| |
| |
|
| 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 |
$2,149,101 |
|
|
|
Indirect Value
|
$8,787,500 |
|
|
| Total
Shares |
148,746 |
|
|
| Total
Value |
$10,936,601 |
|
|
|
|
|
|
|
|
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 : |
 28.6%
|
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 :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
– • – |
2024-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
118 |
10,460 |
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 |
– • – |
2024-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
129 |
10,342 |
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 |
– • – |
2023-10-02 |
4 |
A |
$0.00 |
$0 |
D/D |
225 |
10,213 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2023-07-03 |
4 |
A |
$0.00 |
$0 |
D/D |
150 |
9,988 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2023-06-13 |
4 |
A |
$0.00 |
$0 |
D/D |
3,815 |
9,838 |
0 |
- |
|
| EMR |
Emerson Electric Co |
Director |
– • – |
2023-05-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,419 |
3,419 |
0 |
- |
|
| EMR |
Emerson Electric Co |
Director |
– • – |
2023-05-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,000 |
|
% |
|
| SQ |
Square Inc |
Director |
– • – |
2023-04-03 |
4 |
A |
$0.00 |
$0 |
D/D |
145 |
6,023 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2023-01-03 |
4 |
A |
$0.00 |
$0 |
D/D |
159 |
5,878 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2022-10-03 |
4 |
A |
$0.00 |
$0 |
D/D |
181 |
5,719 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2022-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
162 |
5,538 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2022-06-14 |
4 |
A |
$0.00 |
$0 |
D/D |
4,145 |
5,376 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2022-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
73 |
1,231 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2022-01-03 |
4 |
A |
$0.00 |
$0 |
D/D |
61 |
1,158 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2021-12-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
50,000 |
125,000 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2021-12-10 |
4 |
A |
$0.00 |
$0 |
D/D |
372,191 |
426,097 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2021-12-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
425,000 |
1,097 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2021-12-10 |
4 |
GA |
$0.00 |
$0 |
D/D |
50,000 |
53,906 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2021-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
41 |
3,906 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2021-08-17 |
4 |
AS |
$258.91 |
$52,039,692 |
D/D |
(200,000) |
3,865 |
0 |
% |
|
| SQ |
Square Inc |
Director |
– • – |
2021-08-17 |
4 |
A |
$0.00 |
$0 |
D/D |
200,000 |
203,865 |
0 |
- |
|
| SQ |
Square Inc |
Director |
– • – |
2021-07-13 |
4 |
AS |
$240.78 |
$48,595,130 |
D/D |
(200,000) |
3,865 |
0 |
% |
|
| SQ |
Square Inc |
Director |
– • – |
2021-07-13 |
4 |
A |
$0.00 |
$0 |
D/D |
200,000 |
203,865 |
0 |
- |
|
25 Records found
|
1
|
Page 1 of 1 |
| |
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 |
| |
|
|
|
|
|
