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 8 of 10
97 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-12-13 | Block, Inc. (SQ) Delisted | Mixed | −40,000 | -$15.26M | EDGAR |
| 2017-11-15 | Block, Inc. (SQ) Delisted | Mixed | — | -$15.66M | EDGAR |
| 2017-10-19 | Block, Inc. (SQ) Delisted | Mixed | — | -$13.09M | EDGAR |
| 2017-10-04 | Block, Inc. (SQ) Delisted | Grant (A) | +347 | $0 | EDGAR |
| 2017-09-13 | Block, Inc. (SQ) Delisted | Mixed | — | -$10.89M | EDGAR |
| 2017-08-17 | Block, Inc. (SQ) Delisted | Mixed | — | -$10.01M | EDGAR |
| 2017-07-10 | Block, Inc. (SQ) Delisted | Grant (A) | +426 | $0 | EDGAR |
| 2017-06-16 | Block, Inc. (SQ) Delisted | Grant (A) | +10,651 | $0 | EDGAR |
| 2017-06-07 | Block, Inc. (SQ) Delisted | Mixed | — | -$2.10M | EDGAR |
| 2017-05-10 | Block, Inc. (SQ) Delisted | Mixed | — | -$1.77M | 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.