Jack in the Box Inc (JACK) shareholders
JACKNasdaqRetail-Eating PlacesFiscal year ends September 27
Financials through Q3 FY2026, quarter ended Jul 5, 2026Last filing: 10-Q on Aug 12, 2026Score 6/3062% below fair value
$14.07−0.44 (-3.03%)
Close on Nov 12, 2026Market cap $1.17BP/E 8.1Yield 6.25%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
20M of 19M shares
Institutional holders
134
28 new, 29 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
4 buys · 40 sales
Net sold $673.52K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Biglari, Sardar Joint filing with Biglari Capital Corp. (8.90%), Lion Fund Ii, L.P. (6.00%) | 1,884,269 | 9.98% | 13D (active) amendment | Jan 12, 2026 |
| Callodine Capital Management, LP Joint filing with James S. Morrow (8.58%) | 1,619,932 | 8.58% | 13G (passive) | Jun 30, 2025 |
| Daniel Mack Joint filing with Nantahala Capital Management, LLC (8.10%), Wilmot B. Harkey (8.10%) | 1,542,715 | 8.10% | 13G (passive) | Mar 31, 2026 |
| GreenWood Investors LLC Joint filing with Steven Wood (7.10%) | 1,352,490 | 7.10% | 13D (active) amendment | Sep 17, 2026 |
| BlackRock, Inc. | 1,317,608 | 7.00% | 13G (passive) amendment | Sep 30, 2025 |
| Steven Wood Joint filing with GreenWood Investors LLC (6.10%) | 1,148,016 | 6.10% | 13D (active) | Nov 17, 2025 |
| Giotto Leonardo Clovis Gravier De Filippi Joint filing with Green Frog Investments Inc (5.00%) | 945,000 | 5.00% | 13G (passive) | Aug 11, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JACK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | 3,457,318 | 18.03% | $54.66M | +1,914,603 | 0.91% |
| Callodine Capital Management, LP | 1,717,153 | 8.95% | $27.15M | −43,317 | 1.77% |
| Biglari Capital Corp. | 1,683,652 | 8.78% | $26.62M | – | 2.23% |
| BlackRock, Inc. | 1,342,305 | 7.00% | $21.22M | +60,689 | 0.00% |
| Bank Of America Corp /De/ | 1,164,421 | 6.07% | $18.41M | +541,642 | 0.00% |
| Vanguard Capital Management LLC | 826,459 | 4.31% | $13.07M | +9,814 | 0.00% |
| Allianz Asset Management GmbH | 708,001 | 3.69% | $11.19M | +201,604 | 0.01% |
| Charles Schwab Investment Management Inc | 632,368 | 3.30% | $10.00M | −63,708 | 0.00% |
| Earnest Partners LLC | 552,367 | 2.88% | $8.73M | +238,476 | 0.03% |
| Lsv Asset Management | 515,379 | 2.69% | $8.15M | −48,682 | 0.01% |
| Geode Capital Management, LLC | 486,940 | 2.54% | $7.70M | +66,188 | 0.00% |
| Goldman Sachs Group Inc | 471,816 | 2.46% | $7.46M | +373,524 | 0.00% |
| IPG Investment Advisors LLC | 469,300 | 2.45% | $7.42M | −66,996 | 1.07% |
| UBS Group AG | 443,755 | 2.31% | $7.02M | +365,161 | 0.00% |
| Raymond James Financial Inc | 411,329 | 2.14% | $6.50M | New | 0.00% |
| Two Sigma Investments, LP | 410,589 | 2.14% | $6.49M | +353,191 | 0.00% |
| State Street Corp | 393,498 | 2.05% | $6.22M | +3,185 | 0.00% |
| Manning & Napier Advisors LLC | 376,343 | 1.96% | $5.95M | – | 0.08% |
| JPMorgan Chase & Co | 366,056 | 1.91% | $6.08M | +8,262 | 0.00% |
| Envestnet Asset Management Inc | 239,609 | 1.25% | $3.79M | +118,105 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 134 | 20M | 100.0% | 28 / 53 | 33 / 29 | 6M | 2M |
| Q1 2026 | 138 | 17M | 88.8% | 25 / 39 | 55 / 40 | 4M | 4M |
| Q4 2025 | 156 | 18M | 94.7% | 34 / 35 | 66 / 36 | 3M | 4M |
| Q3 2025 | 162 | 19M | 100.0% | 30 / 53 | 56 / 50 | 3M | 8M |
| Q2 2025 | 184 | 24M | 100.0% | 37 / 71 | 47 / 51 | 6M | 4M |
| Q1 2025 | 200 | 22M | 100.0% | 34 / 71 | 60 / 38 | 3M | 2M |
| Q4 2024 | 206 | 21M | 100.0% | 36 / 69 | 64 / 31 | 3M | 2M |
| Q3 2024 | 205 | 21M | 100.0% | 35 / 70 | 75 / 38 | 5M | 2M |
| Q2 2024 | 209 | 20M | 100.0% | 38 / 74 | 69 / 47 | 3M | 3M |
| Q1 2024 | 219 | 21M | 100.0% | 30 / 59 | 89 / 27 | 2M | 2M |
| Q4 2023 | 217 | 21M | 100.0% | 36 / 76 | 71 / 25 | 3M | 2M |
| Q3 2023 | 208 | 20M | 100.0% | 37 / 63 | 83 / 37 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
124 funds held JACK in Q2 2026, 57% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of JACK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 587,209 | 3.06% | $9.28M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 468,268 | 2.44% | $7.40M | 0.01% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 459,621 | 2.40% | $7.27M | 0.19% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 376,706 | 1.96% | $4.69M | 0.05% | May 31, 2026 |
| Callodine Equity Income Series | 376,343 | 1.96% | $5.95M | 2.55% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 215,698 | 1.12% | $3.41M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 195,581 | 1.02% | $3.20M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 147,843 | 0.77% | $2.34M | 0.02% | Jun 30, 2026 |
| Invesco RAFI US 1500 Small-Mid ETF | 128,835 | 0.67% | $2.11M | 0.08% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company Index Fund | 102,085 | 0.53% | $1.67M | 0.07% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 96,830 | 0.50% | $1.21M | 0.00% | May 31, 2026 |
| JPMorgan Small Cap Value Fund | 94,911 | 0.49% | $1.50M | 0.11% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 90,546 | 0.47% | $1.13M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 90,473 | 0.47% | $1.13M | 0.01% | May 31, 2026 |
| JPMorgan U.S. Small Company Fund | 76,444 | 0.40% | $1.21M | 0.11% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark James King | Exec Chairman & Interim CEO, Director | 169,265 | 0.88% | Oct 13, 2026 |
| Lance F. Tucker | DIRECTOR & CEO | 197,745 | 1.03% | Apr 8, 2026 |
| Taylor K. Montgomery | EVP President | 106,506 | 0.56% | Oct 2, 2026 |
| Richard D. Cook | SVP, CHIEF TECHNOLOGY OFFICER | 40,130 | 0.21% | May 5, 2026 |
| Sarah L. Super | EVP, Chief Legal&Admin Officer | 51,801 | 0.27% | May 5, 2026 |
| Steven Piano | SVP, CHIEF PEOPLE OFFICER | 40,145 | 0.21% | May 5, 2026 |
| Dawn E. Hooper | EVP, Chief Financial Officer | 35,760 | 0.19% | May 5, 2026 |
| Carl Mount | SVP, CHF SUPPLY CHAIN OFFICER | 40,730 | 0.21% | May 5, 2026 |
| Ryan Lee Ostrom | EVP, Chief Cust&Digtl Officer | 79,475 | 0.41% | Dec 30, 2025 |
| Van Ingram | SVP, CHF DEVELOPMENT OFFICER | 19,356 | 0.10% | Dec 10, 2025 |
| Timothy T. Linderman | SVP, CHF DEVELOPMENT OFFICER | 25,541 | 0.13% | May 2, 2025 |
| Darin S. Harris | DIRECTOR & CEO | 142,504 | 0.74% | Dec 23, 2024 |
| Tony J. Darden | SVP, CHIEF OPERATING OFFICER | 8,052 | 0.04% | Dec 4, 2024 |
| Rachel Ruggeri | Director | – | – | Sep 29, 2026 |
| James M. Myers | Director | 50,446 | 0.26% | Sep 2, 2026 |
| Guillermo Diaz Jr | Director | 20,692 | 0.11% | May 28, 2026 |
| Eduardo Dias Luz | Director | – | – | Apr 20, 2026 |
| Michael W. Murphy | Director | 95,127 | 0.50% | Mar 4, 2026 |
| Man Wein Vivien Yeung | Director | 26,359 | 0.14% | Mar 4, 2026 |
| Alan Smolinisky | Director | 386,932 | 2.02% | Mar 4, 2026 |
| Enrique Ramirez | Director | 13,398 | 0.07% | Mar 4, 2026 |
| David Goebel | Director | 47,690 | 0.25% | Mar 4, 2026 |
| Madeleine Kleiner | Director | 34,673 | 0.18% | Mar 4, 2026 |
| Sharon Price John | Director | 12,804 | 0.07% | Dec 30, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mark James King Exec Chairman & Interim CEO, Director | Oct 13, 2026 | Sale | −7,013 | $12.18 | $85.42K | 169,265 |
| Taylor K. Montgomery EVP President | Oct 1, 2026 | Award | +106,506 | – | – | 106,506 |
| Mark James King Exec Chairman & Interim CEO, Director | Sep 22, 2026 | Sale | −5,627 | $13.61 | $76.58K | 176,278 |
| James M. Myers Director | Sep 1, 2026 | Award | +1,494 | – | – | 50,446 |
| Mark James King Exec Chairman & Interim CEO, Director | Aug 14, 2026 | Sale | −5,647 | $18.59 | $104.98K | 181,905 |
| Mark James King Exec Chairman & Interim CEO, Director | Jul 21, 2026 | Sale | −5,626 | $14.70 | $82.70K | 187,552 |
| Mark James King Exec Chairman & Interim CEO, Director | Jun 18, 2026 | Sale | −5,911 | $12.53 | $74.06K | 193,178 |
| James M. Myers Director | Jun 1, 2026 | Award | +2,196 | – | – | 48,952 |
| Guillermo Diaz Jr Director | May 28, 2026 | Buy | +5,962 | – | – | 20,692 |
| Guillermo Diaz Jr Director | May 28, 2026 | Buy | +5,962 | $11.51 | $68.62K | 20,692 |
| Mark James King Exec Chairman & Interim CEO, Director | May 12, 2026 | Award | +186,901 | – | – | 199,089 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | May 4, 2026 | Sale | −1,025 | $12.10 | $12.40K | 40,130 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | May 4, 2026 | Sale | −922 | $12.10 | $11.16K | 40,145 |
| Dawn E. Hooper EVP, Chief Financial Officer | May 4, 2026 | Sale | −738 | $12.10 | $8.93K | 35,760 |
| Carl Mount SVP, CHF SUPPLY CHAIN OFFICER | May 4, 2026 | Sale | −1,142 | $12.10 | $13.82K | 40,730 |
| Sarah L. Super EVP, Chief Legal&Admin Officer | May 4, 2026 | Sale | −1,841 | $12.10 | $22.28K | 51,801 |
| Lance F. Tucker DIRECTOR & CEO | Apr 7, 2026 | Tax withholding | −4,889 | $10.96 | $53.58K | 197,745 |
| Mark James King Director | Mar 3, 2026 | Award | +12,188 | – | – | 12,188 |
| Madeleine Kleiner Director | Mar 3, 2026 | Award | +8,235 | – | – | 34,673 |
| Enrique Ramirez Director | Mar 3, 2026 | Award | +8,235 | – | – | 13,398 |
| James M. Myers Director | Mar 3, 2026 | Award | +8,235 | – | – | 45,401 |
| Michael W. Murphy Director | Mar 3, 2026 | Award | +8,235 | – | – | 85,927 |
| Alan Smolinisky Director | Mar 3, 2026 | Award | +8,235 | – | – | 197,584 |
| Guillermo Diaz Jr Director | Mar 3, 2026 | Award | +8,235 | – | – | 14,730 |
| Man Wein Vivien Yeung Director | Mar 3, 2026 | Award | +8,235 | – | – | 26,359 |
| David Goebel Director | Mar 3, 2026 | Award | +8,235 | – | – | 47,690 |
| James M. Myers Director | Mar 2, 2026 | Award | +1,355 | – | – | 46,756 |
| Lance F. Tucker DIRECTOR & CEO | Feb 27, 2026 | Tax withholding | −1,434 | $16.92 | $24.26K | 202,634 |
| Lance F. Tucker DIRECTOR & CEO | Jan 28, 2026 | Sale | −1,472 | $21.83 | $32.13K | 204,068 |
| Lance F. Tucker DIRECTOR & CEO | Jan 28, 2026 | Sale | −1,678 | $21.83 | $36.63K | 205,540 |
| Sarah L. Super EVP, Chief Legal&Admin Officer | Dec 30, 2025 | Sale | −434 | $19.46 | $8.45K | 53,642 |
| Ryan Lee Ostrom EVP, Chief Cust&Digtl Officer | Dec 30, 2025 | Sale | −581 | $19.46 | $11.31K | 79,475 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 30, 2025 | Sale | −254 | $19.46 | $4.94K | 41,067 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 30, 2025 | Sale | −292 | $19.46 | $5.68K | 41,155 |
| Alan Smolinisky Director | Dec 19, 2025 | Option exercise | +20,000 | $22.50 | $450.00K | 160,646 |
| Ryan Lee Ostrom EVP, Chief Cust&Digtl Officer | Dec 17, 2025 | Sale | −315 | $20.27 | $6.39K | 80,056 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 17, 2025 | Sale | −163 | $20.27 | $3.30K | 41,321 |
| Sarah L. Super EVP, Chief Legal&Admin Officer | Dec 17, 2025 | Sale | −211 | $20.27 | $4.28K | 54,076 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 17, 2025 | Sale | −177 | $20.27 | $3.59K | 41,447 |
| Van Ingram SVP, CHF DEVELOPMENT OFFICER | Dec 10, 2025 | Award | +14,431 | – | – | 19,356 |
| Dawn E. Hooper EVP, Chief Financial Officer | Dec 10, 2025 | Award | +21,647 | – | – | 36,498 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 10, 2025 | Award | +14,431 | – | – | 41,484 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 10, 2025 | Award | +14,431 | – | – | 41,624 |
| Carl Mount SVP, CHF SUPPLY CHAIN OFFICER | Dec 10, 2025 | Award | +23,090 | – | – | 41,872 |
| Lance F. Tucker DIRECTOR & CEO | Dec 10, 2025 | Award | +122,663 | – | – | 207,218 |
| Ryan Lee Ostrom EVP, Chief Cust&Digtl Officer | Dec 10, 2025 | Award | +28,862 | – | – | 80,371 |
| Sarah L. Super EVP, Chief Legal&Admin Officer | Dec 10, 2025 | Award | +21,647 | – | – | 54,287 |
| Van Ingram SVP, CHF DEVELOPMENT OFFICER | Dec 9, 2025 | Sale | −127 | $19.06 | $2.42K | 4,925 |
| Dawn E. Hooper EVP, Chief Financial Officer | Dec 9, 2025 | Sale | −236 | $19.06 | $4.50K | 14,851 |
| Dawn E. Hooper EVP, Chief Financial Officer | Dec 3, 2025 | Sale | −512 | $19.08 | $9.77K | 15,087 |
| Dawn E. Hooper EVP, Chief Financial Officer | Dec 3, 2025 | Sale | −179 | $19.08 | $3.42K | 15,599 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 3, 2025 | Sale | −470 | $19.08 | $8.97K | 27,053 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 3, 2025 | Sale | −263 | $19.08 | $5.02K | 27,523 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 3, 2025 | Sale | −758 | $19.08 | $14.46K | 27,786 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 3, 2025 | Award | +2,812 | – | – | 28,544 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 3, 2025 | Sale | −541 | $19.08 | $10.32K | 27,193 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 3, 2025 | Sale | −378 | $19.08 | $7.21K | 27,734 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 3, 2025 | Sale | −868 | $19.08 | $16.56K | 28,112 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 3, 2025 | Award | +2,812 | – | – | 28,980 |
| Van Ingram SVP, CHF DEVELOPMENT OFFICER | Dec 3, 2025 | Sale | −147 | $19.08 | $2.80K | 5,256 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.83%
6M shares short
Days to cover
12.7
At 0M shares a day
Change since last report
-2.2%
From 6M shares
Short volume, 20 days
60.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Jack in the Box's stock actually held short. Settlement fails (shares not delivered on time) peaked at 18,388 shares on Aug 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Carl Mount Officer | Aug 19, 2026 | 2,220 | $38.85K | Aug 19, 2026 | Restricted Stock |
| Michael W. Murphy Director | Mar 13, 2024 | 1,332 | $96.68K | Mar 13, 2024 | RESTRICTED STOCK |
| Sarah L. Super Officer | May 18, 2023 | 3,500 | $328.64K | May 18, 2023 | STOCK OPTION EXERCISE |
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