James Morgan Jr. McKelvey
CIK 1658460 · last filed 2026-02-05
"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
$9.56M
Companies
3
Total Filings
97
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 5 of 10
97 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2020-08-20 | Block, Inc. (SQ) Delisted | Mixed | — | -$29.96M | EDGAR |
| 2020-07-06 | Block, Inc. (SQ) Delisted | Grant (A) | +95 | $0 | EDGAR |
| 2020-06-18 | Block, Inc. (SQ) Delisted | Grant (A) | +2,638 | $0 | EDGAR |
| 2020-04-03 | Block, Inc. (SQ) Delisted | Grant (A) | +190 | $0 | EDGAR |
| 2020-01-06 | Block, Inc. (SQ) Delisted | Grant (A) | +159 | $0 | EDGAR |
| 2019-12-23 | Block, Inc. (SQ) Delisted | Mixed | +175,000 | $0 | EDGAR |
| 2019-10-03 | Block, Inc. (SQ) Delisted | Grant (A) | +161 | $0 | EDGAR |
| 2019-07-03 | Block, Inc. (SQ) Delisted | Grant (A) | +137 | $0 | EDGAR |
| 2019-06-20 | Block, Inc. (SQ) Delisted | Grant (A) | +3,480 | $0 | EDGAR |
| 2019-04-03 | Block, Inc. (SQ) Delisted | Grant (A) | +133 | $0 | 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.