Company / CIK 0000779152
JACK HENRY & ASSOCIATES INC
- Ticker
- JKHY
- Size, estimated from filings
- Large cap ($10B – $200B)
- Insiders on file
- 15
- Members of Congress who traded it
- 2
- Federal contracts on record
- none matched
- Lobbying filings on record
- none matched
- SEC filings
- EDGAR ↗
- Latest trade on record
- September 1, 2026
JACK HENRY & ASSOCIATES INC (JKHY) has 15 insiders on file who disclosed 113 transactions in the last 12 months (2 open-market buys, 28 sales, about $5.8M at reported prices), and 5 congressional trades in its stock are on record. No federal contract award that started in the last 180 days was found for a recipient with exactly this name; no lobbying filing names it as client this year.
JACK HENRY & ASSOCIATES INC in charts
Who is trading this stock
Which people account for the buying and selling over the last 12 months?
BoughtSold
7 people account for the disclosed buying and selling in JACK HENRY & ASSOCIATES INC over the last 12 months; the most active is Foss David B with $3.5M.
Insiders
| Name | Role | Rows | Bought | Sold | Last filed |
|---|---|---|---|---|---|
| Campbell Curtis A | Director | 3 | 0 | 0 | September 2, 2026 |
| Preece Richard | Director | 1 | 0 | 0 | September 1, 2026 |
| McLachlan Shanon G. | COO | 21 | 0 | 8 | August 31, 2026 |
| Carsley Mimi | CFO and Treasurer | 12 | 1 | 2 | August 31, 2026 |
| Adelson Gregory R. | President & CEO | 17 | 1 | 6 | August 31, 2026 |
| Swearingen Renee Ann | Sr VP & Chief Accounting Offic | 17 | 0 | 6 | August 31, 2026 |
| Morgan Craig Keith | CLO & Secretary | 16 | 0 | 5 | August 31, 2026 |
| Foss David B | Director | 4 | 0 | 1 | July 14, 2026 |
| FLANIGAN MATTHEW C | Director | 4 | 0 | 0 | February 13, 2026 |
| LoCascio Tammy | Director | 3 | 0 | 0 | November 18, 2025 |
| WIMSETT THOMAS A | Director | 3 | 0 | 0 | November 18, 2025 |
| Brown Wesley A | Director | 3 | 0 | 0 | November 18, 2025 |
| Miyashiro Shruti S | Director | 3 | 0 | 0 | November 18, 2025 |
| Wilson Thomas Hampton Jr. | Director | 3 | 0 | 0 | November 18, 2025 |
| Nelson Lisa M | Director | 3 | 0 | 0 | November 18, 2025 |
Rows are this company's Form 4 rows for each person. "Bought" and "sold" count open-market purchases (code P) and sales only. More in insider buying and insider selling.
Members of Congress who traded JKHY
From periodic transaction reports that name the company's stock. Amounts are the sums of the ranges as filed. Every row is on the JKHY page.
| Member | Seat | Trades | Bought | Sold | Range as filed | Latest |
|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Representative (CA, District 31), Democrat | 4 | 3 | 1 | $4,004–$60K | June 16, 2026 |
| Tommy Tuberville | Senator (AL), Republican | 1 | 0 | 1 | $1,001–$15K | May 3, 2024 |
Insider transactions
| Filer | Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Preece Richard | JKHY | Other A | September 1, 2026 | September 1, 2026 | 0d | 270 | — | — | derivative | Form 4 ↗ | |
| Morgan Craig Keith | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 532 | $172 | $92K | Form 4 ↗ | ||
| Morgan Craig Keith | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 1,206 | — | — | Form 4 ↗ | ||
| Morgan Craig Keith | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 226 | $172 | $39K | Form 4 ↗ | ||
| Morgan Craig Keith | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 513 | — | — | Form 4 ↗ | ||
| Morgan Craig Keith | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 498 | $172 | $86K | Form 4 ↗ | ||
| Morgan Craig Keith | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 1,130 | — | — | Form 4 ↗ | ||
| Adelson Gregory R. | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 1,162 | $172 | $200K | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 2,620 | — | — | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 495 | $172 | $85K | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 1,114 | — | — | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 1,090 | $172 | $188K | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 2,456 | — | — | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 167 | $172 | $29K | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 378 | — | — | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 71 | $172 | $12K | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 161 | — | — | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 157 | $172 | $27K | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 355 | — | — | indirect | Form 4 ↗ | |
| McLachlan Shanon G. | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 462 | — | — | derivative | Form 4 ↗ | |
| McLachlan Shanon G. | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 73 | $172 | $13K | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 196 | — | — | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 68 | $172 | $12K | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 183 | — | — | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Sell F | August 27, 2026 | August 31, 2026 | 4d | 31 | $172 | $5,344 | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 83 | — | — | Form 4 ↗ | ||
| Carsley Mimi | JKHY | Other A | August 27, 2026 | August 31, 2026 | 4d | 5,113 | — | — | derivative | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 4,783 | — | — | derivative | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 3,917 | — | — | derivative | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 1,455 | — | — | derivative | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 20,443 | — | — | derivative | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 2,122 | $157 | $332K | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 4,783 | — | — | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 1,738 | $157 | $272K | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 3,917 | — | — | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 646 | $157 | $101K | indirect | Form 4 ↗ | |
| Adelson Gregory R. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 1,455 | — | — | indirect | Form 4 ↗ | |
| Carsley Mimi | JKHY | Other A | August 4, 2026 | August 6, 2026 | 2d | 6,212 | — | — | derivative | Form 4 ↗ | |
| Carsley Mimi | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 1,751 | — | — | derivative | Form 4 ↗ | |
| Carsley Mimi | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 1,462 | — | — | derivative | Form 4 ↗ | |
| Carsley Mimi | JKHY | Other A | August 4, 2026 | August 6, 2026 | 2d | 1,202 | — | — | derivative | Form 4 ↗ | |
| Carsley Mimi | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 1,202 | — | — | derivative | Form 4 ↗ | |
| Carsley Mimi | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 769 | $157 | $120K | Form 4 ↗ | ||
| Carsley Mimi | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 1,751 | — | — | Form 4 ↗ | ||
| Carsley Mimi | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 642 | $157 | $100K | Form 4 ↗ | ||
| Carsley Mimi | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 1,462 | — | — | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Other A | August 4, 2026 | August 6, 2026 | 2d | 3,912 | — | — | derivative | Form 4 ↗ | |
| McLachlan Shanon G. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 969 | — | — | derivative | Form 4 ↗ | |
| McLachlan Shanon G. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 783 | — | — | derivative | Form 4 ↗ | |
| McLachlan Shanon G. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 217 | — | — | derivative | Form 4 ↗ | |
| McLachlan Shanon G. | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 358 | $157 | $56K | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 969 | — | — | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 289 | $157 | $45K | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 783 | — | — | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 80 | $157 | $13K | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 217 | — | — | Form 4 ↗ | ||
| Morgan Craig Keith | JKHY | Other A | August 4, 2026 | August 6, 2026 | 2d | 2,942 | — | — | derivative | Form 4 ↗ | |
| Morgan Craig Keith | JKHY | Other A | August 4, 2026 | August 6, 2026 | 2d | 198 | — | — | derivative | Form 4 ↗ | |
| Morgan Craig Keith | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 792 | — | — | derivative | Form 4 ↗ | |
| Morgan Craig Keith | JKHY | Other A | August 4, 2026 | August 6, 2026 | 2d | 708 | — | — | derivative | Form 4 ↗ | |
| Morgan Craig Keith | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 708 | — | — | derivative | Form 4 ↗ | |
| Morgan Craig Keith | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 669 | — | — | derivative | Form 4 ↗ | |
| Morgan Craig Keith | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 262 | $157 | $41K | Form 4 ↗ | ||
| Morgan Craig Keith | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 594 | — | — | Form 4 ↗ | ||
| Morgan Craig Keith | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 295 | $157 | $46K | Form 4 ↗ | ||
| Morgan Craig Keith | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 669 | — | — | Form 4 ↗ | ||
| Swearingen Renee Ann | JKHY | Other A | August 4, 2026 | August 6, 2026 | 2d | 854 | — | — | derivative | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 233 | — | — | derivative | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 222 | — | — | derivative | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 210 | — | — | derivative | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 103 | $157 | $16K | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 233 | — | — | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 98 | $157 | $15K | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 222 | — | — | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Sell F | August 4, 2026 | August 6, 2026 | 2d | 93 | $157 | $15K | indirect | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Option / conversion M | August 4, 2026 | August 6, 2026 | 2d | 210 | — | — | indirect | Form 4 ↗ | |
| Foss David B | JKHY | Option / conversion M | July 14, 2026 | July 14, 2026 | 0d | 1,220 | — | — | derivative | Form 4 ↗ | |
| Foss David B | JKHY | Option / conversion M | July 14, 2026 | July 14, 2026 | 0d | 1,220 | — | — | Form 4 ↗ | ||
| Adelson Gregory R. | JKHY | Buy P | May 14, 2026 | May 14, 2026 | 0d | 2,000 | $133 | $267K | indirect | Form 4 ↗ | |
| Carsley Mimi | JKHY | Buy P | May 14, 2026 | May 14, 2026 | 0d | 375 | $134 | $50K | Form 4 ↗ | ||
| FLANIGAN MATTHEW C | JKHY | Other G | February 12, 2026 | February 13, 2026 | 1d | 440 | — | — | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Option / conversion M | January 1, 2026 | January 5, 2026 | 4d | 183 | — | — | derivative | Form 4 ↗ | |
| McLachlan Shanon G. | JKHY | Sell F | January 1, 2026 | January 5, 2026 | 4d | 67 | $182 | $12K | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Option / conversion M | January 1, 2026 | January 5, 2026 | 4d | 183 | — | — | Form 4 ↗ | ||
| Carsley Mimi | JKHY | Other A | December 17, 2025 | December 19, 2025 | 2d | 5,350 | — | — | derivative | Form 4 ↗ | |
| Swearingen Renee Ann | JKHY | Other G | December 15, 2025 | December 17, 2025 | 2d | 200 | — | — | indirect | Form 4 ↗ | |
| Foss David B | JKHY | Sell S | December 1, 2025 | December 3, 2025 | 2d | 20,000 | $175 | $3.5M | Form 4 ↗ | ||
| FLANIGAN MATTHEW C | JKHY | Other A | November 17, 2025 | November 18, 2025 | 1d | 1,220 | — | — | derivative | Form 4 ↗ | |
| Miyashiro Shruti S | JKHY | Other A | November 17, 2025 | November 18, 2025 | 1d | 1,220 | — | — | derivative | Form 4 ↗ | |
| Brown Wesley A | JKHY | Other A | November 17, 2025 | November 18, 2025 | 1d | 1,220 | — | — | derivative | Form 4 ↗ | |
| Wilson Thomas Hampton Jr. | JKHY | Other A | November 17, 2025 | November 18, 2025 | 1d | 1,220 | — | — | derivative | Form 4 ↗ | |
| LoCascio Tammy | JKHY | Other A | November 17, 2025 | November 18, 2025 | 1d | 1,220 | — | — | derivative | Form 4 ↗ | |
| WIMSETT THOMAS A | JKHY | Other A | November 17, 2025 | November 18, 2025 | 1d | 1,220 | — | — | derivative | Form 4 ↗ | |
| Campbell Curtis A | JKHY | Other A | November 17, 2025 | November 18, 2025 | 1d | 1,220 | — | — | derivative | Form 4 ↗ | |
| Foss David B | JKHY | Other A | November 17, 2025 | November 18, 2025 | 1d | 1,220 | — | — | derivative | Form 4 ↗ | |
| Nelson Lisa M | JKHY | Other A | November 17, 2025 | November 18, 2025 | 1d | 1,220 | — | — | derivative | Form 4 ↗ | |
| Nelson Lisa M | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | derivative | Form 4 ↗ | |
| Nelson Lisa M | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | Form 4 ↗ | ||
| Wilson Thomas Hampton Jr. | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | derivative | Form 4 ↗ | |
| Wilson Thomas Hampton Jr. | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | Form 4 ↗ | ||
| Miyashiro Shruti S | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | derivative | Form 4 ↗ | |
| Miyashiro Shruti S | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | Form 4 ↗ | ||
| Campbell Curtis A | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | derivative | Form 4 ↗ | |
| Campbell Curtis A | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | derivative | Form 4 ↗ | |
| Brown Wesley A | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | derivative | Form 4 ↗ | |
| Brown Wesley A | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | Form 4 ↗ | ||
| McLachlan Shanon G. | JKHY | Sell S | November 10, 2025 | November 13, 2025 | 3d | 227 | $161 | $37K | Form 4 ↗ | ||
| WIMSETT THOMAS A | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | derivative | Form 4 ↗ | |
| WIMSETT THOMAS A | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | Form 4 ↗ | ||
| FLANIGAN MATTHEW C | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | derivative | Form 4 ↗ | |
| FLANIGAN MATTHEW C | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | Form 4 ↗ | ||
| LoCascio Tammy | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | derivative | Form 4 ↗ | |
| LoCascio Tammy | JKHY | Option / conversion M | November 11, 2025 | November 13, 2025 | 2d | 1,159 | — | — | Form 4 ↗ |
Federal contracts (USAspending, awards started in the last 180 days)
No contract award starting in the last 180 days was found for a recipient named exactly "JACK HENRY & ASSOCIATES INC". Subsidiaries and differently-spelled recipients are not matched — search contracts.
Lobbying (Senate LDA, as client)
No LDA filing posted since October 2025 names "JACK HENRY & ASSOCIATES INC" as the client. Filings under a subsidiary or trade-association name are not matched — search lobbying.
Related companies
Companies whose stock was traded by the same people who traded JKHY, by number of filers in common. It shows overlap in public filings and nothing else.
- NETFLIX INC NFLX 2 filers in common
- ADOBE INC. ADBE 2 filers in common
- ELI LILLY & Co LLY 2 filers in common
- Accenture plc ACN 2 filers in common
- CHEVRON CORP CVX 2 filers in common
- Alphabet Inc. GOOGL 2 filers in common
- PROCTER & GAMBLE Co PG 2 filers in common
- HONEYWELL INTERNATIONAL INC HON 2 filers in common
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| House Clerk, periodic transaction reports | 3 | 4 | December 15, 2025 | July 2, 2026 | House Clerk search |
| Senate eFD, periodic transaction reports | 1 | 1 | August 5, 2026 | August 5, 2026 | Senate eFD search |
| SEC EDGAR, Form 4 | 37 | 113 | November 13, 2025 | September 1, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Insiders and their transactions come from SEC EDGAR Form 4 filings for this issuer. Contracts and lobbying are matched by exact normalized name (suffixes like Inc./Corp. ignored) to USAspending recipients and LDA clients — a conservative match that misses subsidiaries on purpose. See methodology and corrections.
Not investment advice. Public records shown as filed; no recommendation is made or implied.