Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | COO | 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.
JACK HENRY & ASSOCIATES INC
Report date August 27, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,068 |
Ending reported balance
After 2026-08-27 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-08-27 · Grant · Acquired 83 · Balance 2,861 Row 2 · 2026-08-27 · Tax withholding · Disposed 31 · Balance 2,830 Row 3 · 2026-08-27 · Grant · Acquired 183 · Balance 3,013 Row 4 · 2026-08-27 · Tax withholding · Disposed 68 · Balance 2,945 Row 5 · 2026-08-27 · Grant · Acquired 196 · Balance 3,141 Row 6 · 2026-08-27 · Tax withholding · Disposed 73 · Balance 3,068 |
| Vested Performance SharesSEC Table II · derivative / convertible security | Direct | 462 |
Reported balance
After 2026-08-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-27 · Grant · Acquired 462 · Balance 462 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 and represents a right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof on the scheduled settlement date pursuant to the reporting person's performance deferral election. |
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 and represents a right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof on the scheduled settlement date pursuant to the reporting person's performance deferral election.
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 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 182 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-24-000067 · wk-form4_1722978142.xml · nonDerivative · entry 1 McLachlan Shanon G. · CIK 0002027840 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.