Home

CALVERT A JR MORGAN

CIK 1228541 · last filed 2022-05-06

CALVERT A JR MORGAN is a corporate insider who has filed 48 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing shows the insider was granted $85.0K of CPK on May 6, 2022. Across all open-market trades the lifetime net is +$326.4K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $9.0M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Loading insider history…
Disclosed Exposure

$9.00M

Companies

3

Total Filings

48

Lifetime Open-Market Net

$326.4K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CPK Director 47,954 $134.61 $6.46M $428.1K 22 2022-05-06
WSFS Director 32,175 $78.96 $2.54M $71.6K 16 2018-08-14
WSFS FINANCIAL CORP (WSFSL) Delisted Director 31,483 — — -$173.3K 10 2017-08-15

Recent Filings

48 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2022-05-06 CPK Grant (A) +652 $85.0K EDGAR
2021-05-07 CPK Grant (A) +683 $80.0K EDGAR
2020-05-11 CPK Grant (A) +887 $74.9K EDGAR
2019-05-10 CPK Grant (A) +751 $69.9K EDGAR
2018-08-14 WSFS Grant (A) +692 $0 EDGAR
2018-05-11 CPK Grant (A) +792 $60.0K EDGAR
2018-02-22 WSFS Other (J) — $0 EDGAR
2017-08-15 WSFS FINANCIAL CORP (WSFSL) Delisted Grant (A) +809 $35.0K EDGAR
2017-05-05 CPK Grant (A) +835 $60.0K EDGAR
2016-08-29 WSFS FINANCIAL CORP (WSFSL) Delisted Grant (A) +226 $0 EDGAR
Showing 1–10 of 48
Page 1 of 5
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.