Jack Henry (JKHY) COO logs 462 units, 172 shares withheld
Rhea-AI Filing Summary
Jack Henry & Associates Inc. (JKHY) reported that COO Shanon G. McLachlan received an award of 462 vested performance share units, each economically equivalent to one share of common stock, which the executive elected to defer under the issuer’s Deferred Compensation Plan until termination of service or specified future dates. On the same date, McLachlan also acquired multiple blocks of common stock and had a total of 172 shares of common stock withheld at $172.39 per share to satisfy payment of exercise price or tax liabilities, resulting in mixed acquisitions and dispositions but no net buy or sell in this Form 4.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 290 shares
Net Buy
7 txns
Insider
McLachlan Shanon G.
Role
COO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Vested Performance Shares F1 | 462 | $0.00 | $0.00 |
| Grant/Award | Common Stock | 83 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 31 | $172.39 | $5K |
| Grant/Award | Common Stock | 183 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 68 | $172.39 | $12K |
| Grant/Award | Common Stock | 196 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 73 | $172.39 | $13K |
Holdings After Transaction:
Vested Performance Shares — 462 shares (Direct);
Common Stock — 3,068 shares (Direct)
Footnotes (1)
- F1. The reporting person elected to defer settlement of a portion of the underlying performance shares, which have fully vested and will become payable, in cash or common stock of the Issuer, at the Issuer's option, upon the reporting person's termination of service with the Company, or on specified future dates, pursuant to the reporting person's deferral elections under the Issuers Deferred Compensation Plan. Each vested performance share unit is the economic equivalent of one share of JKHY common stock and represents a right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof on the scheduled settlement date pursuant to the reporting person's performance deferral election.
Key Figures
Vested performance share units acquired: 462 performance share units
Shares withheld for exercise price or tax liability: 172 shares
Withholding price per share: $172.39 per share
+3 more
6 metrics
Vested performance share units acquired
462 performance share units
Award of vested performance shares on 2026-08-27
Shares withheld for exercise price or tax liability
172 shares
Code F dispositions on 2026-08-27
Withholding price per share
$172.39 per share
Code F transactions for JKHY common stock
Performance share units following transaction
462 units
Total performance share units reported as held after award
Non-derivative common stock acquisitions
83; 183; 196 shares
Three code A grants of JKHY common stock on 2026-08-27
Non-derivative common stock dispositions
31; 68; 73 shares
Three code F withholdings of JKHY common stock on 2026-08-27
Key Terms
Performance Shares, Deferred Compensation Plan, economic equivalent, exercise price or tax liability
4 terms
Deferred Compensation Plan financial
"pursuant to the reporting person's deferral elections under the Issuers Deferred Compensation Plan"
A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.
economic equivalent financial
"Each vested performance share unit is the economic equivalent of one share of JKHY"
exercise price or tax liability financial
"Payment of exercise price or tax liability by delivering or withholding securities"
FAQ
What insider transactions did JKHY COO Shanon G. McLachlan report on this Form 4?
McLachlan reported an award of 462 vested performance share units and several grants of JKHY common stock, along with 172 shares withheld to cover exercise price or tax liabilities, all dated August 27, 2026.
Were the JKHY COO’s transactions under a Rule 10b5-1 trading plan?
No. The filing’s Rule 10b5-1 checkbox is not affirmed (aff_10b5_one is false), and the footnotes do not state that these transactions were executed pursuant to a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
