Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | EXEC. VICE PRESIDENT & CTO | November 07, 2019 | November 08, 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 November 07, 2019 · Filed November 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 142 |
Ending reported balance
After 2019-11-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-11-07 · Gift · Disposed 123 · Balance 1,621 Row 2 · 2019-11-08 · Sale · Disposed 1,479 · Balance 142 |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 15,915 |
Reported balance
Holding disclosure · report date 2019-11-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,915 |
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 08, 2019 Filed Nov 8, 2019 21:58 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 1,479 | $148.29 | $219,320.91 |
DisclosureSEC source: 0000779152-19-000090 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · EXEC. VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:58 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GiftCommon Stock | 123 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-19-000090 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · EXEC. VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,621 Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 21:06 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 925 | $147.51 | $136,446.75 |
DisclosureSEC source: 0000779152-19-000063 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · EXEC. VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,716 Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 21:06 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 2,067 | $147.51 | $304,903.17 |
DisclosureSEC source: 0000779152-19-000063 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · EXEC. VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,641 Read SEC document |
| June 18, 2019 Filed Jun 19, 2019 20:08 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 250 | $137.60 | $34,400.58 |
DisclosureSEC source: 0000779152-19-000033 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · EXEC. VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 547 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 20:08 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 251 | $137.56 | $34,527.56 |
DisclosureSEC source: 0000779152-19-000033 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · EXEC. VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 797 Read SEC document |
| March 20, 2019 Filed Mar 20, 2019 20:10 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 1,000 | $134.74 | $134,738.90 |
DisclosureSEC source: 0000779152-19-000020 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · EXEC. VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013 Read SEC document |
| December 10, 2018 Filed Dec 11, 2018 21:33 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 3,000 | $134.91 | $404,727.30 |
DisclosureSEC source: 0000779152-18-000121 · edgardoc.xml · nonDerivative · entry 3 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,963 Read SEC document |
| December 05, 2018 Filed Dec 11, 2018 21:33 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GiftCommon Stock | 75 | $139.19 | $10,439.25 |
DisclosureSEC source: 0000779152-18-000121 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,963 Read SEC document |
| December 04, 2018 Filed Dec 11, 2018 21:33 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GiftCommon Stock | 35 | $139.19 | $4,871.65 |
DisclosureSEC source: 0000779152-18-000121 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,038 Read SEC document |
| September 19, 2018 Filed Sep 20, 2018 21:26 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GiftCommon Stock | 130 | $160.16 | $20,820.80 |
DisclosureSEC source: 0000779152-18-000089 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,050 Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 22:23 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 3,647 | $160.00 | $583,520.00 |
DisclosureSEC source: 0000779152-18-000078 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,165 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 22:23 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 8,058 | $160.00 | $1,289,280.00 |
DisclosureSEC source: 0000779152-18-000078 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,812 Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 20:44 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 600 | $123.39 | $74,034.00 |
DisclosureSEC source: 0000779152-18-000014 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 624 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 20:44 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 414 | $122.89 | $50,875.76 |
DisclosureSEC source: 0000779152-18-000014 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,224 Read SEC document |
| September 20, 2017 Filed Sep 21, 2017 20:34 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GiftCommon Stock | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-17-000074 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,566 Read SEC document |
| September 20, 2017 Filed Sep 21, 2017 20:34 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 2,600 | $101.16 | $263,025.10 |
DisclosureSEC source: 0000779152-17-000074 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,696 Read SEC document |
| September 10, 2017 Filed Sep 12, 2017 21:42 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Disposition to issuerCommon Stock | 2,895 | $101.97 | $295,203.15 |
DisclosureSEC source: 0000779152-17-000070 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,272 Read SEC document |
| September 10, 2017 Filed Sep 12, 2017 21:42 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 6,036 | $101.97 | $615,490.92 |
DisclosureSEC source: 0000779152-17-000070 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,167 Read SEC document |
| May 15, 2017 Filed May 16, 2017 20:53 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 900 | $96.75 | $87,071.40 |
DisclosureSEC source: 0000779152-17-000025 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,064 Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 20:27 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-16-000157 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,836 Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 20:27 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 3,000 | $86.75 | $260,250.00 |
DisclosureSEC source: 0000779152-16-000157 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,936 Read SEC document |
| September 10, 2016 Filed Sep 13, 2016 22:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Disposition to issuerCommon Stock | 1,877 | $86.18 | $161,759.86 |
DisclosureSEC source: 0000779152-16-000151 · edgardoc.xml · nonDerivative · entry 2 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,907 Read SEC document |
| September 10, 2016 Filed Sep 13, 2016 22:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 5,626 | $86.18 | $484,848.68 |
DisclosureSEC source: 0000779152-16-000151 · edgardoc.xml · nonDerivative · entry 1 Forbis Mark S · CIK 0001362505 · VICE PRESIDENT & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,784 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.