Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | Director | September 01, 2026 | September 01, 2026 |
| LEGALZOOM.COM, INC.LZ · Entity 4925 | Chief Operating Officer | March 15, 2024 | March 18, 2024 |
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 September 01, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 270 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 270 · Balance 270 F1: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2: On September 1, 2026, the reporting person was granted restricted stock units, vesting in full on the day before the Issuer's 2026 Annual Meeting of Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof.
F2: On September 1, 2026, the reporting person was granted restricted stock units, vesting in full on the day before the Issuer's 2026 Annual Meeting of Stockholders.
LEGALZOOM.COM, INC.
Report date March 15, 2024 · Filed March 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 498,519 |
Reported balance
After 2024-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-15 · Sale · Disposed 9,462 · Balance 498,519 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 31, 2023. F2: As of the date of this filing, includes 325,647 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. |
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 on May 31, 2023.
F2: As of the date of this filing, includes 325,647 RSUs which are payable in an equivalent number of shares of the Issuer's common stock.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 1, 2026 20:45 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-26-000080 · wk-form4_1788295530.xml · derivative · entry 1 Preece Richard · CIK 0001867835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270 Underlying: Common Stock · 270 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On September 1, 2026, the reporting person was granted restricted stock units, vesting in full on the day before the Issuer's 2026 Annual Meeting of Stockholders. F2 · derivative.expiration_date: On September 1, 2026, the reporting person was granted restricted stock units, vesting in full on the day before the Issuer's 2026 Annual Meeting of Stockholders. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 21:44 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 9,462 | $13.17 | $124,614.54 |
DisclosureSEC source: 0001286139-24-000045 · wk-form4_1710798273.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 498,519 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 31, 2023. F2 · balance_after: As of the date of this filing, includes 325,647 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:57 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 39,214 | $10.76 | $421,942.64 |
DisclosureSEC source: 0001286139-24-000012 · wk-form4_1708469852.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507,981 F1 · kind: This transaction represents the automatic withholding of shares of the Issuer's common stock by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2 · balance_after: As of the date of this filing, includes 325,647 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| December 29, 2023 Filed Jan 2, 2024 21:58 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 9,462 | $12.00 | $113,544.00 |
DisclosureSEC source: 0001286139-24-000002 · wk-form4_1704232704.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 547,195 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 31, 2023. F2 · balance_after: As of the date of this filing, includes 402,099 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 21:22 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 9,462 | $12.00 | $113,544.00 |
DisclosureSEC source: 0001286139-23-000144 · wk-form4_1701465722.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 556,657 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 31, 2023. F2 · balance_after: As of the date of this filing, includes 402,099 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:59 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 14,951 | $11.31 | $169,095.81 |
DisclosureSEC source: 0001286139-23-000138 · wk-form4_1700258380.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 566,119 F1 · kind: This transaction represents the automatic withholding of shares by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2 · balance_after: As of the date of this filing, includes 402,099 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:00 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 22,253 | $12.46 | $277,272.38 |
DisclosureSEC source: 0001286139-23-000117 · wf-form4_169230600342162.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 581,070 F1 · kind: This transaction represents the automatic withholding of shares by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2 · balance_after: As of the date of this filing, includes 432,250 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:42 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 12,516 | $10.65 | $133,295.40 |
DisclosureSEC source: 0001286139-23-000085 · wf-form4_168435613975168.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603,323 F1 · kind: This transaction represents the automatic withholding of shares by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2 · balance_after: As of the date of this filing, includes 477,130 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 2,000 shares of common stock acquired pursuant to the Issuer's employee stock purchase plan on May 15, 2023 that were exempt under both Rule 16b-3(d) and Rule 16b-3(c) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 18, 2023 Filed Mar 21, 2023 21:14 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantEmployee Stock Option (Right to Buy) · Derivative | 573,745 | $0.00 Strike: $8.39 | $0.00 |
DisclosureSEC source: 0001286139-23-000054 · wf-form4_167943326749834.xml · derivative · entry 2 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 573,745 Underlying: Common Stock · 573,745 shares Expires 2033-03-18 F3 · derivative.exercise_date: The option vests and becomes exercisable as follows: Twenty-five percent (25%) of the option shares on February 15, 2024 and the remaining option shares in equal successive quarterly installments over three (3) years. Read SEC document |
| March 18, 2023 Filed Mar 21, 2023 21:14 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 229,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-23-000054 · wf-form4_167943326749834.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 613,839 F1 · shares: The award of restricted stock units (RSUs) vests as follows: Twenty-five percent (25%) of the RSUs vest on February 15, 2024 and the remaining RSUs vest in equal successive quarterly installments over three (3) years. F2 · balance_after: As of the date of this filing, includes 502,371 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:14 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 30,201 | $8.09 | $244,386.49 |
DisclosureSEC source: 0001286139-23-000043 · wf-form4_167779887765668.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,341 F1 · kind: Automatic disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of Restricted Stock Units (RSUs) previously granted to the Reporting Person. In accordance with Issuer policy, shares are automatically sold to cover such obligations. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.995 to $8.23, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: As of the date of this filing, includes 272,873 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 21:22 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 8,477 | $9.01 | $76,369.29 |
DisclosureSEC source: 0001286139-22-000149 · wf-form4_166880651424575.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,542 F1 · kind: Disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of Restricted Stock Units (RSUs) previously granted to the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.81 to $9.20, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: As of the date of this filing, includes 327,227 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 22:26 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 78,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-22-000120 · wf-form4_166094795983262.xml · nonDerivative · entry 2 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,019 F3 · shares: The RSUs vest as follows: Twenty-five percent (25%) of the RSUs on August 15, 2023 and the remaining RSUs in equal successive quarterly installments over three (3) years. F4 · balance_after: As of the date of this filing, includes 342,763 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 22:26 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 15,930 | $11.47 | $182,637.45 |
DisclosureSEC source: 0001286139-22-000120 · wf-form4_166094795983262.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,465 F1 · kind: Disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of 28,929 Restricted Stock Units (RSUs). F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.04 to $12.08, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:10 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 1,470 | $11.36 | $16,699.20 |
DisclosureSEC source: 0001286139-22-000078 · wf-form4_165307738553551.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,395 F1 · kind: Disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of 11,071 Restricted Stock Units (RSUs). F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.13 to $11.795, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: As of the date of this filing, includes 293,138 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 1,192 shares acquired pursuant to an employee stock purchase plan on May 15, 2022 that were exempt under both Rule 16b-3(d) and Rule 16b-3(c) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 26, 2022 Filed Mar 28, 2022 23:04 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantEmployee Stock Option (Right to Buy) · Derivative | 388,197 | $0.00 Strike: $14.15 | $0.00 |
DisclosureSEC source: 0001286139-22-000055 · wf-form4_164850867469042.xml · derivative · entry 2 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,197 Underlying: Common Stock · 388,197 shares Expires 2032-03-26 F2 · derivative.exercise_date: The option vests and becomes exercisable as follows: Twenty-five percent (25%) of the option shares on February 15, 2023 and the remaining option shares in equal successive quarterly installments over three (3) years. Read SEC document |
| March 26, 2022 Filed Mar 28, 2022 23:04 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock (RSUs) | 155,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-22-000055 · wf-form4_164850867469042.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,209 F1 · shares: The restricted stock units vest as follows: Twenty-five percent (25%) of the option shares on February 15, 2023 and the remaining option shares in equal successive quarterly installments over three (3) years. Read SEC document |
| February 18, 2022 Filed Feb 18, 2022 23:50 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 4,461 | $16.00 | $71,380.46 |
DisclosureSEC source: 0001286139-22-000015 · wf-form4_164522820139948.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,394 F1 · kind: Disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of 11,072 Restricted Stock Units (RSUs). F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.66 to $16.56, inclusive. The Reporting Person undertakes to provide theIssuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forthabove. F3 · balance_after: As of the date of this filing, includes 148,930 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| December 06, 2021 Filed Dec 9, 2021 02:15 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 11,459 | $17.26 | $197,770.88 |
DisclosureSEC source: 0001209191-21-068632 · doc4.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,855 F1 · kind: Disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of 22,143 Restricted Stock Units (RSUs). F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.01 to $17.67, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: As of the date of this filing, includes 160,002 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 667 shares acquired pursuant to an employee stock purchase plan on November 15, 2021 that were exempt under both Rule 16b-3(d) and Rule 16b-3(c) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 02, 2021 Filed Dec 7, 2021 02:30 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 27,928 | $17.93 | $500,609.40 |
DisclosureSEC source: 0001209191-21-068232 · doc4.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,647 F1 · kind: Disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of 66,430 Restricted Stock Units (RSUs). F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.395 to $18.27, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: As of the date of this filing, includes 160,002 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| June 29, 2021 Filed Jul 2, 2021 01:40 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantEmployee Stock Option (Right to Buy) · Derivative | 178,570 | $0.00 Strike: $28.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044633 · doc4.xml · derivative · entry 2 Preece Richard · CIK 0001867835 · COO and Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,570 Underlying: Common Stock · 178,570 shares Expires 2031-06-29 F1 · derivative.exercise_date: Twenty-five percent (25%) of the shares of Common Stock subject to the option shall vest on August 15, 2022, and one-twelfth (1/12th) of the remaining shares of Common Stock subject to the option shall vest on each of the next twelve (12) dates of February 15, May 15, August 15, and November 15 thereafter, subject to the Reporting Person's continuous status as a Service Provider (as defined in the LegalZoom.com, Inc. 2016 Stock Incentive Plan) on each vesting date. Read SEC document |
| June 29, 2021 Filed Jul 2, 2021 01:40 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock (RSUs) | 71,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044633 · doc4.xml · nonDerivative · entry 1 Preece Richard · CIK 0001867835 · COO and Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,575 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.