SEC CIK 1228541
MORGAN CALVERT A JR
Reported ownership across 2 companies, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| CPKview stock → | 47,302 | 2021-05-05 |
| WSFSview stock → | 21,975 | 2018-08-10 |
Position History — WSFS
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — WSFS
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2018-08-10 | Grant / award | 692 | $0.00 | 21,975 |
| 2018-02-22 | J | 0 | $0.00 | 10,200 |
| 2017-08-11 | Grant / award | 809 | $43.30 | 21,283 |
| 2016-08-25 | Grant / award | 226 | $0.00 | 20,474 |
| 2016-08-12 | Grant / award | 722 | $0.00 | 20,248 |
| 2015-08-14 | Grant / award | 926 | $0.00 | 19,526 |
| 2014-12-16 | Grant / award | 153 | $0.00 | 6,200 |
| 2014-11-12 | Option exercise (derivative) | 3,500 | $0.00 | 0 |
| 2014-11-12 | Disposition to issuer | 3,500 | $77.60 | 6,047 |
| 2014-11-12 | Grant / award | 3,500 | $58.75 | 9,547 |
| 2014-08-08 | Grant / award | 367 | $0.00 | 6,047 |
| 2014-06-10 | Option exercise (derivative) | 2,500 | $0.00 | 0 |
| 2014-06-10 | Option exercise | 2,500 | $49.99 | 8,180 |
| 2014-06-10 | Open-market sale | 2,500 | $71.05 | 5,680 |
| 2013-12-12 | Grant / award | 312 | $0.00 | 5,680 |
| 2013-12-03 | Option exercise (derivative) | 2,310 | $0.00 | 0 |
| 2013-12-03 | Option exercise | 2,310 | $46.39 | 7,678 |
| 2013-12-03 | Open-market sale | 2,310 | $75.03 | 5,368 |
| 2012-12-18 | Grant / award | 555 | $0.00 | 5,368 |
| 2011-12-15 | Grant / award | 643 | $36.32 | 4,813 |
| 2010-12-16 | Grant / award | 495 | $47.22 | 4,170 |
| 2010-12-02 | Open-market buy | 500 | $44.34 | 3,400 |
| 2009-10-28 | Open-market buy | 500 | $27.79 | 2,900 |
| 2009-09-01 | Open-market buy | 500 | $26.45 | 2,400 |
| 2009-07-31 | Grant / award | 435 | $26.87 | 3,675 |
| 2009-02-02 | Grant / award | 505 | $23.19 | 3,240 |
| 2008-12-17 | Grant / award (derivative) | 2,310 | $0.00 | 2,310 |
| 2008-12-17 | Grant / award (derivative) | 2,310 | $0.00 | 2,310 |
| 2008-07-31 | Grant / award | 215 | $54.45 | 2,735 |
| 2008-01-31 | Grant / award | 220 | $53.30 | 2,520 |
| 2007-12-12 | Grant / award (derivative) | 1,110 | $0.00 | 1,110 |
| 2007-08-01 | Open-market buy | 98 | $55.76 | 1,800 |
| 2007-08-01 | Open-market buy | 100 | $55.87 | 1,900 |
| 2007-08-01 | Open-market buy | 202 | $55.81 | 1,702 |
| 2007-01-31 | Grant / award | 600 | $69.39 | 2,300 |
| 2006-12-19 | Open-market buy | 300 | $63.95 | 1,500 |
| 2006-12-13 | Grant / award (derivative) | 1,223 | $0.00 | 1,223 |
| 2006-05-08 | Open-market buy | 300 | $61.38 | 1,200 |
| 2006-01-20 | Grant / award | 600 | $63.26 | 1,700 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.