Jack Henry COO exercises RSUs, receives new grant
JACK HENRY & ASSOCIATES INC COO Shanon G. McLachlan reported several compensation-related equity transactions dated August 4, 2026.
Rhea-AI Filing Summary
JACK HENRY & ASSOCIATES INC COO Shanon G. McLachlan reported several compensation-related equity transactions dated August 4, 2026. Previously granted restricted stock units from 2023–2025 awards were exercised or converted into 1,969 shares of common stock. To pay exercise price or tax obligations, 727 shares of common stock were delivered or withheld at $156.5300 per share. On the same date, McLachlan received a new grant of 3,912 restricted stock units, each economically equivalent to one share of JKHY common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,969 shares exercised/converted
Exercise
10 txns
Insider
McLachlan Shanon G.
Role
COO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units F1, F2 | 217 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units F1, F3 | 783 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units F1, F4 | 969 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units F1, F5 | 3,912 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 217 | -- | -- |
| Exercise Price or Tax Liability | Common Stock | 80 | $156.53 | $13K |
| Exercise | Common Stock F1 | 783 | -- | -- |
| Exercise Price or Tax Liability | Common Stock | 289 | $156.53 | $45K |
| Exercise | Common Stock F1 | 969 | -- | -- |
| Exercise Price or Tax Liability | Common Stock | 358 | $156.53 | $56K |
Holdings After Transaction:
Restricted Stock Units — 6,631 contracts (Direct);
Common Stock — 2,778 shares (Direct)
Footnotes (5)
- 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. 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.
- F3. 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.
- F4. 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.
- F5. 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
RSU exercises: 1969 shares
Shares withheld: 727 shares
Withholding price: $156.5300 per share
+1 more
4 metrics
RSU exercises
1969 shares
Total common shares from exercises or conversions of restricted stock units on August 4, 2026
Shares withheld
727 shares
Common shares delivered or withheld to cover exercise price or tax liability
Withholding price
$156.5300 per share
Price for common shares used to satisfy exercise price or tax obligations
New RSU grant
3912 RSUs
Restricted stock units granted to the COO on August 4, 2026
Key Terms
Restricted Stock Units, derivative security, exercise price or tax liability
3 terms
Restricted Stock Units financial
"security_title: "Restricted Stock Units""
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.
derivative security financial
"transaction_code_description: "Exercise or conversion of derivative security""
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
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 equity transactions did JKHY COO Shanon G. McLachlan report?
Shanon G. McLachlan reported exercises of previously granted restricted stock units into 1,969 common shares, delivery or withholding of 727 shares to cover exercise price or tax obligations, and a new grant of 3,912 RSUs on August 4, 2026.
What new restricted stock units did JKHY grant to its COO?
On August 4, 2026, the COO received a new grant of 3,912 restricted stock units. Each unit is economically equivalent to one share of JKHY common stock and represents a contingent right to receive stock or, at the issuer’s option, the cash value.
Were the JKHY COO’s transactions under a Rule 10b5-1 trading plan?
The Rule 10b5-1 checkbox in the filing is not marked as affirmative. The transactions are reported as RSU exercises, tax or exercise-price share withholdings, and a new RSU grant, with no accompanying footnote describing a pre-arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
