person · Reporting owner
McKelvey James Morgan Jr.
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ajax IAJAX · Entity 145705 | Director | September 28, 2020 | October 28, 2020 |
| Block, Inc.XYZ · Entity 3041 | Director | June 16, 2026 | June 18, 2026 |
| EMERSON ELECTRIC COEMR · Entity 2942 | Director | February 03, 2026 | February 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ajax I
Report date September 28, 2020 · Filed October 28, 2020
This filing explicitly reported no securities owned.
Block, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 16,151 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 3,682 · Balance 16,151 F1: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 16, 2027, or the date of the Issuer's next annual meeting of stockholders. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 125,000 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 125,000 F2: The shares are held by the Anna Elefteria Ntenta Trust, dated 11/30/2017, for the benefit of the Reporting Person's spouse. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 11,940,025 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 11,940,025 F3: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4: The shares are held of record by the James McKelvey, Jr. Revocable Trust dated July 2, 2014, for which the Reporting Person serves as a Trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 16, 2027, or the date of the Issuer's next annual meeting of stockholders.
F2: The shares are held by the Anna Elefteria Ntenta Trust, dated 11/30/2017, for the benefit of the Reporting Person's spouse.
F3: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.
F4: The shares are held of record by the James McKelvey, Jr. Revocable Trust dated July 2, 2014, for which the Reporting Person serves as a Trustee.
EMERSON ELECTRIC CO
Report date February 03, 2026 · Filed February 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,013 |
Reported balance
After 2026-02-03 transaction · row 1
1 source rowRow 1 · 2026-02-03 · Grant · Acquired 1,251 · Balance 16,013 F1: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F2: Price is not applicable to acquisitions resulting from grants of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d).
F2: Price is not applicable to acquisitions resulting from grants of restricted stock units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 16, 2026 Filed Jun 18, 2026 21:05 UTC | Block, Inc. XYZ · Entity 3041 | GrantClass A Common Stock | 3,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044409 · wk-form4_1781816696.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,151 F1 · acquired: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 16, 2027, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| February 03, 2026 Filed Feb 5, 2026 21:36 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001658460-26-000002 · wk-form4_1770327415.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,013 F1 · kind: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock units. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 21:32 UTC | Block, Inc. XYZ · Entity 3041 | GrantClass A Common Stock | 4,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032183 · wk-form4_1750282333.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,469 F1 · acquired: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 17, 2026, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 21:18 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,476 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000032604-25-000024 · wk-form4_1738876689.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,762 F1 · kind: Grant to Reporting Person of 1,476 restricted stock units having a fair market value of $128.6800 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 1,476 restricted stock units having a fair market value of $128.6800 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock units. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 21:32 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 319,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-036978 · wk-form4_1723584717.xml · derivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 11,940,025 Underlying: Class A Common Stock · 319,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the James McKelvey, Jr. Revocable Trust dated July 2, 2014, for which the Reporting Person serves as a Trustee (the "Revocable Trust"). F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · ownership.nature: The shares are held of record by the Revocable Trust. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 21:32 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 6,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-036978 · wk-form4_1723584717.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,126 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 21:32 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 319,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-036978 · wk-form4_1723584717.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · ownership.nature: The shares are held of record by the Revocable Trust. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 21:32 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 319,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-036978 · wk-form4_1723584717.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 319,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the James McKelvey, Jr. Revocable Trust dated July 2, 2014, for which the Reporting Person serves as a Trustee (the "Revocable Trust"). F2 · ownership.nature: The shares are held of record by the Revocable Trust. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:53 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031150 · wk-form4_1720039996.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,653 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| June 18, 2024 Filed Jun 21, 2024 21:59 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 4,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029388 · wk-form4_1719007152.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,498 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 18, 2025, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:37 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014698 · wk-form4_1712180262.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,460 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 22:04 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,867 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-002575 · form4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,286 F1 · kind: Grant to Reporting Person of 1,867 restricted stock units having a fair market value of $93.7050 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 1,867 restricted stock units having a fair market value of $93.7050 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock units. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:10 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000850 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,342 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 17:57 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | PurchaseCommon Stock | 8,000 | $85.50 | $684,000.00 |
DisclosureSEC source: 0000950170-23-062713 · ownership.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,419 Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:54 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-052075 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,213 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:10 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041597 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,988 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 21:16 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 3,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037430 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,838 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 13, 2024, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 02, 2023 Filed May 4, 2023 20:35 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-012267 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,419 F1 · kind: Grant to Reporting Person of 1,419 restricted stock units having a fair market value of $82.1750 per unit on the date of the grant under shareholder approved benefit plan pursuant to Rule 16b-3(d) in connection with annual retainer paid to all non-management directors. F1 · shares: Grant to Reporting Person of 1,419 restricted stock units having a fair market value of $82.1750 per unit on the date of the grant under shareholder approved benefit plan pursuant to Rule 16b-3(d) in connection with annual retainer paid to all non-management directors. F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock units. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 21:20 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023404 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,023 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:22 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001960 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,878 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 21:12 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052818 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,719 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:21 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-041254 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,538 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 21:43 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 4,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037549 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,376 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award issued pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 14, 2023, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:23 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023185 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:17 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001804 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,158 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:42 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 372,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069550 · doc4.xml · derivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 372,191 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:42 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 372,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069550 · doc4.xml · derivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,191 Underlying: Class A Common Stock · 372,191 shares Expires not disclosed F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:42 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 372,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069550 · doc4.xml · derivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,259,025 Underlying: Class A Common Stock · 372,191 shares Expires not disclosed F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · ownership.nature: The shares are held of record by the James McKelvey, Jr. Revocable Trust dated July 2, 2014, for which the Reporting Person serves as a Trustee. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:42 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 425,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069550 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,097 Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:42 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 372,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069550 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,097 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:42 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069550 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,906 F1 · kind: This transaction involved a gift of shares by a trust for the benefit of the Reporting Person's spouse to the Reporting Person. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:42 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069550 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 125,000 F1 · kind: This transaction involved a gift of shares by a trust for the benefit of the Reporting Person's spouse to the Reporting Person. F2 · ownership.nature: The shares are held by the Anna Elefteria Ntenta Trust, dated 11/30/2017, for the benefit of the Reporting Person's spouse. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 21:22 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059592 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,906 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs were issued pursuant to the Issuer's Outside Director Compensation Policy, and 100% of the RSUs were vested as of the date of grant. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 21:01 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052562 · doc4.xml · derivative · entry 9 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 200,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F10 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F10 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F10 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 4,089 | $264.06 | $1,079,741.34 |
DisclosureSEC source: 0001209191-21-052562 · doc4.xml · nonDerivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,865 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $263.90 to $264.12 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 13,969 | $263.00 | $3,673,847.00 |
DisclosureSEC source: 0001209191-21-052562 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,954 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $262.69 to $263.50 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 5,448 | $261.72 | $1,425,850.56 |
DisclosureSEC source: 0001209191-21-052562 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,923 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $261.44 to $262.38 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 42,134 | $260.67 | $10,983,069.78 |
DisclosureSEC source: 0001209191-21-052562 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,371 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $260.43 to $261.42 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 90,945 | $259.90 | $23,636,605.50 |
DisclosureSEC source: 0001209191-21-052562 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,505 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $259.43 to $260.42 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 43,415 | $258.91 | $11,240,577.65 |
DisclosureSEC source: 0001209191-21-052562 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,450 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $258.42 to $259.40 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 21:01 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052562 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,865 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:14 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-046800 · doc4.xml · derivative · entry 10 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Class A Common Stock · 200,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F11 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F11 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F11 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 3,550 | $246.49 | $875,039.50 |
DisclosureSEC source: 0001209191-21-046800 · doc4.xml · nonDerivative · entry 8 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,865 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F9 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $246.20 to $246.98 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 6,731 | $245.51 | $1,652,527.81 |
DisclosureSEC source: 0001209191-21-046800 · doc4.xml · nonDerivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,415 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $245.18 to $245.86 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 57,956 | $244.58 | $14,174,878.48 |
DisclosureSEC source: 0001209191-21-046800 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,146 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $244.17 to $245.16 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 21,813 | $243.83 | $5,318,663.79 |
DisclosureSEC source: 0001209191-21-046800 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,102 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $243.17 to $244.16 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 26,819 | $242.62 | $6,506,825.78 |
DisclosureSEC source: 0001209191-21-046800 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,915 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $242.12 to $243.09 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 64,446 | $241.57 | $15,568,220.22 |
DisclosureSEC source: 0001209191-21-046800 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,734 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $241.12 to $242.10 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:14 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 18,685 | $240.78 | $4,498,974.30 |
DisclosureSEC source: 0001209191-21-046800 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,180 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $240.11 to $241.10 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:14 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-046800 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,865 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.