James Morgan. McKelvey Jr's Net Worth
$959 Million
Who is James Morgan. McKelvey Jr?
James Morgan. McKelvey Jr has an estimated net worth of $959 Million. This is based on reported shares across multiple companies, which include Block, Inc., EMERSON ELECTRIC CO, Calpian, Inc., and Ajax I.
SEC CIK
James Morgan. McKelvey Jr's CIK is 0001658460
Past Insider Trading and Trends
2018 was James Morgan. McKelvey Jr's most active year for acquiring shares with 20 total transactions. James Morgan. McKelvey Jr's most active month to acquire stocks was the month of March. 2021 was James Morgan. McKelvey Jr's most active year for disposing of shares, totalling 70 transactions. James Morgan. McKelvey Jr's most active month to dispose stocks was the month of November. 2023 saw James Morgan. McKelvey Jr paying a total of $684,000.00 for 13,913 shares, this is the most they've acquired in one year. In 2021 James Morgan. McKelvey Jr cashed out on 3,997,191 shares for a total of $386,749,409.13, their largest year based on trade value.
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Block, Inc. (SQ) Snapshot price: $61.15
InvestorJames Morgan. McKelvey Jr owns 8,126 units of Class A Common Stock which is worth $496,904.90. James Morgan. McKelvey Jr used to own units in Common Stock but no longer holds any shares there. From 2015 to 2024 James Morgan. McKelvey Jr acquired a total of 15,205,426 shares in Block, Inc., James also disposed a total of 20,666,324 shares of Block, Inc. equalling to $957,976,559.09.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| -44.54% | -6.53K |
—
|
—
| 8.13K |
Aug 9
| |||
Form 4
| +1.07% | 155 |
—
|
—
| 14.65K |
Jul 1
| |||
Form 4
| +38.60% | 4.04K |
—
|
—
| 14.5K |
Jun 18
| |||
Form 4
| +1.14% | 118 |
—
|
—
| 10.46K |
Apr 1
| |||
Form 4
| +1.26% | 129 |
—
|
—
| 10.34K |
Jan 2
| |||
Form 4
| +2.25% | 225 |
—
|
—
| 10.21K |
Oct 2
| |||
Form 4
| +1.52% | 150 |
—
|
—
| 9.99K |
Jul 3
| |||
Form 4
| +63.34% | 3.81K |
—
|
—
| 9.84K |
Jun 13
| |||
Form 4
| +2.47% | 145 |
—
|
—
| 6.02K |
Apr 3
| |||
Form 4
| +2.78% | 159 |
—
|
—
| 5.88K |
Jan 3
| |||
Form 4
| +3.27% | 181 |
—
|
—
| 5.72K |
Oct 3
| |||
Form 4
| +3.01% | 162 |
—
|
—
| 5.54K |
Jul 1
| |||
Form 4
| +336.72% | 4.14K |
—
|
—
| 5.38K |
Jun 14
| |||
Form 4
| +6.30% | 73 |
—
|
—
| 1.23K |
Apr 1
| |||
Form 4
| +5.56% | 61 |
—
|
—
| 1.16K |
Jan 3
| |||
Form 4
| -29.52% | -52.81K |
—
|
—
| 126.1K |
Dec 10
| |||
Form 4
| +1.06% | 41 |
—
|
—
| 3.91K |
Oct 1
| |||
Form 4
|
—
|
0
|
$260.20 | -$52,039,691.83 | 3.87K |
Scheduled
|
Aug 17
| ||
Form 4
|
—
|
0
|
$242.98 | -$48,595,129.88 | 3.87K |
Scheduled
|
Jul 13
| ||
Form 4
| +1.07% | 41 |
—
|
—
| 3.87K |
Jul 1
| |||
Form 4
| +40.23% | 1.1K |
$227.98 | -$45,595,709.40 | 3.82K |
Scheduled
|
May 26 - Jun 15
| ||
Form 4
|
—
|
0
|
$205.56 | -$41,111,882.84 | 2.73K |
Scheduled
|
May 18
| ||
Form 4
|
—
|
0
|
$246.17 | -$49,233,304.83 | 2.73K |
Scheduled
|
Apr 19
| ||
Form 4
| +1.64% | 44 |
—
|
—
| 2.73K |
Apr 1
| |||
Form 4
|
—
|
0
|
$247.70 | -$49,539,664.21 | 2.68K |
Scheduled
|
Mar 16
| ||
Form 4
|
—
|
0
|
$277.45 | -$55,489,770.65 | 2.68K |
Scheduled
|
Feb 16
| ||
Form 4
|
—
|
0
|
$225.72 | -$45,144,255.49 | 2.68K |
Scheduled
|
Jan 19
| ||
Form 4
| +1.71% | 45 |
—
|
—
| 2.68K |
Jan 4
| |||
Form 4
| -96.68% | -76.87K |
—
|
—
| 2.64K |
Dec 18
| |||
Form 4
|
—
|
0
|
$217.36 | -$43,472,215.71 | 79.51K |
Scheduled
|
Dec 14
| ||
Form 4
|
—
|
0
|
$177.03 | -$35,405,324.24 | 79.51K |
Scheduled
|
Nov 16 - Nov 17
| ||
Form 4
|
—
|
0
|
$189.80 | -$37,959,868.00 | 79.51K |
Scheduled
|
Oct 13
| ||
Form 4
| +0.08% | 61 |
—
|
—
| 79.51K |
Oct 1
| |||
Form 4
|
—
|
0
|
$153.93 | -$30,786,196.11 | 79.45K |
Scheduled
|
Sep 15
| ||
Form 4
|
—
|
0
|
$149.79 | -$29,957,007.40 | 79.45K |
Scheduled
|
Aug 18
| ||
Form 4
| +0.12% | 95 |
—
|
—
| 79.45K |
Jul 1
| |||
Form 4
| +3.44% | 2.64K |
—
|
—
| 79.35K |
Jun 16
| |||
Form 4
| +0.25% | 190 |
—
|
—
| 76.71K |
Apr 1
| |||
Form 4
| +0.21% | 159 |
—
|
—
| 76.52K |
Jan 2
| |||
Form 4
| +229.17% | 175K |
—
|
—
| 251.36K |
Dec 20
| |||
Form 4
| +0.21% | 161 |
—
|
—
| 76.36K |
Oct 1
| |||
Form 4
| +0.18% | 137 |
—
|
—
| 76.2K |
Jul 1
| |||
Form 4
| +4.79% | 3.48K |
—
|
—
| 76.07K |
Jun 18
| |||
Form 4
| +0.18% | 133 |
—
|
—
| 72.59K |
Apr 1
| |||
Form 4
| +0.25% | 178 |
—
|
—
| 72.45K |
Jan 2
| |||
Form 4
|
—
|
0
|
—
|
—
| 72.28K |
Dec 18
| |||
Form 4
|
—
|
0
|
$64.60 | -$25,838,313.49 | 72.28K |
Scheduled
|
Dec 12
| ||
Form 4
|
—
|
0
|
$71.38 | -$28,553,700.41 | 72.28K |
Scheduled
|
Nov 16
| ||
Form 4
|
—
|
0
|
$72.32 | -$28,929,050.71 | 72.28K |
Scheduled
|
Oct 24
| ||
Form 4
| +0.14% | 100 |
—
|
—
| 72.28K |
Oct 1
| |||
Form 4
|
—
|
0
|
$88.04 | -$35,214,726.00 | 72.17K |
Scheduled
|
Sep 18
| ||
Form 4
|
—
|
0
|
—
|
—
| 72.17K |
Sep 10
| |||
Form 4
|
—
|
0
|
$71.26 | -$28,504,030.30 | 72.17K |
Scheduled
|
Aug 10
| ||
Form 4
|
—
|
0
|
$65.71 | -$26,285,805.82 | 72.17K |
Scheduled
|
Jul 9
| ||
Form 4
| +0.22% | 162 |
—
|
—
| 72.17K |
Jul 2
| |||
Form 4
| +5.56% | 3.79K |
—
|
—
| 72.01K |
Jun 19
| |||
Form 4
|
—
|
0
|
$61.56 | -$24,624,000.00 | 68.22K |
Scheduled
|
Jun 11
| ||
Form 4
|
—
|
0
|
$55.13 | -$22,052,112.75 | 68.22K |
Scheduled
|
May 14
| ||
Form 4
|
—
|
0
|
$46.90 | -$18,760,630.00 | 68.22K |
Scheduled
|
Apr 16
| ||
Form 4
| +0.30% | 203 |
—
|
—
| 68.22K |
Apr 2
| |||
Form 4
|
—
|
0
|
$52.13 | -$20,852,765.94 | 68.02K |
Scheduled
|
Mar 13
| ||
Form 4
|
—
|
0
|
$45.66 | -$18,262,430.48 | 68.02K |
Scheduled
|
Feb 20
| ||
Form 4
|
—
|
0
|
$39.79 | -$15,915,078.60 | 68.02K |
Scheduled
|
Jan 16
| ||
Form 4
| +0.43% | 288 |
—
|
—
| 68.02K |
Jan 2
| |||
Form 4
| -37.13% | -40.00K |
$38.15 | -$15,260,000.00 | 67.73K |
Scheduled
|
Nov 24 - Dec 11
| ||
Form 4
|
—
|
0
|
$39.15 | -$15,658,559.40 | 107.73K |
Scheduled
|
Nov 13
| ||
Form 4
|
—
|
0
|
$32.72 | -$13,088,139.97 | 107.73K |
Scheduled
|
Oct 17
| ||
Form 4
| +0.32% | 347 |
—
|
—
| 107.73K |
Oct 2
| |||
Form 4
|
—
|
0
|
$27.22 | -$10,888,000.00 | 107.39K |
Scheduled
|
Sep 11
| ||
Form 4
|
—
|
0
|
$25.02 | -$10,008,000.00 | 107.39K |
Scheduled
|
Aug 15
| ||
Form 4
| +0.40% | 426 |
—
|
—
| 107.39K |
Jul 3
| |||
Form 4
| +11.06% | 10.65K |
—
|
—
| 106.96K |
Jun 14
| |||
Form 4
|
—
|
0
|
$23.36 | -$2,102,400.00 | 96.31K |
Scheduled
|
May 18 - Jun 5
| ||
Form 4
|
—
|
0
|
$19.63 | -$1,766,700.00 | 96.31K |
Scheduled
|
May 8
| ||
Form 4
|
—
|
0
|
$16.78 | -$1,510,200.00 | 96.31K |
Scheduled
|
Apr 11
| ||
Form 4
| +0.60% | 578 |
—
|
—
| 96.31K |
Apr 3
| |||
Form 4
|
—
|
0
|
$17.25 | -$1,552,501.10 | 95.73K |
Scheduled
|
Mar 20 - Mar 21
| ||
Form 4
|
—
|
0
|
$14.30 | -$1,287,000.00 | 95.73K |
Scheduled
|
Feb 13 - Feb 14
| ||
Form 4
|
—
|
0
|
$15.13 | -$1,361,700.00 | 95.73K |
Scheduled
|
Jan 10
| ||
Form 4
| +0.77% | 733 |
—
|
—
| 95.73K |
Jan 3
| |||
Form 4
|
—
|
0
|
$13.85 | -$5,540,000.00 | 95K |
Scheduled
|
Dec 12
| ||
Form 4
|
—
|
0
|
$12.27 | -$4,908,000.00 | 95K |
Scheduled
|
Nov 7
| ||
Form 4
|
—
|
0
|
$11.24 | -$4,496,001.71 | 95K |
Scheduled
|
Oct 18 - Oct 19
| ||
Form 4
| +0.91% | 857 |
—
|
—
| 95K |
Oct 3
| |||
Form 4
|
—
|
0
|
$11.27 | -$4,507,841.82 | 94.14K |
Scheduled
|
Sep 12 - Sep 13
| ||
Form 4
|
—
|
0
|
$11.49 | -$4,596,000.00 | 94.14K |
Scheduled
|
Aug 15
| ||
Form 4
| +1.19% | 1.1K |
—
|
—
| 94.14K |
Jul 1
| |||
Form 4
| +41.71% | 27.38K |
—
|
—
| 93.04K |
Jun 23
| |||
Form 4
| +9,938.84% | 65K |
$9.80 | -$1,322,850.00 | 65.65K |
Apr 26 - May 25
| |||
Form 4
|
∞
| 654 |
—
|
—
| 654 |
Apr 1
| |||
Form 4
| -100.00% | -27.35M |
—
|
—
|
0
|
Nov 24
| |||
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||
EMERSON ELECTRIC CO (EMR) Snapshot price: $98.19
InvestorJames Morgan. McKelvey Jr owns 13,286 units of Common Stock which is worth $1,304,552.34. In the year 2023 James Morgan. McKelvey Jr acquired a total of 11,286 shares in EMERSON ELECTRIC CO at a cost of $684,000.00.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| +16.35% | 1.87K |
—
|
—
| 13.29K |
Feb 6
| |||
Form 4
| +233.99% | 8K |
$85.50 | $684,000.00 | 11.42K |
Nov 9
| |||
Form 4
| +70.95% | 1.42K |
—
|
—
| 3.42K |
May 2
| |||
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||
Calpian, Inc. No price found
Investor
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||
Ajax I No price found
Investor
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||