Jack in the Box exec reports no share holdings

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.

Rhea-AI Filing Summary

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.

Key Figures

Reported buy shares: 0 shares Reported sell shares: 0 shares Holding entries: 0 entries

3 metrics

Reported buy shares 0 shares Buy shares in the Form 3 transaction summary for Montgomery Taylor K

Reported sell shares 0 shares Sell shares in the Form 3 transaction summary for Montgomery Taylor K

Holding entries 0 entries Number of reported holdings in the Form 3 for Montgomery Taylor K

Key Terms

Form 3, beneficial ownership, ten percent owner

3 terms

Form 3 regulatory

"file an initial statement of beneficial ownership on Form 3"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

beneficial ownership financial

"serve as an initial statement of beneficial ownership"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

ten percent owner regulatory

"identifies Montgomery Taylor K as an officer and not a ten percent owner"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 3 filing by JACK executive Montgomery Taylor K report for JACK?

It reports Montgomery Taylor K’s status as Executive Vice President and President of JACK IN THE BOX INC and serves as an initial statement of beneficial ownership, with no transactions or specific security positions listed.

Does the JACK Form 3 for Montgomery Taylor K show any share purchases or sales?

No. The Form 3 for JACK shows no reported purchases or sales; all buy, sell, and derivative transaction counts and share amounts are zero in the summarized data.

Is Montgomery Taylor K reported as a ten percent owner of JACK?

No. The reporting information identifies Montgomery Taylor K as an officer (Executive Vice President and President) and not a ten percent owner of JACK IN THE BOX INC.

Does the JACK Form 3 indicate any Rule 10b5-1 trading plan for Montgomery Taylor K?

No Rule 10b5-1 trading plan is indicated. The plan status field is null, and there are no footnotes describing any pre-arranged trading arrangements for Montgomery Taylor K.

What derivative positions are reported for Montgomery Taylor K in JACK’s Form 3?

The Form 3 lists no derivative positions. The derivative summary is empty and the derivative transaction count is zero, indicating no options or similar instruments are reported in this filing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/17/2026 - 05:15 PM Accepted by SEC EDGAR 09/17/2026 - 05:14 PM Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Montgomery Taylor K

(Last) (First) (Middle)

9357 SPECTRUM CENTER BLVD

(Street)

SAN DIEGO CALIFORNIA 92123

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
09/14/2026

3. Issuer Name and Ticker or Trading Symbol
JACK IN THE BOX INC [ JACK ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, President

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

No securities are beneficially owned.

	Taylor K Montgomery	09/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)