James G. Morris
CIK 1567719 · last filed 2025-03-27
"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.
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Disclosed Exposure
$833.2K
Companies
1
Total Filings
22
Lifetime Open-Market Net
$606.2K
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 |
|---|---|---|---|---|---|---|---|
| CFFN | Director | 100,995 | $8.25 | $833.2K | $606.2K | 22 | 2025-03-27 |
Recent Filings · Page 2 of 3
22 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2016-05-04 | CFFN | Buy (P) | +500 | $6.5K | EDGAR |
| 2015-12-08 | CFFN | Buy (P) | +355 | $4.5K | EDGAR |
| 2015-08-04 | CFFN | Buy (P) | +350 | $4.2K | EDGAR |
| 2015-05-04 | CFFN | Buy (P) | +3,000 | $36.0K | EDGAR |
| 2015-02-03 | CFFN | Buy (P) | +3,000 | $37.3K | EDGAR |
| 2014-11-19 | CFFN | Buy (P) | +3,000 | $38.6K | EDGAR |
| 2014-08-08 | CFFN | Buy (P) | +3,000 | $35.9K | EDGAR |
| 2013-11-27 | CFFN | Grant (A) | +5,000 | $0 | EDGAR |
| 2013-08-02 | CFFN | Buy (P) | +500 | $6.3K | EDGAR |
| 2013-06-14 | CFFN | Buy (P) | +1,290 | $15.4K | EDGAR |
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.