Person · CIK 1431297

John C. Morris

Former Affiliate at LendingClub

Earlier: Payoneer Global, AvidXchange Holdings, Virtu KCG Holdings and Visa

Source: Forms 3, 4, 5 and 144 on SEC EDGAR

Sold on Form 4$1.2M

Noticed on Form 144$138K

Bought on Form 4$2.1M

Companies5

Holdings now

As reported after the latest Form 3, 4 or 5 at each company.

How these figures work

Options and RSUs are from the latest filing that lists them; earlier grants may also be held. Holdings can be out of date when a person stops filing.

Company	Security	Held	Shares or units	As of
LendingClub LC	Common Stock	Directly	215,588	Jun 3, 2025 · Filing · EDGAR
Payoneer Global	Common Stock, par value $0.01 per share ("Common Stock")	Directly	382,701	Jun 13, 2022 · Filing · EDGAR
Payoneer Global	Common Stock	Footnote	3,899,994	Jun 25, 2021 · Filing · EDGAR
Payoneer Global	Earnout Rights expires Jun 28, 2030, into Common Stock	Footnote	528,435	Jun 25, 2021 · Filing · EDGAR
AvidXchange Holdings	Common Stock	By Nyca Investment Partnership, LP	991,394	Oct 15, 2021 · Filing · EDGAR
Virtu KCG Holdings	Class A Common Stock, par value $0.01 per share	Directly	20,267	May 12, 2017 · Filing · EDGAR
Visa	Class A Common Stock	Directly	34,325	Nov 5, 2009 · Filing · EDGAR
Visa	Performance Shares into Common Stock	Directly	49,584	Nov 5, 2009 · Filing · EDGAR

Sold and noticed by quarter

Sold (Form 4) Noticed (Form 144) Bought (Form 4)

Quarterly totals as a table

Quarter	Sold (Form 4)	Noticed (Form 144)	Bought (Form 4)
Q2 2026	—	$138K	—
Q4 2024	$36K	—	—
Q4 2023	—	—	$52K
Q1 2018	—	—	$37K
Q1 2016	—	—	$80K
Q4 2014	—	—	$188K
Q4 2009	$1.2M	Not machine-readable	—
Q1 2008	—	—	$1.8M

Form 144 notices went onto EDGAR as structured data on April 13, 2023. Earlier notices were filed on paper and cannot be read here, so those quarters show no noticed amount.

Planned sales (Form 144) and the sales that followed

Each Form 144 notice of a planned sale, grouped by broker and 10b5-1 plan, with the Form 4 sales we matched to it.

How we match

A Form 144 is a notice of a planned sale by an affiliate. SEC Tracker matches each notice to Form 4 sales by the same person at the same company within 90 days of the notice, up to the shares noticed. The match is our inference, not something either filing states.

Notice date	Noticed	Planned sale	Outcome	Links
LendingClub LC · Morgan Stanley Smith Barney · No 10b5-1 plan stated · 1 notice
Jun 18, 2026	7,232 · ~$138K	Jun 18, 2026	Not sold within 90 days	Filing · EDGAR
Sales without a matching Form 144 · 2 sales No matching Form 144 found. Not every sale needs one: small sales and sales by people who are not affiliates are exempt.
—	—	—	Sold without notice LendingClub (LC): Sold 2,500 at $14.36 on Oct 29, 2024 · $36K	Filing · EDGAR
—	—	—	Notice not machine-readable Visa: Sold 15,000 at $79.11 on Nov 5, 2009 · $1.2M	Filing · EDGAR

Every transaction, by company

Each Form 3, 4 and 5 transaction in plain words, newest first.

How these figures work

Values are shares times the price each filing states; grants, exercises and gifts usually state no price. Held after is what the filing reports was held once the transaction was done, directly or through the named holder.

LendingClub LC Former Affiliate · filings 2014 to 2026 · sold $36K · bought $357K · $138K noticed on Form 144

Date	Transaction	Shares	Price	Value	Held after	Source
Jun 3, 2025	Grant or award from the company	+19,121			19,121 direct	Filing · EDGAR
Oct 29, 2024	Open-market or private sale	−2,500	$14.36	$36K	203,348 direct	Filing · EDGAR
Jun 11, 2024	Grant or award from the company	+24,480			24,480 direct	Filing · EDGAR
Oct 31, 2023	Open-market or private purchase	+10,000	$5.23	$52K	183,667 direct	Filing · EDGAR
Jun 8, 2023	Grant or award from the company	+21,414			21,414 direct	Filing · EDGAR
Dec 23, 2022	Option or RSU exercised or converted	+132,000	$3.48	$459K	215,008 direct	Filing · EDGAR
Dec 23, 2022	Shares withheld for tax or exercise price	−52,906	$3.48	$184K	162,102 direct	Filing · EDGAR
Dec 23, 2022	Option or RSU exercised or converted Stock Option (right to buy)	−132,000			0 direct	Filing · EDGAR
Jun 2, 2022	Grant or award from the company	+12,423			12,423 direct	Filing · EDGAR
Sep 24, 2021	Grant or award from the company	+1,775			1,775 direct	Filing · EDGAR
Jun 1, 2021	Grant or award from the company	+10,933			10,933 direct	Filing · EDGAR
May 28, 2020	Grant or award from the company	+25,952			25,952 direct	Filing · EDGAR
Jun 5, 2019	Grant or award from the company	+50,336			50,336 direct	Filing · EDGAR
May 31, 2018	Grant or award from the company	+60,791			60,791 direct	Filing · EDGAR
Mar 1, 2018	Open-market or private purchase	+10,000	$3.71	$37K	44,217 direct	Filing · EDGAR
Jun 6, 2017	Grant or award from the company	+35,336			35,336 direct	Filing · EDGAR
May 14, 2016	Grant or award from the company Stock Option (right to buy)	+603,790			603,790 direct	Filing · EDGAR
Feb 16, 2016	Open-market or private purchase	+10,000	$8.04	$80K	34,217 direct	Filing · EDGAR
Jun 15, 2015	Grant or award from the company	+11,717			24,217 direct	Filing · EDGAR
Dec 16, 2014	Open-market or private purchase	+12,500	$15.00	$188K	12,500 direct	Filing · EDGAR

Payoneer Global Director · filings 2021 to 2022

Date	Transaction	Shares	Held after	Source
Jun 13, 2022	Other acquisition or disposition (see the filing)	−3,517,293	382,701 direct	Filing · EDGAR
Jun 25, 2021	Grant or award from the company	+3,899,994	3,899,994 Footnote	Filing · EDGAR
Jun 25, 2021	Grant or award from the company Earnout Rights	+528,435	528,435 Footnote	Filing · EDGAR
Jun 25, 2021	Grant or award from the company Stock Option (Right to Buy)	+607,010	607,010 Footnote	Filing · EDGAR

AvidXchange Holdings Director · filings 2021 to 2021

Date	Transaction	Shares	Price	Value	Held after	Source
Oct 15, 2021	Option or RSU exercised or converted	+352,024	$2.04	$718K	352,024 By Nyca Investment Partnership, LP	Filing · EDGAR
Oct 15, 2021	Shares withheld for tax or exercise price	−28,726	$25.00	$718K	323,298 By Nyca Investment Partnership, LP	Filing · EDGAR
Oct 15, 2021	Derivative converted	+668,096			991,394 By Nyca Investment Partnership, LP	Filing · EDGAR
Oct 15, 2021	Option or RSU exercised or converted Warrant (right to buy)	−352,024			0 By Nyca Investment Partnership, LP	Filing · EDGAR
Oct 15, 2021	Derivative converted Series E Preferred Stock	−167,024			0 By Nyca Investment Partnership, LP	Filing · EDGAR

Virtu KCG Holdings Director · filings 2013 to 2017

Date	Transaction	Shares	Price	Value	Held after	Source
Jul 20, 2017	Returned to the company	−20,267	$20.00	$405K	0 By the John C and Katherine M Morris Foundation	Filing · EDGAR
Jul 20, 2017	Returned to the company	−4,023	$20.00	$80K	0 direct	Filing · EDGAR
May 12, 2017	Option or RSU exercised or converted	−6,089			4,023 direct	Filing · EDGAR
May 12, 2017	Option or RSU exercised or converted	+6,089			20,267 direct	Filing · EDGAR
May 11, 2017	Grant or award from the company	+4,023	$19.89	$80K	10,112 direct	Filing · EDGAR
May 12, 2016	Grant or award from the company	+6,089	$13.14	$80K	6,089 direct	Filing · EDGAR
May 15, 2015	Option or RSU exercised or converted	−6,957			0 direct	Filing · EDGAR
May 15, 2015	Option or RSU exercised or converted	+6,957			14,178 direct	Filing · EDGAR
May 15, 2014	Grant or award from the company	+6,957	$11.50	$80K	14,178 direct	Filing · EDGAR
Jul 16, 2013	Grant or award from the company	+7,221	$11.08	$80K	7,221 direct	Filing · EDGAR

Visa President · filings 2008 to 2009 · sold $1.2M · bought $1.8M

Date	Transaction	Shares	Price	Value	Held after	Source
Nov 5, 2009	Open-market or private sale	−15,000	$79.11	$1.2M	49,792 direct	Filing · EDGAR
Nov 5, 2009	Gift	−25,000			24,792 direct	Filing · EDGAR
Nov 5, 2009	Grant or award from the company	+12,564			37,356 direct	Filing · EDGAR
Nov 5, 2009	Shares withheld for tax or exercise price	−3,031	$79.59	$241K	34,325 direct	Filing · EDGAR
Nov 5, 2009	Grant or award from the company Performance Shares	+49,584			49,584 direct	Filing · EDGAR
Nov 5, 2009	Grant or award from the company Employee Stock Options	+67,820			67,820 direct	Filing · EDGAR
Nov 5, 2008	Grant or award from the company	+24,792			64,792 direct	Filing · EDGAR
Nov 5, 2008	Grant or award from the company Employee Stock Options	+118,997			118,997 direct	Filing · EDGAR
Mar 25, 2008	Open-market or private purchase	+40,000	$44.00	$1.8M	40,000 direct	Filing · EDGAR
Mar 18, 2008	Grant or award from the company Employee Stock Option (right to buy)	+392,277			392,277 direct	Filing · EDGAR

All 37 Forms 3, 4, 5 and 144

Filed	Form	Company	Links
Jun 18, 2026	Form 144	LendingClub LC	Filing · EDGAR
Jun 5, 2025	Form 4	LendingClub LC	Filing · EDGAR
Oct 31, 2024	Form 4	LendingClub LC	Filing · EDGAR
Jun 13, 2024	Form 4	LendingClub LC	Filing · EDGAR
Nov 2, 2023	Form 4	LendingClub LC	Filing · EDGAR
Jun 12, 2023	Form 4	LendingClub LC	Filing · EDGAR
Dec 28, 2022	Form 4	LendingClub LC	Filing · EDGAR
Jun 15, 2022	Form 4	Payoneer Global	Filing · EDGAR
Jun 6, 2022	Form 4	LendingClub LC	Filing · EDGAR
Oct 19, 2021	Form 4	AvidXchange Holdings	Filing · EDGAR
Oct 12, 2021	Form 3	AvidXchange Holdings	Filing · EDGAR
Sep 28, 2021	Form 4	LendingClub LC	Filing · EDGAR
Jun 29, 2021	Form 3	Payoneer Global	Filing · EDGAR
Jun 29, 2021	Form 4	Payoneer Global	Filing · EDGAR
Jun 3, 2021	Form 4	LendingClub LC	Filing · EDGAR
Jun 1, 2020	Form 4	LendingClub LC	Filing · EDGAR
Jun 7, 2019	Form 4	LendingClub LC	Filing · EDGAR
Jun 4, 2018	Form 4	LendingClub LC	Filing · EDGAR
Mar 5, 2018	Form 4	LendingClub LC	Filing · EDGAR
Jul 20, 2017	Form 4	Virtu KCG Holdings	Filing · EDGAR
Jun 8, 2017	Form 4	LendingClub LC	Filing · EDGAR
May 15, 2017	Form 4	Virtu KCG Holdings	Filing · EDGAR
May 17, 2016	Form 4	LendingClub LC	Filing · EDGAR
May 16, 2016	Form 4	Virtu KCG Holdings	Filing · EDGAR
Feb 17, 2016	Form 4	LendingClub LC	Filing · EDGAR
Jun 17, 2015	Form 4	LendingClub LC	Filing · EDGAR
May 15, 2015	Form 4	Virtu KCG Holdings	Filing · EDGAR
Dec 16, 2014	Form 4	LendingClub LC	Filing · EDGAR
Dec 10, 2014	Form 3	LendingClub LC	Filing · EDGAR
May 19, 2014	Form 4	Virtu KCG Holdings	Filing · EDGAR
Jul 18, 2013	Form 4	Virtu KCG Holdings	Filing · EDGAR
Jul 3, 2013	Form 3	Virtu KCG Holdings	Filing · EDGAR
Nov 9, 2009	Form 4	Visa	Filing · EDGAR
Nov 7, 2008	Form 4	Visa	Filing · EDGAR
Mar 25, 2008	Form 4	Visa	Filing · EDGAR
Mar 20, 2008	Form 4	Visa	Filing · EDGAR
Mar 18, 2008	Form 3	Visa	Filing · EDGAR

Every figure is as filed with the SEC on Forms 3, 4, 5 and 144. Holdings are the amounts reported after each person's latest filing at each company and can be out of date. Matching a Form 144 notice to Form 4 sales is SEC Tracker's inference from owner, company, dates and share counts, not something the filings state. Not investment advice. Not affiliated with the U.S. SEC.

Data on this page was fetched Nov 8, 2026, 7:43 AM ET. The filing on SEC.gov is the record.