Jack in the Box investor GreenWood holds 7.1% stake

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.

Rhea-AI Filing Summary

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.

Filing Explained

The amendment adds that GreenWood and Steven Wood report shared voting power over 1,312,986 shares but shared dispositive power over all 1,352,490 shares, distinguishing the shares they report being able to vote from the larger pool they report being able to dispose of.

Key Figures

Beneficial ownership: 1,352,490 shares Ownership percentage: 7.1% Shared voting power: 1,312,986 shares +3 more

6 metrics

Beneficial ownership 1,352,490 shares Shares of Jack in the Box common stock beneficially owned by each reporting person

Ownership percentage 7.1% Percent of class represented by 1,352,490 shares of common stock

Shared voting power 1,312,986 shares Shares over which the reporting persons share voting power

Shared dispositive power 1,352,490 shares Shares over which the reporting persons share dispositive power

Event date September 17, 2026 Date of event requiring the Schedule 13D/A filing

Investor Day deadline June 30, 2027 Latest date by which Jack in the Box must use best efforts to hold an Investor Day

Key Terms

Schedule 13D, Cooperation Agreement, beneficially owned, shared voting power, +2 more

6 terms

Schedule 13D regulatory

"This Amendment No. 2 ("Amendment No. 2") amends the statement on"

A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.

Cooperation Agreement regulatory

"entered into a first amendment to the Cooperation Agreement (the "First Amendment")"

A cooperation agreement is a formal contract between two or more organizations that lays out who will do what, how resources and responsibility are shared, how benefits or costs are divided, and how disputes or exits are handled. Like two chefs agreeing on a shared recipe and kitchen duties, it matters to investors because it can create new revenue paths, shift costs or risks, affect who controls key assets or technologies, and change a company’s future growth prospects.

beneficially owned financial

"Aggregate amount beneficially owned by each reporting person 1,352,490.00"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"Shared Voting Power 1,312,986.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

dispositive power financial

"Shared Dispositive Power 1,352,490.00"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

Investor Day financial

"to hold an investor event no later than June 30, 2027 (the "Investor Day")"

A scheduled event where a company presents its business plan, financial outlook, and strategic priorities directly to investors and analysts; think of it as a detailed road‑map meeting where management explains how they plan to grow and make money. Investors pay attention because the presentations reveal management’s targets, assumptions and risks—new details that can change expectations about future profits and therefore the stock’s value, much like seeing a pilot’s flight plan helps predict where the plane is headed.

FAQ

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

What ownership stake in JACK does GreenWood Investors report in this Schedule 13D/A?

GreenWood Investors LLC and Steven Wood report beneficial ownership of 1,352,490 shares of Jack in the Box common stock, representing 7.1% of the outstanding class, with shared voting power over 1,312,986 shares and shared dispositive power over 1,352,490 shares.

What change to Jack in the Box (JACK) governance is described in this 13D/A?

The First Amendment to the Cooperation Agreement provides that if the Board seeks to add a new director, Jack in the Box will consult with GreenWood in good faith regarding the prospective director before appointment or nomination.

What is the Investor Day commitment mentioned for JACK and when must it occur?

Jack in the Box is required to use its best efforts to hold an investor event, referred to as the "Investor Day," no later than June 30, 2027, and must consult with GreenWood on the event’s scheduling, agenda and materials.

Who are the reporting persons in this Jack in the Box (JACK) Schedule 13D/A amendment?

The reporting persons are GreenWood Investors LLC, organized in Delaware, and Steven Wood, a United States citizen. Both report beneficial ownership of the same 1,352,490 shares of Jack in the Box common stock.

When did the event triggering this JACK Schedule 13D/A Amendment No. 2 occur?

The event requiring this Schedule 13D/A Amendment No. 2 occurred on September 17, 2026, the date on which Jack in the Box and GreenWood entered into the First Amendment to their Cooperation Agreement.

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

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Available on EDGAR 09/21/2026 - 04:16 PM Accepted by SEC EDGAR 09/21/2026 - 04:15 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 2)

JACK IN THE BOX INC

(Name of Issuer)

Common Stock, $0.01 par value per share

(Title of Class of Securities)

466367109

(CUSIP Number)

GreenWood Investors LLC
1270 Avenue of the Americas, 7th Floor,
New York, NY, 10020
212-920-4216

Ele Klein
McDermott Will & Schulte LLP, 919 Third Avenue
New York, NY, 10022
212-756-2000

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

09/17/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

schemaVersion:

SCHEDULE 13D

CUSIP Number(s): 466367109

1

Name of reporting person

GreenWood Investors LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,312,986.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,352,490.00

11

Aggregate amount beneficially owned by each reporting person

1,352,490.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

7.1 %

14

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13D

CUSIP Number(s): 466367109

1

Name of reporting person

Steven Wood

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,312,986.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,352,490.00

11

Aggregate amount beneficially owned by each reporting person

1,352,490.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

7.1 %

14

Type of Reporting Person (See Instructions)

IN, HC

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Stock, $0.01 par value per share
(b)	Name of Issuer: JACK IN THE BOX INC
(c)	Address of Issuer's Principal Executive Offices: 9357 SPECTRUM CENTER BLVD, SAN DIEGO, CALIFORNIA , 92123-1516.
Item 1 Comment: This Amendment No. 2 ("Amendment No. 2") amends the statement on Schedule 13D originally filed with the SEC on November 18, 2025 (as amended from time to time, the "Schedule 13D") with respect to the shares of Common Stock of the Issuer held for the account of the GreenWood Funds and the GreenWood Accounts. This Amendment No. 2 amends Items 4 and 7 as set forth below. Capitalized terms used herein and not otherwise defined in this Amendment No. 2 have the meanings set forth in the Schedule 13D.
Item 4.	Purpose of Transaction
	Item 4 is hereby amended and supplemented as follows: On September 17, 2026, the Issuer and GreenWood entered into a first amendment to the Cooperation Agreement (the "First Amendment"), which, among other things, extended the term of the Cooperation Agreement for an additional one-year period. Pursuant to the First Amendment, in the event the Board seeks to add a new director, the Issuer has agreed to consult with GreenWood in good faith regarding such prospective director prior to his or her appointment or nomination. Further, the Issuer is required to use its best efforts to hold an investor event no later than June 30, 2027 (the "Investor Day"), and shall consult with GreenWood regarding the scheduling, agenda and materials used in connection with such Investor Day. The foregoing summary of the First Amendment is not complete and is qualified in its entirety by the full text of the First Amendment, which is included as Exhibit 99.3 hereto and is incorporated herein by reference.
Item 7.	Material to be Filed as Exhibits.
	Exhibit 99.3 - First Amendment to Cooperation Agreement.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

GreenWood Investors LLC

Signature:	/s/ Steven Wood
Name/Title:	Steven Wood, Authorized Person
Date:	09/21/2026

Steven Wood

Signature:	/s/ Steven Wood
Name/Title:	Steven Wood, Self
Date:	09/21/2026