A Form 4 filed on August 31, 2026, disclosed changes in beneficial ownership of Jack Henry & Associates Inc common stock by Craig Keith Morgan, the company's CLO and Secretary, stemming from transactions dated August 27, 2026.

Key Highlights

  • Reporting person: Craig Keith Morgan, CLO and Secretary of Jack Henry & Associates Inc (NASDAQ:JKHY)
  • Shares acquired: Three separate acquisitions of 1,130, 513, and 1,206 shares of common stock, each at $0 per share, on August 27, 2026
  • Shares withheld for taxes: Three separate disposals coded "F" of 498, 226, and 532 shares at $172.39 per share on August 27, 2026
  • Direct ownership after transactions: 10,636 shares of common stock held directly
  • Indirect ownership: 1,226 shares held indirectly through a 401(k) plan
  • Filing signed by: Andrew Potter, by power of attorney for Craig Keith Morgan, on August 31, 2026

Details of Craig Keith Morgan's August 2026 Jack Henry & Associates Share Transactions

According to the filing, Craig Keith Morgan, serving as CLO and Secretary of Jack Henry & Associates Inc, reported six transactions in common stock on August 27, 2026, all classified as non-derivative securities. Three transactions were acquisitions coded "A," each recorded at a price of $0, indicating grants or vesting events rather than open-market purchases. The shares acquired in those three transactions were 1,130, 513, and 1,206 shares, respectively.

Corresponding to each acquisition, the filing reports a disposal coded "F" - a code typically associated with shares withheld to cover tax obligations upon vesting - of 498, 226, and 532 shares, each at a price of $172.39. After all six transactions, the filing states Morgan held 10,636 shares of common stock directly. In addition, the filing reports 1,226 shares held indirectly through a 401(k) plan, with no transactions reported against that indirect position.

The form was filed on August 31, 2026, with August 27, 2026, listed as the date of earliest transaction. No derivative securities were reported in Table II. The filing was signed by Andrew Potter acting by power of attorney for Craig Keith Morgan.

What Was Disclosed

The filing disclosed stock acquisitions and tax-related disposals of Jack Henry & Associates common stock by CLO and Secretary Craig Keith Morgan on August 27, 2026, with direct beneficial ownership of 10,636 shares and indirect 401(k) holdings of 1,226 shares following the transactions.