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 |
|---|---|---|---|---|---|---|
| February 16, 2021 Filed Feb 18, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 15,349 | $280.37 | $4,303,399.13 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · nonDerivative · entry 8 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,945 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 $279.92 to $280.91 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 | 17,475 | $279.38 | $4,882,165.50 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · nonDerivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,294 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 $278.92 to $279.91 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 | 15,960 | $277.69 | $4,431,932.40 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,769 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 $277.53 to $277.88 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 | 44,136 | $277.08 | $12,229,202.88 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,729 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 $276.53 to $277.46 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 |
| February 16, 2021 Filed Feb 18, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 52,522 | $276.04 | $14,498,172.88 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,865 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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 $275.52 to $276.47 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 | 23,885 | $275.11 | $6,571,002.35 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,387 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 $274.50 to $275.49 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 |
| February 16, 2021 Filed Feb 18, 2021 21:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 8,411 | $273.79 | $2,302,847.69 |
DisclosureSEC source: 0001209191-21-011801 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,272 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 $273.48 to $273.95 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 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011801 · 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 |
| January 19, 2021 Filed Jan 21, 2021 22:33 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-004711 · doc4.xml · derivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 983,869 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. F8 · 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. F8 · 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. F8 · 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. F8 · 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 |
| January 19, 2021 Filed Jan 21, 2021 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 58,222 | $227.05 | $13,219,305.10 |
DisclosureSEC source: 0001209191-21-004711 · doc4.xml · nonDerivative · entry 5 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. 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 $226.74 to $227.55 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 |
| January 19, 2021 Filed Jan 21, 2021 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 43,453 | $226.08 | $9,823,854.24 |
DisclosureSEC source: 0001209191-21-004711 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,905 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 $225.68 to $226.66 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 |
| January 19, 2021 Filed Jan 21, 2021 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 70,571 | $225.03 | $15,880,592.13 |
DisclosureSEC source: 0001209191-21-004711 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,358 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 $224.59 to $225.56 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 |
| January 19, 2021 Filed Jan 21, 2021 22:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 27,754 | $224.13 | $6,220,504.02 |
DisclosureSEC source: 0001209191-21-004711 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,929 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 $223.55 to $224.53 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 |
| January 19, 2021 Filed Jan 21, 2021 22:33 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-004711 · 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 |
| January 04, 2021 Filed Jan 6, 2021 22:14 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002197 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,683 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 18, 2020 Filed Dec 22, 2020 20:18 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 223,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064806 · doc4.xml · derivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,183,869 Underlying: Class A Common Stock · 223,131 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. F3 · 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. F3 · 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. F3 · 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. F3 · 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 18, 2020 Filed Dec 22, 2020 20:18 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064806 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,638 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 20:18 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 223,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064806 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,638 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 |
| December 14, 2020 Filed Dec 16, 2020 22:24 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063845 · doc4.xml · derivative · entry 9 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,407,000 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. F1 · 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 |
| December 14, 2020 Filed Dec 16, 2020 22:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 363 | $220.31 | $79,972.53 |
DisclosureSEC source: 0001209191-20-063845 · doc4.xml · nonDerivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,507 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 22:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 15,798 | $219.41 | $3,466,239.18 |
DisclosureSEC source: 0001209191-20-063845 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,870 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 $219.05 to $219.99 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 |
| December 14, 2020 Filed Dec 16, 2020 22:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 56,037 | $218.40 | $12,238,480.80 |
DisclosureSEC source: 0001209191-20-063845 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,668 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 $217.96 to $218.92 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 |
| December 14, 2020 Filed Dec 16, 2020 22:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 49,959 | $217.55 | $10,868,580.45 |
DisclosureSEC source: 0001209191-20-063845 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,705 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 $216.96 to $217.94 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 |
| December 14, 2020 Filed Dec 16, 2020 22:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 48,991 | $216.37 | $10,600,182.67 |
DisclosureSEC source: 0001209191-20-063845 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,664 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 $215.88 to $216.81 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 |
| December 14, 2020 Filed Dec 16, 2020 22:24 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 28,852 | $215.54 | $6,218,760.08 |
DisclosureSEC source: 0001209191-20-063845 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,655 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 $214.88 to $215.87 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 |
| December 14, 2020 Filed Dec 16, 2020 22:24 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063845 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,507 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 |
| November 17, 2020 Filed Nov 18, 2020 22:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 163 | $179.98 | $29,336.74 |
DisclosureSEC source: 0001209191-20-059171 · doc4.xml · nonDerivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,507 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 22:09 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059171 · doc4.xml · derivative · entry 9 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,607,000 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. F1 · 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 |
| November 16, 2020 Filed Nov 18, 2020 22:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 17,172 | $178.30 | $3,061,767.60 |
DisclosureSEC source: 0001209191-20-059171 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,670 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 $177.94 to $178.86 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 |
| November 16, 2020 Filed Nov 18, 2020 22:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 114,717 | $177.42 | $20,353,090.14 |
DisclosureSEC source: 0001209191-20-059171 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,842 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 $176.94 to $177.90 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 |
| November 16, 2020 Filed Nov 18, 2020 22:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 41,308 | $176.47 | $7,289,622.76 |
DisclosureSEC source: 0001209191-20-059171 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,559 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 $175.94 to $176.91 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 |
| November 16, 2020 Filed Nov 18, 2020 22:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 24,330 | $175.48 | $4,269,428.40 |
DisclosureSEC source: 0001209191-20-059171 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,867 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 $174.94 to $175.91 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 |
| November 16, 2020 Filed Nov 18, 2020 22:09 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 2,310 | $174.06 | $402,078.60 |
DisclosureSEC source: 0001209191-20-059171 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,197 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 $173.83 to $174.40 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 |
| November 16, 2020 Filed Nov 18, 2020 22:09 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059171 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,507 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 |
| October 13, 2020 Filed Oct 15, 2020 21:22 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-054923 · doc4.xml · derivative · entry 8 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,807,000 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. F1 · 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 |
| October 13, 2020 Filed Oct 15, 2020 21:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 5,668 | $190.96 | $1,082,361.28 |
DisclosureSEC source: 0001209191-20-054923 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,507 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 $190.93 to $191.14 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 |
| October 13, 2020 Filed Oct 15, 2020 21:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 117,477 | $190.38 | $22,365,271.26 |
DisclosureSEC source: 0001209191-20-054923 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,175 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 $189.93 to $190.90 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 |
| October 13, 2020 Filed Oct 15, 2020 21:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 46,555 | $189.46 | $8,820,310.30 |
DisclosureSEC source: 0001209191-20-054923 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,652 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 $188.87 to $189.86 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 |
| October 13, 2020 Filed Oct 15, 2020 21:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 23,434 | $188.02 | $4,406,060.68 |
DisclosureSEC source: 0001209191-20-054923 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,207 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 $187.87 to $188.61 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 |
| October 13, 2020 Filed Oct 15, 2020 21:22 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 6,866 | $187.28 | $1,285,864.48 |
DisclosureSEC source: 0001209191-20-054923 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,641 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 $186.85 to $187.78 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 |
| October 13, 2020 Filed Oct 15, 2020 21:22 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-054923 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,507 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 |
| October 01, 2020 Filed Oct 5, 2020 21:13 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053737 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,507 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 |
| September 15, 2020 Filed Sep 17, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-050957 · doc4.xml · derivative · entry 11 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,007,000 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. F12 · 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. F12 · 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. F12 · 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. F12 · 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 |
| September 15, 2020 Filed Sep 17, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 1,701 | $157.89 | $268,570.89 |
DisclosureSEC source: 0001209191-20-050957 · doc4.xml · nonDerivative · entry 9 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,446 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 $157.75 to $157.99 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 |
| September 15, 2020 Filed Sep 17, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 8,306 | $156.94 | $1,303,543.64 |
DisclosureSEC source: 0001209191-20-050957 · doc4.xml · nonDerivative · entry 8 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,147 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 $156.52 to $157.27 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 |
| September 15, 2020 Filed Sep 17, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 19,057 | $155.94 | $2,971,748.58 |
DisclosureSEC source: 0001209191-20-050957 · doc4.xml · nonDerivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,453 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 $155.52 to $156.49 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 |
| September 15, 2020 Filed Sep 17, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 39,539 | $154.82 | $6,121,427.98 |
DisclosureSEC source: 0001209191-20-050957 · doc4.xml · nonDerivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,510 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 $154.51 to $155.50 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 |
| September 15, 2020 Filed Sep 17, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 57,653 | $154.02 | $8,879,715.06 |
DisclosureSEC source: 0001209191-20-050957 · doc4.xml · nonDerivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,049 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 $153.50 to $154.47 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 |
| September 15, 2020 Filed Sep 17, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 44,165 | $153.01 | $6,757,686.65 |
DisclosureSEC source: 0001209191-20-050957 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,702 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 $152.50 to $153.46 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 |
| September 15, 2020 Filed Sep 17, 2020 21:01 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 20,328 | $151.89 | $3,087,619.92 |
DisclosureSEC source: 0001209191-20-050957 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,867 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 $151.46 to $152.36 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.