James Morgan Jr. McKelvey
CIK 1658460 · last filed 2026-06-18
"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.
Recent Filings · Page 4 of 10
98 filingsInsider 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 |
|---|---|---|---|---|---|
| 2021-04-05 | Block, Inc. (SQ) Delisted | Grant (A) | +44 | $0 | EDGAR |
| 2021-03-18 | Block, Inc. (SQ) Delisted | Mixed | — | -$49.54M | EDGAR |
| 2021-02-18 | Block, Inc. (SQ) Delisted | Mixed | — | -$55.49M | EDGAR |
| 2021-01-21 | Block, Inc. (SQ) Delisted | Mixed | — | -$45.14M | EDGAR |
| 2021-01-06 | Block, Inc. (SQ) Delisted | Grant (A) | +45 | $0 | EDGAR |
| 2020-12-22 | Block, Inc. (SQ) Delisted | Mixed | −76,869 | $0 | EDGAR |
| 2020-12-16 | Block, Inc. (SQ) Delisted | Mixed | — | -$43.47M | EDGAR |
| 2020-11-18 | Block, Inc. (SQ) Delisted | Mixed | — | -$35.41M | EDGAR |
| 2020-10-15 | Block, Inc. (SQ) Delisted | Mixed | — | -$37.96M | EDGAR |
| 2020-10-05 | Block, Inc. (SQ) Delisted | Grant (A) | +61 | $0 | EDGAR |
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.
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.