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 |
|---|---|---|---|---|---|---|
| August 04, 2023 Filed Aug 7, 2023 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 5,185 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · nonDerivative · entry 3 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,515 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 4,860 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · derivative · entry 8 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,860 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On August 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. F2 · derivative.expiration_date: On August 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,913 | $169.85 | $324,923.05 |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,330 Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 4,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-23-000055 · wk-form4_1691443486.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,243 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 10, 2023 Filed May 11, 2023 20:16 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 7,063 | $21.24 | $150,018.12 |
DisclosureSEC source: 0001062993-23-010794 · form4.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,451 F1 · shares: Award of immediately vesting restricted stock units under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:40 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 5,492 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000006 · wf-form4_167286838498724.xml · derivative · entry 4 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,730 Underlying: Common Stock · 5,492 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, 2023 Filed Jan 4, 2023 21:40 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,208 | $175.56 | $387,636.48 |
DisclosureSEC source: 0000779152-23-000006 · wf-form4_167286838498724.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,383 Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:40 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 5,492 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-23-000006 · wf-form4_167286838498724.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,591 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 |
| November 22, 2022 Filed Nov 23, 2022 21:26 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 5,234 | $188.92 | $988,799.43 |
DisclosureSEC source: 0000779152-22-000142 · wf-form4_166923878986473.xml · nonDerivative · entry 3 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,099 F3 · price: The price reported In Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $188.72 to $189.45, 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 22, 2022 Filed Nov 23, 2022 21:26 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 5,328 | $188.10 | $1,002,214.38 |
DisclosureSEC source: 0000779152-22-000142 · wf-form4_166923878986473.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,333 F2 · price: The price reported In Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $187.7206 to $188.71, 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 22, 2022 Filed Nov 23, 2022 21:26 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 5,438 | $187.32 | $1,018,671.17 |
DisclosureSEC source: 0000779152-22-000142 · wf-form4_166923878986473.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,661 F1 · price: The price reported In Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $186.71 to $187.7025, 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 |
| October 04, 2022 Filed Oct 6, 2022 20:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 4,505 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000094 · wf-form4_166508652576715.xml · derivative · entry 6 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,505 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On October 4, 2019, the reporting person was granted restricted stock units vesting in three equal annual installments on October 4, 2020, 2021, and 2022. F2 · derivative.expiration_date: On October 4, 2019, the reporting person was granted restricted stock units vesting in three equal annual installments on October 4, 2020, 2021, and 2022. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,773 | $186.75 | $331,107.75 |
DisclosureSEC source: 0000779152-22-000094 · wf-form4_166508652576715.xml · nonDerivative · entry 4 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,101 Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 4,505 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000094 · wf-form4_166508652576715.xml · nonDerivative · entry 3 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,874 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 9,947 | $186.75 | $1,857,602.25 |
DisclosureSEC source: 0000779152-22-000094 · wf-form4_166508652576715.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,369 Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:02 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 25,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000094 · wf-form4_166508652576715.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,316 Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:42 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 14,417 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000059 · wf-form4_165973211049853.xml · derivative · entry 8 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,417 Underlying: Common Stock · 14,417 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, 2022 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2023, 2024 and 2025. F5 · derivative.expiration_date: On August 4, 2022 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2023, 2024 and 2025. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:42 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 5,185 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000059 · wf-form4_165973211049853.xml · derivative · entry 7 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,369 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. F4 · 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. F4 · derivative.expiration_date: On August 4, 2021 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2022, 2023 and 2024. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:42 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,041 | $208.09 | $424,711.69 |
DisclosureSEC source: 0000779152-22-000059 · wf-form4_165973211049853.xml · nonDerivative · entry 4 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,039 Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:42 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 5,185 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-22-000059 · wf-form4_165973211049853.xml · nonDerivative · entry 3 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,080 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:42 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 4,861 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000059 · wf-form4_165973211049853.xml · derivative · entry 6 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,860 Underlying: Common Stock · 4,861 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 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. F3 · derivative.expiration_date: On August 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:42 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,913 | $205.59 | $393,293.67 |
DisclosureSEC source: 0000779152-22-000059 · wf-form4_165973211049853.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,895 Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:42 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 4,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-22-000059 · wf-form4_165973211049853.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,808 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 19, 2022 Filed May 23, 2022 20:11 UTC | CNO Financial Group, Inc. CNO · Entity 576 | PurchaseCommon Stock | 3,000 | $19.53 | $58,587.00 |
DisclosureSEC source: 0001062993-22-013275 · form4.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,388 Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:11 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 7,697 | $19.49 | $150,014.53 |
DisclosureSEC source: 0001062993-22-013275 · form4.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,388 F1 · shares: Award of immediately vesting restricted stock units under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. Read SEC document |
| March 23, 2022 Filed Mar 23, 2022 20:04 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | SaleCommon Stock | 3,247 | $188.08 | $610,700.96 |
DisclosureSEC source: 0000779152-22-000028 · wf-form4_164806584419532.xml · nonDerivative · entry 3 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,947 Read SEC document |
| March 22, 2022 Filed Mar 23, 2022 20:04 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $87.27 | $0.00 |
DisclosureSEC source: 0000779152-22-000028 · wf-form4_164806584419532.xml · derivative · entry 5 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,685 Underlying: Common Stock · 10,000 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 |
| March 22, 2022 Filed Mar 23, 2022 20:04 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 6,753 | $187.81 | $1,268,280.93 |
DisclosureSEC source: 0000779152-22-000028 · wf-form4_164806584419532.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,194 Read SEC document |
| March 22, 2022 Filed Mar 23, 2022 20:04 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 10,000 | $87.27 | $872,700.00 |
DisclosureSEC source: 0000779152-22-000028 · wf-form4_164806584419532.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · Board Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,947 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 |
| January 01, 2022 Filed Jan 4, 2022 21:29 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 5,492 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000003 · wf-form4_164133173965679.xml · derivative · entry 4 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,222 Underlying: Common Stock · 5,492 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, 2022 Filed Jan 4, 2022 21:29 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 2,205 | $166.99 | $368,212.95 |
DisclosureSEC source: 0000779152-22-000003 · wf-form4_164133173965679.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,947 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:29 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 5,492 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-22-000003 · wf-form4_164133173965679.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,152 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 20:13 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 4,506 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000088 · wf-form4_163346480656975.xml · derivative · entry 4 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,505 Underlying: Common Stock · 4,506 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 October 4, 2019 the reporting person was granted restricted stock units, vesting in three equal annual installments on October 4, 2020, 2021 and 2022. F3 · derivative.expiration_date: On October 4, 2019 the reporting person was granted restricted stock units, vesting in three equal annual installments on October 4, 2020, 2021 and 2022. Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 20:13 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,774 | $165.01 | $292,727.74 |
DisclosureSEC source: 0000779152-21-000088 · wf-form4_163346480656975.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,660 Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 20:13 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 4,506 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-21-000088 · wf-form4_163346480656975.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,434 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, 2021 Filed Aug 6, 2021 18:56 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 15,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000063 · wf-form4_162827615137138.xml · derivative · entry 1 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,554 Underlying: Common Stock · 15,554 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 August 4, 2021 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2022, 2023 and 2024. F2 · 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 03, 2021 Filed Aug 4, 2021 13:34 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 4,861 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000048 · wf-form4_162808405317604.xml · derivative · entry 4 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,721 Underlying: Common Stock · 4,861 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 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. F3 · derivative.expiration_date: On August 3, 2020 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 13:34 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,913 | $174.57 | $333,952.41 |
DisclosureSEC source: 0000779152-21-000048 · wf-form4_162808405317604.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,928 Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 13:34 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 4,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-21-000048 · wf-form4_162808405317604.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,841 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 10, 2021 Filed May 12, 2021 20:55 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 5,291 | $27.22 | $144,021.02 |
DisclosureSEC source: 0001757201-21-000071 · edgar.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,691 F1 · shares: Award of immediately vesting restricted stock units under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 16:00 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 2,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000004 · wf-form4_160986238898911.xml · derivative · entry 4 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,714 Underlying: Common Stock · 2,746 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 will vest on the first anniversary date of the grant, twenty percent of the restricted stock units will vest on the second anniversary date of grant, twenty percent of the restricted stock units will vest on the third anniversary date of grant and fifty percent of the restricted stock units will vest on the fourth anniversary date of 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 will vest on the first anniversary date of the grant, twenty percent of the restricted stock units will vest on the second anniversary date of grant, twenty percent of the restricted stock units will vest on the third anniversary date of grant and fifty percent of the restricted stock units will vest on the fourth anniversary date of grant. The restricted stock units will be settled in stock or cash at the issuer's election. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 16:00 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,125 | $161.99 | $182,238.75 |
DisclosureSEC source: 0000779152-21-000004 · wf-form4_160986238898911.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,980 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 16:00 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 2,746 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-21-000004 · wf-form4_160986238898911.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,105 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Read SEC document |
| October 04, 2020 Filed Oct 6, 2020 20:59 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Unit · Derivative | 4,506 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-20-000090 · primary_doc.xml · derivative · entry 4 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,011 Underlying: Common Stock · 4,506 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 October 4, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On October 4, 2019, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| October 04, 2020 Filed Oct 6, 2020 20:59 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 1,774 | $161.56 | $286,607.44 |
DisclosureSEC source: 0000779152-20-000090 · primary_doc.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,359 Read SEC document |
| October 04, 2020 Filed Oct 6, 2020 20:59 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 4,506 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-20-000090 · primary_doc.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,133 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 |
| September 20, 2020 Filed Sep 22, 2020 21:25 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Tax withholdingCommon Stock | 12,615 | $161.83 | $2,041,485.45 |
DisclosureSEC source: 0000779152-20-000081 · edgardoc.xml · nonDerivative · entry 2 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,627 Read SEC document |
| September 20, 2020 Filed Sep 22, 2020 21:25 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantCommon Stock | 32,056 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-20-000081 · edgardoc.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,242 Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 22:28 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 14,582 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-20-000053 · wf-form4_159657973452836.xml · derivative · entry 1 Foss David B · CIK 0001610501 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,582 Underlying: Common Stock · 14,582 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: The reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. F2 · derivative.expiration_date: The reporting person was granted restricted stock units, vesting in three equal annual installments on August 3, 2021, 2022 and 2023. Read SEC document |
| May 11, 2020 Filed May 13, 2020 18:51 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 10,450 | $13.78 | $144,001.00 |
DisclosureSEC source: 0001250988-20-000042 · edgar.xml · nonDerivative · entry 1 Foss David B · CIK 0001610501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,400 F1 · shares: Award of immediately vesting restricted stock units under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. 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.