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Jack Henry director settles RSUs into 1,159 shares; 1,524 owned

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Jack Henry & Associates (JKHY) disclosed a routine insider equity settlement. On 11/11/2025, director Tammy S. LoCascio converted restricted stock units into 1,159 shares of common stock under Transaction Code M at a stated price of $0. After this settlement, her directly owned holdings were 1,524 shares.

The filing notes the RSUs were granted on 11/15/2024 and vested in full on the earlier of the day before the Issuer’s 2025 Annual Meeting of Stockholders or the first anniversary of the grant date. Following the conversion, 0 derivative securities remained.

Positive

  • None.

Negative

  • None.

Insights

Routine RSU vesting settled into 1,159 JKHY shares; neutral.

The entry shows a Code M transaction, indicating the conversion of a derivative security (RSUs) into common shares. The filing lists 1,159 common shares acquired at a stated price of $0, aligning with typical non-cash RSU settlements.

Post-transaction, directly owned shares are 1,524, and the derivative balance is 0. The grant date was 11/15/2024 with vesting tied to the company’s 2025 annual meeting or the one-year anniversary. This is administrative in nature and does not, by itself, signal a change in outlook.

Insider LoCascio Tammy
Role Director
Type Security Shares Price Value
Exercise Restricted Stock Units 1,159 $0.00 --
Exercise Common Stock 1,159 $0.00 --
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 1,524 shares (Direct)
Footnotes (1)
  1. Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. On November 15, 2024, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2025 Annual Meeting of Stockholders or (2) the first anniversary of the grant date.
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
LoCascio Tammy
(Last) (First) (Middle)
663 HWY 60
(Street)
MONETT MO 65708
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
JACK HENRY & ASSOCIATES INC [ JKHY ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
11/11/2025
4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 11/11/2025 M 1,159 A $0 1,524 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units (1) 11/11/2025 M 1,159 (2) (2) Common Stock 1,159 $0 0 D
Explanation of Responses:
1. Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof.
2. On November 15, 2024, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2025 Annual Meeting of Stockholders or (2) the first anniversary of the grant date.
Remarks:
Andrew Potter by Power of Attorney for Tammy S. LoCascio 11/13/2025
** 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 4 (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.

Source: View Original Filing on SEC EDGAR

FAQ

What did JKHY disclose in this Form 4?

A Code M conversion of restricted stock units into 1,159 shares of JKHY common stock at a stated price of $0.

How many JKHY shares does the reporting person own after the transaction?

The filing shows 1,524 shares beneficially owned directly after the reported transaction.

Who is the reporting person in the JKHY Form 4?

Tammy S. LoCascio, a director of Jack Henry & Associates.

When did the RSU grant occur and how did it vest?

Granted on 11/15/2024, vesting in full on the earlier of the day before the 2025 annual meeting or the first anniversary of the grant.

Were any derivative securities left after the settlement?

No. The filing lists 0 derivative securities remaining after the conversion.

Did the Form 4 indicate any sale of JKHY shares?

No sale is listed; the entry reflects an acquisition via RSU settlement at $0.