| |
| |
|
| 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 |
$2,115,568 |
|
|
|
Indirect Value
|
$8,137,500 |
|
|
| Total
Shares |
148,746 |
|
|
| Total
Value |
$10,253,068 |
|
|
|
|
|
|
|
|
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 : |
 24.4%
|
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 5 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 |
– • – |
2023-10-02 |
4 |
A |
$0.00 |
$0 |
D/D |
225 |
10,213 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2024-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
129 |
10,342 |
0 |
- |
|
| EMR |
Emerson Electric Co |
Director |
– • – |
2024-02-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,867 |
13,286 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2024-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
118 |
10,460 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-10-19 |
4 |
AS |
$11.27 |
$642 |
D/D |
(57) |
94,997 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2017-03-21 |
4 |
AS |
$17.27 |
$950 |
D/D |
(55) |
95,730 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2020-11-17 |
4 |
AS |
$179.98 |
$29,337 |
D/D |
(163) |
79,507 |
0 |
% |
|
| SQ |
Square Inc |
Director |
– • • |
2016-05-25 |
4 |
S |
$10.08 |
$201,600 |
D/D |
(20,000) |
65,654 |
0 |
- |
|
| EMR |
Emerson Electric Co |
|
– • – |
2023-11-09 |
4 |
B |
$85.50 |
$684,000 |
D/D |
8,000 |
11,419 |
0.01 |
% |
|
| SQ |
Square Inc |
Director |
– • • |
2016-09-13 |
4 |
AS |
$11.22 |
$777,580 |
D/D |
(69,303) |
94,140 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-05-24 |
4 |
S |
$9.75 |
$1,121,250 |
D/D |
(115,000) |
85,654 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2017-01-10 |
4 |
AS |
$15.13 |
$1,361,700 |
D/D |
(90,000) |
95,730 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2017-04-11 |
4 |
AS |
$16.78 |
$1,510,200 |
D/D |
(90,000) |
96,308 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2017-03-20 |
4 |
AS |
$17.25 |
$1,551,551 |
D/D |
(89,945) |
95,785 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2017-05-08 |
4 |
AS |
$19.63 |
$1,766,700 |
D/D |
(90,000) |
96,308 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2017-06-05 |
4 |
AS |
$23.36 |
$2,102,400 |
D/D |
(90,000) |
96,308 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-09-12 |
4 |
AS |
$11.28 |
$3,730,262 |
D/D |
(330,697) |
94,140 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-10-18 |
4 |
AS |
$11.24 |
$4,495,359 |
D/D |
(399,943) |
95,054 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-08-15 |
4 |
AS |
$11.49 |
$4,596,000 |
D/D |
(400,000) |
94,140 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-11-07 |
4 |
AS |
$12.27 |
$4,908,000 |
D/D |
(400,000) |
94,997 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-12-12 |
4 |
AS |
$13.85 |
$5,540,000 |
D/D |
(400,000) |
94,997 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2017-08-15 |
4 |
AS |
$25.02 |
$10,008,000 |
D/D |
(400,000) |
107,385 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2017-09-11 |
4 |
AS |
$27.22 |
$10,888,000 |
D/D |
(400,000) |
107,385 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2017-10-17 |
4 |
AS |
$32.68 |
$13,088,140 |
D/D |
(400,000) |
107,732 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2017-12-11 |
4 |
AS |
$38.15 |
$15,260,000 |
D/D |
(400,000) |
67,732 |
0 |
- |
|
151 Records found
|
|
Page 5 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 |
| |
|
|
|
|
|
