Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JABIL INCJBL · Entity 3138 | EVP, CLO & Asst Corp Secretary | January 31, 2023 | February 02, 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 January 31, 2023 · Filed February 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 95,322 |
Reported balance
After 2023-01-31 transaction · row 1
1 source rowRow 1 · 2023-01-31 · Sale · Disposed 4,970 · Balance 95,322 F1: The transactions reflected on this line were executed in multiple trades at prices ranging from $76.99 to $77.08, 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 $76.99 to $77.08, 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 23, 2019 Filed Oct 25, 2019 21:04 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 9,980 | $36.60 | $365,268.00 |
DisclosureSEC source: 0001225208-19-013848 · doc4.xml · nonDerivative · entry 2 Katz Robert L · CIK 0001387564 · EVP, GC, CCO & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,805 Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 21:04 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 5,350 | $36.60 | $195,810.00 |
DisclosureSEC source: 0001225208-19-013848 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC, CCO & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,785 Read SEC document |
| October 22, 2019 Filed Oct 22, 2019 21:24 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 7,383 | $36.60 | $270,194.91 |
DisclosureSEC source: 0001225208-19-013764 · doc4.xml · nonDerivative · entry 4 Katz Robert L · CIK 0001387564 · EVP, GC, CCO & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,135 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The transactions reflected on this line were executed in multiple trades at prices ranging from $36.39 to $36.82, 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. Read SEC document |
| October 21, 2019 Filed Oct 22, 2019 21:24 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,933 | $36.87 | $108,126.22 |
DisclosureSEC source: 0001225208-19-013764 · doc4.xml · nonDerivative · entry 3 Katz Robert L · CIK 0001387564 · EVP, GC, CCO & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,518 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The transactions reflected on this line were executed in multiple trades at prices ranging from $36.755 to $36.92, 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. Read SEC document |
| October 19, 2019 Filed Oct 22, 2019 21:24 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 3,218 | $36.20 | $116,491.60 |
DisclosureSEC source: 0001225208-19-013764 · doc4.xml · nonDerivative · entry 2 Katz Robert L · CIK 0001387564 · EVP, GC, CCO & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,451 Read SEC document |
| October 18, 2019 Filed Oct 22, 2019 21:24 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,279 | $36.41 | $46,568.39 |
DisclosureSEC source: 0001225208-19-013764 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC, CCO & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,669 Read SEC document |
| April 21, 2019 Filed Apr 23, 2019 20:50 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 3,083 | $31.14 | $96,004.62 |
DisclosureSEC source: 0001225208-19-007127 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC, CCO & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,948 Read SEC document |
| October 19, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 2,712 | $23.91 | $64,843.92 |
DisclosureSEC source: 0001225208-18-014810 · doc4.xml · nonDerivative · entry 4 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,031 Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 14,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014810 · doc4.xml · nonDerivative · entry 3 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,743 F2 · 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 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 21,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014810 · doc4.xml · nonDerivative · entry 2 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,703 F1 · 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 | 28,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014810 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,643 F1 · 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 |
| April 21, 2018 Filed Apr 24, 2018 21:09 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,834 | $27.94 | $51,241.96 |
DisclosureSEC source: 0001225208-18-007997 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,563 Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 21:12 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 19,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017559 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,397 F1 · kind: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on certain performance-based criteria. Each restricted stock unit represents the right to receive one share of 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, 2017 and ending on August 31, 2020, the last day of the applicable performance period. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 20:20 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,668 | $28.99 | $48,355.32 |
DisclosureSEC source: 0001225208-17-016455 · doc4.xml · nonDerivative · entry 3 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,732 Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 20:20 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 13,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016455 · doc4.xml · nonDerivative · entry 2 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,400 F2 · kind: This represents the grant of a restricted stock unit award. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. The restricted stock units will vest at the rate of 30% of the shares on the 1st anniversary of the date of grant (which date of grant was 10/19/17), 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 19, 2017 Filed Oct 23, 2017 20:20 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 26,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016455 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,290 F1 · kind: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on certain performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum 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, after August 31, 2019, the last day of the applicable performance period. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 20:51 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,345 | $29.37 | $39,502.65 |
DisclosureSEC source: 0001225208-17-008346 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC & Assist.Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,070 Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 22:14 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 25,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040723 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,415 F1 · security: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on specified performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. Shares are earned based on cumulative adjusted core earnings per share for FY2017 through FY2019. The award has an "overdrive" feature that provides that if cumulative adjusted core earnings per share for FY2017 through FY2019 is in excess of a specified amount the reporting person is entitled to additional shares. The number of shares listed in Column 4 of Table I represents the maximum of shares that may be issued upon vesting of the award if the maximum target is met. The award is also subject to vesting conditions tied to continued service, provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 16,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040673 · doc4.xml · nonDerivative · entry 2 Katz Robert L · CIK 0001387564 · EVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,410 F2 · security: This represents the grant of a restricted stock unit award. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. The restricted stock units will become vested at the rate of 30% of the shares on the 1st anniversary of the date of grant (which date of grant was 10/19/16), and 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, provided that in all instances the reporting person is an employee of, or consultant (as defined in the Plan) to the Company or subsidiary; provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 33,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040673 · doc4.xml · nonDerivative · entry 1 Katz Robert L · CIK 0001387564 · EVP, GC & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,740 F1 · security: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on certain performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. Shares are earned based on comparisons of the Company's total shareholder return and the S&P Supercomposite Technology Hardware and Equipment Index during each of FY17, FY18 and FY19. The award has an "overdrive" feature that provides that if the level of performance attained is in excess of a specified percentile the reporting person is entitled to additional shares. The number of shares listed in Column 4 of Table I represents the maximum of shares that may be issued. The award is also subject to vesting conditions tied to continued service, provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. 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.