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Katz Robert L

Disclosed activity across 1 company

Tapewire entity
117403
SEC CIK
0001387564

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
JABIL INCJBL · Entity 3138EVP, CLO & Asst Corp SecretaryJanuary 31, 2023February 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect95,322 Reported balance After 2023-01-31 transaction · row 1
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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October 21, 2019 Filed Oct 22, 2019 21:24 UTC JABIL INC JBL · Entity 3138 SaleCommon Stock 2,933 $36.87 $108,126.22
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.