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James Morgan Jr. McKelvey

CIK 1658460 · last filed 2026-06-18

James Morgan Jr. McKelvey is a corporate insider who has filed 98 SEC Form 4 insider transactions across 3 companies since 2015. The most recent filing, for XYZ, was dated Jun 18, 2026. Across all open-market trades the lifetime net is −$957.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $13.7M 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.

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Disclosed Exposure

$13.69M

Companies

3

Total Filings

98

Lifetime Open-Market Net

-$957.29M

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
XYZ Director 141,151 $79.00 $11.15M $0 2 2026-06-18
EMR Director 16,013 $158.26 $2.53M $684.0K 5 2026-02-05
Block, Inc. (SQ) Delisted Director 8,126 $86.96 $706.6K -$957.98M 91 2024-08-13

Recent Filings

98 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
2026-06-18 XYZ Grant (A) +3,682 $0 EDGAR
2026-02-05 EMR Grant (A) +1,251 $0 EDGAR
2025-06-18 XYZ Grant (A) +4,343 $0 EDGAR
2025-02-06 EMR Grant (A) +1,476 $0 EDGAR
2024-08-13 Block, Inc. (SQ) Delisted Mixed −6,527 $0 EDGAR
2024-07-03 Block, Inc. (SQ) Delisted Grant (A) +155 $0 EDGAR
2024-06-21 Block, Inc. (SQ) Delisted Grant (A) +4,038 $0 EDGAR
2024-04-03 Block, Inc. (SQ) Delisted Grant (A) +118 $0 EDGAR
2024-02-08 EMR Grant (A) +1,867 $0 EDGAR
2024-01-04 Block, Inc. (SQ) Delisted Grant (A) +129 $0 EDGAR
Showing 1–10 of 98
Page 1 of 10
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.