Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK IN THE BOX INCJACK · Entity 1029 | EVP, CHF LGL/RISK OFCR & SEC | February 24, 2020 | February 25, 2020 |
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 IN THE BOX INC
Report date February 24, 2020 · Filed February 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 78,005 |
Ending reported balance
After 2020-02-24 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2020-02-24 · Exercise / conversion · Acquired 10,531 · Balance 88,536 Row 2 · 2020-02-24 · Sale · Disposed 10,531 · Balance 78,005 F1: The shares with respect to this transaction were sold at prices ranging from $86.50 to $88.00. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2020-02-24 · Exercise / conversion · Acquired 11,171 · Balance 89,176 Row 4 · 2020-02-24 · Sale · Disposed 11,171 · Balance 78,005 F1: The shares with respect to this transaction were sold at prices ranging from $86.50 to $88.00. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
| NON QUALIFIED STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $75.24 · Expires 2022-11-24 | Direct | Not disclosed |
Reported balance
After 2020-02-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-02-24 · Exercise / conversion · Disposed 10,531 · Balance Not disclosed F2: These options become exercisable in three equal installments commencing one year after the date of grant. |
| NON QUALIFIED STOCK OPTIONSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2021-11-25 | Direct | Not disclosed |
Reported balance
After 2020-02-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-02-24 · Exercise / conversion · Disposed 11,171 · Balance Not disclosed F2: These options become exercisable in three equal installments commencing one year after the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares with respect to this transaction were sold at prices ranging from $86.50 to $88.00. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F2: These options become exercisable in three equal installments commencing one year after the date of grant.
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 28, 2016 Filed Nov 30, 2016 02:11 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 13,814 | $0.00 Strike: $47.29 | $0.00 |
DisclosureSEC source: 0001238255-16-000267 · edgar.xml · derivative · entry 15 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,908 Underlying: COMMON STOCK · 13,814 shares Expires 2020-11-26 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. F9 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 02:11 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 6,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-16-000267 · edgar.xml · nonDerivative · entry 7 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,749 F5 · shares: Represents shares vested on 11/23/2016 and settled on 11/28/2016 for achievement of pre-established performance goals with respect to Performance Shares (as defined in Section 2.1 (aa) of our 2004 Stock Incentive Plan) granted for the three fiscal year performance period 2014-2016. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 02:11 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,802 | $107.16 | $193,098.18 |
DisclosureSEC source: 0001238255-16-000267 · edgar.xml · nonDerivative · entry 6 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,190 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. F4 · price: The shares with respect to this transaction were sold at prices ranging from $107.07 to $107.39. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide to the Securities and Exchange Commission staff, the Company, or any security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 02:11 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 1,802 | $47.29 | $85,216.58 |
DisclosureSEC source: 0001238255-16-000267 · edgar.xml · nonDerivative · entry 5 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,992 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 28, 2016 Filed Nov 30, 2016 02:11 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 3,202 | $106.48 | $340,943.52 |
DisclosureSEC source: 0001238255-16-000267 · edgar.xml · nonDerivative · entry 4 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,190 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. F3 · price: The shares with respect to this transaction were sold at prices ranging from $106.05 to $107.01. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide to the Securities and Exchange Commission staff, the Company, or any security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 02:11 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 3,202 | $47.29 | $151,422.58 |
DisclosureSEC source: 0001238255-16-000267 · edgar.xml · nonDerivative · entry 3 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,392 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 28, 2016 Filed Nov 30, 2016 02:11 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 8,810 | $105.60 | $930,297.24 |
DisclosureSEC source: 0001238255-16-000267 · edgar.xml · nonDerivative · entry 2 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,190 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. F2 · price: The shares with respect to this transaction were sold at prices ranging from $105.04 to $106.03. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide to the Securities and Exchange Commission staff, the Company, or any security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 02:11 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 8,810 | $47.29 | $416,624.90 |
DisclosureSEC source: 0001238255-16-000267 · edgar.xml · nonDerivative · entry 1 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,000 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 |
| September 14, 2016 Filed Sep 15, 2016 21:42 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 8,499 | $0.00 Strike: $27.49 | $0.00 |
DisclosureSEC source: 0001238255-16-000244 · edgar.xml · derivative · entry 6 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 8,499 shares Expires 2019-11-26 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. F2 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 21:42 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 6 | $0.00 Strike: $18.67 | $0.00 |
DisclosureSEC source: 0001238255-16-000244 · edgar.xml · derivative · entry 5 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 6 shares Expires 2018-11-25 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. F2 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 21:42 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 8,499 | $98.00 | $832,902.00 |
DisclosureSEC source: 0001238255-16-000244 · edgar.xml · nonDerivative · entry 4 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,190 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 21:42 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 8,499 | $27.49 | $233,637.51 |
DisclosureSEC source: 0001238255-16-000244 · edgar.xml · nonDerivative · entry 3 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,689 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 |
| September 14, 2016 Filed Sep 15, 2016 21:42 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 6 | $97.70 | $586.20 |
DisclosureSEC source: 0001238255-16-000244 · edgar.xml · nonDerivative · entry 2 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,190 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 21:42 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 6 | $18.67 | $112.02 |
DisclosureSEC source: 0001238255-16-000244 · edgar.xml · nonDerivative · entry 1 RUDOLPH PHILLIP H · CIK 0001417382 · EVP, CHF LGL/RISK OFCR & SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,196 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.