Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | Vice President | October 04, 2019 | November 26, 2019 |
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 October 04, 2019 · Filed November 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 736 |
Reported balance
After 2019-10-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-10-04 · Grant · Acquired 736 · Balance 736 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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 06, 2019 Filed Nov 6, 2019 22:28 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 1,800 | $146.60 | $263,880.00 |
DisclosureSEC source: 0000779152-19-000084 · edgardoc.xml · nonDerivative · entry 1 Moses Ronald L. · CIK 0001746081 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,838 Read SEC document |
| October 04, 2019 Filed Nov 26, 2019 21:54 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 736 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-19-000130 · edgardoc.xml · derivative · entry 1 Moses Ronald L. · CIK 0001746081 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736 Underlying: Common Stock · 736 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 21:06 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 631 | $147.51 | $93,078.81 |
DisclosureSEC source: 0000779152-19-000065 · edgardoc.xml · nonDerivative · entry 2 Moses Ronald L. · CIK 0001746081 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,628 Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 21:06 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 1,412 | $147.51 | $208,284.12 |
DisclosureSEC source: 0000779152-19-000065 · edgardoc.xml · nonDerivative · entry 1 Moses Ronald L. · CIK 0001746081 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,259 Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 21:04 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 750 | $134.20 | $100,650.00 |
DisclosureSEC source: 0000779152-19-000018 · edgardoc.xml · nonDerivative · entry 1 Moses Ronald L. · CIK 0001746081 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,784 Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 22:22 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,690 | $160.00 | $430,400.00 |
DisclosureSEC source: 0000779152-18-000076 · edgardoc.xml · nonDerivative · entry 2 Moses Ronald L. · CIK 0001746081 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,508 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 | 6,077 | $160.00 | $972,320.00 |
DisclosureSEC source: 0000779152-18-000076 · edgardoc.xml · nonDerivative · entry 1 Moses Ronald L. · CIK 0001746081 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,198 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.