Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JABIL INCJBL · Entity 3138 | EVP, Strategic Plng & Devlop | January 30, 2017 | January 31, 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.
JABIL INC
Report date January 30, 2017 · Filed January 31, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 386,194 |
Reported balance
After 2017-01-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-01-30 · Sale · Disposed 35,000 · Balance 386,194 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2: The transactions reflected on this line were executed in multiple trades at prices ranging from $23.4950 to $23.8500. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
F2: The transactions reflected on this line were executed in multiple trades at prices ranging from $23.4950 to $23.8500. 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.
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 |
|---|---|---|---|---|---|---|
| January 30, 2017 Filed Jan 31, 2017 23:17 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 35,000 | $23.69 | $829,286.50 |
DisclosureSEC source: 0001225208-17-002142 · doc4.xml · nonDerivative · entry 1 MCGEE JOSEPH A · CIK 0001196745 · EVP, Strategic Plng & Devlop 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,194 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The transactions reflected on this line were executed in multiple trades at prices ranging from $23.4950 to $23.8500. 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 |
| January 23, 2017 Filed Jan 24, 2017 21:48 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 1,980 | $23.05 | $45,635.63 |
DisclosureSEC source: 0001225208-17-001558 · doc4.xml · nonDerivative · entry 5 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,194 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: The transactions reflected on this line were executed in multiple trades at prices ranging from $23.0100 to $23.2000. 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 |
| January 20, 2017 Filed Jan 24, 2017 21:48 UTC | JABIL INC JBL · Entity 3138 | Exercise / conversionStock Appreciation Right · Derivative | 15,000 | $0.00 Strike: $18.49 | $0.00 |
DisclosureSEC source: 0001225208-17-001558 · doc4.xml · derivative · entry 6 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2021-10-16 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. F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · price: The derivative security is a stock appreciation right issued under the Issuer's 2011 Stock Incentive Plan. $0.00 has been inserted to satisfy the requirements to submit this form via the EDGAR system. F5 · derivative.exercise_date: Stock Appreciation Rights shall vest one-hundred percent (100%) on the Grant Date (10/16/14), provided that in all instances the Grantee is an Employee of, or Consultant to, or Non-Employee Director of (as defined in the relevant stock incentive plan), the Company or a Subsidiary on such date. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:48 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 35,000 | $23.16 | $810,673.50 |
DisclosureSEC source: 0001225208-17-001558 · doc4.xml · nonDerivative · entry 4 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,174 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The transactions reflected on this line were executed in multiple trades at prices ranging from $23.0350 to $23.3200. 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. F3 · balance_after: Column 5 of Table I includes 671 shares acquired on December 31, 2016, under the 2011 Employee Stock Purchase Plan of Jabil Circuit, Inc. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:48 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 12,059 | $23.00 | $277,357.00 |
DisclosureSEC source: 0001225208-17-001558 · doc4.xml · nonDerivative · entry 3 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,174 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:48 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 961 | $23.00 | $22,103.00 |
DisclosureSEC source: 0001225208-17-001558 · doc4.xml · nonDerivative · entry 2 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,233 F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 21:48 UTC | JABIL INC JBL · Entity 3138 | Exercise / conversionCommon Stock | 15,000 | $18.49 | $277,350.00 |
DisclosureSEC source: 0001225208-17-001558 · doc4.xml · nonDerivative · entry 1 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,194 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. F1 · security: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 20, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040676 · doc4.xml · nonDerivative · entry 3 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,528 Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 22:04 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 19,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040717 · doc4.xml · nonDerivative · entry 1 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,523 F1 · security: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on specified performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. Shares are earned based on cumulative adjusted core earnings per share for FY2017 through FY2019. The award has an "overdrive" feature that provides that if cumulative adjusted core earnings per share for FY2017 through FY2019 is in excess of a specified amount the reporting person is entitled to additional shares. The number of shares listed in Column 4 of Table I represents the maximum of shares that may be issued upon vesting of the award if the maximum target is met. The award is also subject to vesting conditions tied to continued service, provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 13,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040676 · doc4.xml · nonDerivative · entry 2 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,528 F2 · security: This represents the grant of a restricted stock unit award. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. The restricted stock units will become vested at the rate of 30% of the shares on the 1st anniversary of the date of grant (which date of grant was 10/19/16), and 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, provided that in all instances the reporting person is an employee of, or consultant (as defined in the Plan) to the Company or subsidiary; provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 19:36 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 26,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040676 · doc4.xml · nonDerivative · entry 1 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,198 F1 · security: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on certain performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. Shares are earned based on comparisons of the Company's total shareholder return and the S&P Supercomposite Technology Hardware and Equipment Index during each of FY17, FY18 and FY19. The award has an "overdrive" feature that provides that if the level of performance attained is in excess of a specified percentile the reporting person is entitled to additional shares. The number of shares listed in Column 4 of Table I represents the maximum of shares that may be issued. The award is also subject to vesting conditions tied to continued service, provided, however, that death, disability or certain retirement events before those stated vesting dates will not result in forfeiture of the award or specified portions of the award. Read SEC document |
| October 17, 2016 Filed Oct 18, 2016 23:02 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 55,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040585 · doc4.xml · nonDerivative · entry 3 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,371 Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 20:57 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,833 | $21.26 | $38,969.58 |
DisclosureSEC source: 0001225208-16-040603 · doc4.xml · nonDerivative · entry 1 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,368 Read SEC document |
| October 16, 2016 Filed Oct 18, 2016 23:02 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,409 | $21.26 | $29,955.34 |
DisclosureSEC source: 0001225208-16-040585 · doc4.xml · nonDerivative · entry 2 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,201 Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 23:02 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,284 | $21.31 | $27,362.04 |
DisclosureSEC source: 0001225208-16-040585 · doc4.xml · nonDerivative · entry 1 MCGEE JOSEPH A · CIK 0001196745 · EVP,Strategic Plng&Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,610 F1 · 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.