| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
2 companies
James Morgan McKelvey Jr. is Director at XYZ and has filed Form 4s across 2 companies. James Morgan McKelvey Jr.'s net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $3.9M at current prices.
Historically, James Morgan McKelvey Jr.'s trades have earned a strong insider score of 78/100 across 7 rated trades. Over a 12-month horizon, all 7 of those trades were profitable, with an average 12-month return of +60.7%.
The biggest single holding is EMR (~$2.7M) as Director. Net of sales, the EMR filings show accumulation of 8,000 shares.
James Morgan McKelvey Jr. has 44 Form 4 filings on record from June 2020 to June 2026, across 2 companies: Director at Block (XYZ), 2020–2026; Director at Emerson Electric (EMR), 2023–2026.
The 145 reported transactions were 90 open-market sales, 28 stock awards, 16 conversions and 10 gifts, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $684K and 13 sales worth about $564.3M.
The only open-market purchase was 8,000 shares of EMR at an average $85.50 on November 9, 2023, about $684K. Twelve months later EMR was up 49%.
The largest open-market sale was 200,000 shares of XYZ at an average $277.45 on February 16, 2021, about $55.5M.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 9, 2023 | EMR Emerson Electric Co | Director | Buy | 8,000 | $85.50 | $684,000.00 | +234.0% | +22.2% | +49.4% | |
| Aug 17, 2021 | XYZ Block, Inc. | Director | Sell | 200,000 | $260.20 | $52,039,691.83 | -98.1% | -10.7% | -69.2% | |
| Jul 13, 2021 | XYZ Block, Inc. | Director | Sell | 200,000 | $242.98 | $48,595,129.88 | -98.1% | -3.8% | -73.4% | |
| Jun 15, 2021 | XYZ Block, Inc. | Director | Sell | 200,000 | $227.98 | $45,595,709.40 | -98.1% | +8.3% | -72.4% | |
| May 18, 2021 | XYZ Block, Inc. | Director | Sell | 200,000 | $205.56 | $41,111,882.84 | -98.7% | +29.7% | -59.6% | |
| Apr 19, 2021 | XYZ Block, Inc. | Director | Sell | 200,000 | $246.17 | $49,233,304.83 | -98.7% | -4.7% | -48.8% | |
| Mar 16, 2021 | XYZ Block, Inc. | Director | Sell | 200,000 | $247.70 | $49,539,664.21 | -98.7% | -5.1% | -52.3% | |
| Feb 16, 2021 | XYZ Block, Inc. | Director | Sell | 200,000 | $277.45 | $55,489,770.65 | -98.7% | - | - | |
| Jan 19, 2021 | XYZ Block, Inc. | Director | Sell | 200,000 | $225.72 | $45,144,255.49 | -98.7% | - | - | |
| Dec 14, 2020 | XYZ Block, Inc. | Director | Sell | 200,000 | $217.36 | $43,472,215.71 | -71.6% | - | - |