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JACK director Alan Smolinisky discloses family trust holdings, options

(Neutral)
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Jack in the Box Inc. director Alan Smolinisky reported his beneficial ownership in company stock through several family trusts and option positions as of 11/07/2025. Indirect holdings include 140,646 shares of common stock held by The Alan Smolinisky Trust and additional smaller positions held by various Smolinisky family trusts and immediate family members. He also indirectly holds a call option on 10,000 shares of common stock at an exercise price of $22.5 and multiple put options on an aggregate of 56,400 shares at exercise prices between $12.5 and $22.5, all expiring on 12/19/2025. The filing notes that these derivatives are exercisable at any time up to and including the expiration date and that many of the shares are held in trusts where an immediate family member is the beneficiary.

Positive

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Negative

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Insider Smolinisky Alan
Role Director
Type Security Shares Price Value
holding Call Option (right to buy) -- -- --
holding Put Option (obligation to buy) -- -- --
holding Put Option (obligation to buy) -- -- --
holding Put Option (obligation to buy) -- -- --
holding Put Option (obligation to buy) -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Call Option (right to buy) — 10,000 shares (Indirect, By The Alan Smolinisky Trust); Put Option (obligation to buy) — 56,400 shares (Indirect, By The Alan Smolinisky Trust); Common Stock — 140,646 shares (Indirect, By The Alan Smolinisky Trust); Common Stock — 10,000 shares (Indirect, By The Mario Smolinisky Marital Trust under the Smolinisky Family Trust); Common Stock — 8,200 shares (Indirect, By the Mario Smolinisky Bypass Trust under the Smolinisky Family Trust); Common Stock — 8,500 shares (Indirect, By The Caroline Smolinisky Living Trust); Common Stock — 2,000 shares (Indirect, By The Carol Smolinisky Living Trust); Common Stock — 2 shares (Indirect, By daughter); Common Stock — 1 shares (Indirect, By son)
Footnotes (3)
  1. F1. These securities are held directly by trusts for which the Reporting Person has or shares investment control over and for which an immediate family member of the Reporting Person is a beneficiary.
  2. F2. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Report Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
  3. F3. Exercisable at any time up to and including the expiration date.

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FAQ

What insider position does Alan Smolinisky hold at Jack in the Box (JACK)?

Alan Smolinisky is a director of Jack in the Box Inc., as indicated in the filing’s relationship section.

How many Jack in the Box (JACK) shares does Alan Smolinisky report through The Alan Smolinisky Trust?

The filing shows that 140,646 shares of Jack in the Box common stock are held indirectly by The Alan Smolinisky Trust.

What derivative securities linked to Jack in the Box (JACK) does Alan Smolinisky report?

He indirectly holds a call option on 10,000 shares at an exercise price of $22.5, and several put options covering an aggregate of 56,400 shares at exercise prices of $12.5, $15, $17.5, and $22.5, all expiring on 12/19/2025.

When do Alan Smolinisky’s Jack in the Box options expire and when are they exercisable?

The listed call and put options on Jack in the Box common stock all have an expiration date of 12/19/2025 and are stated to be exercisable at any time up to and including the expiration date.

Does Alan Smolinisky disclaim any beneficial ownership of certain Jack in the Box shares?

Yes. The filing states that he disclaims beneficial ownership of certain securities held by family-related trusts and family members, except to the extent of his pecuniary interest, if any.

How are family trusts involved in Alan Smolinisky’s Jack in the Box (JACK) holdings?

The filing notes that many of the reported shares are held by various Smolinisky family trusts, where an immediate family member is a beneficiary and Alan Smolinisky has or shares investment control.

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*
Smolinisky Alan

(Last) (First) (Middle)
9357 SPECTRUM CENTER BLVD

(Street)
SAN DIEGO CA 92123

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
11/07/2025
3. Issuer Name and Ticker or Trading Symbol
JACK IN THE BOX INC [ JACK ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
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)
Common Stock 140,646 I By The Alan Smolinisky Trust
Common Stock 10,000 I By The Mario Smolinisky Marital Trust under the Smolinisky Family Trust(1)(2)
Common Stock 8,200 I By the Mario Smolinisky Bypass Trust under the Smolinisky Family Trust(1)(2)
Common Stock 8,500 I By The Caroline Smolinisky Living Trust(1)(2)
Common Stock 2,000 I By The Carol Smolinisky Living Trust(1)(2)
Common Stock 1 I By daughter(2)
Common Stock 1 I By daughter(2)
Common Stock 1 I By son(2)
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
Call Option (right to buy) (3) 12/19/2025 Common Stock 10,000 $22.5 I By The Alan Smolinisky Trust
Put Option (obligation to buy) (3) 12/19/2025 Common Stock 3,200 $12.5 I By The Alan Smolinisky Trust
Put Option (obligation to buy) (3) 12/19/2025 Common Stock 23,700 $15 I By The Alan Smolinisky Trust
Put Option (obligation to buy) (3) 12/19/2025 Common Stock 9,500 $17.5 I By The Alan Smolinisky Trust
Put Option (obligation to buy) (3) 12/19/2025 Common Stock 20,000 $22.5 I By The Alan Smolinisky Trust
Explanation of Responses:
1. These securities are held directly by trusts for which the Reporting Person has or shares investment control over and for which an immediate family member of the Reporting Person is a beneficiary.
2. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Report Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
3. Exercisable at any time up to and including the expiration date.
STEPHANIE BRINSFIELD by Power of Attorney for Alan Smolinisky 11/14/2025
** 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.