| |
| |
|
| 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 |
$2,064,517 |
|
|
|
Indirect Value
|
$7,768,750 |
|
|
| Total
Shares |
148,746 |
|
|
| Total
Value |
$9,833,267 |
|
|
|
|
|
|
|
|
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 : |
 27.4%
|
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 7 of 7
|
151 Records found
|
|
Page 7 of 7 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
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 |
| |
|
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