James Morgan. McKelvey Jr's Net Worth

$968 Million

Estimate Recalculated May 3, 2024 04:01PM EST

Who is James Morgan. McKelvey Jr?

James Morgan. McKelvey Jr has an estimated net worth of $968 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 73 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 4,835,513 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: $68.521

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
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: $104.15

Investor

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