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 |
|---|---|---|---|---|---|---|
| October 19, 2016 Filed Oct 20, 2016 21:44 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 57 | $11.27 | $642.39 |
DisclosureSEC source: 0001209191-16-146512 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,997 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 |
| October 18, 2016 Filed Oct 20, 2016 21:44 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-146512 · doc4.xml · derivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,069,024 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 |
| October 18, 2016 Filed Oct 20, 2016 21:44 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 399,943 | $11.24 | $4,495,359.32 |
DisclosureSEC source: 0001209191-16-146512 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,054 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 $11.02 to $11.33 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 18, 2016 Filed Oct 20, 2016 21:44 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-146512 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,997 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 03, 2016 Filed Oct 5, 2016 21:19 UTC | Block, Inc. SQ · Entity 3041 | GrantClass A Common Stock | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145073 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,997 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 13, 2016 Filed Sep 14, 2016 21:47 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 69,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141456 · doc4.xml · derivative · entry 6 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,469,024 Underlying: Class A Common Stock · 69,303 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 |
| September 13, 2016 Filed Sep 14, 2016 21:47 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 69,303 | $11.22 | $777,579.66 |
DisclosureSEC source: 0001209191-16-141456 · doc4.xml · nonDerivative · entry 4 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,140 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 $11.13 to $11.38 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 13, 2016 Filed Sep 14, 2016 21:47 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 69,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141456 · doc4.xml · nonDerivative · entry 3 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,443 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 |
| September 12, 2016 Filed Sep 14, 2016 21:47 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass B Common Stock · Derivative | 330,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141456 · doc4.xml · derivative · entry 5 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,538,327 Underlying: Class A Common Stock · 330,697 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 |
| September 12, 2016 Filed Sep 14, 2016 21:47 UTC | Block, Inc. SQ · Entity 3041 | SaleClass A Common Stock | 330,697 | $11.28 | $3,730,262.16 |
DisclosureSEC source: 0001209191-16-141456 · doc4.xml · nonDerivative · entry 2 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,140 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 $11.10 to $11.34 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 |
| September 12, 2016 Filed Sep 14, 2016 21:47 UTC | Block, Inc. SQ · Entity 3041 | ConversionClass A Common Stock | 330,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141456 · doc4.xml · nonDerivative · entry 1 McKelvey James Morgan Jr. · CIK 0001658460 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,837 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.