Jack Henry CFO reports RSU exercises and grant
Jack Henry & Associates CFO and Treasurer Mimi Carsley reported multiple equity compensation events on August 4, 2026.
Rhea-AI Filing Summary
Jack Henry & Associates CFO and Treasurer Mimi Carsley reported multiple equity compensation events on August 4, 2026. She exercised 4,415 restricted stock units into common stock and had 1,411 shares withheld at $156.53 per share to cover exercise price or tax obligations. She received a new grant of 6,212 restricted stock units vesting in three annual installments from 2027 to 2029 and elected to defer settlement of 1,202 fully vested units under the Deferred Compensation Plan. A prior purchase of 375 shares on May 14, 2026 is clarified as held indirectly through a trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
4,415 shares exercised/converted
Exercise
10 txns
Insider
Carsley Mimi
Role
CFO and Treasurer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units F1, F3 | 1,202 | $0.00 | $0.00 |
| Grant/Award | Vested Restricted Stock Units F1, F4 | 1,202 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units F1, F5 | 1,462 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units F1, F6 | 1,751 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units F1, F7 | 6,212 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 1,462 | -- | -- |
| Exercise Price or Tax Liability | Common Stock | 642 | $156.53 | $100K |
| Exercise | Common Stock F1 | 1,751 | -- | -- |
| Exercise Price or Tax Liability | Common Stock | 769 | $156.53 | $120K |
| holding | Common Stock F2 | -- | -- | -- |
Holdings After Transaction:
Vested Restricted Stock Units — 1,202 contracts (Direct);
Restricted Stock Units — 11,176 contracts (Direct);
Common Stock — 7,444 shares (Direct);
Common Stock — 375 shares (Indirect, By Trust)
Footnotes (7)
- F1. 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.
- F2. The transaction occurring on May 14, 2026, involving the purchase of 375 Common Shares, was inadvertently reported as directly held by the Reporting Person. The shares were acquired directly by a trust and are indirectly beneficially owned by the Reporting Person.
- F3. On August 4, 2023 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2024, 2025 and 2026.
- F4. The reporting person has elected to defer settlement of 1,202 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination of employment or on specified future dates, pursuant to the reporting person's elections under the Issuer's Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock.
- F5. On August 4, 2024 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2025, 2026 and 2027.
- F6. On August 4, 2025 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2026, 2027 and 2028.
- F7. On August 4, 2026 the reporting person was granted restricted stock units, vesting in three equal annual installments on August 4, 2027, 2028 and 2029.
Key Figures
Restricted stock units exercised: 4,415 units
Shares withheld for obligations: 1,411 shares
Withholding price: $156.53 per share
+3 more
6 metrics
Restricted stock units exercised
4,415 units
Total derivative exercises reported on August 4, 2026
Shares withheld for obligations
1,411 shares
Code F dispositions used to pay exercise price or tax liability
Withholding price
$156.53 per share
Applied to 642-share and 769-share Common Stock dispositions
New RSU grant
6,212 units
Restricted stock units granted August 4, 2026, vesting 2027-2029
Deferred vested RSUs
1,202 units
Settlement deferred under the issuer's Deferred Compensation Plan
Shares held by trust
375 shares
Indirectly beneficially owned through a trust after May 14, 2026 purchase
Key Terms
Restricted Stock Units, Deferred Compensation Plan, indirectly beneficially owned, tax liability
4 terms
Restricted Stock Units financial
"Each Restricted Stock Unit is the economic equivalent of one share of JKHY common stock"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Deferred Compensation Plan financial
"payable upon termination or on specified future dates under the Issuer's 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.
indirectly beneficially owned financial
"The shares were acquired directly by a trust and are indirectly beneficially owned"
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 did Jack Henry (JKHY) CFO Mimi Carsley report in this Form 4?
Mimi Carsley reported equity compensation activity rather than open market trades. On August 4, 2026 she exercised 4,415 restricted stock units, had 1,411 shares withheld, received a 6,212-unit RSU grant, and deferred 1,202 vested units.
What new RSU award did JKHY grant to CFO Mimi Carsley on August 4, 2026?
She received a new grant of 6,212 restricted stock units. According to the disclosure, these units vest in three equal annual installments on August 4 of 2027, 2028 and 2029, subject to the terms of the company’s equity plan.
What is the significance of the 1,202 vested RSUs for JKHY's CFO?
Carsley elected to defer settlement of 1,202 fully vested restricted stock units. Under the Deferred Compensation Plan, these units, each equal in value to one JKHY share, will be paid in cash or stock upon termination or specified future dates.
AI-generated analysis. How Rhea-AI works. Not financial advice.
