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Public ownership evidence

Henry (Jack) & Associates (JKHY) Ownership Disclosures

Read JKHY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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2026-09-022026-09-01Preece RichardA270Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-01 and its public availability date is 2026-09-02. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0000779152-26-000080 ↗SEC 0000779152-26-000078 ↗SEC 0000779152-26-000078 ↗

Recent Form 4 activity

Inspect all 22 displayed rows: Recent Form 4 activity

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2026-09-022026-09-01Preece RichardA270Not reported
2026-09-012026-08-27Morgan Craig KeithA1,206Not reported
2026-09-012026-08-27Morgan Craig KeithA513Not reported
2026-09-012026-08-27Morgan Craig KeithA1,130Not reported
2026-09-012026-08-27Adelson Gregory R.A2,620Not reported
2026-09-012026-08-27Adelson Gregory R.A1,114Not reported
2026-09-012026-08-27Adelson Gregory R.A2,456Not reported
2026-09-012026-08-27Swearingen Renee AnnA378Not reported
2026-09-012026-08-27Swearingen Renee AnnA161Not reported
2026-09-012026-08-27Swearingen Renee AnnA355Not reported
2026-09-012026-08-27McLachlan Shanon G.A196Not reported
2026-09-012026-08-27McLachlan Shanon G.A183Not reported
2026-09-012026-08-27McLachlan Shanon G.A83Not reported
2026-09-012026-08-27McLachlan Shanon G.A462Not reported
2026-09-012026-08-27Carsley MimiA5,113Not reported
2026-08-072026-08-04Carsley MimiA6,212Not reported
2026-08-072026-08-04Carsley MimiA1,202Not reported
2026-08-072026-08-04McLachlan Shanon G.A3,912Not reported
2026-08-072026-08-04Morgan Craig KeithA2,942Not reported
2026-08-072026-08-04Morgan Craig KeithA198Not reported
2026-08-072026-08-04Morgan Craig KeithA708Not reported
2026-08-072026-08-04Swearingen Renee AnnA854Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,622$843,913None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-282,763$380,576None
Advisors Asset Management, Inc.2021-12-312026-08-282,694$449,871None
Advisors Asset Management, Inc.2022-12-312026-08-288,342$1,464,522None
Advisors Asset Management, Inc.2020-06-302026-08-283,865$711,276None
Advisors Asset Management, Inc.2022-06-302026-08-286,641$1,196,000None
Advisors Asset Management, Inc.2021-09-302026-08-282,267$372,000None
Corient Private Wealth LP2026-06-302026-08-282,148$295,879None
Corient Private Wealth LP2026-06-302026-08-2815,522$2,137,938None
VELA Investment Management, LLC2026-06-302026-08-2865,260$8,988,912None
VELA Investment Management, LLC2026-03-312026-08-2836,786$5,813,659None
VELA Investment Management, LLC2025-12-312026-08-2813,645$2,489,940None
Principia Wealth Advisory, LLC2026-06-302026-08-272$275None
Principia Wealth Advisory, LLC2026-03-312026-08-2712$1,896None
Advisors Asset Management, Inc.2024-03-312026-08-27962$167,128None
Advisors Asset Management, Inc.2022-09-302026-08-278,098$1,476,000None
Advisors Asset Management, Inc.2020-12-312026-08-27960$156,000None
Advisors Asset Management, Inc.2022-03-312026-08-276,122$1,206,340None
Advisors Asset Management, Inc.2023-06-302026-08-273,907$653,758None
Advisors Asset Management, Inc.2023-09-302026-08-273,769$569,647None
Advisors Asset Management, Inc.2023-03-312026-08-278,149$1,228,217None
Advisors Asset Management, Inc.2021-03-312026-08-271,318$199,967None
Advisors Asset Management, Inc.2021-06-302026-08-271,880$307,000None
Advisors Asset Management, Inc.2020-09-302026-08-272,432$395,419None
Advisors Asset Management, Inc.2023-12-312026-08-271,271$207,694None
Advisors Asset Management, Inc.2019-12-312026-08-266,281$914,953None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2671,300$11,268,252None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2642,100$5,798,854None
CYBER HORNET ETFs LLC2026-06-302026-08-25191$26,308None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2583,588$11,513,411None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2511,513,411$83,588,000None
Advisors Asset Management, Inc.2024-09-302026-08-22374$66,026None
Advisors Asset Management, Inc.2024-06-302026-08-22657$109,075None
Advisors Asset Management, Inc.2020-03-312026-08-226,013$933,458None
Assenagon Asset Management S.A.2026-06-302026-08-2214,125$1,945,578None
Bullock Wealth Management Group2026-06-302026-08-20852$121,305None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2025,927$3,571,193None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,624$361,460None
Advisors Asset Management, Inc.2019-03-312026-08-1919,830$2,751,214None
Advisors Asset Management, Inc.2019-09-302026-08-196,869$1,002,668None
Advisors Asset Management, Inc.2019-06-302026-08-1915,793$2,114,999None
Ensign Peak Advisors, Inc2026-03-312026-08-1938,104$6,021,956None
Ensign Peak Advisors, Inc2025-12-312026-08-1917,115$3,123,145None
Ensign Peak Advisors, Inc2025-09-302026-08-1931,736$4,726,442None
Fulcrum Asset Management LLP2026-06-302026-08-1949$6,700None
Strive Financial Group ,LLC2026-06-302026-08-184,126$568,315None
Coastal Bridge Advisors, LLC2026-06-302026-08-182,879$396,581None
Caitlin John, LLC2026-06-302026-08-1817$2,342None
Caitlin John, LLC2026-06-302026-08-184$551None
Corient Private Wealth LP2026-06-302026-08-1818,141$2,498,709None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗VELA Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.