Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JABIL INCJBL · Entity 3138 | SVP, CEO, Packaging | November 07, 2019 | November 12, 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.
JABIL INC
Report date November 07, 2019 · Filed November 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,906 |
Ending reported balance
After 2019-11-07 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-11-07 · Grant · Acquired 9,920 · Balance 45,621 F1: 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, 2019 and ending on August 31, 2022, the last day of the applicable performance period. Row 2 · 2019-11-07 · Grant · Acquired 8,775 · Balance 54,396 F1: 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, 2019 and ending on August 31, 2022, the last day of the applicable performance period. Row 3 · 2019-11-07 · Grant · Acquired 4,510 · Balance 58,906 F2: 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 first anniversary of the date of grant (which date of grant was November 7, 2019), 30% of the shares on the second anniversary of the date of grant, and the remaining 40% of the shares on the third anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: 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, 2019 and ending on August 31, 2022, the last day of the applicable performance period.
F2: 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 first anniversary of the date of grant (which date of grant was November 7, 2019), 30% of the shares on the second anniversary of the date of grant, and the remaining 40% of the shares on the third anniversary of 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 07, 2019 Filed Nov 12, 2019 11:02 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 4,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014347 · doc4.xml · nonDerivative · entry 3 Chamulak Brenda L. · CIK 0001756650 · SVP, CEO, Packaging 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,906 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 first anniversary of the date of grant (which date of grant was November 7, 2019), 30% of the shares on the second anniversary of the date of grant, and the remaining 40% of the shares on the third anniversary of the date of grant. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 11:02 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 8,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014347 · doc4.xml · nonDerivative · entry 2 Chamulak Brenda L. · CIK 0001756650 · SVP, CEO, Packaging 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,396 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, 2019 and ending on August 31, 2022, the last day of the applicable performance period. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 11:02 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 9,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014347 · doc4.xml · nonDerivative · entry 1 Chamulak Brenda L. · CIK 0001756650 · SVP, CEO, Packaging 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,621 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, 2019 and ending on August 31, 2022, the last day of the applicable performance period. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 21:03 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 4,025 | $37.82 | $152,230.73 |
DisclosureSEC source: 0001225208-19-013947 · doc4.xml · nonDerivative · entry 1 Chamulak Brenda L. · CIK 0001756650 · SVP, CEO, Packaging 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,701 F1 · price: The transactions reflected on this line were executed in multiple trades at prices ranging from $37.8210 to $37.8230, 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 18, 2019 Filed Oct 22, 2019 21:10 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,614 | $36.41 | $58,765.74 |
DisclosureSEC source: 0001225208-19-013754 · doc4.xml · nonDerivative · entry 1 Chamulak Brenda L. · CIK 0001756650 · SVP, CEO, Packaging 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,726 Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:24 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 7,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014816 · doc4.xml · nonDerivative · entry 4 Chamulak Brenda L. · CIK 0001756650 · SVP, CEO, Packaging 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,340 F3 · 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 01:24 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 10,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014816 · doc4.xml · nonDerivative · entry 3 Chamulak Brenda L. · CIK 0001756650 · SVP, CEO, Packaging 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,450 F3 · 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 01:24 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 10,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014816 · doc4.xml · nonDerivative · entry 2 Chamulak Brenda L. · CIK 0001756650 · SVP, CEO, Packaging 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,930 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 01:24 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 12,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014816 · doc4.xml · nonDerivative · entry 1 Chamulak Brenda L. · CIK 0001756650 · SVP, CEO, Packaging 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,400 F1 · 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 20% 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 50% of the shares on the 3rd anniversary of the date of grant. 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.