Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JABIL INCJBL · Entity 3138 | SVP, Controller | October 31, 2023 | November 01, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
JABIL INC
Report date October 31, 2023 · Filed November 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,737 |
Reported balance
After 2023-10-31 transaction · row 1
1 source rowRow 1 · 2023-10-31 · Sale · Disposed 16,700 · Balance 39,737 F1: The transactions reflected on this line were executed in multiple trades at prices ranging from $122.50 to $122.70, inclusive. The price reported above reflects the weighted average sale price for the shares set forth on this line. The reporting person hereby undertakes to provide upon request by the SEC Staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reflected on this line were executed in multiple trades at prices ranging from $122.50 to $122.70, inclusive. The price reported above reflects the weighted average sale price for the shares set forth on this line. The reporting person hereby undertakes to provide upon request by the SEC Staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each separate price.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | Disposition to issuerCommon Stock | 16,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014813 · doc4.xml · nonDerivative · entry 4 Smith Daryn G. · CIK 0001750393 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,790 F3 · kind: This represents performance-based restricted stock units originally granted under Issuer's 2011 Stock Award and Incentive Plan on October 14, 2015 and certified on October 18, 2018 not to have satisfied performance metrics. Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 7,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014813 · doc4.xml · nonDerivative · entry 3 Smith Daryn G. · CIK 0001750393 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,915 F2 · kind: This represents the grant of a performance-based restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan that provides for vesting rates based on certain performance-based criteria. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest dependent upon the satisfaction of the applicable criteria during the three-year period beginning September 1, 2018 and ending on August 31, 2021, the last day of the applicable performance period. Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 9,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014813 · doc4.xml · nonDerivative · entry 2 Smith Daryn G. · CIK 0001750393 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,685 F2 · kind: This represents the grant of a performance-based restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan that provides for vesting rates based on certain performance-based criteria. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest dependent upon the satisfaction of the applicable criteria during the three-year period beginning September 1, 2018 and ending on August 31, 2021, the last day of the applicable performance period. Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 9,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014813 · doc4.xml · nonDerivative · entry 1 Smith Daryn G. · CIK 0001750393 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,045 F1 · kind: This represents the grant of a restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The RSUs vest at the rate of 30% of the shares on the 1st anniversary of the date of grant (which date of grant was 10/18/18), 30% of the shares on the 2nd anniversary of the date of grant, and the remaining 40% of the shares on the 3rd anniversary of the date of grant. Read SEC document |
| October 14, 2018 Filed Oct 16, 2018 20:42 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 517 | $23.73 | $12,268.41 |
DisclosureSEC source: 0001225208-18-014647 · doc4.xml · nonDerivative · entry 1 Smith Daryn G. · CIK 0001750393 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,395 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.