Mckelvey James Morgan Jr. - Net Worth and Insider Trading
Mckelvey James Morgan Jr. Net Worth
The estimated net worth of Mckelvey James Morgan Jr. is at least $18 Million dollars as of 2025-01-05. Mckelvey James Morgan Jr. is the Director of Block Inc and owns about 178,865 shares of Block Inc (SQ) stock worth over $16 Million. Mckelvey James Morgan Jr. is also the Director of Emerson Electric Co and owns about 11,419 shares of Emerson Electric Co (EMR) stock worth over $1 Million. Details can be seen in Mckelvey James Morgan Jr.'s Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Mckelvey James Morgan Jr. has not made any transactions after 2023-11-09 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Mckelvey James Morgan Jr.
Mckelvey James Morgan Jr. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Mckelvey James Morgan Jr. owns 4 companies in total, including Block Inc (SQ) , MoneyOnMobile Inc (MOMT) , and Capri Listco (AJAXU) among others .
Click here to see the complete history of Mckelvey James Morgan Jr.’s form 4 insider trades.
Insider Ownership Summary of Mckelvey James Morgan Jr.
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SQ | Block Inc | 2021-08-17 | director & 10 percent owner |
| MOMT | MoneyOnMobile Inc | 2016-05-23 | director |
| AJAXU | Capri Listco | 2020-09-28 | director |
 | | 2023-11-09 | director |
Mckelvey James Morgan Jr. Latest Holdings Summary
Mckelvey James Morgan Jr. currently owns a total of 2 stocks. Among these stocks, Mckelvey James Morgan Jr. owns 178,865 shares of Block Inc (SQ) as of August 17, 2021, with a value of $16 Million and a weighting of 92.12%. Mckelvey James Morgan Jr. also owns 11,419 shares of Emerson Electric Co (EMR) as of November 9, 2023, with a value of $1 Million and a weighting of 7.88%.
Latest Holdings of Mckelvey James Morgan Jr.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SQ | Block Inc | 2021-08-17 | 178,865 | 92.16 | 16,484,198 |
| EMR | Emerson Electric Co | 2023-11-09 | 11,419 | 123.44 | 1,409,561 |
Holding Weightings of Mckelvey James Morgan Jr.
Mckelvey James Morgan Jr. Form 4 Trading Tracker
According to the SEC Form 4 filings, Mckelvey James Morgan Jr. has made a total of 13 transactions in Block Inc (SQ) over the past 5 years, including 0 buys and 13 sells. The most-recent trade in Block Inc is the sale of 200,000 shares on August 17, 2021, which brought Mckelvey James Morgan Jr. around $52 Million.
According to the SEC Form 4 filings, Mckelvey James Morgan Jr. has made a total of 1 transactions in Emerson Electric Co (EMR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Emerson Electric Co is the acquisition of 8,000 shares on November 9, 2023, which cost Mckelvey James Morgan Jr. around $684,000.
Insider Trading History of Mckelvey James Morgan Jr.
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Mckelvey James Morgan Jr. Trading Performance
GuruFocus tracks the stock performance after each of Mckelvey James Morgan Jr.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mckelvey James Morgan Jr. is 21.13%. GuruFocus also compares Mckelvey James Morgan Jr.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Mckelvey James Morgan Jr. within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Mckelvey James Morgan Jr.'s insider trading performs compared to the benchmark.
Performance of Mckelvey James Morgan Jr.
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.11 | | | | | |
| Relative Return to S&P 500(%) | -0.8 | | | | | |
Mckelvey James Morgan Jr. Ownership Network
Mckelvey James Morgan Jr. Owned Company Details
What does Block Inc do?
Who are the key executives at Block Inc?
Mckelvey James Morgan Jr. is the director & 10 percent owner of Block Inc. Other key executives at Block Inc include Interim Counsel Lead Chrysty Esperanza , Cash App Lead Brian Grassadonia , and Chief Financial Officer Amrita Ahuja .
Block Inc (SQ) Insider Trades Summary
Over the past 18 months, Mckelvey James Morgan Jr. made no insider transaction in Block Inc (SQ). Other recent insider transactions involving Block Inc (SQ) include a net sale of 46,671 shares made by Chrysty Esperanza , a net sale of 550,127 shares made by Brian Grassadonia , and a net sale of 93,705 shares made by Amrita Ahuja .
In summary, during the past 3 months, insiders sold 40,001 shares of Block Inc (SQ) in total and bought 0 shares, with a net sale of 40,001 shares. During the past 18 months, 715,509 shares of Block Inc (SQ) were sold and 975,051 shares were bought by its insiders, resulting in a net purchase of 259,542 shares.
Block Inc (SQ)'s detailed insider trading history can be found in Insider Trading Tracker table.
Block Inc Insider Transactions
Mckelvey James Morgan Jr. Mailing Address
Above is the net worth, insider trading, and ownership report for Mckelvey James Morgan Jr.. You might contact Mckelvey James Morgan Jr. via mailing address: 2645 South Bayshore #802, Miami Fl 33133.
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