Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | Chief Technology Officer | November 15, 2021 | November 16, 2021 |
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.
JACK HENRY & ASSOCIATES INC
Report date November 15, 2021 · Filed November 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,765 |
Ending reported balance
After 2021-11-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-11-15 · Exercise / conversion · Acquired 77 · Balance 26,796 F1: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Row 2 · 2021-11-15 · Tax withholding · Disposed 31 · Balance 26,765 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 77 |
Reported balance
After 2021-11-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-15 · Exercise / conversion · Disposed 77 · Balance 77 F1: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2: On November 15, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof.
F2: On November 15, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| November 15, 2021 Filed Nov 16, 2021 22:06 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000103 · wf-form4_163710036507349.xml · derivative · entry 3 Bilke Teddy I. · CIK 0001746077 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77 Underlying: Common Stock · 77 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 15, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On November 15, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 22:06 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 31 | $157.74 | $4,889.94 |
DisclosureSEC source: 0000779152-21-000103 · wf-form4_163710036507349.xml · nonDerivative · entry 2 Bilke Teddy I. · CIK 0001746077 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,765 Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 22:06 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 77 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-21-000103 · wf-form4_163710036507349.xml · nonDerivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,796 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 20:10 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 307 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000085 · wf-form4_163346464565970.xml · derivative · entry 3 Bilke Teddy I. · CIK 0001746077 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307 Underlying: Common Stock · 307 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On October 4, 2019 the reporting person was granted restricted stock units, vesting in three equal annual installments on October 4, 2020, 2021 and 2022. F2 · derivative.expiration_date: On October 4, 2019 the reporting person was granted restricted stock units, vesting in three equal annual installments on October 4, 2020, 2021 and 2022. Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 20:10 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 121 | $165.01 | $19,966.21 |
DisclosureSEC source: 0000779152-21-000085 · wf-form4_163346464565970.xml · nonDerivative · entry 2 Bilke Teddy I. · CIK 0001746077 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,719 Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 20:10 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-21-000085 · wf-form4_163346464565970.xml · nonDerivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,840 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 18:55 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 966 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000061 · wf-form4_162827611622468.xml · derivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 966 Underlying: Common Stock · 966 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On August 4, 2021 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2022, 2023 and 2024. F2 · derivative.expiration_date: On August 4, 2021 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2022, 2023 and 2024. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 13:35 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000050 · wf-form4_162808409509531.xml · derivative · entry 3 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626 Underlying: Common Stock · 314 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On August 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. F2 · derivative.expiration_date: On August 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 13:35 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 124 | $174.57 | $21,646.68 |
DisclosureSEC source: 0000779152-21-000050 · wf-form4_162808409509531.xml · nonDerivative · entry 2 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,530 Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 13:35 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000050 · wf-form4_162808409509531.xml · nonDerivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,654 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 15, 2020 Filed Nov 16, 2020 22:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-20-000102 · wf-form4_160556414287161.xml · derivative · entry 3 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154 Underlying: Common Stock · 78 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 15, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On November 15, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 15, 2020 Filed Nov 16, 2020 22:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 31 | $161.48 | $5,005.88 |
DisclosureSEC source: 0000779152-20-000102 · wf-form4_160556414287161.xml · nonDerivative · entry 2 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,136 Read SEC document |
| November 15, 2020 Filed Nov 16, 2020 22:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 78 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-20-000102 · wf-form4_160556414287161.xml · nonDerivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,167 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Read SEC document |
| October 04, 2020 Filed Oct 6, 2020 20:45 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Unit · Derivative | 307 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-20-000089 · primary_doc.xml · derivative · entry 3 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614 Underlying: Common Stock · 307 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereto. F2 · derivative.exercise_date: On October 4, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On October 4, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| October 04, 2020 Filed Oct 6, 2020 20:45 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 121 | $161.56 | $19,548.76 |
DisclosureSEC source: 0000779152-20-000089 · primary_doc.xml · nonDerivative · entry 2 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,089 Read SEC document |
| October 04, 2020 Filed Oct 6, 2020 20:45 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-20-000089 · primary_doc.xml · nonDerivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,210 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereto. Read SEC document |
| September 20, 2020 Filed Sep 22, 2020 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,596 | $161.83 | $258,280.68 |
DisclosureSEC source: 0000779152-20-000080 · edgardoc.xml · nonDerivative · entry 2 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,903 Read SEC document |
| September 20, 2020 Filed Sep 22, 2020 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 4,054 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-20-000080 · edgardoc.xml · nonDerivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,499 Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 21:47 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 940 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-20-000045 · wf-form4_159657750750793.xml · derivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Senior Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 Underlying: Common Stock · 940 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: The reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. F2 · derivative.expiration_date: The reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. Read SEC document |
| November 15, 2019 Filed Nov 26, 2019 21:46 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-19-000124 · edgardoc.xml · derivative · entry 2 Bilke Teddy I. · CIK 0001746077 · Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 Underlying: Common Stock · 232 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock. One third of the restricted stock units will vest on each November 15, 2020, 2021 and 2022. The restricted stock units will be settled in stock or cash at the issuer's election. F4 · derivative.exercise_date: On November 15, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: On November 15, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| October 04, 2019 Filed Nov 26, 2019 21:46 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-19-000124 · edgardoc.xml · derivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Vice President & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 921 Underlying: Common Stock · 921 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock. One third of the restricted stock units will vest on each October 4, 2020, 2021 and 2022. The restricted stock units will be settled in stock or cash at the issuer's election. F2 · derivative.exercise_date: On October 4, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On October 4, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 21:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 688 | $147.51 | $101,486.88 |
DisclosureSEC source: 0000779152-19-000062 · edgardoc.xml · nonDerivative · entry 2 Bilke Teddy I. · CIK 0001746077 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,256 Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 21:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 1,746 | $147.51 | $257,552.46 |
DisclosureSEC source: 0000779152-19-000062 · edgardoc.xml · nonDerivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,944 Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 22:22 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,956 | $160.00 | $472,960.00 |
DisclosureSEC source: 0000779152-18-000075 · edgardoc.xml · nonDerivative · entry 2 Bilke Teddy I. · CIK 0001746077 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,969 F1 · shares: Shares withheld by Jack Henry & Associates, Inc. to satisfy taxes payable in connection with the vesting of performance stock units. Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 22:22 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 7,512 | $160.00 | $1,201,920.00 |
DisclosureSEC source: 0000779152-18-000075 · edgardoc.xml · nonDerivative · entry 1 Bilke Teddy I. · CIK 0001746077 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,925 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.