How many vested performance share units did the JKHY COO receive?

The COO received 462 vested performance share units, each economically equivalent to one share of JKHY common stock and payable in stock or cash, at the company’s option, on future settlement dates under the Deferred Compensation Plan.

How will the JKHY performance share units be settled for the COO?

The 462 vested performance share units will be settled in either cash or JKHY common stock, at the issuer’s option, upon the COO’s termination of service or on specified future dates chosen in deferral elections.

Jack Henry COO granted 462 deferred share units

Q: 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.

Q: What does the withholding of JKHY shares at $172.39 represent?

A total of 172 shares of JKHY common stock were disposed of under code F at $172.39 per share, representing shares delivered or withheld for payment of exercise price or tax liability associated with the equity awards.

Q: 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.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

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Form Type

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.

Insider Trade Summary

7 transactions reported

Mixed 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 contracts (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

Performance Shares financial

"security_title: "Vested Performance Shares" and footnote describing units"

Performance shares are a type of company stock given to executives or employees that only become theirs if the company meets specific goals, like hitting certain profits or growth targets. They motivate leaders to work toward the company’s success, because their additional shares depend on achieving these results.

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

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

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.

What does the withholding of JKHY shares at $172.39 represent?

A total of 172 shares of JKHY common stock were disposed of under code F at $172.39 per share, representing shares delivered or withheld for payment of exercise price or tax liability associated with the equity awards.

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.

Does the Form 4 show net buying or selling of JKHY shares by the COO?

The Form 4 shows both acquisitions and dispositions, including grants and tax or exercise-price withholdings, with a reported netBuySellShares of 0, indicating no net buy or sell position in this report.

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

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Available on EDGAR 08/31/2026 - 03:24 PM EDT Accepted by SEC EDGAR 08/31/2026 - 03:23 PM EDT

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^*

McLachlan Shanon G.

(Last)

(First)

(Middle)

663 HWY 60

(Street)

MONETT

MISSOURI

65708

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
JACK HENRY & ASSOCIATES INC [ JKHY ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	COO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/27/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	08/27/2026		A		83	A	$0	2,861	D
Common Stock	08/27/2026		F		31	D	$172.39	2,830	D
Common Stock	08/27/2026		A		183	A	$0	3,013	D
Common Stock	08/27/2026		F		68	D	$172.39	2,945	D
Common Stock	08/27/2026		A		196	A	$0	3,141	D
Common Stock	08/27/2026		F		73	D	$172.39	3,068	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Vested Performance Shares	⁽¹⁾	08/27/2026		A		462		⁽¹⁾	⁽¹⁾	Common Stock	462	$0	462	D

Explanation of Responses:

1. 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.

Remarks:

	Andrew Potter by Power of Attorney for Shanon G. McLachlan	08/31/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR