James Morgan Mckelvey Jr.

CIK 1658460 · View on SEC EDGAR ↗

Insider

First SEC filing: May 4, 2023 · Latest: Feb. 6, 2025

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 43 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

43 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Nov. 9, 2023 EMR P 8,000 $85.50 $684,000 11,419 Direct +233.99% Acquired 82.5% (price as of 2026-08-21)
Aug. 17, 2021 XYZ S 10b5-1 4,089 $264.06 $1,079,741 3,865 Direct -51.41% Disposed -69.7% (price as of 2026-08-21)
Aug. 17, 2021 XYZ S 10b5-1 13,969 $263.00 $3,673,847 7,954 Direct -63.72% Disposed -69.6% (price as of 2026-08-21)
Aug. 17, 2021 XYZ S 10b5-1 5,448 $261.72 $1,425,851 21,923 Direct -19.90% Disposed -69.4% (price as of 2026-08-21)
Aug. 17, 2021 XYZ S 10b5-1 42,134 $260.67 $10,983,070 27,371 Direct -60.62% Disposed -69.3% (price as of 2026-08-21)
Aug. 17, 2021 XYZ S 10b5-1 90,945 $259.90 $23,636,606 69,505 Direct -56.68% Disposed -69.2% (price as of 2026-08-21)
Aug. 17, 2021 XYZ S 10b5-1 43,415 $258.91 $11,240,578 160,450 Direct -21.30% Disposed -69.1% (price as of 2026-08-21)
July 13, 2021 XYZ S 10b5-1 18,685 $240.78 $4,498,974 185,180 Direct -9.17% Disposed -66.7% (price as of 2026-08-21)
July 13, 2021 XYZ S 10b5-1 64,446 $241.57 $15,568,220 120,734 Direct -34.80% Disposed -66.9% (price as of 2026-08-21)
July 13, 2021 XYZ S 10b5-1 26,819 $242.62 $6,506,826 93,915 Direct -22.21% Disposed -67.0% (price as of 2026-08-21)
July 13, 2021 XYZ S 10b5-1 21,813 $243.83 $5,318,664 72,102 Direct -23.23% Disposed -67.2% (price as of 2026-08-21)
July 13, 2021 XYZ S 10b5-1 57,956 $244.58 $14,174,878 14,146 Direct -80.38% Disposed -67.3% (price as of 2026-08-21)
July 13, 2021 XYZ S 10b5-1 6,731 $245.51 $1,652,528 7,415 Direct -47.58% Disposed -67.4% (price as of 2026-08-21)
July 13, 2021 XYZ S 10b5-1 3,550 $246.49 $875,040 3,865 Direct -47.88% Disposed -67.5% (price as of 2026-08-21)
June 15, 2021 XYZ S 10b5-1 839 $229.74 $192,752 3,824 Direct -17.99% Disposed -65.1% (price as of 2026-08-21)
June 15, 2021 XYZ S 10b5-1 46,279 $229.06 $10,600,668 4,663 Direct -90.85% Disposed -65.0% (price as of 2026-08-21)
June 15, 2021 XYZ S 10b5-1 114,422 $227.80 $26,065,332 50,942 Direct -69.19% Disposed -64.8% (price as of 2026-08-21)
June 15, 2021 XYZ S 10b5-1 38,460 $227.17 $8,736,958 165,364 Direct -18.87% Disposed -64.7% (price as of 2026-08-21)
May 18, 2021 XYZ S 10b5-1 1,082 $208.97 $226,106 2,727 Direct -28.41% Disposed -61.7% (price as of 2026-08-21)
May 18, 2021 XYZ S 10b5-1 16,606 $208.35 $3,459,860 3,809 Direct -81.34% Disposed -61.6% (price as of 2026-08-21)
May 18, 2021 XYZ S 10b5-1 43,981 $207.18 $9,111,984 20,415 Direct -68.30% Disposed -61.3% (price as of 2026-08-21)
May 18, 2021 XYZ S 10b5-1 56,531 $206.15 $11,653,866 64,396 Direct -46.75% Disposed -61.2% (price as of 2026-08-21)
May 18, 2021 XYZ S 10b5-1 13,271 $205.35 $2,725,200 120,927 Direct -9.89% Disposed -61.0% (price as of 2026-08-21)
May 18, 2021 XYZ S 10b5-1 33,710 $204.02 $6,877,514 134,198 Direct -20.08% Disposed -60.7% (price as of 2026-08-21)
May 18, 2021 XYZ S 10b5-1 22,320 $203.15 $4,534,308 167,908 Direct -11.73% Disposed -60.6% (price as of 2026-08-21)
May 18, 2021 XYZ S 10b5-1 10,349 $202.08 $2,091,326 190,228 Direct -5.16% Disposed -60.4% (price as of 2026-08-21)
May 18, 2021 XYZ S 10b5-1 2,150 $200.80 $431,720 200,577 Direct -1.06% Disposed -60.1% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 3,990 $252.34 $1,006,837 2,727 Direct -59.40% Disposed -68.3% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 5,402 $251.52 $1,358,711 6,717 Direct -44.57% Disposed -68.2% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 10,630 $250.62 $2,664,091 12,119 Direct -46.73% Disposed -68.0% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 8,195 $249.55 $2,045,062 22,749 Direct -26.48% Disposed -67.9% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 4,901 $248.46 $1,217,702 30,944 Direct -13.67% Disposed -67.8% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 15,649 $247.18 $3,868,120 35,845 Direct -30.39% Disposed -67.6% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 38,119 $246.08 $9,380,324 51,494 Direct -42.54% Disposed -67.5% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 59,675 $245.39 $14,643,648 89,613 Direct -39.97% Disposed -67.4% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 45,804 $244.36 $11,192,665 149,288 Direct -23.48% Disposed -67.2% (price as of 2026-08-21)
April 19, 2021 XYZ S 10b5-1 7,635 $243.11 $1,856,145 195,092 Direct -3.77% Disposed -67.1% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 7,006 $251.42 $1,761,449 2,683 Direct -72.31% Disposed -68.1% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 43,102 $250.73 $10,806,964 9,689 Direct -81.65% Disposed -68.1% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 32,832 $249.74 $8,199,464 52,791 Direct -38.34% Disposed -67.9% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 29,291 $248.77 $7,286,722 85,623 Direct -25.49% Disposed -67.8% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 10,124 $247.38 $2,504,475 114,914 Direct -8.10% Disposed -67.6% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 17,882 $246.44 $4,406,840 125,038 Direct -12.51% Disposed -67.5% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 12,655 $245.36 $3,105,031 142,920 Direct -8.13% Disposed -67.4% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 23,834 $244.37 $5,824,315 155,575 Direct -13.28% Disposed -67.2% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 13,374 $243.35 $3,254,563 179,409 Direct -6.94% Disposed -67.1% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 6,300 $241.94 $1,524,222 192,783 Direct -3.16% Disposed -66.9% (price as of 2026-08-21)
March 16, 2021 XYZ S 10b5-1 3,600 $240.45 $865,620 199,083 Direct -1.78% Disposed -66.7% (price as of 2026-08-21)
Feb. 16, 2021 XYZ S 10b5-1 8,411 $273.79 $2,302,848 194,272 Direct -4.15% Disposed -70.8% (price as of 2026-08-21)
Feb. 16, 2021 XYZ S 10b5-1 6,216 $282.32 $1,754,901 2,683 Direct -69.85% Disposed -71.6% (price as of 2026-08-21)
Feb. 16, 2021 XYZ S 10b5-1 16,046 $281.45 $4,516,147 8,899 Direct -64.33% Disposed -71.5% (price as of 2026-08-21)
Feb. 16, 2021 XYZ S 10b5-1 15,349 $280.37 $4,303,399 24,945 Direct -38.09% Disposed -71.4% (price as of 2026-08-21)
Feb. 16, 2021 XYZ S 10b5-1 17,475 $279.38 $4,882,166 40,294 Direct -30.25% Disposed -71.3% (price as of 2026-08-21)
Feb. 16, 2021 XYZ S 10b5-1 15,960 $277.69 $4,431,932 57,769 Direct -21.65% Disposed -71.2% (price as of 2026-08-21)
Feb. 16, 2021 XYZ S 10b5-1 44,136 $277.08 $12,229,203 73,729 Direct -37.45% Disposed -71.1% (price as of 2026-08-21)
Feb. 16, 2021 XYZ S 10b5-1 52,522 $276.04 $14,498,173 117,865 Direct -30.83% Disposed -71.0% (price as of 2026-08-21)
Feb. 16, 2021 XYZ S 10b5-1 23,885 $275.11 $6,571,002 170,387 Direct -12.29% Disposed -70.9% (price as of 2026-08-21)

Showing latest 100 of 316 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Dec. 10, 2021 XYZ Class B Common Stock [F4] Class A Common Stock (372,191) 372,191 Disposed
Dec. 10, 2021 XYZ Class B Common Stock [F4] Class A Common Stock (372,191) 372,191 Acquired
Dec. 10, 2021 XYZ Class B Common Stock [F4] Class A Common Stock (372,191) 372,191 Disposed
Aug. 17, 2021 XYZ Class B Common Stock [F10] Class A Common Stock (200,000) 200,000 Disposed
July 13, 2021 XYZ Class B Common Stock [F11] Class A Common Stock (200,000) 200,000 Disposed
June 15, 2021 XYZ Class B Common Stock [F9] Class A Common Stock (200,000) 200,000 Disposed
May 26, 2021 XYZ Class B Common Stock [F9] Class A Common Stock (416,131) 416,131 Acquired
May 26, 2021 XYZ Class B Common Stock [F9] Class A Common Stock (416,131) 416,131 Disposed
May 18, 2021 XYZ Class B Common Stock [F13] Class A Common Stock (200,000) 200,000 Disposed
April 19, 2021 XYZ Class B Common Stock [F14] Class A Common Stock (200,000) 200,000 Disposed
March 16, 2021 XYZ Class B Common Stock [F15] Class A Common Stock (200,000) 200,000 Disposed
Feb. 16, 2021 XYZ Class B Common Stock [F13] Class A Common Stock (200,000) 200,000 Disposed
Jan. 19, 2021 XYZ Class B Common Stock [F8] Class A Common Stock (200,000) 200,000 Disposed
Dec. 18, 2020 XYZ Class B Common Stock [F3] Class A Common Stock (223,131) 223,131 Disposed
Dec. 14, 2020 XYZ Class B Common Stock [F9] Class A Common Stock (200,000) 200,000 Disposed
Nov. 16, 2020 XYZ Class B Common Stock [F9] Class A Common Stock (200,000) 200,000 Disposed
Oct. 13, 2020 XYZ Class B Common Stock [F9] Class A Common Stock (200,000) 200,000 Disposed
Sept. 15, 2020 XYZ Class B Common Stock [F12] Class A Common Stock (200,000) 200,000 Disposed
Aug. 18, 2020 XYZ Class B Common Stock [F9] Class A Common Stock (200,000) 200,000 Disposed
Dec. 20, 2019 XYZ Class B Common Stock [F3] Class A Common Stock (175,000) 175,000 Disposed
Dec. 18, 2018 XYZ Class B Common Stock [F2] Class A Common Stock (340,000) 340,000 Disposed
Dec. 12, 2018 XYZ Class B Common Stock [F6] Class A Common Stock (400,000) 400,000 Disposed
Nov. 16, 2018 XYZ Class B Common Stock [F7] Class A Common Stock (400,000) 400,000 Disposed
Oct. 24, 2018 XYZ Class B Common Stock [F9] Class A Common Stock (400,000) 400,000 Disposed
Sept. 18, 2018 XYZ Class B Common Stock [F6] Class A Common Stock (400,000) 400,000 Disposed
Sept. 10, 2018 XYZ Class B Common Stock [F2] Class A Common Stock (678,000) 678,000 Disposed
Aug. 10, 2018 XYZ Class B Common Stock [F6] Class A Common Stock (5,200,000) 5,200,000 Acquired
Aug. 10, 2018 XYZ Class B Common Stock [F6] Class A Common Stock (5,200,000) 5,200,000 Disposed
Aug. 10, 2018 XYZ Class B Common Stock [F6] Class A Common Stock (400,000) 400,000 Disposed
July 9, 2018 XYZ Class B Common Stock [F6] Class A Common Stock (400,000) 400,000 Disposed
June 11, 2018 XYZ Class B Common Stock [F4] Class A Common Stock (400,000) 400,000 Disposed
May 14, 2018 XYZ Class B Common Stock [F5] Class A Common Stock (400,000) 400,000 Disposed
April 16, 2018 XYZ Class B Common Stock [F4] Class A Common Stock (400,000) 400,000 Disposed
March 13, 2018 XYZ Class B Common Stock [F6] Class A Common Stock (400,000) 400,000 Disposed
Feb. 20, 2018 XYZ Class B Common Stock [F5] Class A Common Stock (400,000) 400,000 Disposed
Jan. 16, 2018 XYZ Class B Common Stock [F6] Class A Common Stock (400,000) 400,000 Disposed
Dec. 11, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (400,000) 400,000 Disposed
Nov. 13, 2017 XYZ Class B Common Stock [F5] Class A Common Stock (400,000) 400,000 Disposed
Oct. 17, 2017 XYZ Class B Common Stock [F5] Class A Common Stock (400,000) 400,000 Disposed
Sept. 11, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (400,000) 400,000 Disposed
Aug. 15, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (400,000) 400,000 Disposed
June 5, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (90,000) 90,000 Disposed
May 18, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (3,628,749) 3,628,749 Acquired
May 18, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (3,628,749) 3,628,749 Disposed
May 8, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (90,000) 90,000 Disposed
April 11, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (90,000) 90,000 Disposed
March 20, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (90,000) 90,000 Disposed
Feb. 14, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (90,000) 90,000 Disposed
Feb. 13, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (339,443) 339,443 Disposed
Jan. 10, 2017 XYZ Class B Common Stock [F4] Class A Common Stock (90,000) 90,000 Disposed
Dec. 12, 2016 XYZ Class B Common Stock [F4] Class A Common Stock (400,000) 400,000 Disposed
Nov. 7, 2016 XYZ Class B Common Stock [F4] Class A Common Stock (818,330) 818,330 Disposed
Nov. 7, 2016 XYZ Class B Common Stock [F4] Class A Common Stock (400,000) 400,000 Disposed
Oct. 18, 2016 XYZ Class B Common Stock [F4] Class A Common Stock (400,000) 400,000 Disposed
Sept. 13, 2016 XYZ Class B Common Stock [F5] Class A Common Stock (69,303) 69,303 Disposed
Sept. 12, 2016 XYZ Class B Common Stock [F5] Class A Common Stock (330,697) 330,697 Disposed
Aug. 15, 2016 XYZ Class B Common Stock [F4] Class A Common Stock (400,000) 400,000 Disposed
April 26, 2016 XYZ Class B Common Stock [F4] Class A Common Stock (200,000) 200,000 Disposed
Nov. 24, 2015 XYZ Class B Common Stock [F1,F3] Class A Common Stock (21,876,096) 21,876,096 Acquired
Nov. 24, 2015 XYZ Class B Common Stock [F1,F3] Class A Common Stock (5,469,024) 5,469,024 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
May 4, 2023 EMR Common Stock 2,000 Direct
Nov. 18, 2015 XYZ Common Stock [F1] 5,469,024 Direct
Nov. 18, 2015 XYZ Common Stock [F1] 21,876,096 Indirect