Jefferson Capital (JCAP) president unloads stock and donates shares
Rhea-AI Filing Summary
Jefferson Capital, Inc. (JCAP) reported that officer Mark Joseph Zellmann, President US Business Lines, disposed of Common Stock on August 17, 2026. He sold 56,000 shares in open-market or private transactions at a weighted average price of $23.7518 per share, with individual trade prices ranging from $23.54 to $24.17. On the same date, he also made a charitable gift of 6,250 shares of Common Stock to Fidelity Charitable. The filing indicates these transactions were not made pursuant to a Rule 10b5-1 trading plan.
Positive
- None.
Negative
- None.
Insights
Analyzing...
Insider Trade Summary
Net Seller: 62,250 shares
Net Sell
2 txns
Insider
Zellmann Mark Joseph
Role
President US Business Lines
Sold
56,000 shs ($1.33M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1 | 56,000 | $23.7518 | $1.33M |
| Gift | Common Stock F2 | 6,250 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 631,497 shares (Direct)
Footnotes (2)
- F1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.54 to $24.17, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- F2. The transaction reported shows a charitable gift of 6,250 shares to Fidelity Charitable.
Key Figures
Shares sold: 56,000 shares
Weighted average sale price: $23.7518 per share
Sale price range low: $23.54 per share
+3 more
6 metrics
Shares sold
56,000 shares
Common Stock sold by Mark Joseph Zellmann on August 17, 2026
Weighted average sale price
$23.7518 per share
Weighted average price for 56,000 JCAP shares sold
Sale price range low
$23.54 per share
Lowest price in the reported sale transactions range
Sale price range high
$24.17 per share
Highest price in the reported sale transactions range
Charitable gift shares
6,250 shares
Common Stock gifted to Fidelity Charitable as a bona fide gift
Net buy/sell shares
56,000 shares
Net share count for buy/sell activity, direction reported as net-sell
Key Terms
weighted average price, bona fide gift, Rule 10b5-1 trading plan, open market or private transaction
4 terms
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
bona fide gift financial
"The transaction reported shows a charitable gift of 6,250 shares"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Rule 10b5-1 trading plan regulatory
"The filing indicates these transactions were not made pursuant to a Rule 10b5-1"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
open market or private transaction financial
"transaction code description is Sale in open market or private transaction"
FAQ
What insider transactions did JCAP executive Mark Joseph Zellmann report on this Form 4?
Mark Joseph Zellmann reported two dispositions of Jefferson Capital (JCAP) Common Stock on August 17, 2026: an open-market or private sale of 56,000 shares and a charitable gift of 6,250 shares to Fidelity Charitable.
Were Mark Joseph Zellmann’s JCAP transactions reported under a Rule 10b5-1 trading plan?
No. The Form 4 indicates the Rule 10b5-1 checkbox is not affirmed, so these August 17, 2026 transactions were not reported as being made pursuant to a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.