178913-26-004693 · ownership.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 743 Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:44 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001628434-26-000002 · wk-form4_1779234286.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,888.5115 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2027. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 00:30 UTC | SEMrush Holdings, Inc. SEMR · Entity 51016 | Disposition to issuerClass A Common Stock | 44,389 | $12.00 | $532,668.00 |
DisclosureSEC source: 0000950103-26-006316 · ownership.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: A portion of these shares represent restricted stock units ("RSUs"). Each RSU represents a right to receive one share of Common Stock upon vesting. F2 · shares: On April 28, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 18, 2025, by and among Semrush Holdings, Inc., a Delaware corporation (the "Issuer"), Adobe Inc., a Delaware corporation ("Parent"), and Fenway Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F3 · shares: At the effective time of the Merger (the "Effective Time"), each share of Common Stock held by the reporting person was converted into the right to receive $12.00 in cash (the "Merger Consideration"). F4 · shares: At the Effective Time, each RSU award that was subject solely to service-based vesting requirements ("RSU Award") held by a non-employee director, contractors or other certain service providers (each, a "Specified Individual") was cancelled and cashed out for a payment equal to the Merger Consideration in respect of each underlying share and each other RSU award was converted into a restricted stock unit award relating to Parent common stock (an "Adobe RSU Award") in respect of a number of shares of Parent common stock obtained by multiplying the number of shares of Common Stock underlying the RSU Award by the quotient of (a) the Merger Consideration divided by (b) the closing price per share of Adobe common stock over the 30 consecutive calendar days ending on (and including) the second to last calendar day preceding the closing date. F3 · price: At the effective time of the Merger (the "Effective Time"), each share of Common Stock held by the reporting person was converted into the right to receive $12.00 in cash (the "Merger Consideration"). Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 17:22 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 3,825.3528 | $75.81 Strike: $0.00 | $290,000.00 |
DisclosureSEC source: 0000021344-26-000114 · form4.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,433.667 Underlying: Common Stock, $.25 Par Value · 3,825.3528 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation. F4 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · balance_after: This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| December 29, 2025 Filed Dec 30, 2025 21:22 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 600 | $218.48 | $131,090.40 |
DisclosureSEC source: 0001628434-25-000004 · wk-form4_1767129771.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,744.5115 Read SEC document |
| June 09, 2025 Filed Jun 10, 2025 21:25 UTC | SEMrush Holdings, Inc. SEMR · Entity 51016 | GrantClass A Common Stock | 17,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030537 · wk-form4_1749590737.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,389 F1 · shares: Consists of a grant of a restricted stock unit ("RSU") award under the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a right to receive one share of the Issuer's Class A Common Stock upon vesting. These RSUs shall vest in full upon the earlier of (i) June 9, 2026 or (ii) the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service relationship with the Issuer through such date. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a right to receive one share of the Issuer's Class A Common Stock upon vesting. Read SEC document |
| May 16, 2025 Filed May 20, 2025 01:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 200 | $309.84 | $61,968.24 |
DisclosureSEC source: 0001289419-25-000118 · wk-form4_1747703080.xml · nonDerivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,344.5115 Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:04 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000118 · wk-form4_1747703080.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,544.5115 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2026. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:24 UTC | SEMrush Holdings, Inc. SEMR · Entity 51016 | GrantClass A Common Stock | 26,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-022275 · wk-form4_1746480246.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,427 F1 · shares: Consists of a grant of a restricted stock unit ("RSU") award under the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a right to receive one share of the Issuer's Class A Common Stock upon vesting. One-third of these RSUs shall vest upon the earlier of (A) May 1, 2026 or (B) the date of the Issuer's next annual meeting of stockholders, and the remaining two-thirds will vest in equal monthly installments over the next two years thereafter, subject to the Reporting Person's continued service relationship with the Issuer through each applicable vesting date. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a right to receive one share of the Issuer's Class A Common Stock upon vesting. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:29 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 4,053.1097 | $71.55 Strike: $0.00 | $290,000.00 |
DisclosureSEC source: 0001127602-25-011308 · form4.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,569.3532 Underlying: Common Stock, $.25 Par Value · 4,053.1097 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2025 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through April 1, 2025 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| June 24, 2024 Filed Jun 25, 2024 20:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 290 | $296.98 | $86,124.23 |
DisclosureSEC source: 0001062993-24-013014 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,924.5115 Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:36 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010681 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,214.5115 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:02 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 3,280.3018 | $60.97 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-24-012086 · form4.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,614.7941 Underlying: Common Stock, $.25 Par Value · 3,280.3018 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2024 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through April 1, 2024 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:09 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 651 | $191.32 | $124,549.32 |
DisclosureSEC source: 0001062993-23-011461 · form4.xml · nonDerivative · entry 3 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,575.5115 Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:09 UTC | Morningstar, Inc. MORN · Entity 915 | OtherCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011461 · form4.xml · nonDerivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,226.5115 F2 · kind: The reporting person transferred these shares pursuant to a court filed stipulation in connection with a dissolution of marriage filed in Santa Clara County. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:09 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011461 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,350.5115 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2024. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:18 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 3,222.6877 | $62.06 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-23-012093 · form4.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,302.9028 Underlying: Common Stock, $.25 Par Value · 3,222.6877 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2023 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through December 15, 2022 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 22:01 UTC | Morningstar, Inc. MORN · Entity 915 | OtherCommon Stock | 2,048.5117 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022574 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,482.5115 F1 · kind: The reporting person transferred these shares pursuant to a court filed stipulation in connection with a dissolution of marriage filed in Santa Clara County. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. F2 · balance_after: Due to administrative error, this total is adjusted to include approximately 5 shares incorrectly omitted from the total shown on the reporting person's Forms 4 filed in May and August 2022. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 20:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 225 | $249.80 | $56,205.34 |
DisclosureSEC source: 0001062993-22-017577 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,525.115 F1 · price: The transaction was executed in multiple trades at prices ranging from $249.5000 to $250.0450. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 20, 2022 Filed May 20, 2022 18:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 594 | $240.66 | $142,953.70 |
DisclosureSEC source: 0001062993-22-013108 · form4.xml · nonDerivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,750.115 Read SEC document |
| May 19, 2022 Filed May 20, 2022 18:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 369 | $227.53 | $83,958.57 |
DisclosureSEC source: 0001062993-22-013108 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,344.115 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 8, 2021. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:53 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012705 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,713.115 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2023. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 19:18 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 3,198.9763 | $62.52 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-22-011493 · form4.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,608.5689 Underlying: Common Stock, $.25 Par Value · 3,198.9763 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2022 compensation, which may include voluntary deferred compensation. F4 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · balance_after: This number includes phantom share units accrued through April 1, 2022 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 17:16 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 466 | $253.23 | $118,005.18 |
DisclosureSEC source: 0001289419-21-000190 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,034.1131 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 8, 2021. Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:01 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 612 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000114 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500.1131 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2022. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:43 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 3,957.5838 | $52.81 Strike: $0.00 | $209,000.00 |
DisclosureSEC source: 0001127602-21-013118 · form4.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,846.0196 Underlying: Common Stock, $.25 Par Value · 3,957.5838 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2021 compensation, which may include voluntary deferred compensation. F4 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · balance_after: This number includes phantom share units accrued through April 1, 2021 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| February 01, 2021 Filed Nov 12, 2021 17:58 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | PurchaseCommon Stock | 4.9101 | $234.68 | $1,152.30 |
DisclosureSEC source: 0001289419-21-000279 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,039.0232 F1 · date: This transaction is being reported on an amended Form 4 filed on August 4, 2021 as this was the date that the transaction first became reportable. F2 · kind: This amended Form 4 reports the reporting person's acquisition of shares pursuant to a dividend reinvestment plan with the reporting person's broker which was inadvertently omited from the original Form 4. Read SEC document |
| November 02, 2020 Filed Feb 9, 2021 17:50 UTC | Morningstar, Inc. MORN · Entity 915 | OtherCommon Stock | 5.6476 | $194.02 | $1,095.75 |
DisclosureSEC source: 0001289419-21-000016 · edgar.xml · nonDerivative · entry 7 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,888.1131 F1 · kind: The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker. Read SEC document |
| August 03, 2020 Filed Feb 9, 2021 17:50 UTC | Morningstar, Inc. MORN · Entity 915 | OtherCommon Stock | 6.4882 | $168.58 | $1,093.80 |
DisclosureSEC source: 0001289419-21-000016 · edgar.xml · nonDerivative · entry 6 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,882.4655 F1 · kind: The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker. Read SEC document |
| May 18, 2020 Filed May 19, 2020 21:19 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 964 | $144.51 | $139,307.64 |
DisclosureSEC source: 0001289419-20-000096 · edgar.xml · nonDerivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,854 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 6, 2019. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:19 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000096 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,818 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021. Read SEC document |
| May 01, 2020 Filed Feb 9, 2021 17:50 UTC | Morningstar, Inc. MORN · Entity 915 | PurchaseCommon Stock | 5.3043 | $151.39 | $803.00 |
DisclosureSEC source: 0001289419-21-000016 · edgar.xml · nonDerivative · entry 5 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,875.9773 F1 · kind: The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 19:33 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 4,891.1772 | $42.73 Strike: $0.00 | $209,000.00 |
DisclosureSEC source: 0001127602-20-013037 · form4.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,409.095 Underlying: Common Stock, $.25 Par Value · 4,891.1772 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2020 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through April 1, 2020 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| February 03, 2020 Filed Feb 9, 2021 17:50 UTC | Morningstar, Inc. MORN · Entity 915 | PurchaseCommon Stock | 5.0202 | $159.56 | $801.04 |
DisclosureSEC source: 0001289419-21-000016 · edgar.xml · nonDerivative · entry 4 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,870.673 F1 · kind: The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker. Read SEC document |
| November 01, 2019 Filed Feb 9, 2021 17:50 UTC | Morningstar, Inc. MORN · Entity 915 | PurchaseCommon Stock | 4.6054 | $162.15 | $746.77 |
DisclosureSEC source: 0001289419-21-000016 · edgar.xml · nonDerivative · entry 3 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,865.6528 F1 · kind: The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker. Read SEC document |
| August 01, 2019 Filed Feb 9, 2021 17:50 UTC | Morningstar, Inc. MORN · Entity 915 | PurchaseCommon Stock | 4.8819 | $152.69 | $745.41 |
DisclosureSEC source: 0001289419-21-000016 · edgar.xml · nonDerivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,861.0474 F1 · kind: The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:20 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000104 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,786 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2020. Read SEC document |
| May 01, 2019 Filed Feb 9, 2021 17:50 UTC | Morningstar, Inc. MORN · Entity 915 | PurchaseCommon Stock | 2.1655 | $143.14 | $309.96 |
DisclosureSEC source: 0001289419-21-000016 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,856.1655 F1 · kind: The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:14 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 4,372.8669 | $46.88 Strike: $0.00 | $205,000.00 |
DisclosureSEC source: 0001127602-19-014700 · form4.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,204.5721 Underlying: Common Stock, $.25 Par Value · 4,372.8669 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2019 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through April 1, 2019 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:47 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000035 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,659 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019. Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 19:46 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 3,668.8832 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015315 · form4.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,668.8832 Underlying: Common Stock, $.25 Par Value · 3,668.8832 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan (the "Directors' Plan") for 2018 compensation, prorated for 2018 as a result of the election of Ms. Tsay to the Board of Directors on April 25, 2018. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. Read SEC document |
| May 19, 2017 Filed May 23, 2017 16:17 UTC | ROSETTA STONE INC RST · Entity 12922 | GrantRestricted Stock Unit · Derivative | 4,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001351285-17-000061 · wf-form4_149557062310164.xml · derivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,682 Underlying: Common Stock · 4,378 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents the right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: RSUs vest at a rate of 1/4 per quarter and become fully vested on May 19, 2018. Delivery of the shares entitled to the Reporting Person will be made upon the Reporting Person's separation from service to the Board of Directors. F4 · derivative.expiration_date: RSUs vest at a rate of 1/4 per quarter and become fully vested on May 19, 2018. Delivery of the shares entitled to the Reporting Person will be made upon the Reporting Person's separation from service to the Board of Directors. Read SEC document |
| May 19, 2017 Filed May 23, 2017 16:17 UTC | ROSETTA STONE INC RST · Entity 12922 | GrantStock Option (right to buy) · Derivative | 9,766 | $0.00 Strike: $11.42 | $0.00 |
DisclosureSEC source: 0001351285-17-000061 · wf-form4_149557062310164.xml · derivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,766 Underlying: Common Stock · 9,766 shares Expires 2027-05-19 F1 · derivative.exercise_price: The exercise price is equal to the closing price of the common stock of the Issuer on the New York Stock Exchange on May 19, 2017, the date of grant. F2 · derivative.exercise_date: Options vest at a rate of 1/4 per quarter over one year and become fully vested May 19, 2018. Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:35 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 3,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000038 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,323 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.