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 |
|---|---|---|---|---|---|---|
| July 01, 2021 Filed Jul 6, 2021 21:36 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045592 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,865 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 15, 2021 Filed Jun 17, 2021 21:29 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041572 · doc4.xml · derivative · entry 10 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 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. F9 · 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. F9 · 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. F2 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F9 · 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. F9 · 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 |
| June 15, 2021 Filed Jun 17, 2021 21:29 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 839 | $229.74 | $192,751.86 |
DisclosureSEC source: 0001209191-21-041572 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,824 F3 · 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 $229.72 to $229.76 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 |
| June 15, 2021 Filed Jun 17, 2021 21:29 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 46,279 | $229.06 | $10,600,667.74 |
DisclosureSEC source: 0001209191-21-041572 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,663 F3 · 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 $228.69 to $229.66 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 |
| June 15, 2021 Filed Jun 17, 2021 21:29 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 114,422 | $227.80 | $26,065,331.60 |
DisclosureSEC source: 0001209191-21-041572 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,942 F3 · 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 $227.50 to $228.46 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 |
| June 15, 2021 Filed Jun 17, 2021 21:29 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 38,460 | $227.17 | $8,736,958.20 |
DisclosureSEC source: 0001209191-21-041572 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,364 F3 · 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 $226.50 to $227.49 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 |
| June 15, 2021 Filed Jun 17, 2021 21:29 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041572 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,824 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. F2 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:29 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041572 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,824 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 15, 2022, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 26, 2021 Filed Jun 17, 2021 21:29 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 416,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041572 · doc4.xml · derivative · entry 9 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,000 Underlying: Class A Common Stock · 416,131 shares Expires not disclosed F9 · 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. F9 · 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. F9 · 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. F9 · 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 |
| May 26, 2021 Filed Jun 17, 2021 21:29 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 416,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041572 · doc4.xml · derivative · entry 8 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,631,216 Underlying: Class A Common Stock · 416,131 shares Expires not disclosed F9 · 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. F9 · 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. F9 · 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. F9 · 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. F10 · 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · derivative · entry 12 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,869 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. F13 · 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. F13 · 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. F13 · 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. F13 · 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,082 | $208.97 | $226,105.54 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 10 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,727 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $208.97 to $209.30 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 16,606 | $208.35 | $3,459,860.10 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 9 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,809 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $207.87 to $208.77 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 43,981 | $207.18 | $9,111,983.58 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 8 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,415 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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 $206.72 to $207.70 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 56,531 | $206.15 | $11,653,865.65 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,396 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 $205.70 to $206.59 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 13,271 | $205.35 | $2,725,199.85 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,927 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 $204.69 to $205.59 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 33,710 | $204.02 | $6,877,514.20 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,198 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 $203.64 to $204.56 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 22,320 | $203.15 | $4,534,308.00 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,908 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 $202.63 to $203.62 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 10,349 | $202.08 | $2,091,325.92 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,228 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 $201.62 to $202.61 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,150 | $200.80 | $431,720.00 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,577 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 $200.39 to $201.38 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 |
| May 18, 2021 Filed May 20, 2021 21:16 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034500 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,727 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · derivative · entry 13 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,869 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. F14 · 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. F14 · 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. F14 · 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. F14 · 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 3,990 | $252.34 | $1,006,836.60 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 11 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,727 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F12 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $252.23 to $253.15 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 5,402 | $251.52 | $1,358,711.04 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 10 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,717 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $251.22 to $251.85 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 10,630 | $250.62 | $2,664,090.60 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 9 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,119 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $250.21 to $251.09 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 8,195 | $249.55 | $2,045,062.25 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 8 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,749 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 $249.14 to $250.12 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 4,901 | $248.46 | $1,217,702.46 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,944 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 $248.03 to $248.97 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 15,649 | $247.18 | $3,868,119.82 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,845 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 $246.87 to $247.84 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 38,119 | $246.08 | $9,380,323.52 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,494 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 $245.81 to $246.69 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 59,675 | $245.39 | $14,643,648.25 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,613 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 $244.81 to $245.80 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 45,804 | $244.36 | $11,192,665.44 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,288 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 $243.76 to $244.75 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 7,635 | $243.11 | $1,856,144.85 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,092 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 $242.69 to $243.46 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 |
| April 19, 2021 Filed Apr 21, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027832 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,727 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 |
| April 01, 2021 Filed Apr 5, 2021 22:46 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025433 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,727 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · derivative · entry 14 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,869 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. F15 · 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. F15 · 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. F15 · 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. F15 · 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 7,006 | $251.42 | $1,761,448.52 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 12 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,683 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F13 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $251.24 to $251.717 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 43,102 | $250.73 | $10,806,964.46 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 11 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,689 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F12 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $250.2278 to $251.2207 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 32,832 | $249.74 | $8,199,463.68 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 10 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,791 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $249.2144 to $250.20 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 29,291 | $248.77 | $7,286,722.07 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 9 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,623 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $248.20 to $249.19 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 10,124 | $247.38 | $2,504,475.12 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 8 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,914 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 $247.07 to $247.61 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 17,882 | $246.44 | $4,406,840.08 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,038 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 $246.07 to $247.0213 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 12,655 | $245.36 | $3,105,030.80 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,920 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 $244.90 to $245.70 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 23,834 | $244.37 | $5,824,314.58 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,575 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 $243.79 to $244.78 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 13,374 | $243.35 | $3,254,562.90 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,409 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 $242.765 to $243.7048 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 6,300 | $241.94 | $1,524,222.00 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,783 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 $241.54 to $242.07 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 3,600 | $240.45 | $865,620.00 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,083 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 $240.29 to $240.58 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 |
| March 16, 2021 Filed Mar 18, 2021 22:22 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021857 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,683 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 |
| February 16, 2021 Filed Feb 18, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · derivative · entry 12 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783,869 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. F13 · 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. F13 · 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. F13 · 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. F13 · 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 |
| February 16, 2021 Filed Feb 18, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 6,216 | $282.32 | $1,754,901.12 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · nonDerivative · entry 10 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,683 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $282.03 to $282.62 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 |
| February 16, 2021 Filed Feb 18, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 16,046 | $281.45 | $4,516,146.70 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · nonDerivative · entry 9 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,899 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $280.98 to $281.96 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.