Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVANTAX, INC.BCOR · Entity 107910 | Interim CFO | March 16, 2020 | March 18, 2020 |
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | CFO and Treasurer | August 27, 2026 | August 31, 2026 |
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.
AVANTAX, INC.
Report date March 16, 2020 · Filed March 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,647 |
Reported balance
After 2020-03-16 transaction · row 1
1 source rowRow 1 · 2020-03-16 · Grant · Acquired 30,647 · Balance 30,647 F1: Reflects an initial grant of 30,647 restricted stock units ("RSUs") that was made to the reporting person upon the reporting person's appointment as Interim Chief Financial Officer for the Company. The time-based restricted stock units will vest on the earlier of (a) the first anniversary of the date of grant or (b) the reporting person's separation from the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an initial grant of 30,647 restricted stock units ("RSUs") that was made to the reporting person upon the reporting person's appointment as Interim Chief Financial Officer for the Company. The time-based restricted stock units will vest on the earlier of (a) the first anniversary of the date of grant or (b) the reporting person's separation from the Company.
JACK HENRY & ASSOCIATES INC
Report date August 27, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Vested Performance SharesSEC Table II · derivative / convertible security | Direct | 5,113 |
Reported balance
After 2026-08-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-27 · Grant · Acquired 5,113 · Balance 5,113 F1: The reporting person elected to defer settlement of a portion of the underlying performance shares, which have fully vested and will become payable, in cash or common stock of the Issuer, at the Issuer's option, upon the reporting person's termination of service with the Company, or on specified future dates, pursuant to the reporting person's deferral elections under the Issuers Deferred Compensation Plan. Each vested performance share unit is the economic equivalent of one share of JKHY common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to defer settlement of a portion of the underlying performance shares, which have fully vested and will become payable, in cash or common stock of the Issuer, at the Issuer's option, upon the reporting person's termination of service with the Company, or on specified future dates, pursuant to the reporting person's deferral elections under the Issuers Deferred Compensation Plan. Each vested performance share unit is the economic equivalent of one share of JKHY 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 |
|---|---|---|---|---|---|---|
| August 27, 2026 Filed Aug 31, 2026 19:22 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantVested Performance Shares · Derivative | 5,113 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-26-000074 · wk-form4_1788204125.xml · derivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,113 Underlying: Common Stock · 5,113 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person elected to defer settlement of a portion of the underlying performance shares, which have fully vested and will become payable, in cash or common stock of the Issuer, at the Issuer's option, upon the reporting person's termination of service with the Company, or on specified future dates, pursuant to the reporting person's deferral elections under the Issuers Deferred Compensation Plan. Each vested performance share unit is the economic equivalent of one share of JKHY common stock. F1 · derivative.exercise_date: The reporting person elected to defer settlement of a portion of the underlying performance shares, which have fully vested and will become payable, in cash or common stock of the Issuer, at the Issuer's option, upon the reporting person's termination of service with the Company, or on specified future dates, pursuant to the reporting person's deferral elections under the Issuers Deferred Compensation Plan. Each vested performance share unit is the economic equivalent of one share of JKHY common stock. F1 · derivative.expiration_date: The reporting person elected to defer settlement of a portion of the underlying performance shares, which have fully vested and will become payable, in cash or common stock of the Issuer, at the Issuer's option, upon the reporting person's termination of service with the Company, or on specified future dates, pursuant to the reporting person's deferral elections under the Issuers Deferred Compensation Plan. Each vested performance share unit is the economic equivalent of one share of JKHY common stock. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 6,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-26-000049 · wk-form4_1786050105.xml · derivative · entry 10 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,212 Underlying: Common Stock · 6,212 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. F7 · derivative.exercise_date: On August 4, 2026 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2027, 2028 and 2029. F7 · derivative.expiration_date: On August 4, 2026 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2027, 2028 and 2029. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,751 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-26-000049 · wk-form4_1786050105.xml · derivative · entry 9 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,502 Underlying: Common Stock · 1,751 shares Expires not disclosed 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 · 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. F6 · derivative.exercise_date: On August 4, 2025 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2026, 2027 and 2028. F6 · derivative.expiration_date: On August 4, 2025 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2026, 2027 and 2028. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-26-000049 · wk-form4_1786050105.xml · derivative · entry 8 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,462 Underlying: Common Stock · 1,462 shares Expires not disclosed 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 · 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. F5 · derivative.exercise_date: On August 4, 2024 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2025, 2026 and 2027. F5 · derivative.expiration_date: On August 4, 2024 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2025, 2026 and 2027. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantVested Restricted Stock Units · Derivative | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-26-000049 · wk-form4_1786050105.xml · derivative · entry 7 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202 Underlying: Common Stock · 1,202 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. F4 · derivative.exercise_date: The reporting person has elected to defer settlement of 1,202 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination of employment or on specified future dates, pursuant to the reporting person's elections under the Issuer's Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F4 · derivative.expiration_date: The reporting person has elected to defer settlement of 1,202 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination of employment or on specified future dates, pursuant to the reporting person's elections under the Issuer's Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-26-000049 · wk-form4_1786050105.xml · derivative · entry 6 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,202 shares Expires not disclosed 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 · 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. F3 · derivative.exercise_date: On August 4, 2023 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. F3 · derivative.expiration_date: On August 4, 2023 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 769 | $156.53 | $120,371.57 |
DisclosureSEC source: 0000779152-26-000049 · wk-form4_1786050105.xml · nonDerivative · entry 4 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,444 Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 1,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-26-000049 · wk-form4_1786050105.xml · nonDerivative · entry 3 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,213 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 · 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. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 642 | $156.53 | $100,492.26 |
DisclosureSEC source: 0000779152-26-000049 · wk-form4_1786050105.xml · nonDerivative · entry 2 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,462 Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 1,462 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-26-000049 · wk-form4_1786050105.xml · nonDerivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,104 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 · 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. Read SEC document |
| May 14, 2026 Filed May 14, 2026 21:40 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | PurchaseCommon Stock | 375 | $134.12 | $50,295.00 |
DisclosureSEC source: 0000779152-26-000030 · wk-form4_1778794818.xml · nonDerivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,007 Read SEC document |
| December 17, 2025 Filed Dec 19, 2025 19:25 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 5,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000146 · wk-form4_1766172327.xml · derivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,350 Underlying: Common Stock · 5,350 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 December 17, 2025, the reporting person was granted restricted stock units, vesting in five equal annual installments on December 17, 2026, 2027, 2028, 2029, and 2030. F2 · derivative.expiration_date: On December 17, 2025, the reporting person was granted restricted stock units, vesting in five equal annual installments on December 17, 2026, 2027, 2028, 2029, and 2030. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 18:39 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 600 | $162.74 | $97,644.00 |
DisclosureSEC source: 0000779152-25-000065 · wk-form4_1756838375.xml · nonDerivative · entry 2 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,495 Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 18:39 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000065 · wk-form4_1756838375.xml · nonDerivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,095 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:21 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 5,253 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000040 · wk-form4_1754515263.xml · derivative · entry 9 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,253 Underlying: Common Stock · 5,253 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. F6 · derivative.exercise_date: On August 4, 2025 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2026, 2027 and 2028. F6 · derivative.expiration_date: On August 4, 2025 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2026, 2027 and 2028. Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:21 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantVested Restricted Stock Units · Derivative | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000040 · wk-form4_1754515263.xml · derivative · entry 8 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,405 Underlying: Common Stock · 1,202 shares Expires not disclosed F5 · derivative.exercise_price: The reporting person has elected to defer settlement of 1,202 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination of employment or on specified future dates, pursuant to the reporting person's elections under the Issuer's Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F5 · derivative.exercise_date: The reporting person has elected to defer settlement of 1,202 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination of employment or on specified future dates, pursuant to the reporting person's elections under the Issuer's Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F5 · derivative.expiration_date: The reporting person has elected to defer settlement of 1,202 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination of employment or on specified future dates, pursuant to the reporting person's elections under the Issuer's Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:21 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000040 · wk-form4_1754515263.xml · derivative · entry 7 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202 Underlying: Common Stock · 1,202 shares Expires not disclosed 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 · 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. F4 · derivative.exercise_date: On August 4, 2023, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. F4 · derivative.expiration_date: On August 4, 2023, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:21 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000040 · wk-form4_1754515263.xml · derivative · entry 6 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,924 Underlying: Common Stock · 1,462 shares Expires not disclosed 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 · 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. F3 · derivative.exercise_date: On August 4, 2024 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2025, 2026 and 2027. F3 · derivative.expiration_date: On August 4, 2024 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2025, 2026 and 2027. Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:21 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 608 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000040 · wk-form4_1754515263.xml · derivative · entry 5 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 608 shares Expires not disclosed 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 · 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 August 4, 2022, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2023, 2024 and 2025. F2 · derivative.expiration_date: On August 4, 2022, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2023, 2024 and 2025. Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:21 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 473 | $167.28 | $79,123.44 |
DisclosureSEC source: 0000779152-25-000040 · wk-form4_1754515263.xml · nonDerivative · entry 4 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,243 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:21 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 1,462 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-25-000040 · wk-form4_1754515263.xml · nonDerivative · entry 3 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,716 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 · 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. Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:21 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 197 | $167.28 | $32,954.16 |
DisclosureSEC source: 0000779152-25-000040 · wk-form4_1754515263.xml · nonDerivative · entry 2 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,254 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:21 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 608 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-25-000040 · wk-form4_1754515263.xml · nonDerivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,451 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 · 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. Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 4,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000066 · wk-form4_1722978131.xml · derivative · entry 6 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,386 Underlying: Common Stock · 4,386 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. F5 · derivative.exercise_date: On August 4, 2024 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2025, 2026 and 2027. F5 · derivative.expiration_date: On August 4, 2024 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2025, 2026 and 2027. Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantVested Restricted Stock Units · Derivative | 1,203 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000066 · wk-form4_1722978131.xml · derivative · entry 5 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,203 Underlying: Common Stock · 1,203 shares Expires not disclosed F4 · derivative.exercise_price: The reporting person has elected to defer settlement of 1,203 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination of employment or on specified future dates, pursuant to the reporting person's elections under the Issuer's Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F4 · derivative.exercise_date: The reporting person has elected to defer settlement of 1,203 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination of employment or on specified future dates, pursuant to the reporting person's elections under the Issuer's Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F4 · derivative.expiration_date: The reporting person has elected to defer settlement of 1,203 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination of employment or on specified future dates, pursuant to the reporting person's elections under the Issuer's Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,203 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000066 · wk-form4_1722978131.xml · derivative · entry 4 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,404 Underlying: Common Stock · 1,203 shares Expires not disclosed 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 · 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. F3 · derivative.exercise_date: On August 4, 2023, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. F3 · derivative.expiration_date: On August 4, 2023, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 609 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000066 · wk-form4_1722978131.xml · derivative · entry 3 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 608 Underlying: Common Stock · 609 shares Expires not disclosed 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 · 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 August 4, 2022, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2023, 2024 and 2025. F2 · derivative.expiration_date: On August 4, 2022, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2023, 2024 and 2025. Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 198 | $170.21 | $33,701.58 |
DisclosureSEC source: 0000779152-24-000066 · wk-form4_1722978131.xml · nonDerivative · entry 2 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,695 Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 609 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-24-000066 · wk-form4_1722978131.xml · nonDerivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,893 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 · 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. Read SEC document |
| July 17, 2024 Filed Jul 19, 2024 18:30 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000050 · wk-form4_1721413829.xml · derivative · entry 3 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,052 shares Expires not disclosed 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 · 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 July 17, 2022, the reporting person was granted restricted stock units, vesting in two equal annual installments on July 17, 2023 and 2024. F2 · derivative.expiration_date: On July 17, 2022, the reporting person was granted restricted stock units, vesting in two equal annual installments on July 17, 2023 and 2024. Read SEC document |
| July 17, 2024 Filed Jul 19, 2024 18:30 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 341 | $169.74 | $57,881.34 |
DisclosureSEC source: 0000779152-24-000050 · wk-form4_1721413829.xml · nonDerivative · entry 2 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,284 Read SEC document |
| July 17, 2024 Filed Jul 19, 2024 18:30 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 1,052 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-24-000050 · wk-form4_1721413829.xml · nonDerivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,625 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 · 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. Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 21:22 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 3,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000050 · wk-form4_1691443320.xml · derivative · entry 4 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,607 Underlying: Common Stock · 3,607 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. F3 · derivative.exercise_date: On August 4, 2023, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. F3 · derivative.expiration_date: On August 4, 2023, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 21:22 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 609 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000050 · wk-form4_1691443320.xml · derivative · entry 3 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,217 Underlying: Common Stock · 609 shares Expires not disclosed 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 · 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 August 4, 2022, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2023, 2024 and 2025. F2 · derivative.expiration_date: On August 4, 2022, the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2023, 2024 and 2025. Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 21:22 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 198 | $171.16 | $33,889.68 |
DisclosureSEC source: 0000779152-23-000050 · wk-form4_1691443320.xml · nonDerivative · entry 2 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,415 Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 21:22 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 609 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-23-000050 · wk-form4_1691443320.xml · nonDerivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,613 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 · 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. Read SEC document |
| July 17, 2023 Filed Jul 18, 2023 22:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,053 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000037 · wk-form4_1689717675.xml · derivative · entry 3 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,052 Underlying: Common Stock · 1,053 shares Expires not disclosed 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 · 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 July 17, 2022, the reporting person was granted restricted stock units, vesting in two equal annual installments on July 17, 2023 and 2024. F2 · derivative.expiration_date: On July 17, 2022, the reporting person was granted restricted stock units, vesting in two equal annual installments on July 17, 2023 and 2024. Read SEC document |
| July 17, 2023 Filed Jul 18, 2023 22:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 341 | $166.75 | $56,861.75 |
DisclosureSEC source: 0000779152-23-000037 · wk-form4_1689717675.xml · nonDerivative · entry 2 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,004 Read SEC document |
| July 17, 2023 Filed Jul 18, 2023 22:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 1,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-23-000037 · wk-form4_1689717675.xml · nonDerivative · entry 1 Carsley Mimi · CIK 0001806833 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,345 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 · 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. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 18:38 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 30,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-20-000073 · wf-form4_158457106735118.xml · nonDerivative · entry 1 Carsley Mimi · CIK 0001806833 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,647 F1 · shares: Reflects an initial grant of 30,647 restricted stock units ("RSUs") that was made to the reporting person upon the reporting person's appointment as Interim Chief Financial Officer for the Company. The time-based restricted stock units will vest on the earlier of (a) the first anniversary of the date of grant or (b) the reporting person's separation from the Company. 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.