STOCK TITAN

Jack Henry (JKHY) accounting chief’s trust gets new stock grants

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

JACK HENRY & ASSOCIATES INC (JKHY) reported Form 4 activity by Sr VP & Chief Accounting Officer Renee Ann Swearingen involving common stock held indirectly through a trust. On 2026-08-27, the trust received several stock grants/awards and also had shares withheld or delivered to pay exercise price or tax liabilities under code F transactions. Separately, Swearingen is shown with 832 shares of common stock held directly after the reported transactions.

Positive

  • None.

Negative

  • None.
Insider Swearingen Renee Ann
Role Sr VP & Chief Accounting Offic
Type Security Shares Price Value
Grant/Award Common Stock 355 $0.00 $0.00
Exercise Price or Tax Liability Common Stock 157 $172.39 $27K
Grant/Award Common Stock 161 $0.00 $0.00
Exercise Price or Tax Liability Common Stock 71 $172.39 $12K
Grant/Award Common Stock 378 $0.00 $0.00
Exercise Price or Tax Liability Common Stock 167 $172.39 $29K
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 14,003 shares (Indirect, By Trust); Common Stock — 832 shares (Direct)
Grant shares (Award 1) 355 shares of Common Stock Grant/award acquisition on 2026-08-27, indirect ownership by trust
Code F shares (Entry 1) 157 shares at $172.39 per share Payment of exercise price or tax liability on 2026-08-27, indirect by trust
Grant shares (Award 2) 161 shares of Common Stock Grant/award acquisition on 2026-08-27, indirect ownership by trust
Code F shares (Entry 2) 71 shares at $172.39 per share Payment of exercise price or tax liability on 2026-08-27, indirect by trust
Grant shares (Award 3) 378 shares of Common Stock Grant/award acquisition on 2026-08-27, indirect ownership by trust
Code F shares (Entry 3) 167 shares at $172.39 per share Payment of exercise price or tax liability on 2026-08-27, indirect by trust
Direct holdings after transactions 832 shares of Common Stock Direct ownership position reported in holding entry
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
Payment of exercise price or tax liability by delivering or withholding securities financial
"transaction_code_description: Payment of exercise price or tax liability"
indirect financial
"ownership_type: indirect, nature_of_ownership: By Trust"
By Trust financial
"nature_of_ownership: By Trust for non-derivative transactions"

FAQ

What insider transactions did JKHY report for Renee Ann Swearingen on this Form 4?

The Form 4 reports that a trust associated with Sr VP & Chief Accounting Officer Renee Ann Swearingen received three common stock grants/awards and had three code F transactions where shares were delivered or withheld to pay exercise price or tax liabilities, all on 2026-08-27.

How many JKHY shares were used for exercise price or tax liabilities in this filing?

The filing shows a total of 395 shares involved in code F transactions, described as payment of exercise price or tax liability by delivering or withholding securities, across three entries of 157, 71, and 167 shares.

At what price were the JKHY code F transactions recorded in this Form 4?

Each of the three code F transactions is reported at $172.39 per share for the common stock used to pay the exercise price or tax liability, according to the transaction price per share field.

How many JKHY shares does Renee Ann Swearingen hold directly after these transactions?

The Form 4 includes a holding entry showing that Renee Ann Swearingen holds 832 shares of JKHY common stock directly following the reported transactions.

Were Renee Ann Swearingen’s JKHY transactions under a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not checked (aff_10b5_one is false), indicating the reported transactions were not affirmed as being made pursuant to a Rule 10b5-1 trading plan.

How are the JKHY shares characterized in terms of ownership for these Form 4 entries?

The award and code F transactions are reported as indirect ownership "By Trust", while a separate holding line shows 832 shares held with direct ownership by Renee Ann Swearingen.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Swearingen Renee Ann

(Last)(First)(Middle)
PO BOX 807
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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Sr VP & Chief Accounting Offic
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/27/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock08/27/2026A355A$013,859IBy Trust
Common Stock08/27/2026F157D$172.3913,702IBy Trust
Common Stock08/27/2026A161A$013,863IBy Trust
Common Stock08/27/2026F71D$172.3913,792IBy Trust
Common Stock08/27/2026A378A$014,170IBy Trust
Common Stock08/27/2026F167D$172.3914,003IBy Trust
Common Stock832D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
Andrew Potter By Power of Attorney For Renee A. Swearingen08/31/2026
** Signature of Reporting PersonDate
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)