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Insider
Information: |
Mckelvey James Morgan Jr. |
Relationship: |
Director |
City: |
San Francisco |
State: |
CA |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
21,412 |
|
Indirect Shares
|
125,000 |
|
|
Direct
Value |
$1,987,387 |
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Indirect Value
|
$8,315,000 |
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Total
Shares |
146,412 |
|
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Total
Value |
$10,302,387 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
1
|
0
|
Stock
price went up :
|
1
|
0
|
Stock
price went down : |
0
|
0
|
|
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|
Gain/Loss Ratio : |
1.0
|
0.0
|
Percentage
Gain/Loss : |
32.7%
|
0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Square Inc |
SQ |
Director |
2024-08-09 |
8,126 |
2024-08-09 |
125,000 |
Premium* |
|
Emerson Electric Co |
EMR |
Director |
2024-02-06 |
13,286 |
2023-05-02 |
0 |
Premium* |
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Records found :
156 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 6 of 7
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
SQ |
Square Inc |
Director |
|
2021-07-13 |
4 |
AS |
$240.78 |
$48,595,130 |
D/D |
(200,000) |
3,865 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2021-08-17 |
4 |
A |
$0.00 |
$0 |
D/D |
200,000 |
203,865 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2021-08-17 |
4 |
AS |
$258.91 |
$52,039,692 |
D/D |
(200,000) |
3,865 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2021-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
41 |
3,906 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2021-12-10 |
4 |
GA |
$0.00 |
$0 |
D/D |
50,000 |
53,906 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2021-12-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
50,000 |
125,000 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2021-12-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
425,000 |
1,097 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2021-12-10 |
4 |
A |
$0.00 |
$0 |
D/D |
372,191 |
426,097 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2022-01-03 |
4 |
A |
$0.00 |
$0 |
D/D |
61 |
1,158 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2022-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
73 |
1,231 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2022-06-14 |
4 |
A |
$0.00 |
$0 |
D/D |
4,145 |
5,376 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2022-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
162 |
5,538 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2022-10-03 |
4 |
A |
$0.00 |
$0 |
D/D |
181 |
5,719 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2023-01-03 |
4 |
A |
$0.00 |
$0 |
D/D |
159 |
5,878 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2023-04-03 |
4 |
A |
$0.00 |
$0 |
D/D |
145 |
6,023 |
0 |
- |
|
EMR |
Emerson Electric Co |
Director |
|
2023-05-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,419 |
3,419 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2023-06-13 |
4 |
A |
$0.00 |
$0 |
D/D |
3,815 |
9,838 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2023-07-03 |
4 |
A |
$0.00 |
$0 |
D/D |
150 |
9,988 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2023-10-02 |
4 |
A |
$0.00 |
$0 |
D/D |
225 |
10,213 |
0 |
- |
|
EMR |
Emerson Electric Co |
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|
2023-11-09 |
4 |
B |
$85.50 |
$684,000 |
D/D |
8,000 |
11,419 |
0.01 |
% |
|
SQ |
Square Inc |
Director |
|
2024-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
129 |
10,342 |
0 |
- |
|
EMR |
Emerson Electric Co |
Director |
|
2024-02-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,867 |
13,286 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2024-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
118 |
10,460 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2024-06-18 |
4 |
A |
$0.00 |
$0 |
D/D |
4,038 |
14,498 |
0 |
- |
|
SQ |
Square Inc |
Director |
|
2024-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
155 |
14,653 |
0 |
- |
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156 Records found
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Page 6 of 7 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
|
IO |
- Initital Ownership |
D |
- Disposed |
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