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 |
|---|---|---|---|---|---|---|
| September 10, 2018 Filed Sep 12, 2018 20:45 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 678,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050647 · doc4.xml · derivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,522,000 Underlying: Class A Common Stock · 678,000 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. F2 · 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. F2 · 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. F2 · 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. F2 · 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 10, 2018 Filed Sep 12, 2018 20:45 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 678,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050647 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,175 Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 20:45 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 678,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050647 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,175 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 |
| August 10, 2018 Filed Aug 14, 2018 21:07 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 5,200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046641 · doc4.xml · derivative · entry 7 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,200,000 Underlying: Class A Common Stock · 5,200,000 shares Expires not disclosed F6 · 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. F6 · 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. F6 · 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. F6 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 21:07 UTC | Block, Inc. SQ · Entity 3041 | GiftClass B Common Stock · Derivative | 5,200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046641 · doc4.xml · derivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 13,047,347 Underlying: Class A Common Stock · 5,200,000 shares Expires not disclosed F6 · 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. F6 · 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. F6 · 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. F6 · 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. F7 · 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 |
| August 10, 2018 Filed Aug 14, 2018 21:07 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046641 · doc4.xml · derivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 400,000 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. F6 · 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. F6 · 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. F6 · 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. F6 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 21:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 219,049 | $71.81 | $15,729,908.69 |
DisclosureSEC source: 0001209191-18-046641 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,175 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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 $71.33 to $72.11 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 21:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 156,335 | $70.71 | $11,054,447.85 |
DisclosureSEC source: 0001209191-18-046641 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,224 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 $70.31 to $71.31 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 21:07 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 24,616 | $69.86 | $1,719,673.76 |
DisclosureSEC source: 0001209191-18-046641 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,559 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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 $69.28 to $70.21 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 21:07 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046641 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 21:04 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042358 · doc4.xml · derivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Class A Common Stock · 400,000 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. F6 · 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. F6 · 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. F6 · 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. F6 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 21:04 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 13,614 | $67.18 | $914,588.52 |
DisclosureSEC source: 0001209191-18-042358 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,175 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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 $66.97 to $67.23 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 21:04 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 98,696 | $66.40 | $6,553,414.40 |
DisclosureSEC source: 0001209191-18-042358 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,789 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 $65.96 to $66.95 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 |
| July 09, 2018 Filed Jul 11, 2018 21:04 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 287,690 | $65.41 | $18,817,802.90 |
DisclosureSEC source: 0001209191-18-042358 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,485 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 $64.95 to $65.94 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 |
| July 09, 2018 Filed Jul 11, 2018 21:04 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042358 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 21:11 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041739 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,175 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 19, 2018 Filed Jun 21, 2018 23:02 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 3,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039039 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,013 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 19, 2019, or the Issuer's next annual meeting of stockholders. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:06 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037443 · doc4.xml · derivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800,000 Underlying: Class A Common Stock · 400,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:06 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 400,000 | $61.56 | $24,624,000.00 |
DisclosureSEC source: 0001209191-18-037443 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,223 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 $61.23 to $62.17 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 11, 2018 Filed Jun 13, 2018 20:06 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037443 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,223 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 |
| May 14, 2018 Filed May 16, 2018 20:51 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030560 · doc4.xml · derivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200,000 Underlying: Class A Common Stock · 400,000 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. F5 · 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. F5 · 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. F5 · 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. F5 · 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 14, 2018 Filed May 16, 2018 20:51 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 226,185 | $55.63 | $12,582,671.55 |
DisclosureSEC source: 0001209191-18-030560 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,223 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 $55.08 to $55.97 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 |
| May 14, 2018 Filed May 16, 2018 20:51 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 173,815 | $54.48 | $9,469,441.20 |
DisclosureSEC source: 0001209191-18-030560 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,408 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 $54.08 to $55.06 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 14, 2018 Filed May 16, 2018 20:51 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030560 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,223 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 16, 2018 Filed Apr 18, 2018 20:20 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-025365 · doc4.xml · derivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600,000 Underlying: Class A Common Stock · 400,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 20:20 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 900 | $47.60 | $42,840.00 |
DisclosureSEC source: 0001209191-18-025365 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,223 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 |
| April 16, 2018 Filed Apr 18, 2018 20:20 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 399,100 | $46.90 | $18,717,790.00 |
DisclosureSEC source: 0001209191-18-025365 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,123 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 $46.50 to $47.48 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 16, 2018 Filed Apr 18, 2018 20:20 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-025365 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,223 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 02, 2018 Filed Apr 4, 2018 21:38 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023847 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,223 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 13, 2018 Filed Mar 15, 2018 20:05 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019817 · doc4.xml · derivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000,000 Underlying: Class A Common Stock · 400,000 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. F6 · 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. F6 · 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. F6 · 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. F6 · 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 13, 2018 Filed Mar 15, 2018 20:05 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 19,458 | $53.33 | $1,037,695.14 |
DisclosureSEC source: 0001209191-18-019817 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,020 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 $53.24 to $53.40 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 |
| March 13, 2018 Filed Mar 15, 2018 20:05 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 142,454 | $52.64 | $7,498,778.56 |
DisclosureSEC source: 0001209191-18-019817 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,478 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 $52.15 to $53.11 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 13, 2018 Filed Mar 15, 2018 20:05 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 238,088 | $51.73 | $12,316,292.24 |
DisclosureSEC source: 0001209191-18-019817 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,932 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 $51.13 to $52.09 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 |
| March 13, 2018 Filed Mar 15, 2018 20:05 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019817 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,020 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 20, 2018 Filed Feb 22, 2018 21:53 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012491 · doc4.xml · derivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400,000 Underlying: Class A Common Stock · 400,000 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. F5 · 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. F5 · 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. F5 · 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. F5 · 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 20, 2018 Filed Feb 22, 2018 21:53 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 302,337 | $45.91 | $13,880,291.67 |
DisclosureSEC source: 0001209191-18-012491 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,020 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 $45.50 to $46.39 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 20, 2018 Filed Feb 22, 2018 21:53 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 97,663 | $44.87 | $4,382,138.81 |
DisclosureSEC source: 0001209191-18-012491 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,357 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 $44.43 to $45.34 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 20, 2018 Filed Feb 22, 2018 21:53 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012491 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,020 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 16, 2018 Filed Jan 18, 2018 21:44 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004272 · doc4.xml · derivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800,000 Underlying: Class A Common Stock · 400,000 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. F6 · 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. F6 · 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. F6 · 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. F6 · 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 16, 2018 Filed Jan 18, 2018 21:44 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 9,436 | $40.85 | $385,460.60 |
DisclosureSEC source: 0001209191-18-004272 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,020 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 $40.83 to $40.86 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 |
| January 16, 2018 Filed Jan 18, 2018 21:44 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 213,176 | $40.03 | $8,533,435.28 |
DisclosureSEC source: 0001209191-18-004272 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,456 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 $39.78 to $40.67 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 16, 2018 Filed Jan 18, 2018 21:44 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 177,388 | $39.44 | $6,996,182.72 |
DisclosureSEC source: 0001209191-18-004272 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,632 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 $38.78 to $39.75 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 |
| January 16, 2018 Filed Jan 18, 2018 21:44 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004272 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,020 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 02, 2018 Filed Jan 4, 2018 22:40 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002125 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,020 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 11, 2017 Filed Dec 13, 2017 21:33 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065433 · doc4.xml · derivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200,000 Underlying: Class A Common Stock · 400,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 21:33 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 400,000 | $38.15 | $15,260,000.00 |
DisclosureSEC source: 0001209191-17-065433 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,732 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 $37.78 to $38.50 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 |
| December 11, 2017 Filed Dec 13, 2017 21:33 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065433 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 467,732 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 24, 2017 Filed Dec 13, 2017 21:33 UTC | Block, Inc. SQ · Entity 3041 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065433 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,732 Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 22:11 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-060939 · doc4.xml · derivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600,000 Underlying: Class A Common Stock · 400,000 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. F5 · 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. F5 · 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. F5 · 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. F5 · 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 13, 2017 Filed Nov 15, 2017 22:11 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 145,066 | $39.72 | $5,762,021.52 |
DisclosureSEC source: 0001209191-17-060939 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,732 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 $39.48 to $40.16 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.