Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | Director · President & CEO | 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 | 29,141 |
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 2,456 · Balance 29,141 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 28,051 |
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 1,090 · Balance 28,051 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 29,165 |
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 1,114 · Balance 29,165 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 28,670 |
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 495 · Balance 28,670 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 31,290 |
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 2,620 · Balance 31,290 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 30,128 |
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 1,162 · Balance 30,128 |
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 |
|---|---|---|---|---|---|---|
| February 09, 2019 Filed Feb 13, 2019 23:17 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-19-000010 · edgardoc.xml · derivative · entry 3 Adelson Gregory R. · CIK 0001746071 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 1,200 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: (1) Each restricted stock unit is the economic equivalent of one share of JKHY common stock. The restricted stock units may be settled in stock or cash at the issuer's election. The issuer elected to settle the restricted stock units vesting on February 9, 2019 in stock. F2 · derivative.exercise_date: (2) On February 9, 2017, the reporting person was granted 3,600 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: (2) On February 9, 2017, the reporting person was granted 3,600 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 09, 2019 Filed Feb 13, 2019 23:17 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 528 | $132.67 | $70,049.76 |
DisclosureSEC source: 0000779152-19-000010 · edgardoc.xml · nonDerivative · entry 2 Adelson Gregory R. · CIK 0001746071 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,985 Read SEC document |
| February 09, 2019 Filed Feb 13, 2019 23:17 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-19-000010 · edgardoc.xml · nonDerivative · entry 1 Adelson Gregory R. · CIK 0001746071 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,513 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: (1) Each restricted stock unit is the economic equivalent of one share of JKHY common stock. The restricted stock units may be settled in stock or cash at the issuer's election. The issuer elected to settle the restricted stock units vesting on February 9, 2019 in stock. Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 22:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,928 | $160.00 | $468,480.00 |
DisclosureSEC source: 0000779152-18-000081 · edgardoc.xml · nonDerivative · entry 2 Adelson Gregory R. · CIK 0001746071 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,266 F1 · shares: Shares withheld by Jack Henry & Associates, Inc. to satisfy taxes payable in connection with the vesting of performance stock units. Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 22:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 6,391 | $160.00 | $1,022,560.00 |
DisclosureSEC source: 0000779152-18-000081 · edgardoc.xml · nonDerivative · entry 1 Adelson Gregory R. · CIK 0001746071 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,194 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.