| |
| |
|
| Insider
Information: |
Mckelvey James Morgan Jr. |
| Relationship: |
Director |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
23,746 |
|
|
Indirect Shares
|
125,000 |
|
|
| Direct
Value |
$2,160,435 |
|
|
|
Indirect Value
|
$8,010,000 |
|
|
| Total
Shares |
148,746 |
|
|
| Total
Value |
$10,170,435 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.0
|
0.0
|
| Percentage
Gain/Loss : |
 30.2%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Square Inc |
SQ |
Director |
2024-04-01 |
10,460 |
2024-04-01 |
125,000 |
Premium* |
|
|
Emerson Electric Co |
EMR |
Director |
2024-02-06 |
13,286 |
2023-05-02 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
151 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 7
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| SQ |
Square Inc |
Director |
– • – |
2017-11-24 |
4 |
GD |
$0.00 |
$0 |
D/D |
40,000 |
67,732 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2017-12-11 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
467,732 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2017-12-11 |
4 |
AS |
$38.15 |
$15,260,000 |
D/D |
(400,000) |
67,732 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
288 |
68,020 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-01-16 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
468,020 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-01-16 |
4 |
AS |
$39.44 |
$15,915,079 |
D/D |
(400,000) |
68,020 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-02-20 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
468,020 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-02-20 |
4 |
AS |
$44.87 |
$18,262,430 |
D/D |
(400,000) |
68,020 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-03-13 |
4 |
AS |
$51.73 |
$20,852,766 |
D/D |
(400,000) |
68,020 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
468,020 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
203 |
68,223 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-04-16 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
468,223 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-04-16 |
4 |
AS |
$46.90 |
$18,760,630 |
D/D |
(400,000) |
68,223 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-05-14 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
468,223 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-05-14 |
4 |
AS |
$54.48 |
$22,052,113 |
D/D |
(400,000) |
68,223 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-06-11 |
4 |
AS |
$61.56 |
$24,624,000 |
D/D |
(400,000) |
68,223 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
468,223 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-06-19 |
4 |
A |
$0.00 |
$0 |
D/D |
3,790 |
72,013 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-07-02 |
4 |
A |
$0.00 |
$0 |
D/D |
162 |
72,175 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-07-09 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
472,175 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-07-09 |
4 |
AS |
$65.41 |
$26,285,806 |
D/D |
(400,000) |
72,175 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-08-10 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
472,175 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-08-10 |
4 |
AS |
$69.86 |
$28,504,030 |
D/D |
(400,000) |
72,175 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
678,000 |
750,175 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2018-09-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
678,000 |
72,175 |
0 |
- |
|
151 Records found
|
|
Page 3 of 7 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
