Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JABIL INCJBL · Entity 3138 | President | December 17, 2018 | December 19, 2018 |
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 December 17, 2018 · Filed December 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 426,798 |
Ending reported balance
After 2018-12-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-12-17 · Grant · Acquired 25,960 · Balance 394,348 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, 2018 and ending on August 31, 2021, the last day of the applicable performance period. Row 2 · 2018-12-17 · Grant · Acquired 19,470 · Balance 413,818 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, 2018 and ending on August 31, 2021, the last day of the applicable performance period. Row 3 · 2018-12-17 · Grant · Acquired 12,980 · Balance 426,798 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 1st anniversary of the date of grant (which date of grant was 12/17/18), 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. |
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, 2018 and ending on August 31, 2021, 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 1st anniversary of the date of grant (which date of grant was 12/17/18), 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.
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 |
|---|---|---|---|---|---|---|
| October 17, 2016 Filed Oct 18, 2016 23:27 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 103,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040594 · doc4.xml · nonDerivative · entry 3 PETERS WILLIAM E · CIK 0001196752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722,612 Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 20:58 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 3,439 | $21.26 | $73,113.14 |
DisclosureSEC source: 0001225208-16-040606 · doc4.xml · nonDerivative · entry 1 PETERS WILLIAM E · CIK 0001196752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 822,358 Read SEC document |
| October 16, 2016 Filed Oct 18, 2016 23:27 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 2,646 | $21.26 | $56,253.96 |
DisclosureSEC source: 0001225208-16-040594 · doc4.xml · nonDerivative · entry 2 PETERS WILLIAM E · CIK 0001196752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825,797 Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 23:27 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 2,751 | $21.31 | $58,623.81 |
DisclosureSEC source: 0001225208-16-040594 · doc4.xml · nonDerivative · entry 1 PETERS WILLIAM E · CIK 0001196752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828,443 Read SEC document |
| September 20, 2016 Filed Sep 20, 2016 21:19 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 10,000 | $23.50 | $235,000.00 |
DisclosureSEC source: 0001225208-16-039543 · doc4.xml · nonDerivative · entry 2 PETERS WILLIAM E · CIK 0001196752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 831,194 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 21:19 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 10,000 | $23.00 | $230,000.00 |
DisclosureSEC source: 0001225208-16-039543 · doc4.xml · nonDerivative · entry 1 PETERS WILLIAM E · CIK 0001196752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 841,194 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · balance_after: Column 5 of Table I includes 541 shares and 591 shares acquired on June 30, 2016 and December 31, 2015, respectively, under the 2011 Employee Stock Purchase Plan of Jabil Circuit, Inc. 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.