MCKELVEY JAMES MORGAN JR.

PrivateCIK: 1658460
Location

MIAMI, FL

MCKELVEY JAMES MORGAN JR. sold 98.1% of their position (200K shares) of BLOCK, INC. on the open market

Open‑market sale worth $48.60M — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 7 sales
InsiderMCKELVEY JAMES MORGAN JR.CIK 1658460
IssuerBLOCK, INC.CIK 1512673
Director
Since Jul 2018
-200K
Net shares
Net seller
$48.60M
Total sold
7
Open market trades
0B · 7S
9
Total transactions
200K acquired · 400K disposed
Non-Derivative Transactions8

Class A Common Stock

Direct
C · Conversion

Shares

+200K

Price / share

Trade value

% of position

5174.6%
7/13/2021
3.87K203.87K

Class A Common Stock

Direct
S · Sale

Shares

18.68K

Price / share

$240.78

Trade value

$4.50M

% of position

9.2%
7/13/2021
203.87K185.18K

Class A Common Stock

Direct
S · Sale

Shares

64.45K

Price / share

$241.57

Trade value

$15.57M

% of position

34.8%
7/13/2021
185.18K120.73K

Class A Common Stock

Direct
S · Sale

Shares

26.82K

Price / share

$242.62

Trade value

$6.51M

% of position

22.2%
7/13/2021
120.73K93.92K

Class A Common Stock

Direct
S · Sale

Shares

21.81K

Price / share

$243.83

Trade value

$5.32M

% of position

23.2%
7/13/2021
93.92K72.10K

Class A Common Stock

Direct
S · Sale

Shares

57.96K

Price / share

$244.58

Trade value

$14.17M

% of position

80.4%
7/13/2021
72.10K14.15K

Class A Common Stock

Direct
S · Sale

Shares

6.73K

Price / share

$245.51

Trade value

$1.65M

% of position

47.6%
7/13/2021
14.15K7.42K

Class A Common Stock

Direct
S · Sale

Shares

3.55K

Price / share

$246.49

Trade value

$875.04K

% of position

47.9%
7/13/2021
7.42K3.87K
Total

Net shares

+0.00

Net value

-$48.60M

Derivative Transactions1

Class B Common Stock

Direct
C · Conversion
Converts to

Class A Common Stock

200K shares

Shares

200K

Strike price

Held after

200K

Exercisable

7/13/2021
Non-Derivative Holdings (Post-Transaction)1

Class A Common Stock

Indirect
Shares owned175K
Total
175K indirect175K
Derivative Holdings (Post-Transaction)1

Class B Common Stock

Indirect
Underlying security
Class A Common Stock

Underlying shares

12.63M

Shares owned

12.63M

Exercise price

Expiration

Exercise window

Total

Underlying

12.63M

Owned

12.63M

MCKELVEY JAMES MORGAN JR. — Insider Transaction (Form 4) Filed Jul 15, 2021 | Finecho