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Company Analysis

SQ Insider Trading

Block, Inc. | Services-Prepackaged Software

Comprehensive Trading Performance Summary

The investment history of corporate insiders at Block, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Services-Prepackaged Software sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2017-03-31 01:59 2017-03-28 Friar Sarah Officer - Chief Financial Officer SELL $17.25 38,400 $662,400 76,800 -33.3%
2017-03-24 01:21 2017-03-21 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $16.80 381,500 $6,410,116 0 -100.0%
2017-03-22 20:39 2017-03-20 McKelvey James Morgan Jr. Director, 10% owner SELL $17.25 90,000 $1,552,500 95,730 -48.5%
2017-03-09 23:24 2017-03-07 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $16.73 381,500 $6,383,067 0 -100.0%
2017-03-03 05:37 2017-02-28 Khosla Ventures III, L.P. 10% owner SELL $17.30 1,000,000 $17,304,000 9,000,000 -10.0%
2017-02-27 22:32 2017-02-23 Brougher Francoise Officer - Business Lead OPT+S $16.91 115,385 $1,951,160 92,981 0.0%
2017-02-24 00:11 2017-02-21 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $14.56 381,500 $5,552,923 0 -100.0%
2017-02-16 01:15 2017-02-14 McKelvey James Morgan Jr. Director, 10% owner SELL $14.30 90,000 $1,287,000 95,730 -48.5%
2017-02-10 02:05 2017-02-07 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $14.39 381,500 $5,488,068 0 -100.0%
2017-01-31 00:58 2017-01-26 Brougher Francoise Officer - Business Lead SELL $14.33 7,152 $102,488 92,981 -7.1%
2017-01-31 00:56 2017-01-26 Friar Sarah Officer - Chief Financial Officer SELL $14.50 3,155 $45,748 110,585 -2.8%
2017-01-31 00:54 2017-01-26 Henry Alyssa Officer - Seller Lead SELL $14.50 5,905 $85,623 215,313 -2.7%
2017-01-26 23:27 2017-01-24 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $14.56 381,500 $5,552,923 0 -100.0%
2017-01-24 02:38 2017-01-19 Brougher Francoise Officer - Business Lead OPT+S $14.77 57,692 $852,111 100,133 0.0%
2017-01-13 01:45 2017-01-10 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $15.17 381,500 $5,787,241 0 -100.0%
2017-01-13 01:42 2017-01-10 McKelvey James Morgan Jr. Director, 10% owner SELL $15.13 90,000 $1,361,700 95,730 -48.5%
2017-01-11 01:27 2017-01-06 Summers Lawrence Henry Director SELL $15.00 23,125 $346,875 27,382 -45.8%
2017-01-10 01:49 2017-01-05 Brougher Francoise Officer - Business Lead OPT+S $14.08 57,693 $812,433 100,133 0.0%
2016-12-29 18:31 2016-12-27 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $14.09 381,500 $5,375,755 0 -100.0%
2016-12-24 00:50 2016-12-22 Brougher Francoise Officer - Business Lead OPT+S $14.07 57,692 $811,496 100,133 0.0%
2016-12-16 00:37 2016-12-13 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $13.90 381,500 $5,301,706 0 -100.0%
2016-12-14 00:04 2016-12-12 McKelvey James Morgan Jr. Director, 10% owner SELL $13.85 400,000 $5,540,000 94,997 -80.8%
2016-12-09 03:21 2016-12-07 Brougher Francoise Officer - Business Lead OPT+S $14.01 173,077 $2,424,774 100,133 0.0%
2016-12-09 02:48 2016-12-07 Summers Lawrence Henry Director SELL $13.75 23,125 $317,969 27,382 -45.8%
2016-12-02 00:31 2016-11-29 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $12.56 381,500 $4,793,357 0 -100.0%
2016-12-01 03:44 2016-11-28 Khosla Ventures III, L.P. 10% owner SELL $12.67 2,000,000 $25,345,800 5,000,000 -28.6%
2016-11-18 03:24 2016-11-15 Dorsey Jack Director, Officer, 10% owner - President, CEO & Chairman SELL $12.19 381,500 $4,649,913 0 -100.0%
2016-11-18 02:42 2016-11-16 Brougher Francoise Officer - Business Lead SELL $11.83 2,042 $24,151 100,133 -2.0%
2016-11-10 04:04 2016-11-07 McKelvey James Morgan Jr. Director, 10% owner SELL $12.27 400,000 $4,908,000 94,997 -80.8%
2016-11-05 01:58 2016-11-03 Brougher Francoise Officer - Business Lead OPT+S $12.00 173,077 $2,076,924 100,133 0.0%
2016-10-29 00:22 2016-10-26 Henry Alyssa Officer - Seller Lead SELL $11.05 5,408 $59,758 219,857 -2.4%
2016-10-29 00:21 2016-10-26 Friar Sarah Officer - Chief Financial Officer SELL $11.05 2,704 $29,879 111,698 -2.4%
2016-10-29 00:20 2016-10-26 Brougher Francoise Officer - Business Lead SELL $11.08 7,152 $79,244 100,133 -6.7%
2016-10-29 00:19 2016-10-26 Wagner Dana Officer - Gen. Counsel & Corp. Secretary SELL $11.06 6,914 $76,469 264,401 -2.5%
2016-10-21 00:44 2016-10-18 McKelvey James Morgan Jr. Director, 10% owner SELL $11.24 400,000 $4,496,000 94,997 -80.8%
2016-10-01 00:14 2016-09-28 Brougher Francoise Officer - Business Lead OPT+S $12.00 57,692 $692,304 107,285 0.0%
2016-09-15 00:47 2016-09-12 McKelvey James Morgan Jr. Director, 10% owner SELL $11.27 400,000 $4,507,840 94,140 -80.9%
2016-09-07 00:49 2016-09-01 Brougher Francoise Officer - Business Lead OPT+S $12.12 57,693 $699,239 107,285 0.0%
2016-08-26 00:41 2016-08-23 Brougher Francoise Officer - Business Lead OPT+S $12.26 115,384 $1,414,608 107,285 0.0%
2016-08-26 00:36 2016-08-23 Wagner Dana Officer - Gen. Counsel & Corp. Secretary OPT+S $12.27 50,000 $613,500 271,315 0.0%
2016-08-26 00:29 2016-08-23 Summers Lawrence Henry Director SELL $12.50 23,125 $289,063 27,382 -45.8%
2016-08-18 01:07 2016-08-15 McKelvey James Morgan Jr. Director, 10% owner SELL $11.49 400,000 $4,596,000 94,140 -80.9%
2016-08-10 01:25 2016-08-05 Brougher Francoise Officer - Business Lead SELL $11.03 4,446 $49,039 107,285 -4.0%
2016-08-10 01:23 2016-08-05 Wagner Dana Officer - Gen. Counsel & Corp. Secretary OPT+S $11.29 50,000 $564,500 271,315 0.0%
2016-08-10 01:20 2016-08-05 Summers Lawrence Henry Director SELL $11.08 115,625 $1,281,125 27,382 -80.9%
2016-07-29 00:44 2016-07-26 Henry Alyssa Officer - Seller Lead SELL $9.77 5,379 $52,553 225,265 -2.3%
2016-07-29 00:39 2016-07-26 Brougher Francoise Officer - Business Lead SELL $9.77 2,706 $26,438 111,731 -2.4%
2016-07-29 00:36 2016-07-26 Friar Sarah Officer - Chief Financial Officer SELL $9.77 2,690 $26,281 114,402 -2.3%
2016-07-29 00:33 2016-07-26 Wagner Dana Officer - Gen. Counsel & Corp. Secretary SELL $9.77 6,953 $67,931 271,315 -2.5%
2016-06-18 00:51 2016-06-16 Brougher Francoise Officer - Business Lead SELL $8.65 2,655 $22,966 114,437 -2.3%
SHOW ENTRIES

How to Interpret $SQ Trades

Not every insider transaction in Block, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $SQ shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for SQ

Insider activity data for Block, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $SQ, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.