Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IPERIONX LtdIPX · Entity 5162 | Director | August 03, 2026 | August 12, 2026 |
| IROBOT CORPIRBT · Entity 71819 | Director | September 06, 2024 | September 09, 2024 |
| JABIL INCJBL · Entity 3138 | EVP, CEO, EMS | December 27, 2021 | December 29, 2021 |
| SANMINA CORPSANM · Entity 3522 | Director | March 16, 2026 | March 18, 2026 |
| Symbotic Inc.SYM · Entity 2319 | Director · Chief Executive Officer | August 17, 2022 | August 25, 2022 |
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.
IPERIONX Ltd
Report date August 03, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (RSUs)SEC Table I · non-derivative | Direct | 58,584 |
Reported balance
Holding disclosure · report date 2026-08-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 58,584 F1: The RSUs vest on 8/3/2027 |
Filing footnotes · ownership attribution and instrument terms
F1: The RSUs vest on 8/3/2027
IROBOT CORP
Report date September 06, 2024 · Filed September 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,917 |
Reported balance
After 2024-09-06 transaction · row 1
1 source rowRow 1 · 2024-09-06 · Grant · Acquired 27,917 · Balance 27,917 F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date.
JABIL INC
Report date December 27, 2021 · Filed December 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 224,043 |
Ending reported balance
After 2021-12-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-12-27 · Sale · Disposed 2,321 · Balance 227,905 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Row 2 · 2021-12-29 · Sale · Disposed 3,862 · Balance 224,043 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. |
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.
SANMINA CORP
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,500 |
Last balance in matching sequence
After 2026-03-16 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-16 · Grant · Acquired 1,536 · Balance 4,732 F1: Each restricted stock unit represents a contingent right to receive one share of Sanmina Corporation common stock. F2: The restricted stock units vest in four equal quarterly installments from date of grant. Row 2 · 2026-03-16 · Grant · Acquired 768 · Balance 5,500 F1: Each restricted stock unit represents a contingent right to receive one share of Sanmina Corporation common stock. F3: The restricted stock units vest 1 day prior to the 2027 annual shareholder's meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Sanmina Corporation common stock.
F2: The restricted stock units vest in four equal quarterly installments from date of grant.
F3: The restricted stock units vest 1 day prior to the 2027 annual shareholder's meeting.
Symbotic Inc.
Report date August 17, 2022 · Filed August 25, 2022 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 289,226 |
Reported balance
After 2022-08-17 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2022-08-17 · Grant · Acquired 289,226 · Balance 289,226 F1: On August 19, 2022, the Reporting Person filed a Form 4 which inadvertently reported the title of the derivative security in Column 1 of Table II as Class A Common Stock and the title of the underlying security in Column 7 of Table II as Restricted Stock Units. In fact, as reported in this amendment, the title of the derivative security in Column 1 of Table II is Restricted Stock Units and the title of the underlying securities in Column 7 of Table II is Class A Common Stock. F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F3: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on August 17, 2023, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 19, 2022, the Reporting Person filed a Form 4 which inadvertently reported the title of the derivative security in Column 1 of Table II as Class A Common Stock and the title of the underlying security in Column 7 of Table II as Restricted Stock Units. In fact, as reported in this amendment, the title of the derivative security in Column 1 of Table II is Restricted Stock Units and the title of the underlying securities in Column 7 of Table II is Class A Common Stock.
F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F3: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on August 17, 2023, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| October 21, 2020 Filed Oct 23, 2020 21:56 UTC | JABIL INC JBL · Entity 3138 | Disposition to issuerCommon Stock | 6,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012708 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, EMS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,293 F2 · kind: This represents performance-based restricted stock units originally granted under Issuer's 2011 Stock Award and Incentive Plan on November 20, 2017, which were certified on October 15, 2020 to have satisfied performance metrics, but not at maximum. Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 21:56 UTC | JABIL INC JBL · Entity 3138 | Disposition to issuerCommon Stock | 3,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012708 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, EMS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,177 F1 · kind: This represents performance-based restricted stock units originally granted under Issuer's 2011 Stock Award and Incentive Plan on October 19, 2017, which were certified on October 15, 2020 to have satisfied performance metrics, but not at maximum. Read SEC document |
| October 19, 2020 Filed Oct 20, 2020 21:35 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,597 | $36.31 | $57,987.07 |
DisclosureSEC source: 0001225208-20-012642 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, EMS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,619 Read SEC document |
| October 18, 2020 Filed Oct 20, 2020 21:35 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,453 | $36.31 | $52,758.43 |
DisclosureSEC source: 0001225208-20-012642 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, EMS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,216 Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 22:06 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 17,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012600 · doc4.xml · nonDerivative · entry 3 Loparco Michael J · CIK 0001621146 · EVP, CEO, EMS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,669 F3 · shares: This represents the grant of a restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The RSUs vest at the rate of 30% of the shares on the first anniversary of the date of grant (which date of grant was October 15, 2020), 30% of the shares on the second anniversary of the date of grant, and the remaining 40% of the shares on the third anniversary of the date of grant. Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 22:06 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 25,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012600 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, EMS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,649 F1 · shares: This represents the grant of a performance-based restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan that provides for vesting rates based on certain performance-based criteria. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest dependent upon the satisfaction of the applicable criteria during the three-year period beginning September 1, 2020 and ending on August 31, 2023, the last day of the applicable performance period. Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 22:06 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 34,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012600 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, EMS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,119 F1 · shares: This represents the grant of a performance-based restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan that provides for vesting rates based on certain performance-based criteria. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest dependent upon the satisfaction of the applicable criteria during the three-year period beginning September 1, 2020 and ending on August 31, 2023, the last day of the applicable performance period. F2 · balance_after: Column 5 of the Table I includes 297 shares acquired on June 30, 2020, under the 2011 Employee Stock Purchase Plan of Jabil Inc. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 22:27 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,000 | $43.00 | $129,000.00 |
DisclosureSEC source: 0001225208-20-000863 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,782 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · balance_after: Column 5 of Table I includes 391 shares acquired on December 31, 2019, under the 2011 Employee Stock Purchase Plan of Jabil Inc. Read SEC document |
| December 12, 2019 Filed Dec 13, 2019 23:04 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,023 | $40.00 | $120,920.00 |
DisclosureSEC source: 0001225208-19-015814 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,391 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 11, 2019 Filed Nov 12, 2019 11:02 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,500 | $39.50 | $138,250.00 |
DisclosureSEC source: 0001225208-19-014349 · doc4.xml · nonDerivative · entry 4 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,414 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 11:02 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 12,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014349 · doc4.xml · nonDerivative · entry 3 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,914 F2 · kind: This represents the grant of a restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The RSUs vest at the rate of 30% of the shares on the first anniversary of the date of grant (which date of grant was November 7, 2019), 30% of the shares on the second anniversary of the date of grant, and the remaining 40% of the shares on the third anniversary of the date of grant. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 11:02 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 26,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014349 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,154 F1 · kind: This represents the grant of a performance-based restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan that provides for vesting rates based on certain performance-based criteria. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest dependent upon the satisfaction of the applicable criteria during the three-year period beginning September 1, 2019 and ending on August 31, 2022, the last day of the applicable performance period. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 11:02 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 28,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014349 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,829 F1 · kind: This represents the grant of a performance-based restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan that provides for vesting rates based on certain performance-based criteria. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest dependent upon the satisfaction of the applicable criteria during the three-year period beginning September 1, 2019 and ending on August 31, 2022, the last day of the applicable performance period. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 02:48 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,500 | $38.50 | $134,750.00 |
DisclosureSEC source: 0001225208-19-014168 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,109 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 21:03 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,500 | $37.50 | $131,250.00 |
DisclosureSEC source: 0001225208-19-013948 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,609 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 21:01 UTC | JABIL INC JBL · Entity 3138 | Disposition to issuerCommon Stock | 14,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013838 · doc4.xml · nonDerivative · entry 4 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,109 F2 · kind: This represents performance-based restricted stock units originally granted under Issuer's 2011 Stock Award and Incentive Plan on October 20, 2016, which were certified on October 17, 2019 to have partially satisfied performance metrics. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 21:01 UTC | JABIL INC JBL · Entity 3138 | Disposition to issuerCommon Stock | 13,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013838 · doc4.xml · nonDerivative · entry 3 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,509 F1 · kind: This represents performance-based restricted stock units originally granted under Issuer's 2011 Stock Award and Incentive Plan on October 19, 2016, which were certified on October 17, 2019 to have satisfied performance metrics, but not at maximum. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 21:01 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 10,389 | $36.60 | $380,237.40 |
DisclosureSEC source: 0001225208-19-013838 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,109 Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 21:01 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 4,850 | $36.60 | $177,510.00 |
DisclosureSEC source: 0001225208-19-013838 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,498 Read SEC document |
| October 19, 2019 Filed Oct 22, 2019 21:11 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 3,146 | $36.20 | $113,885.20 |
DisclosureSEC source: 0001225208-19-013757 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,348 Read SEC document |
| October 18, 2019 Filed Oct 22, 2019 21:11 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,453 | $36.41 | $52,903.73 |
DisclosureSEC source: 0001225208-19-013757 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,494 Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 21:05 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,500 | $36.50 | $127,750.00 |
DisclosureSEC source: 0001225208-19-013537 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,947 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 25, 2019 Filed Sep 26, 2019 21:49 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,500 | $34.50 | $120,750.00 |
DisclosureSEC source: 0001225208-19-012792 · doc4.xml · nonDerivative · entry 3 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,447 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 25, 2019 Filed Sep 26, 2019 21:49 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,500 | $35.50 | $124,250.00 |
DisclosureSEC source: 0001225208-19-012792 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,947 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 24, 2019 Filed Sep 26, 2019 21:49 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 7,000 | $33.02 | $231,105.00 |
DisclosureSEC source: 0001225208-19-012792 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,447 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The transactions reflected on this line were executed in multiple trades at prices ranging from $32.5300 to $33.5000, inclusive. The price reported above reflects the weighted average sale price for the shares set forth on this line. The reporting person hereby undertakes to provide upon request by the SEC Staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each separate price. F3 · balance_after: Column 5 of Table I includes 504 shares acquired on June 30, 2019, under the 2011 Employee Stock Purchase Plan of Jabil Inc. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 21:34 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,500 | $31.50 | $110,250.00 |
DisclosureSEC source: 0001225208-19-009915 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,943 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| April 12, 2019 Filed Apr 15, 2019 21:06 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 3,000 | $30.00 | $90,000.00 |
DisclosureSEC source: 0001225208-19-006747 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,443 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 21:37 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,500 | $27.90 | $69,750.00 |
DisclosureSEC source: 0001225208-19-002449 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,443 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 21:40 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,500 | $26.40 | $66,000.00 |
DisclosureSEC source: 0001225208-19-001660 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,943 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 22:06 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,500 | $25.64 | $64,108.25 |
DisclosureSEC source: 0001225208-19-001381 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,443 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The transactions reflected on this line were executed in multiple trades at prices ranging from $25.53 to $25.73, inclusive. The price reported above reflects the weighted average sale price for the shares set forth on this line. The reporting person hereby undertakes to provide upon request by the SEC Staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each separate price. F4 · balance_after: Column 5 of Table I includes 452 shares acquired on December 31, 2018, under the 2011 Employee Stock Purchase Plan of Jabil Inc. Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 22:06 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 2,500 | $25.70 | $64,246.75 |
DisclosureSEC source: 0001225208-19-001381 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,943 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The transactions reflected on this line were executed in multiple trades at prices ranging from $25.53 to $25.85, inclusive. The price reported above reflects the weighted average sale price for the shares set forth on this line. The reporting person hereby undertakes to provide upon request by the SEC Staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each separate price. Read SEC document |
| October 19, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 3,370 | $23.93 | $80,644.10 |
DisclosureSEC source: 0001225208-18-014811 · doc4.xml · nonDerivative · entry 7 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,991 Read SEC document |
| October 19, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 2,659 | $23.91 | $63,576.69 |
DisclosureSEC source: 0001225208-18-014811 · doc4.xml · nonDerivative · entry 6 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,361 Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | Disposition to issuerCommon Stock | 25,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014811 · doc4.xml · nonDerivative · entry 5 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,020 F3 · kind: This represents performance-based restricted stock units originally granted under Issuer's 2011 Stock Award and Incentive Plan on October 14, 2015 and certified on October 18, 2018 not to have satisfied performance metrics. Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | Disposition to issuerCommon Stock | 19,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014811 · doc4.xml · nonDerivative · entry 4 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,025 F3 · kind: This represents performance-based restricted stock units originally granted under Issuer's 2011 Stock Award and Incentive Plan on October 14, 2015 and certified on October 18, 2018 not to have satisfied performance metrics. Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 19,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014811 · doc4.xml · nonDerivative · entry 3 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,528 F2 · kind: This represents the grant of a restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The RSUs vest at the rate of 30% of the shares on the 1st anniversary of the date of grant (which date of grant was 10/18/18), 30% of the shares on the 2nd anniversary of the date of grant, and the remaining 40% of the shares on the 3rd anniversary of the date of grant. Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 29,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014811 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,648 F1 · kind: This represents the grant of a performance-based restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan that provides for vesting rates based on certain performance-based criteria. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest dependent upon the satisfaction of the applicable criteria during the three-year period beginning September 1, 2018 and ending on August 31, 2021, the last day of the applicable performance period. Read SEC document |
| October 18, 2018 Filed Oct 23, 2018 01:23 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 39,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014811 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,828 F1 · kind: This represents the grant of a performance-based restricted stock unit ("RSU") award under Issuer's 2011 Stock Award and Incentive Plan that provides for vesting rates based on certain performance-based criteria. Each RSU represents the right to receive one share of Issuer's Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest dependent upon the satisfaction of the applicable criteria during the three-year period beginning September 1, 2018 and ending on August 31, 2021, the last day of the applicable performance period. Read SEC document |
| October 14, 2018 Filed Oct 16, 2018 20:41 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,624 | $23.73 | $38,537.52 |
DisclosureSEC source: 0001225208-18-014644 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,068 F1 · balance_after: Column 5 of Table I includes 423 shares acquired on December 31, 2017 and 468 shares acquired on June 30, 2018, under the 2011 Employee Stock Purchase Plan of Jabil Inc. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 21:12 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 24,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017560 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,801 F1 · kind: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on certain performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum number of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest dependent upon the satisfaction of the applicable criteria during the three-year period beginning September 1, 2017 and ending on August 31, 2020, the last day of the applicable performance period. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 20:20 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 18,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016456 · doc4.xml · nonDerivative · entry 6 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,216 F4 · kind: This represents shares forfeited in connection with a performance-based restricted stock unit award that was granted on October 16, 2012 and certified on October 19, 2017 not to have satisfied performance metrics. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 20:20 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 17,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016456 · doc4.xml · nonDerivative · entry 5 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,436 F3 · kind: This represents shares forfeited in connection with a performance-based restricted stock unit award that was granted on October 16, 2014 and certified on October 19, 2017 not to have satisfied performance metrics. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 20:20 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 10,249 | $28.99 | $297,118.51 |
DisclosureSEC source: 0001225208-17-016456 · doc4.xml · nonDerivative · entry 4 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,352 Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 20:20 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 2,517 | $28.99 | $72,967.83 |
DisclosureSEC source: 0001225208-17-016456 · doc4.xml · nonDerivative · entry 3 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,601 Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 20:20 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 16,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016456 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,118 F2 · kind: This represents the grant of a restricted stock unit award. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. The restricted stock units will vest at the rate of 30% of the shares on the 1st anniversary of the date of grant (which date of grant was 10/19/17), 30% of the shares on the 2nd anniversary of the date of grant, and the remaining 40% of the shares on the 3rd anniversary of the date of grant. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 20:20 UTC | JABIL INC JBL · Entity 3138 | GrantCommon Stock | 32,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016456 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,728 F1 · kind: This represents the grant of a performance-based restricted stock unit award that provides for vesting at varying rates based on certain performance-based criteria. Each restricted stock unit represents the right to receive one share of Common Stock at vesting. The number of shares listed in Column 4 of Table I represents the maximum of shares that may be issued upon vesting of the award if the maximum target is met. Such award will vest, dependent upon the satisfaction of the applicable criteria, after August 31, 2019, the last day of the applicable performance period. Read SEC document |
| October 16, 2017 Filed Oct 18, 2017 20:18 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,691 | $28.24 | $47,753.84 |
DisclosureSEC source: 0001225208-17-016399 · doc4.xml · nonDerivative · entry 2 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,948 F1 · balance_after: Column 5 of Table I includes 521 shares acquired on June 30, 2017, under the 2011 Employee Stock Purchase Plan of Jabil Inc. Read SEC document |
| October 14, 2017 Filed Oct 18, 2017 20:18 UTC | JABIL INC JBL · Entity 3138 | Tax withholdingCommon Stock | 1,368 | $28.24 | $38,632.32 |
DisclosureSEC source: 0001225208-17-016399 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,639 Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 21:04 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 6,000 | $30.90 | $185,400.00 |
DisclosureSEC source: 0001225208-17-010973 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,486 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| May 25, 2017 Filed May 26, 2017 16:48 UTC | JABIL INC JBL · Entity 3138 | SaleCommon Stock | 5,000 | $29.90 | $149,500.00 |
DisclosureSEC source: 0001225208-17-010473 · doc4.xml · nonDerivative · entry 1 Loparco Michael J · CIK 0001621146 · EVP, CEO, Engineered Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,486 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. 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.