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. reported that EVP President Taylor K. Montgomery acquired 106,506 restricted stock units on October 1, 2026. The units vest in three equal installments beginning one year from the grant date. After-tax net shares are subject to a 50% holding requirement until the executive meets the multiple-of-salary stock ownership requirement. Montgomery’s reported direct position following the award was 106,506 shares.
JACK IN THE BOX INC (JACK) reported that Exec Chairman & Interim CEO Mark James King disposed of common stock in connection with an equity award vesting. On September 22, 2026, 5,627 shares of common stock were sold at $13.61 per share to satisfy tax withholding obligations under an automatic sell-to-cover policy tied to restricted stock units. Following this transaction, King holds 176,278 shares of JACK common stock directly.
JACK IN THE BOX INC (JACK) is the subject of an amended Schedule 13D filed by GreenWood Investors LLC and Steven Wood, who report beneficial ownership of 1,352,490 shares of common stock, representing 7.1% of the outstanding class. The filing updates a Cooperation Agreement between the company and GreenWood.
On September 17, 2026, Jack in the Box and GreenWood entered into a First Amendment to their Cooperation Agreement, extending its term by an additional one-year period. The company agreed to consult with GreenWood in good faith before adding any new director and to use best efforts to hold an investor event, described as an "Investor Day," by June 30, 2027, with consultation on its scheduling, agenda and materials.
Jack in the Box Inc. (JACK) reported that on September 17, 2026 it entered into a First Amendment to its Nomination and Cooperation Agreement with GreenWood Investors, LLC, extending the cooperation agreement through the nomination window for the 2028 annual meeting. The amendment keeps in place standstill, voting and related provisions and caps the Board of Directors at no more than nine members during the covered period without GreenWood’s prior written consent. Jack in the Box agreed to consult GreenWood in good faith on any new director candidates, to use best efforts to hold an investor event by June 30, 2027, and to share draft investor materials with GreenWood for comment, while expressly preserving final decision-making with the company.
The Board appointed Rachel Ruggeri, former Executive Vice President and Chief Financial Officer of Starbucks Corporation, as an independent director effective September 17, 2026; she will receive the company’s standard non-employee director compensation. Longtime director Michael Murphy informed the company he will retire from the Board and not stand for re-election at the 2027 annual meeting. Jack in the Box highlighted ongoing Board refreshment and noted that President Taylor Montgomery is expected to join the Board when he becomes Chief Executive Officer within the next 12 months.
JACK IN THE BOX INC (JACK) had its Executive Vice President and President, Montgomery Taylor K, file an initial statement of beneficial ownership on Form 3. The filing lists no transactions or existing holdings in company securities and provides no Rule 10b5-1 trading plan information.
Jack in the Box Inc. (JACK) director James M. Myers reported a compensation-related acquisition of 1,494 common stock equivalents (CSEs) on September 1, 2026, credited under the company’s Deferred Compensation Plan for Non Management Directors. Following this award, he has 50,446 common stock equivalents credited to his account, to be settled in common shares after his board service ends. No Rule 10b5-1 trading plan is reported.
Jack in the Box Inc. (JACK) announced that its Board has appointed Taylor Montgomery, age 39, as President effective September 14, 2026, in a newly created role focused on brand strategy, sustainable sales growth, and franchisee profitability. This appointment is part of the company’s CEO succession plan: Montgomery is expected to become Chief Executive Officer and join the Board within the next 12 months, working closely with Executive Chairman and Interim CEO Mark King during the transition.
Under an offer letter dated August 14, 2026, Montgomery will receive a $700,000 base salary, annual bonus eligibility, a $220,000 sign-on bonus with clawback conditions through October 1, 2027, a one-time $1.5 million RSU inducement grant vesting over three years, a fiscal 2027 performance share unit award targeted at $500,000, and beginning in fiscal 2028, annual long-term incentive awards targeted at $1.0 million. He will participate in executive severance and assurance programs on terms similar to other executives.
Montgomery previously served as Global Chief Brand Officer at Taco Bell, overseeing more than $18 billion in systemwide sales across over 9,000 restaurants. Jack in the Box operates and franchises approximately 2,115 restaurants across 25 states, Guam and Mexico.
JACK IN THE BOX INC (JACK) received a notice from officer Carl Mount of his intent to sell common stock under Rule 144. The notice lists a proposed sale of 2,220 shares, with an indicated value of $38,850.00, and references 19,179,330 common shares outstanding. It also reports a prior sale by Mount of 1,233 shares for $27,071.97 within the past three months, executed through Morgan Stanley Smith Barney LLC Executive Financial Services.
Jack in the Box Inc. director and executive chairman & interim CEO Mark James King reported a disposition of 5,647 shares of common stock on 2026-08-14 at $18.5899 per share. According to the company disclosure, these shares were sold automatically to satisfy tax withholding obligations upon vesting of restricted stock units. After this transaction, King directly holds 181,905 common shares.