Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK IN THE BOX INCJACK · Entity 1029 | EXEC VP - CFO | December 20, 2017 | December 22, 2017 |
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 December 20, 2017 · Filed December 22, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 110,256 |
Ending reported balance
After 2017-12-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-12-20 · Grant · Acquired 5,025 · Balance 112,181 F1: Represents shares vested and issued on 12/20/2017 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 2015-2017. Row 2 · 2017-12-21 · Sale · Disposed 1,925 · Balance 110,256 F2: Disposition of shares to satisfy tax withholding obligation upon vesting and issuance of Performance Shares (as defined in Section 2.1 (aa) of our Stock Stock Incentive Plan) pursuant to 10b5-1 sales instruction in grant agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares vested and issued on 12/20/2017 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 2015-2017.
F2: Disposition of shares to satisfy tax withholding obligation upon vesting and issuance of Performance Shares (as defined in Section 2.1 (aa) of our Stock Stock Incentive Plan) pursuant to 10b5-1 sales instruction in grant agreement.
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 |
|---|---|---|---|---|---|---|
| December 21, 2017 Filed Dec 22, 2017 00:21 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,925 | $99.78 | $192,076.50 |
DisclosureSEC source: 0001238255-17-000147 · edgar.xml · nonDerivative · entry 2 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,256 F2 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting and issuance of Performance Shares (as defined in Section 2.1 (aa) of our Stock Stock Incentive Plan) pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 00:21 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 5,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000147 · edgar.xml · nonDerivative · entry 1 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,181 F1 · shares: Represents shares vested and issued on 12/20/2017 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 2015-2017. Read SEC document |
| December 08, 2017 Filed Dec 9, 2017 00:59 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 272 | $102.22 | $27,803.84 |
DisclosureSEC source: 0001238255-17-000096 · edgar.xml · nonDerivative · entry 5 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,156 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| December 08, 2017 Filed Dec 9, 2017 00:59 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 329 | $102.22 | $33,630.38 |
DisclosureSEC source: 0001238255-17-000096 · edgar.xml · nonDerivative · entry 4 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,428 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| December 08, 2017 Filed Dec 9, 2017 00:59 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 321 | $102.22 | $32,812.62 |
DisclosureSEC source: 0001238255-17-000096 · edgar.xml · nonDerivative · entry 3 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,757 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| December 08, 2017 Filed Dec 9, 2017 00:59 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 330 | $102.22 | $33,732.60 |
DisclosureSEC source: 0001238255-17-000096 · edgar.xml · nonDerivative · entry 2 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,078 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| December 08, 2017 Filed Dec 9, 2017 00:59 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 506 | $102.22 | $51,723.32 |
DisclosureSEC source: 0001238255-17-000096 · edgar.xml · nonDerivative · entry 1 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,408 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantNON QUALIFIED STOCK OPTION · Derivative | 8,718 | $104.95 Strike: $104.95 | $914,954.10 |
DisclosureSEC source: 0001238255-16-000271 · edgar.xml · derivative · entry 9 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,718 Underlying: COMMON STOCK · 8,718 shares Expires 2023-11-29 F5 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 473 | $103.40 | $48,907.44 |
DisclosureSEC source: 0001238255-16-000271 · edgar.xml · nonDerivative · entry 8 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,914 F4 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 461 | $103.40 | $47,666.39 |
DisclosureSEC source: 0001238255-16-000271 · edgar.xml · nonDerivative · entry 7 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,387 F4 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 474 | $103.40 | $49,010.79 |
DisclosureSEC source: 0001238255-16-000271 · edgar.xml · nonDerivative · entry 6 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,848 F4 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 728 | $103.40 | $75,273.45 |
DisclosureSEC source: 0001238255-16-000271 · edgar.xml · nonDerivative · entry 5 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,322 F4 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 950 | $103.40 | $98,227.63 |
DisclosureSEC source: 0001238255-16-000271 · edgar.xml · nonDerivative · entry 4 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,050 F4 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-16-000271 · edgar.xml · nonDerivative · entry 3 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,000 F3 · shares: These securities are restricted stock units that vest in four equal installments commencing one year from the grant date, with after-tax net shares subject to a 50% holding requirement until separation of service from the Company. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 4,345 | $103.40 | $449,252.58 |
DisclosureSEC source: 0001238255-16-000271 · edgar.xml · nonDerivative · entry 2 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,124 F2 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of Performance Shares on 11/23/2016. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 02:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 7,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-16-000271 · edgar.xml · nonDerivative · entry 1 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,469 F1 · 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 |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 14,000 | $0.00 Strike: $27.49 | $0.00 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · derivative · entry 12 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 14,000 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. F5 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 14,000 | $0.00 Strike: $27.49 | $0.00 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · derivative · entry 11 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: COMMON STOCK · 14,000 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. F5 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 14,362 | $0.00 Strike: $27.49 | $0.00 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · derivative · entry 10 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: COMMON STOCK · 14,362 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. F5 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,100 | $99.39 | $109,329.55 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · nonDerivative · entry 9 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,473 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 $99.24 to $99.72. 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 |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 12,900 | $98.95 | $1,276,458.87 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · nonDerivative · entry 8 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,573 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 $98.23 to $99.23. 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 |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 14,000 | $27.49 | $384,860.00 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · nonDerivative · entry 7 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,473 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 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,200 | $99.42 | $119,308.08 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · nonDerivative · entry 6 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,473 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 $99.24 to $99.87. 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 |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 12,800 | $98.96 | $1,266,726.40 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · nonDerivative · entry 5 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,673 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 $98.23 to $99.23. 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 |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 14,000 | $27.49 | $384,860.00 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · nonDerivative · entry 4 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,473 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 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,206 | $99.41 | $119,883.03 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · nonDerivative · entry 3 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,473 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 $99.24 to $99.72. 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 |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 13,156 | $98.97 | $1,301,999.33 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · nonDerivative · entry 2 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,679 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 $98.23 to $99.23. 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 |
| September 19, 2016 Filed Sep 20, 2016 23:07 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 14,362 | $27.49 | $394,811.38 |
DisclosureSEC source: 0001238255-16-000246 · edgar.xml · nonDerivative · entry 1 REBEL JERRY P · CIK 0001262056 · EXEC VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,835 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.