| |
| |
|
| 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 |
$2,249,432 |
|
|
|
Indirect Value
|
$8,968,750 |
|
|
| Total
Shares |
148,746 |
|
|
| Total
Value |
$11,218,182 |
|
|
|
|
|
|
|
|
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 : |
 35.7%
|
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 1 of 7
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| EMR |
Emerson Electric Co |
Director |
– • – |
2023-05-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,000 |
|
% |
|
| EMR |
Emerson Electric Co |
Director |
– • – |
2023-05-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,419 |
3,419 |
0 |
- |
|
| EMR |
Emerson Electric Co |
|
– • – |
2023-11-09 |
4 |
B |
$85.50 |
$684,000 |
D/D |
8,000 |
11,419 |
0.01 |
% |
|
| EMR |
Emerson Electric Co |
Director |
– • – |
2024-02-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,867 |
13,286 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2015-11-18 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
21,876,096 |
|
- |
|
| SQ |
Square Inc |
Director |
– • • |
2015-11-18 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,469,024 |
|
- |
|
| SQ |
Square Inc |
Director |
– • • |
2015-11-24 |
4 |
D |
$0.00 |
$0 |
I/I |
(21,876,096) |
0 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2015-11-24 |
4 |
D |
$0.00 |
$0 |
D/D |
(5,469,024) |
0 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
654 |
654 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-04-26 |
4 |
A |
$0.00 |
$0 |
D/D |
200,000 |
200,654 |
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 |
– • • |
2016-05-25 |
4 |
S |
$10.08 |
$201,600 |
D/D |
(20,000) |
65,654 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
27,382 |
93,036 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,104 |
94,140 |
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 |
– • • |
2016-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
494,140 |
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 |
– • • |
2016-09-12 |
4 |
A |
$0.00 |
$0 |
D/D |
330,697 |
424,837 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-09-13 |
4 |
AS |
$11.22 |
$777,580 |
D/D |
(69,303) |
94,140 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-09-13 |
4 |
A |
$0.00 |
$0 |
D/D |
69,303 |
163,443 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-10-03 |
4 |
A |
$0.00 |
$0 |
D/D |
857 |
94,997 |
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 |
– • • |
2016-10-18 |
4 |
A |
$0.00 |
$0 |
D/D |
400,000 |
494,997 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-10-19 |
4 |
AS |
$11.27 |
$642 |
D/D |
(57) |
94,997 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • • |
2016-11-07 |
4 |
AS |
$12.27 |
$4,908,000 |
D/D |
(400,000) |
94,997 |
0 |
- |
|
151 Records found
|
|
Page 1 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 |
| |
|
|
|
|
|
