Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNO Financial Group, Inc.CNO · Entity 576 | Director | May 12, 2026 | May 13, 2026 |
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | Director | July 14, 2026 | July 14, 2026 |
| WEX Inc.WEX · Entity 2285 | Director | May 14, 2026 | May 18, 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.
CNO Financial Group, Inc.
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectFoss Management Trust | 52,725 |
Reported balance
After 2026-05-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 3,574 · Balance 52,725 F1: Award of immediately vesting restricted stock units granted under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of immediately vesting restricted stock units granted under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan.
JACK HENRY & ASSOCIATES INC
Report date July 14, 2026 · Filed July 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 129,353 |
Reported balance
After 2026-07-14 transaction · row 1
1 source rowRow 1 · 2026-07-14 · Exercise / conversion · Acquired 1,220 · Balance 129,353 F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-14 · Exercise / conversion · Disposed 1,220 · Balance 0 F1: 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: Represents the accelerated vesting of restricted stock units (RSUs) previously granted on November 17, 2025. These RSUs were originally scheduled to vest in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date; however, the Issuer accelerated the remaining unvested portion of the award in connection with the reporting person's retirement from the Board of Directors, effective July 14, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 5,031 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,031 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Represents the accelerated vesting of restricted stock units (RSUs) previously granted on November 17, 2025. These RSUs were originally scheduled to vest in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date; however, the Issuer accelerated the remaining unvested portion of the award in connection with the reporting person's retirement from the Board of Directors, effective July 14, 2026.
WEX Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,352 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 2,352 · Balance 2,352 F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027.
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 |
|---|---|---|---|---|---|---|
| July 14, 2026 Filed Jul 14, 2026 15:53 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001610501-26-000002 · wk-form4_1784044379.xml · derivative · entry 3 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,220 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: Represents the accelerated vesting of restricted stock units (RSUs) previously granted on November 17, 2025. These RSUs were originally scheduled to vest in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date; however, the Issuer accelerated the remaining unvested portion of the award in connection with the reporting person's retirement from the Board of Directors, effective July 14, 2026. F2 · derivative.expiration_date: Represents the accelerated vesting of restricted stock units (RSUs) previously granted on November 17, 2025. These RSUs were originally scheduled to vest in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date; however, the Issuer accelerated the remaining unvested portion of the award in connection with the reporting person's retirement from the Board of Directors, effective July 14, 2026. Read SEC document |
| July 14, 2026 Filed Jul 14, 2026 15:53 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 1,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001610501-26-000002 · wk-form4_1784044379.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,353 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 18, 2026 22:06 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,352 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-26-000020 · wk-form4_1779141974.xml · derivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,352 Underlying: Common Stock · 2,352 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. Read SEC document |
| May 12, 2026 Filed May 13, 2026 20:48 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 3,574 | $46.17 | $165,011.58 |
DisclosureSEC source: 0001224608-26-000051 · wk-form4_1778705334.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Foss Management Trust Disclosed balance after: 52,725 F1 · shares: Award of immediately vesting restricted stock units granted under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 17:30 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 20,000 | $174.92 | $3,498,400.00 |
DisclosureSEC source: 0001610501-25-000005 · wk-form4_1764783043.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,133 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $174.50 to $175.39, inclusive. The reporting person undertakes to provide to Jack Henry and Associates, Inc., any security holder of Jack Henry & Associates Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000132 · wk-form4_1763501063.xml · derivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,451 Underlying: Common Stock · 1,220 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 November 17, 2025, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. F2 · derivative.expiration_date: On November 17, 2025, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 18:37 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 5,755 | $162.74 | $936,568.70 |
DisclosureSEC source: 0001610501-25-000003 · wk-form4_1756838228.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,133 Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 18:37 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 14,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001610501-25-000003 · wk-form4_1756838228.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,888 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:20 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 14,687 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000038 · wk-form4_1754515247.xml · derivative · entry 10 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,687 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, 2024 the reporting person was granted restricted stock units, vesting in full on August 4, 2025. F4 · derivative.expiration_date: On August 4, 2024 the reporting person was granted restricted stock units, vesting in full on August 4, 2025. Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:20 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 6,232 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000038 · wk-form4_1754515247.xml · derivative · entry 9 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,231 Underlying: Common Stock · 6,232 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, 2025 Filed Aug 6, 2025 21:20 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 4,805 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000038 · wk-form4_1754515247.xml · derivative · entry 8 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,805 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 21:20 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 5,780 | $167.28 | $966,878.40 |
DisclosureSEC source: 0000779152-25-000038 · wk-form4_1754515247.xml · nonDerivative · entry 6 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,265 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:20 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 14,687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-25-000038 · wk-form4_1754515247.xml · nonDerivative · entry 5 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,045 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 21:20 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,453 | $167.28 | $410,337.84 |
DisclosureSEC source: 0000779152-25-000038 · wk-form4_1754515247.xml · nonDerivative · entry 4 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,358 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:20 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 6,232 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-25-000038 · wk-form4_1754515247.xml · nonDerivative · entry 3 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,811 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 21:20 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,891 | $167.28 | $316,326.48 |
DisclosureSEC source: 0000779152-25-000038 · wk-form4_1754515247.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,579 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 21:20 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 4,805 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-25-000038 · wk-form4_1754515247.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,470 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 8, 2025 19:22 UTC Amendment | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 5,780 | $167.28 | $966,878.40 |
DisclosureSEC source: 0000779152-25-000047 · wk-form4a_1754680946.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,265 F1 · kind: This amendment is being filed to address an error in reporting the transaction code in the original Form 4 filed on August 6, 2025, which contains a transaction code error on line 6 in the Table I. The transaction code should have been reported as F, which reported as S by error. Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:08 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 4,318 | $181.23 | $782,551.14 |
DisclosureSEC source: 0001628280-25-025487 · wk-form4_1747253300.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,665 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $181.00 to $181.70, inclusive. The reporting person undertakes to provide to Jack Henry and Associates, Inc., any security holder of Jack Henry & Associates Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:08 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 10,682 | $180.54 | $1,928,528.28 |
DisclosureSEC source: 0001628280-25-025487 · wk-form4_1747253300.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,983 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $180.22 to $180.99, inclusive. The reporting person undertakes to provide to Jack Henry and Associates, Inc., any security holder of Jack Henry & Associates Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:14 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 4,378 | $37.69 | $165,006.82 |
DisclosureSEC source: 0001628280-25-024283 · wk-form4_1746821662.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,151 F1 · shares: Award of immediately vesting restricted stock units granted under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 20:46 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,685 | $0.00 Strike: $87.27 | $0.00 |
DisclosureSEC source: 0000779152-24-000148 · wk-form4_1732221952.xml · derivative · entry 5 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,685 shares Expires 2026-07-01 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 |
| November 19, 2024 Filed Nov 21, 2024 20:46 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 18,770 | $171.32 | $3,215,676.40 |
DisclosureSEC source: 0000779152-24-000148 · wk-form4_1732221952.xml · nonDerivative · entry 3 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,665 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.74 to $171.69, inclusive. The reporting person undertakes to provide to Jack Henry and Associates, Inc., any security holder of Jack Henry & Associates, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 20:46 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 8,192 | $172.06 | $1,409,515.52 |
DisclosureSEC source: 0000779152-24-000148 · wk-form4_1732221952.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,435 Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 20:46 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 11,685 | $87.27 | $1,019,749.95 |
DisclosureSEC source: 0000779152-24-000148 · wk-form4_1732221952.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,627 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 |
| August 29, 2024 Filed Sep 3, 2024 20:28 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 9,304 | $173.76 | $1,616,663.04 |
DisclosureSEC source: 0000779152-24-000091 · wk-form4_1725395318.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,942 Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 20:28 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 23,640 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000091 · wk-form4_1725395318.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,246 Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 14,687 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · derivative · entry 11 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,687 Underlying: Common Stock · 14,687 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, 2024 the reporting person was granted restricted stock units, vesting in full on August 4, 2025. F6 · derivative.expiration_date: On August 4, 2024 the reporting person was granted restricted stock units, vesting in full on August 4, 2025. 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 | 6,232 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · derivative · entry 10 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,463 Underlying: Common Stock · 6,232 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, 2023 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. F5 · 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 | 4,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · derivative · entry 9 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,805 Underlying: Common Stock · 4,806 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, 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, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 5,184 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · derivative · entry 8 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,184 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, 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, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,453 | $170.21 | $417,525.13 |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · nonDerivative · entry 6 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,606 Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 6,232 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · nonDerivative · entry 5 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,059 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 | Tax withholdingCommon Stock | 1,892 | $170.21 | $322,037.32 |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · nonDerivative · entry 4 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,827 Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 4,806 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · nonDerivative · entry 3 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,719 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 | Tax withholdingCommon Stock | 2,040 | $170.21 | $347,228.40 |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,913 Read SEC document |
| August 04, 2024 Filed Aug 6, 2024 21:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 5,184 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-24-000065 · wk-form4_1722978121.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Executive Board Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,953 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 09, 2024 Filed May 10, 2024 22:08 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 5,322 | $28.19 | $150,027.18 |
DisclosureSEC source: 0001062993-24-009949 · form4.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,773 F1 · shares: Award of immediately vesting restricted stock units granted under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:27 UTC Amendment | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 5,322 | $28.19 | $150,027.18 |
DisclosureSEC source: 0001062993-24-010074 · form4a.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,773 F2 · date: This amendment includes the power of attorney exhibit that was inadvertently omitted from the May 10, 2024 Form 4 filing. F1 · shares: Award of immediately vesting restricted stock units granted under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 13,730 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000004 · wk-form4_1704319523.xml · derivative · entry 4 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,730 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 January 1, 2020, the reporting person was granted restricted stock units, vesting in four annual installments beginning on the first anniversary of the grant date. Ten percent of the restricted stock units vest on the first anniversary date of the grant, twenty percent of the restricted stock units will vest on the second anniversary date of the grant, twenty percent of the restricted stock units will vest on the third anniversary date of the grant and fifty percent of the restricted stock units will vest on the fourth anniversary date of the grant. The restricted stock units will be settled in stock or cash at the issuer's election. F3 · derivative.expiration_date: On January 1, 2020, the reporting person was granted restricted stock units, vesting in four annual installments beginning on the first anniversary of the grant date. Ten percent of the restricted stock units vest on the first anniversary date of the grant, twenty percent of the restricted stock units will vest on the second anniversary date of the grant, twenty percent of the restricted stock units will vest on the third anniversary date of the grant and fifty percent of the restricted stock units will vest on the fourth anniversary date of the grant. The restricted stock units will be settled in stock or cash at the issuer's election. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 5,456 | $163.41 | $891,564.96 |
DisclosureSEC source: 0000779152-24-000004 · wk-form4_1704319523.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,769 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:05 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 13,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-24-000004 · wk-form4_1704319523.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,225 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 29, 2023 Filed Aug 30, 2023 21:36 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,017 | $158.68 | $320,057.56 |
DisclosureSEC source: 0000779152-23-000082 · wk-form4_1693431376.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,495 Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 21:36 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 5,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000082 · wk-form4_1693431376.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,512 Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 18,695 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · derivative · entry 11 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,695 Underlying: Common Stock · 18,695 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, 2023 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026. F5 · 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 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 4,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · derivative · entry 10 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,611 Underlying: Common Stock · 4,806 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, 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, 2023 Filed Aug 7, 2023 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 5,185 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · derivative · entry 9 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,184 Underlying: Common Stock · 5,185 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, 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, 2023 Filed Aug 7, 2023 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,892 | $171.16 | $323,834.72 |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · nonDerivative · entry 6 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,388 Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 4,806 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · nonDerivative · entry 5 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,280 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 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,041 | $171.16 | $349,337.56 |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · nonDerivative · entry 4 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,474 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.