Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | Sr VP & Chief Accounting Offic | 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 | IndirectBy Trust | 13,859 |
Reported balance
After 2026-08-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-27 · Grant · Acquired 355 · Balance 13,859 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 13,702 |
Reported balance
After 2026-08-27 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-27 · Tax withholding · Disposed 157 · Balance 13,702 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 13,863 |
Reported balance
After 2026-08-27 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-08-27 · Grant · Acquired 161 · Balance 13,863 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 13,792 |
Reported balance
After 2026-08-27 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-08-27 · Tax withholding · Disposed 71 · Balance 13,792 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 14,170 |
Reported balance
After 2026-08-27 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-08-27 · Grant · Acquired 378 · Balance 14,170 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 14,003 |
Reported balance
After 2026-08-27 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-08-27 · Tax withholding · Disposed 167 · Balance 14,003 |
| Common StockSEC Table I · non-derivative | Direct | 832 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 832 |
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, 2023 Filed Aug 7, 2023 21:23 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-23-000053 · wk-form4_1691443416.xml · nonDerivative · entry 3 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 11,768 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 03, 2023 Filed Aug 7, 2023 21:23 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000053 · wk-form4_1691443416.xml · derivative · entry 8 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 182 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 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. F2 · derivative.expiration_date: On August 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 21:23 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 80 | $169.85 | $13,588.00 |
DisclosureSEC source: 0000779152-23-000053 · wk-form4_1691443416.xml · nonDerivative · entry 2 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 11,573 Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 21:23 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 182 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-23-000053 · wk-form4_1691443416.xml · nonDerivative · entry 1 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 11,653 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 |
| October 04, 2022 Filed Oct 6, 2022 20:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 219 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000097 · wf-form4_166508671072902.xml · derivative · entry 6 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 219 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 October 4, 2019, the reporting person was granted restricted stock units vesting in three equal annual installments on October 4, 2020, 2021, and 2022. F2 · derivative.expiration_date: On October 4, 2019, the reporting person was granted restricted stock units vesting in three equal annual installments on October 4, 2020, 2021, and 2022. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 98 | $186.75 | $18,301.50 |
DisclosureSEC source: 0000779152-22-000097 · wf-form4_166508671072902.xml · nonDerivative · entry 4 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,466 Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 219 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000097 · wf-form4_166508671072902.xml · nonDerivative · entry 3 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,564 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 |
| October 04, 2022 Filed Oct 6, 2022 20:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 549 | $186.75 | $102,525.75 |
DisclosureSEC source: 0000779152-22-000097 · wf-form4_166508671072902.xml · nonDerivative · entry 2 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,345 Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 1,229 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000097 · wf-form4_166508671072902.xml · nonDerivative · entry 1 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,894 Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:44 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 519 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000061 · wf-form4_165973223041720.xml · derivative · entry 8 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519 Underlying: Common Stock · 519 shares Expires not disclosed F1 · security: 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. 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, 2022 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2023, 2024 and 2025. F4 · 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, 2022 Filed Aug 5, 2022 20:44 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 195 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000061 · wf-form4_165973223041720.xml · derivative · entry 7 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 Underlying: Common Stock · 195 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 · security: 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. 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, 2021 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2022, 2023 and 2024. F3 · derivative.expiration_date: On August 4, 2021 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2022, 2023 and 2024. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:44 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 88 | $208.09 | $18,311.92 |
DisclosureSEC source: 0000779152-22-000061 · wf-form4_165973223041720.xml · nonDerivative · entry 4 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650 Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:44 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-22-000061 · wf-form4_165973223041720.xml · nonDerivative · entry 3 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738 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 03, 2022 Filed Aug 5, 2022 20:44 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 183 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000061 · wf-form4_165973223041720.xml · derivative · entry 6 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182 Underlying: Common Stock · 183 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 · security: 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. 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 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. F2 · derivative.expiration_date: On August 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:44 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 81 | $205.59 | $16,652.79 |
DisclosureSEC source: 0000779152-22-000061 · wf-form4_165973223041720.xml · nonDerivative · entry 2 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543 Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:44 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 183 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-22-000061 · wf-form4_165973223041720.xml · nonDerivative · entry 1 Swearingen Renee Ann · CIK 0001928851 · Sr VP & Chief Accounting Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 624 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.