Jack in the Box Inc. SEC Filing

Callodine Capital Management, LP and James S. Morrow reported beneficial ownership of 1,619,932 shares of Jack In The Box Inc. common stock, representing 8.58% of the outstanding shares.

Accepted by SEC EDGAR 08/14/2025 - 04:13 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Callodine Capital Management, LP and James S. Morrow reported beneficial ownership of 1,619,932 shares of Jack In The Box Inc. common stock, representing 8.58% of the outstanding shares. The filing states those shares are held for the benefit of Callodine's advisory clients and that Mr. Morrow, as managing member of the general partner, shares voting and dispositive power over the holdings. The reporting persons assert the securities were acquired and are held in the ordinary course of business and not for the purpose of changing control. The filing references 18,879,446 shares outstanding used to calculate the percentage and includes the issuer's principal office in San Diego.

Insights

Financial Analyst

TL;DR: An 8.58% stake is material and signals a notable investor position without stated intent to seek control.

Callodine's reported 1,619,932-share position equals 8.58% of Jack In The Box's 18,879,446 outstanding shares referenced in the filing. The shares are held for advisory clients, and voting/dispositive power is shared, which is consistent with an investment adviser relationship rather than an activist control attempt. The certification asserts ordinary-course ownership and no intent to influence control. For investors, this disclosure marks a substantial ownership concentration that could affect liquidity and shareholder dynamics, but the filing contains no plans, transactions, or change-of-control statements.

Corporate Governance Expert

TL;DR: Reporting shows a significant passive stake with shared voting power; no governance actions disclosed.

The Schedule 13G classification and the text of Item 10 indicate the position is reported as being held in the ordinary course of business and not for control purposes. Shared voting and dispositive power are reported at 1,619,932 shares, and the filing specifically disclaims beneficial ownership beyond pecuniary interest. There is no identification of a group, no proposed board nominations, and no other governance intentions. From a governance perspective, the filing provides transparency on ownership concentration but does not itself indicate planned engagement or a shift in control.

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

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

JACK IN THE BOX INC

(Name of Issuer)

Common stock

(Title of Class of Securities)

466367109

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 466367109

1

Names of Reporting Persons

Callodine Capital Management, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,619,932.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,619,932.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,619,932.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.58 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. 466367109

1

Names of Reporting Persons

James S. Morrow

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,619,932.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,619,932.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,619,932.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.58 %

12

Type of Reporting Person (See Instructions)

IN, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: JACK IN THE BOX INC
(b)	Address of issuer's principal executive offices: 9357 SPECTRUM CENTER BLVD., SAN DIEGO, California, 92123
Item 2.
(a)	Name of person filing: Callodine Capital Management, LP James S. Morrow Shares reported herein for Callodine Capital Management, LP ("Callodine") represent shares held for the benefit of investment advisory clients of Callodine. Shares reported herein for Mr. Morrow represent the above referenced shares reported for Callodine. Mr. Morrow is the managing member of the general partner of Callodine. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.
(b)	Address or principal business office or, if none, residence: Callodine Capital Management, LP James S. Morrow c/o Callodine Capital Management, LP Two International Place, Suite 1830 Boston, MA 02110
(c)	Citizenship: Callodine Capital Management, LP - Delaware James S. Morrow - United States
(d)	Title of class of securities: Common stock
(e)	CUSIP No.: 466367109
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,619,932
(b)	Percent of class: 8.58 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 1,619,932
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 1,619,932 The percentages reported herein with respect to the Reporting Persons' holdings are calculated based upon a statement in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended on April 13, 2025, as filed with the Securities and Exchange Commission on May 14, 2025, that there were shares of 18,879,446 Common Stock of the Issuer outstanding as of May 7, 2025.
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

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.

Callodine Capital Management, LP

Signature:	By: Callodine Capital Management, LLC, Its General Partner, By: James S. Morrow, Managing Member
Name/Title:	/s/ James S. Morrow, Managing Member
Date:	08/14/2025

James S. Morrow

Signature:	/s/ James S. Morrow
Name/Title:	James S. Morrow
Date:	08/14/2025

Exhibit Information

Exhibit 99.1 - Joint Filing Statement