James G. Morris
CIK 1567719 · last filed 2025-03-27
James G. Morris is a corporate insider who has filed 22 SEC Form 4 insider transactions across 1 company since 2013. The most recent filing shows the insider bought $85.0K of CFFN on Mar 27, 2025. Across all open-market trades the lifetime net is +$606.2K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $833.2K 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.
$833.2K
1
22
$606.2K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CFFN | Director | 100,995 | $8.25 | $833.2K | $606.2K | 22 | 2025-03-27 |
Recent Filings
22 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-03-27 | CFFN | Buy (P) | +15,000 | $85.0K | EDGAR |
| 2024-12-04 | CFFN | Buy (P) | +15,000 | $102.6K | EDGAR |
| 2023-10-30 | CFFN | Buy (P) | +21,000 | $105.6K | EDGAR |
| 2022-10-28 | CFFN | Buy (P) | +7,000 | $55.1K | EDGAR |
| 2021-12-21 | CFFN | Buy (P) | +1,000 | $10.9K | EDGAR |
| 2021-09-20 | CFFN | Buy (P) | +1,000 | $10.8K | EDGAR |
| 2021-09-13 | CFFN | Buy (P) | +1,000 | $11.1K | EDGAR |
| 2020-08-05 | CFFN | Buy (P) | +3,000 | $28.5K | EDGAR |
| 2017-03-31 | CFFN | Exer (M) | +5,000 | $60.2K | EDGAR |
| 2016-09-07 | CFFN | Exer (M) | +10,000 | $120.4K | EDGAR |