Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK IN THE BOX INCJACK · Entity 1029 | SVP, CHF DEVELOPMENT OFFICER | May 01, 2025 | May 02, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
JACK IN THE BOX INC
Report date May 01, 2025 · Filed May 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 25,541 |
Reported balance
After 2025-05-01 transaction · row 1
1 source rowRow 1 · 2025-05-01 · Grant · Acquired 10,085 · Balance 25,541 F1: This is a one-time retention award of restricted stock units. These securities are restricted stock units that vest in three equal installments one year from the grant date, with after-tax net shares subject to a 50% holding requirement until the executive meets their multiple of salary stock ownership requirement. |
| Performance-based Restricted Stock Unit (PSU)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-05-01 | Direct | 10,085 |
Reported balance
After 2025-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-05-01 · Grant · Acquired 10,085 · Balance 10,085 F2: Each PSU represents a contingent right to receive one share of Jack in the Box common stock. F3: The reported PSUs are eligible to become earned based on achievement of two stock price appreciation hurdles over a three-year performance period from the date of grant, subject to continued employment through the end of the performance period. The average closing trading price of the Company's common stock must meet or exceed the applicable stock price hurdle for 20 consecutive trading days at any point during the three-year performance period to be considered achieved. The number of PSUs that will be earned and the applicable stock price hurdles are: (1) 150% of the PSUs are earned at a price hurdle of $37.19, and (2) 200% of the PSUs are earned at a price hurdle of $49.58. F4: The number of earned PSUs, if any, will vest at the completion of the three-year performance period provided the reporting person's continued employment with the company. |
Filing footnotes · ownership attribution and instrument terms
F1: This is a one-time retention award of restricted stock units. These securities are restricted stock units that vest in three equal installments one year from the grant date, with after-tax net shares subject to a 50% holding requirement until the executive meets their multiple of salary stock ownership requirement.
F2: Each PSU represents a contingent right to receive one share of Jack in the Box common stock.
F3: The reported PSUs are eligible to become earned based on achievement of two stock price appreciation hurdles over a three-year performance period from the date of grant, subject to continued employment through the end of the performance period. The average closing trading price of the Company's common stock must meet or exceed the applicable stock price hurdle for 20 consecutive trading days at any point during the three-year performance period to be considered achieved. The number of PSUs that will be earned and the applicable stock price hurdles are: (1) 150% of the PSUs are earned at a price hurdle of $37.19, and (2) 200% of the PSUs are earned at a price hurdle of $49.58.
F4: The number of earned PSUs, if any, will vest at the completion of the three-year performance period provided the reporting person's continued employment with the company.
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 |
|---|---|---|---|---|---|---|
| May 01, 2025 Filed May 2, 2025 22:30 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantPerformance-based Restricted Stock Unit (PSU) · Derivative | 10,085 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-008415 · form4.xml · derivative · entry 2 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,085 Underlying: COMMON STOCK · 10,085 shares Expires 2028-05-01 F2 · security: Each PSU represents a contingent right to receive one share of Jack in the Box common stock. F3 · shares: The reported PSUs are eligible to become earned based on achievement of two stock price appreciation hurdles over a three-year performance period from the date of grant, subject to continued employment through the end of the performance period. The average closing trading price of the Company's common stock must meet or exceed the applicable stock price hurdle for 20 consecutive trading days at any point during the three-year performance period to be considered achieved. The number of PSUs that will be earned and the applicable stock price hurdles are: (1) 150% of the PSUs are earned at a price hurdle of $37.19, and (2) 200% of the PSUs are earned at a price hurdle of $49.58. F4 · derivative.exercise_date: The number of earned PSUs, if any, will vest at the completion of the three-year performance period provided the reporting person's continued employment with the company. F4 · derivative.expiration_date: The number of earned PSUs, if any, will vest at the completion of the three-year performance period provided the reporting person's continued employment with the company. Read SEC document |
| May 01, 2025 Filed May 2, 2025 22:30 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 10,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-008415 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,541 F1 · shares: This is a one-time retention award of restricted stock units. These securities are restricted stock units that vest in three equal installments one year from the grant date, with after-tax net shares subject to a 50% holding requirement until the executive meets their multiple of salary stock ownership requirement. Read SEC document |
| December 23, 2024 Filed Dec 23, 2024 23:25 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 248 | $40.52 | $10,048.96 |
DisclosureSEC source: 0001062993-24-021168 · form4.xml · nonDerivative · entry 4 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,456 F3 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. Read SEC document |
| December 23, 2024 Filed Dec 23, 2024 23:25 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 151 | $40.52 | $6,118.52 |
DisclosureSEC source: 0001062993-24-021168 · form4.xml · nonDerivative · entry 3 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,704 F3 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. Read SEC document |
| December 23, 2024 Filed Dec 23, 2024 23:25 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 749 | $40.52 | $30,349.48 |
DisclosureSEC source: 0001062993-24-021168 · form4.xml · nonDerivative · entry 2 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,855 F2 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting and issuance of Performance Shares (as defined in Section 2.1 (aa) of our 2004 Stock Incentive Plan) pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 23:25 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021168 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,604 F1 · shares: Represents shares vested and issued for achievement of pre-established performance goals with respect to Performance Shares (as defined in Section 2.1 (aa) of our 2004 Stock Incentive Plan) granted for the three fiscal year performance period 2022-2024. Read SEC document |
| December 04, 2024 Filed Dec 4, 2024 23:03 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 255 | $48.93 | $12,477.51 |
DisclosureSEC source: 0001062993-24-020089 · form4.xml · nonDerivative · entry 2 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,694 F2 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 23:03 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 5,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020089 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,949 F1 · shares: These securities are restricted stock units that vest in three equal installments one year from the grant date, with after-tax net shares subject to a 50% holding requirement until the executive meets their multiple of salary stock ownership requirement. Read SEC document |
| December 21, 2023 Filed Dec 21, 2023 23:35 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 249 | $81.56 | $20,308.44 |
DisclosureSEC source: 0001062993-23-023052 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,696 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 00:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 152 | $83.08 | $12,628.16 |
DisclosureSEC source: 0001062993-23-022901 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,945 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 00:20 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 118 | $78.36 | $9,246.48 |
DisclosureSEC source: 0001062993-23-021976 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,097 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 22:44 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 2,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021725 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP, CHF DEVELOPMENT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,215 F1 · shares: These securities are restricted stock units that vest in three equal installments commencing one year from the grant date, with after-tax net shares subject to a 50% holding requirement until the executive meets their multiple of salary stock ownership requirement. Read SEC document |
| December 20, 2022 Filed Dec 21, 2022 00:46 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 2,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024271 · form4.xml · nonDerivative · entry 2 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP CHF DEVELOPMENT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,275 F2 · shares: These securities are restricted stock units that vest in three equal installments commencing one year from the grant date, with after-tax net shares subject to a 50% holding requirement until the executive meets their multiple of salary stock ownership requirement. Read SEC document |
| December 20, 2022 Filed Dec 21, 2022 00:46 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 146 | $67.06 | $9,790.76 |
DisclosureSEC source: 0001062993-22-024271 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP CHF DEVELOPMENT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,411 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 23:36 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 114 | $69.11 | $7,878.54 |
DisclosureSEC source: 0001062993-22-023453 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP CHF DEVELOPMENT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,557 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| March 04, 2022 Filed Mar 4, 2022 22:19 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 2,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006913 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP CHF FRAN&CORP DEV OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,671 F1 · shares: These securities are restricted stock units that vest in four annual installments, commencing with the first vesting on December 16, 2022, with after-tax net shares subject to a 50% holding requirement until the executive meets their multiple of salary stock ownership requirement. Read SEC document |
| December 07, 2021 Filed Dec 8, 2021 00:02 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 112 | $84.97 | $9,516.64 |
DisclosureSEC source: 0001062993-21-012414 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP CHF FRAN&CORP DEV OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,343 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| August 25, 2021 Filed Aug 25, 2021 20:58 UTC | JACK IN THE BOX INC JACK · Entity 1029 | PurchaseCOMMON STOCK | 97 | $102.00 | $9,894.00 |
DisclosureSEC source: 0001062993-21-007956 · form4.xml · nonDerivative · entry 1 LINDERMAN TIMOTHY T · CIK 0001877408 · SVP Chf Fran&Corp Dev Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,455 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.