McKelvey James Morgan Jr. — SEC Form 4 filings
SEC reporting owner CIK 1658460. 9 Form 4 filings on record with FilingPulse; latest filed 2026-06-18.
Transaction summary — filings shown
Covers all 9 filings on record, filed 2024-02-08 to 2026-06-18. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 12.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Block, Inc. (XYZ) | Director | 6 | — | — | 9 |
| EMERSON ELECTRIC CO (EMR) | Director | 3 | — | — | 3 |
Form 4 filings — McKelvey James Morgan Jr.
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-18 | 4 | Block, Inc. (XYZ) | Grant/award (A): 3,682 @ $0 | EDGAR |
| 2026-02-05 | 4 | EMERSON ELECTRIC CO (EMR) | Grant/award (A): 1,251 | EDGAR |
| 2025-06-18 | 4 | Block, Inc. (XYZ) | Grant/award (A): 4,343 @ $0 | EDGAR |
| 2025-02-06 | 4 | EMERSON ELECTRIC CO (EMR) | Grant/award (A): 1,476 | EDGAR |
| 2024-08-13 | 4 | Block, Inc. (SQ) | Conversion (C): 319,000 @ $0 · Gift (G): 319,000 @ $0 · Gift (G): 6,527 @ $0 · Conversion (C): 319,000 (derivative) @ $0 | EDGAR |
| 2024-07-03 | 4 | Block, Inc. (SQ) | Grant/award (A): 155 @ $0 | EDGAR |
| 2024-06-21 | 4 | Block, Inc. (SQ) | Grant/award (A): 4,038 @ $0 | EDGAR |
| 2024-04-03 | 4 | Block, Inc. (SQ) | Grant/award (A): 118 @ $0 | EDGAR |
| 2024-02-08 | 4 | EMERSON ELECTRIC CO (EMR) | Grant/award (A): 1,867 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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