Welcome to our dedicated page for Jack In The Box SEC filings (Ticker: JACK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Jack in the Box Inc. filings document the company’s quick-service restaurant operations, periodic financial results and material events affecting its public-company governance and capital structure. Recent Form 8-K disclosures cover earnings releases, same-store sales information, discontinued operations following the completed Del Taco sale, and material agreements.
The company’s regulatory record also includes stockholder-rights and governance disclosures, including amendments and ratification of a Stockholder Protection Rights Agreement, annual meeting voting results, board appointments, director retirements, committee assignments and nomination cooperation arrangements. These filings describe how corporate actions affect security-holder rights, board composition and shareholder-control provisions.
Jack in the Box Inc. completed a securitized financing that includes $500 million of Series 2026-1 7.624% Fixed Rate Senior Secured Notes, Class A-2, and a new $150 million Series 2026-1 Variable Funding Senior Secured Notes, Class A-1 revolving facility. The notes are issued by a bankruptcy-remote subsidiary and are secured by most of the company’s revenue-generating assets, including franchise agreements, certain company-operated restaurants and key intellectual property.
Net proceeds are being used to repay in full $46,113,681.10 of Series 2019-1 Class A-2-II notes and $479,894,390.00 of Series 2022-1 Class A-2-I notes, with any remaining proceeds upstreamed for general corporate purposes. The Class A-2 Notes pay interest and principal quarterly, have a legal final maturity in May 2056 and an anticipated repayment date in May 2031, after which additional interest applies if not repaid or redeemed. The variable facility allows revolving borrowings based on benchmark rates plus a margin, with an expected repayment on or before May 2031 and two possible one-year extensions.
Jack in the Box Inc. executive chairman and interim CEO Mark James King reported an automatic sale of 5,911 shares of common stock at $12.53 per share. According to the footnote, the shares were sold solely to cover tax withholding obligations upon vesting of restricted stock units under the company’s automatic sell-to-cover policy. After this transaction, he directly holds 193,178 shares, so the filing reflects a routine tax-related disposition rather than a discretionary open-market sale.
GreenWood Investors LLC filed Amendment No. 1 to its Schedule 13D on Jack in the Box Inc., reporting beneficial ownership of 1,352,490 common shares, or 7.1% of the company, held for GreenWood funds and accounts.
They used approximately $23,271,959 in aggregate to purchase these shares, funded by working capital and margin borrowings in certain managed accounts. GreenWood Investors LLC and Steven D. Wood report shared voting power over 1,312,986 shares and shared dispositive power over 1,352,490 shares, with no sole voting or dispositive authority. The ownership percentage is based on 19,073,616 shares outstanding as of May 6, 2026.
Jack in the Box Inc. has agreed, through a special purpose subsidiary, to issue and sell $500 million of Series 2026-1 7.624% Fixed Rate Senior Secured Notes, Class A-2, in a privately placed securitization expected to close in June 2026, subject to closing conditions. Interest will be paid quarterly, with an anticipated repayment date in May 2031 and a step-up in interest if the notes remain outstanding beyond that date. The company expects to use the net proceeds to fully repay its Series 2019-1 4.476% Fixed Rate Senior Secured Notes, Class A-2-II and to repay a portion of the Series 2022-1 3.445% Fixed Rate Senior Secured Notes, Class A-2-I. The Master Issuer also intends to issue $150 million of Series 2026-1 Variable Funding Senior Secured Notes, Class A-1, to replace the company’s existing $150 million Series 2022-1 Variable Funding Senior Secured Notes, Class A-1.
Jack in the Box Inc. plans a significant debt refinancing and reduction as part of its “JACK on Track” plan. The company intends to repay $110 million of its Series 2019-1 4.476% Fixed Rate Senior Secured Notes, Class A-2-II on June 10, 2026, using cash on hand and company-owned life insurance policy assets.
After this payment, total debt reduction in 2026 is expected to reach $236.4 million, and outstanding securitized debt is expected to be about $1.5 billion across its Series 2019-1 and 2022-1 Class A-2 Notes. Certain subsidiaries also intend to complete a refinancing made up of $500 million of senior secured fixed rate notes and $150 million of variable funding notes, with proceeds expected to refinance existing Series 2019-1 and 2022-1 notes and related variable funding notes and cover transaction costs.
The company states that debt reduction and capital structure optimization remain priorities to support financial flexibility and long-term growth, while noting the planned offering is subject to market and other conditions and may not be completed on the terms described or at all.
Jack in the Box Inc. director James M. Myers reported acquiring 2,196 common stock equivalents as a compensation award. These units were credited under the company’s Deferred Compensation Plan for Non Management Directors in lieu of cash retainers. The filing states that, when his board service ends, the company will issue shares of common stock equal to the total common stock equivalents in his account. Following this award, he holds 48,952 shares or common stock equivalents directly.
Jack in the Box Inc. reported that former Chief Executive Officer Lance Tucker has resigned from its Board of Directors. The company had previously disclosed that Mr. Tucker stopped serving as Chief Executive Officer effective May 8, 2026, and his board resignation became effective May 27, 2026 as part of his separation and consulting arrangements.
Jack in the Box Inc. director Guillermo Diaz Jr. reported an open-market purchase of 5,962 shares of common stock at a price of $11.51 per share. This transaction increases his direct ownership to 20,692 shares of Jack in the Box common stock following the purchase.
Jack in the Box Inc. director Guillermo Diaz Jr. reported an open-market purchase of 5,962 shares of common stock on May 28, 2026. After this transaction, his direct ownership increased to 20,692 shares. This filing reflects a personal share accumulation by a board member.
Jack in the Box Inc. Schedule 13G: Nantahala Capital Management, LLC may be deemed the beneficial owner of 1,542,715 shares of Common Stock, representing 8.10% of the class as of 03/31/2026. Wilmot B. Harkey and Daniel Mack, as managing members, are each reported with the same beneficial amount and percentage.
The filing states the reported shares are held by funds and separately managed accounts under Nantahala's control, and that voting and dispositive power over these shares is reported as shared rather than sole.