McKelvey James Morgan Jr.

Director · XYZ, EMR

As of 2026-09-16, McKelvey James Morgan Jr. has 6 Form 4 transactions on record across 2 companies — 3 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $3.6MIndirect: $0$3.6Mas of 2026-09-16
  • Direct $3.6M
  • Indirect $0
EMRdirect16,013 sh$2.3M
XYZdirect16,151 sh$1.2M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

EMR · 4 trades
2026-02-03: Award / grant, 1,251 sh2026-02-03: Award / grant, 1,251 sh2025-02-04: Award / grant, 1,476 sh2025-02-04: Award / grant, 1,476 sh
XYZ · 2 trades
2026-06-16: Award / grant, 3,682 sh ($0)2025-06-17: Award / grant, 4,343 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
6 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-06-16XYZAward / grant3,68216,151Form 4
2026-02-03EMRAward / grant1,25116,013Form 4
2026-02-03EMRAward / grant1,25116,013Form 4
2025-06-17XYZAward / grant4,34312,469Form 4
2025-02-04EMRAward / grant1,47614,762Form 4
2025-02-04EMRAward / grant1,47614,762Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.