McKelvey James Morgan Jr.

Number of records: 50
SEC FilingCompany/StockTrade DateTransactionSharesAvg. PriceTotal% HoldingsGain/Loss
13-Aug-24 5:32 PM
View: 
Block, Inc. (SQ) 09-Aug-24Conversion 319,000----228%
139.65K to 458.65K
13-Aug-24 5:32 PM
View: 
Block, Inc. (SQ) 09-Aug-24Gift 319,000----(70%)
458.65K to 139.65K
13-Aug-24 5:32 PM
View: 
Block, Inc. (SQ) 09-Aug-24Gift 6,527----(5%)
139.65K to 133.13K
03-Jul-24 4:53 PM
View: 
Block, Inc. (SQ) 01-Jul-24Grant 155----< 1%
139.5K to 139.65K
21-Jun-24 5:59 PM
View: 
Block, Inc. (SQ) 18-Jun-24Grant 4,038----3%
135.46K to 139.5K
03-Apr-24 5:37 PM
View: 
Block, Inc. (SQ) 01-Apr-24Grant 118----< 1%
135.34K to 135.46K
08-Feb-24 5:04 PM
View: 
Emerson Electric Co. (EMR) 06-Feb-24Grant 1,867----16%
11.42K to 13.29K
04-Jan-24 5:10 PM
View: 
Block, Inc. (SQ) 02-Jan-24Grant 129----< 1%
135.21K to 135.34K
13-Nov-23 12:57 PM
View: 
Emerson Electric Co. (EMR) 09-Nov-23Private Purchase 8,000$85.50$684,000.00234%
3.42K to 11.42K
04-Oct-23 5:54 PM
View: 
Block, Inc. (SQ) 02-Oct-23Grant 225----< 1%
134.99K to 135.21K
06-Jul-23 5:10 PM
View: 
Block, Inc. (SQ) 03-Jul-23Grant 150----< 1%
134.84K to 134.99K
15-Jun-23 5:16 PM
View: 
Block, Inc. (SQ) 13-Jun-23Grant 3,815----3%
131.02K to 134.84K
04-May-23 10:00 PM
View: 
Emerson Electric Co. (EMR) 02-May-23Grant 1,419----71%
2.0K to 3.42K
05-Apr-23 5:20 PM
View: 
Block, Inc. (SQ) 03-Apr-23Grant 145----< 1%
130.88K to 131.02K
05-Jan-23 5:22 PM
View: 
Block, Inc. (SQ) 03-Jan-23Grant 159----< 1%
130.72K to 130.88K
05-Oct-22 5:12 PM
View: 
Block, Inc. (SQ) 03-Oct-22Grant 181----< 1%
130.54K to 130.72K
06-Jul-22 5:21 PM
View: 
Block, Inc. (SQ) 01-Jul-22Grant 162----< 1%
130.38K to 130.54K
16-Jun-22 5:43 PM
View: 
Block, Inc. (SQ) 14-Jun-22Grant 4,145----3%
126.23K to 130.38K
05-Apr-22 5:23 PM
View: 
Block, Inc. (SQ) 01-Apr-22Grant 73----< 1%
126.16K to 126.23K
05-Jan-22 5:17 PM
View: 
Block, Inc. (SQ) 03-Jan-22Grant 61----< 1%
126.1K to 126.16K
14-Dec-21 5:42 PM
View: 
Block, Inc. (SQ) 10-Dec-21Conversion 372,191----208%
178.91K to 551.1K
14-Dec-21 5:42 PM
View: 
Block, Inc. (SQ) 10-Dec-21Gift 50,000----9%
551.1K to 601.1K
14-Dec-21 5:42 PM
View: 
Block, Inc. (SQ) 10-Dec-21Gift 50,000----(8%)
601.1K to 551.1K
14-Dec-21 5:42 PM
View: 
Block, Inc. (SQ) 10-Dec-21Gift 425,000----(77%)
551.1K to 126.1K
05-Oct-21 5:22 PM
View: 
Block, Inc. (SQ) 01-Oct-21Grant 41----< 1%
178.87K to 178.91K
19-Aug-21 5:01 PM
View: 
Block, Inc. (SQ) 17-Aug-21Conversion 200,000----112%
178.87K to 378.87K
19-Aug-21 5:01 PM
View: 
Block, Inc. (SQ) 17-Aug-21Market Sale (Planned) 200,000$260.20$52,039,700.00(53%)
378.87K to 178.87K
15-Jul-21 5:14 PM
View: 
Block, Inc. (SQ) 13-Jul-21Conversion 200,000----112%
178.87K to 378.87K
15-Jul-21 5:14 PM
View: 
Block, Inc. (SQ) 13-Jul-21Market Sale (Planned) 200,000$242.98$48,595,100.00(53%)
378.87K to 178.87K
06-Jul-21 10:00 PM
View: 
Block, Inc. (SQ) 01-Jul-21Grant 41----< 1%
178.82K to 178.87K
17-Jun-21 5:29 PM
View: 
Block, Inc. (SQ) 15-Jun-21Grant 1,097----< 1%
177.73K to 178.82K
17-Jun-21 5:29 PM
View: 
Block, Inc. (SQ) 15-Jun-21Conversion 200,000----112%
178.82K to 378.82K
17-Jun-21 5:29 PM
View: 
Block, Inc. (SQ) 15-Jun-21Market Sale (Planned) 200,000$227.98$45,595,700.00(53%)
378.82K to 178.82K
20-May-21 5:16 PM
View: 
Block, Inc. (SQ) 18-May-21Conversion 200,000----113%
177.73K to 377.73K
20-May-21 5:16 PM
View: 
Block, Inc. (SQ) 18-May-21Market Sale (Planned) 200,000$205.56$41,111,900.00(53%)
377.73K to 177.73K
(7%)
21-Apr-21 5:09 PM
View: 
Block, Inc. (SQ) 19-Apr-21Conversion 200,000----113%
177.73K to 377.73K
21-Apr-21 5:09 PM
View: 
Block, Inc. (SQ) 19-Apr-21Market Sale (Planned) 200,000$246.17$49,233,300.00(53%)
377.73K to 177.73K
10%
05-Apr-21 6:46 PM
View: 
Block, Inc. (SQ) 01-Apr-21Grant 44----< 1%
177.68K to 177.73K
18-Mar-21 6:22 PM
View: 
Block, Inc. (SQ) 16-Mar-21Conversion 200,000----113%
177.68K to 377.68K
18-Mar-21 6:22 PM
View: 
Block, Inc. (SQ) 16-Mar-21Market Sale (Planned) 200,000$247.70$49,539,700.00(53%)
377.68K to 177.68K
11%
18-Feb-21 4:09 PM
View: 
Block, Inc. (SQ) 16-Feb-21Conversion 200,000----113%
177.68K to 377.68K
18-Feb-21 4:09 PM
View: 
Block, Inc. (SQ) 16-Feb-21Market Sale (Planned) 200,000$277.45$55,489,800.00(53%)
377.68K to 177.68K
20%
21-Jan-21 5:33 PM
View: 
Block, Inc. (SQ) 19-Jan-21Conversion 200,000----113%
177.68K to 377.68K
21-Jan-21 5:33 PM
View: 
Block, Inc. (SQ) 19-Jan-21Market Sale (Planned) 200,000$225.72$45,144,300.00(53%)
377.68K to 177.68K
2%
06-Jan-21 5:14 PM
View: 
Block, Inc. (SQ) 04-Jan-21Grant 45----< 1%
177.64K to 177.68K
22-Dec-20 3:18 PM
View: 
Block, Inc. (SQ) 18-Dec-20Conversion 223,131----88%
254.51K to 477.64K
22-Dec-20 3:18 PM
View: 
Block, Inc. (SQ) 18-Dec-20Gift 300,000----(63%)
477.64K to 177.64K
16-Dec-20 5:24 PM
View: 
Block, Inc. (SQ) 14-Dec-20Conversion 200,000----79%
254.51K to 454.51K
16-Dec-20 5:24 PM
View: 
Block, Inc. (SQ) 14-Dec-20Market Sale (Planned) 200,000$217.36$43,472,200.00(44%)
454.51K to 254.51K
(2%)
18-Nov-20 5:09 PM
View: 
Block, Inc. (SQ) 17-Nov-20Market Sale (Planned) 163$179.98$29,336.70(< 1%)
254.67K to 254.51K
(23%)