James Morgan Mckelvey Jr.
CIK 1658460 · View on SEC EDGAR ↗
First SEC filing: May 4, 2023 · Latest: Feb. 6, 2025
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| 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.