Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK IN THE BOX INCJACK · Entity 1029 | SVP, CHF SUPPLY CHAIN OFFICER | December 21, 2023 | December 21, 2023 |
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 December 21, 2023 · Filed December 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 15,905 |
Reported balance
After 2023-12-21 transaction · row 1
1 source rowRow 1 · 2023-12-21 · Sale · Disposed 389 · Balance 15,905 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| December 20, 2017 Filed Dec 22, 2017 00:00 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 608 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000137 · edgar.xml · nonDerivative · entry 2 GORDON DEAN C · CIK 0001653898 · VP - CHF SUPPLY CHAIN OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,283 F2 · shares: Represents shares vested and issued on 12/20/2017 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 2015-2017. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 00:00 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 972 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000137 · edgar.xml · nonDerivative · entry 1 GORDON DEAN C · CIK 0001653898 · VP - CHF SUPPLY CHAIN OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,675 F1 · shares: These securities are restricted stock units that vest in four equal installments commencing one year from the grant date, with after-tax net shares subject to a 50% holding requirement until separation of service from the Company. Read SEC document |
| December 08, 2017 Filed Dec 9, 2017 00:32 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 65 | $102.22 | $6,644.30 |
DisclosureSEC source: 0001238255-17-000086 · edgar.xml · nonDerivative · entry 5 GORDON DEAN C · CIK 0001653898 · VP - CHF SUPPLY CHAIN OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,703 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 08, 2017 Filed Dec 9, 2017 00:32 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 78 | $102.22 | $7,973.16 |
DisclosureSEC source: 0001238255-17-000086 · edgar.xml · nonDerivative · entry 4 GORDON DEAN C · CIK 0001653898 · VP - CHF SUPPLY CHAIN OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,768 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 08, 2017 Filed Dec 9, 2017 00:32 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 40 | $102.22 | $4,088.80 |
DisclosureSEC source: 0001238255-17-000086 · edgar.xml · nonDerivative · entry 3 GORDON DEAN C · CIK 0001653898 · VP - CHF SUPPLY CHAIN OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,846 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 08, 2017 Filed Dec 9, 2017 00:32 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 38 | $102.22 | $3,884.36 |
DisclosureSEC source: 0001238255-17-000086 · edgar.xml · nonDerivative · entry 2 GORDON DEAN C · CIK 0001653898 · VP - CHF SUPPLY CHAIN OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,886 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 08, 2017 Filed Dec 9, 2017 00:32 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 57 | $102.22 | $5,826.54 |
DisclosureSEC source: 0001238255-17-000086 · edgar.xml · nonDerivative · entry 1 GORDON DEAN C · CIK 0001653898 · VP - CHF SUPPLY CHAIN OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,924 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 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 2,887 | $0.00 Strike: $47.29 | $0.00 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · derivative · entry 14 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 2,887 shares Expires 2020-11-26 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. F2 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 1,037 | $0.00 Strike: $73.53 | $0.00 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · derivative · entry 13 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519 Underlying: COMMON STOCK · 1,037 shares Expires 2021-11-25 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. F2 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 826 | $0.00 Strike: $75.24 | $0.00 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · derivative · entry 12 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,652 Underlying: COMMON STOCK · 826 shares Expires 2022-11-24 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. F2 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionNON QUALIFIED STOCK OPTION · Derivative | 1,569 | $0.00 Strike: $27.49 | $0.00 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · derivative · entry 11 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,569 shares Expires 2019-11-26 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. F2 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 823 | $111.61 | $91,851.74 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 10 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,981 Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 556 | $111.61 | $62,052.94 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 9 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,804 Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 2,887 | $111.64 | $322,299.77 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 8 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,360 F1 · price: The shares with respect to this transaction were sold at prices ranging from $111.57 to $111.80. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide to the Securities and Exchange Commission staff, the Company, or any security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 2,887 | $47.29 | $136,526.23 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 7 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,247 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 |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,037 | $111.64 | $115,768.92 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 6 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,360 F1 · price: The shares with respect to this transaction were sold at prices ranging from $111.57 to $111.80. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide to the Securities and Exchange Commission staff, the Company, or any security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 1,037 | $73.53 | $76,250.61 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 5 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,397 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 |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 826 | $111.64 | $92,213.24 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 4 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,360 F1 · price: The shares with respect to this transaction were sold at prices ranging from $111.57 to $111.80. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide to the Securities and Exchange Commission staff, the Company, or any security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 826 | $75.24 | $62,148.24 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 3 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,186 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 |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,569 | $111.64 | $175,160.49 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 2 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,360 F1 · price: The shares with respect to this transaction were sold at prices ranging from $111.57 to $111.80. The price reported reflects the weighted average sales price. The reporting person hereby agrees, upon request, to provide to the Securities and Exchange Commission staff, the Company, or any security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:05 UTC | JACK IN THE BOX INC JACK · Entity 1029 | Exercise / conversionCOMMON STOCK | 1,569 | $27.49 | $43,131.81 |
DisclosureSEC source: 0001238255-16-000305 · edgar.xml · nonDerivative · entry 1 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,929 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 29, 2016 Filed Nov 30, 2016 02:41 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantNON QUALIFIED STOCK OPTION · Derivative | 2,051 | $104.95 Strike: $104.95 | $215,252.45 |
DisclosureSEC source: 0001238255-16-000283 · edgar.xml · derivative · entry 8 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,051 Underlying: COMMON STOCK · 2,051 shares Expires 2023-11-29 F5 · derivative.exercise_date: These options become exercisable in three equal installments commencing one year after the date of grant. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:41 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 81 | $103.40 | $8,375.40 |
DisclosureSEC source: 0001238255-16-000283 · edgar.xml · nonDerivative · entry 7 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,360 F4 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:41 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 41 | $103.39 | $4,238.99 |
DisclosureSEC source: 0001238255-16-000283 · edgar.xml · nonDerivative · entry 6 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,441 F4 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:41 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 40 | $103.41 | $4,136.51 |
DisclosureSEC source: 0001238255-16-000283 · edgar.xml · nonDerivative · entry 5 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,482 F4 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:41 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 59 | $103.41 | $6,101.01 |
DisclosureSEC source: 0001238255-16-000283 · edgar.xml · nonDerivative · entry 4 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,522 F4 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:41 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 676 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-16-000283 · edgar.xml · nonDerivative · entry 3 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,581 F3 · shares: These securities are restricted stock units that vest in four equal installments commencing one year from the grant date, with after-tax net shares subject to a 50% holding requirement until separation of service from the Company. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 02:41 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 358 | $103.40 | $37,016.05 |
DisclosureSEC source: 0001238255-16-000283 · edgar.xml · nonDerivative · entry 2 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,905 F2 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of Performance Shares on 11/23/2016. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 02:41 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-16-000283 · edgar.xml · nonDerivative · entry 1 GORDON DEAN C · CIK 0001653898 · VP - SUPPLY CHAIN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,263 F1 · shares: Represents shares vested on 11/23/2016 and settled on 11/28/2016 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 2014-2016. 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.