JKHY insider ownership: who sold, why, and what they still hold

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Gregory Adelson President & CEO, Director	2,747	$172.39	8.4%	30K	Aug 27, 2026	Aug 31, 2026
Craig Morgan CLO & Secretary	1,256	$172.39	9.6%	12K	Aug 27, 2026	Aug 31, 2026
Renee Swearingen Sr VP & Chief Accounting Offic	395	$172.39	n/a	n/a	Aug 27, 2026	Aug 31, 2026
Shanon McLachlan COO	172	$172.39	5.3%	3.1K	Aug 27, 2026	Aug 31, 2026

What stands out

Two officers bought shares: Gregory Adelson (2K shares, $267K) and Mimi Carsley (375 shares, $50K). These are the first by current officers or directors since May 25, 2023.Gregory Adelson: purchase, May 14, 2026 · Mimi Carsley: purchase, May 14, 2026

David Foss (13% of holdings) sold $3.5M of stock with no disclosed trading plan. The filings don't state a reason.Largest such sale, Dec 1, 2025

Percentages cover 10 of 15 officers and directors. 5 are left out

Left out: Renee Swearingen and Mimi Carsley (holdings couldn't be fully reconciled); Shanon McLachlan (most of their shares vested during the period, so a percentage would mislead); Curtis Campbell (most holdings were last confirmed in 2022); Richard Preece (held no vested shares at the start).

Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Each bar is the insider's vested stake at the start of the period (Oct 8, 2025). The gold part is what they sold.

SoldRest of starting stakeAdded during the period

David Foss

Director

13% · $3.5MNo plan disclosed

Shanon McLachlan

COO

No bar: most of their shares vested during the period, so a percentage would mislead.

$37KNo plan disclosed

Amounts, filings and trading plans for each seller

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planTo cover taxesNo plan disclosed

Common questions

Is the Jack Henry & Associates Inc CEO selling stock?

No. Gregory Adelson reported no open-market sales in the past 12 months.

Why are Jack Henry & Associates Inc insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 0% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 100% had no disclosed plan. A trading plan schedules sales in advance.

Are any Jack Henry & Associates Inc insiders buying?

Yes. 2 officers or directors reported 2 purchases in the past 12 months (Form 4 code P, which includes private purchases).

How much of their stake did Jack Henry & Associates Inc insiders sell?

About 5.2% overall. As a group they ended with more shares than they started with. The biggest individual seller, David Foss, gave up 13% of starting holdings. That covers the 12 months to Oct 8, 2026 and counts vested shares reported on SEC Forms 3, 4 and 5, which is not an insider's whole wealth.

The evidence

Who sold2 officers and directors: amount, % of holdings, trading plan

Who sold	Amount	% of holdings	Trading plan
David Foss Director	$3.5M 20K shares	13%	No plan disclosed
Shanon McLachlan COO	$37K 227 shares	i No percentage: most of their shares vested during the period, so a percentage would mislead.	No plan disclosed

The full ownership picture13 of 15 insiders fully reconciled · 13 officers and directors

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

Insider

Held Oct 8, 2025

Sold

Held Oct 8, 2026

Still held

David Foss

Minor difference of 79 shares. Difference is under 0.5% of holdings.

Director

153K

−20K

134K

88%

Vesting, gifts, unvested awards and holding lines for David Foss

+1.2Kshares vested or exercised

0gifted (net of own trusts)

6.2K → 7.5Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	148,133	129,353
401(k)	Common Stock	4,952	5,031

Reconciliation: minor difference of 79 shares. Difference is under 0.5% of holdings.

Wesley Brown

New Form 3 filed 2015-11-18; earlier filings set aside.

Director

93K

94K

no sales

Vesting, gifts, unvested awards and holding lines for Wesley Brown

+1.2Kshares vested or exercised

0gifted (net of own trusts)

1.2K → 1.2Kunvested awards, start → end

New Form 3 filed 2015-11-18; earlier filings set aside.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	92,590	93,749

Matthew Flanigan

Director

44K

no sales

Vesting, gifts, unvested awards and holding lines for Matthew Flanigan

+1.2Kshares vested or exercised

−440gifted (net of own trusts)

1.2K → 1.2Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	43,735	44,454

Thomas Wimsett

Director

39K

40K

no sales

Vesting, gifts, unvested awards and holding lines for Thomas Wimsett

+1.2Kshares vested or exercised

0gifted (net of own trusts)

1.2K → 1.2Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	38,716	39,875

Gregory Adelson

Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.

President & CEO, Director

19K

30K

no sales

Vesting, gifts, unvested awards and holding lines for Gregory Adelson

+10Kshares vested or exercised

0gifted (net of own trusts)

−7.3Kwithheld by the company for taxes

24K → 34Kunvested awards, start → end

Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Trust	Common Stock	19,036	30,128

Additional holdings last reported Aug 29, 2023, not confirmed since: 11,865 shares. Not included in any total or percentage on this page.

Direct, Common Stock: 11,865 shares, last reported Aug 29, 2023

Thomas Wilson Jr.

Director

15K

17K

no sales

Vesting, gifts, unvested awards and holding lines for Thomas Wilson Jr.

+1.2Kshares vested or exercised

0gifted (net of own trusts)

1.2K → 1.2Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	15,493	16,652

Renee Swearingen

Holdings couldn't be fully reconciled. Balance changed with no matching transaction and no footnote: +111 shares on Aug 4, 2026 (Direct). See the filing Sales and other transactions for Renee Swearingen are complete.

Sr VP & Chief Accounting Offic

n/a

Vesting, gifts, unvested awards and holding lines for Renee Swearingen

+665shares vested or exercised

−200gifted (net of own trusts)

−689withheld by the company for taxes

1.4K → 1.5Kunvested awards, start → end

Holdings couldn't be fully reconciled. Balance changed with no matching transaction and no footnote: +111 shares on Aug 4, 2026 (Direct). The balances below are as reported, not verified totals.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	721	832
Trust	Common Stock	13,333	14,003

Shruti Miyashiro

Minor difference of 167 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

13K

14K

no sales

Vesting, gifts, unvested awards and holding lines for Shruti Miyashiro

+1.2Kshares vested or exercised

0gifted (net of own trusts)

1.2K → 1.2Kunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	13,128	14,454

Reconciliation: minor difference of 167 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Craig Morgan

Minor difference of 19 shares. Difference is under 0.5% of holdings.

CLO & Secretary

9.5K

12K

no sales

Vesting, gifts, unvested awards and holding lines for Craig Morgan

+1.3Kshares vested or exercised

0gifted (net of own trusts)

−1.8Kwithheld by the company for taxes

5.2K → 6.8Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	8,337	10,636
401(k)	Common Stock	1,207	1,226

Reconciliation: minor difference of 19 shares. Difference is under 0.5% of holdings.

Mimi Carsley

Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: -365 shares on Aug 4, 2026 (Direct). See the filing Sales and other transactions for Mimi Carsley are complete.

CFO and Treasurer

n/a

Vesting, gifts, unvested awards and holding lines for Mimi Carsley

+3.2Kshares vested or exercised

0gifted (net of own trusts)

−1.4Kwithheld by the company for taxes

12K → 25Kunvested awards, start → end

Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: -365 shares on Aug 4, 2026 (Direct). The balances below are as reported, not verified totals.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	5,495	7,444
Trust	Common Stock	0	375

Shanon McLachlan

COO

1.6K

−227

3.1K

not meaningful

Vesting, gifts, unvested awards and holding lines for Shanon McLachlan

+2.2Kshares vested or exercised

0gifted (net of own trusts)

−966withheld by the company for taxes

5.1K → 7.3Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	1,647	3,068

Lisa Nelson

Director

365

1.5K

no sales

Vesting, gifts, unvested awards and holding lines for Lisa Nelson

+1.2Kshares vested or exercised

0gifted (net of own trusts)

1.2K → 1.2Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	365	1,524

Tammy LoCascio

Director

365

1.5K

no sales

Vesting, gifts, unvested awards and holding lines for Tammy LoCascio

+1.2Kshares vested or exercised

0gifted (net of own trusts)

1.2K → 1.2Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	365	1,524

13 of 15 insiders fully reconciled: starting holdings plus reported transactions match ending holdings (10 exactly, 3 with a minor or footnoted difference). For 2 we show sales but not holdings; the ! icon on their rows explains why. Percentages cover 10 of 15 officers and directors. Left out: Renee Swearingen and Mimi Carsley (holdings couldn't be fully reconciled); Shanon McLachlan (most of their shares vested during the period, so a percentage would mislead); Curtis Campbell (most holdings were last confirmed in 2022); Richard Preece (held no vested shares at the start). "Still held" compares ending with starting vested shares; a plus sign means the holding grew.

What explains the selling$3.5M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $3.5M across 20,227 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

No plan disclosed · $3.5M

Sales with no 10b5-1 plan and no tax reference in the filing. $3.5M of it is David Foss. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: David Foss, Dec 1, 2025

Taxes

12,132 shares ($2.0M) were withheld by the company for taxes, which isn't a market sale.

Purchases · 2 buyers (2 trades)

2 officers and directors bought shares in this period, in 2 trades(Form 4 code P). Across all their filings on record there are 12 purchase trades.

Seller	Shares sold	Proceeds	Under a disclosed plan	Share of total	Sales dates
David Foss Director	20K	$3.5M	0%	99%	Dec 1, 2025 to Dec 1, 2025
Shanon McLachlan COO	227	$37K	0%	1%	Nov 10, 2025 to Nov 10, 2025

Sales by month

Month	Sale proceeds	Disclosed plan	To cover taxes	No plan disclosed
Oct 2025	$0	$0	$0	$0
Nov 2025	$37K	$0	$0	$37K
Dec 2025	$3.5M	$0	$0	$3.5M
Jan 2026	$0	$0	$0	$0
Feb 2026	$0	$0	$0	$0
Mar 2026	$0	$0	$0	$0
Apr 2026	$0	$0	$0	$0
May 2026	$0	$0	$0	$0
Jun 2026	$0	$0	$0	$0
Jul 2026	$0	$0	$0	$0
Aug 2026	$0	$0	$0	$0
Sep 2026	$0	$0	$0	$0
Oct 2026	$0	$0	$0	$0

Is this normal? Selling year by year5 earlier years to compare with

In line with the past 5 years. 2 insiders sold; the average is 2 a year.

12 months ending	Shares sold	Insiders who sold	Proceeds
Oct 8, 2026 Latest 12 months	20K	2	$3.5M
Oct 8, 2025 1 year earlier	46K	4	$8.0M
Oct 8, 2024 2 years earlier	326	1	$54K
Oct 9, 2023 3 years earlier	16K	1	$3.0M
Oct 9, 2022 4 years earlier	7.6K	2	$1.4M
Oct 9, 2021 5 years earlier	2.3K	1	$390K

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty2 insiders whose holdings couldn't be fully reconciled

Renee Swearingen: holdings couldn't be fully reconciled (difference of 111 shares). Balance changed with no matching transaction and no footnote: +111 shares on Aug 4, 2026 (Direct). Filing, Aug 4, 2026

Mimi Carsley: holdings couldn't be fully reconciled (difference of 147 shares). Balance changed without a matching transaction, and the footnote does not state the amount: -365 shares on Aug 4, 2026 (Direct). Filing, Aug 4, 2026

Footnote: "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."

David Foss: minor difference of 79 shares. Difference is under 0.5% of holdings.

Shruti Miyashiro: minor difference of 167 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Craig Morgan: minor difference of 19 shares. Difference is under 0.5% of holdings.

Inferred rename: "Trust for Family Member" is treated as the same holder as "Trust - Sister", because the old name was never reported again and the new one opened with the same balance (7,996 shares). Old name, new name

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology741 filings from SEC EDGAR, and how we read them

All 741 Forms 3, 4 and 5 filed for Jack Henry & Associates Inc (SEC CIK 779152) from Aug 14, 2003 to Sep 1, 2026, retrieved from SEC EDGAR on Oct 8, 2026. Prices are the ones reported in each filing, often weighted averages.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (22)No filing in 18 months; last reported balances, not in any total

Name	Last filed	Last reported balance
Stacey Zengel	Dec 20, 2023	6,367 shares, last reported balance as of Dec 18, 2023
Jacque Fiegel	Nov 20, 2023	20,241 shares, last reported balance as of Nov 13, 2023
Laura Kelly	Nov 20, 2023	17,177 shares, last reported balance as of Nov 13, 2023
Kevin Williams	Aug 5, 2022	47,492 shares, last reported balance as of Aug 4, 2022
Teddy Bilke	Nov 16, 2021	26,765 shares, last reported balance as of Nov 15, 2021
John Prim	Nov 23, 2020	195,148 shares, last reported balance as of May 18, 2020
Russell Bernthal	Oct 6, 2020	7,439 shares, last reported balance as of Oct 4, 2020
Steven Tomson	Oct 6, 2020	6,712 shares, last reported balance as of Oct 4, 2020
Ronald Moses	Nov 26, 2019	11,205 shares, last reported balance as of Nov 6, 2019
Mark Forbis	Nov 8, 2019	16,057 shares, last reported balance as of Nov 8, 2019
Marla Shepard	Nov 19, 2014	20,820 shares, last reported balance as of Nov 18, 2014
Tony Wormington	Sep 13, 2013	692,776 shares, last reported balance as of Sep 10, 2013
Michael Henry	Feb 7, 2012	1,519,628 shares, last reported balance as of Feb 7, 2012
Craig Curry	Nov 23, 2011	198,723 shares, last reported balance as of Nov 22, 2011
James Ellis	Nov 24, 2010	304,200 shares, last reported balance as of Nov 22, 2010
Jerry Hall	Jun 24, 2010	1,122,514 shares, last reported balance as of Jun 23, 2010
JKHY PARTNERS	May 31, 2007	No balance on record
John Henry	Apr 27, 2006	1,176,156 shares, last reported balance as of Apr 27, 2006
Marguerite Butterworth	Apr 5, 2006	175,359 shares, last reported balance as of Apr 3, 2006
Joseph Maliekel	Nov 8, 2005	10 shares, last reported balance as of Nov 4, 2005
Burton George	Dec 9, 2004	150,036 shares, last reported balance as of Dec 9, 2004
George Curry	Nov 4, 2003	536,616 shares, last reported balance as of Oct 31, 2003

Jack Henry & Associates Inc insiders sold $3.5M in the past 12 months. How much of their stake is that?

What stands out

Who sold, and how much of their stake

Selling by month

Common questions

Is the Jack Henry & Associates Inc CEO selling stock?

Why are Jack Henry & Associates Inc insiders selling?

Are any Jack Henry & Associates Inc insiders buying?

How much of their stake did Jack Henry & Associates Inc insiders sell?

The evidence

No plan disclosed · $3.5M

Taxes

Purchases · 2 buyers (2 trades)

Sales by month