Jack In The Box Inc has 17 Schedule 13D or 13G filings on record since 2025-07-10. 6 holders' latest filing reports 5% or more of common stock, $0.01 par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Stated intent
Intent stated in Item 4 Biglari Holdings Inc.
Item 4 is hereby amended to add the following: On October 31, 2025, the Reporting Persons delivered a letter to the Issuer nominating Sardar Biglari and Douglas Thompson for election to the Board at the 2026 annual meeting of shareholders of the Issuer (the "Annual Meeting").From Item 4 of the SCHEDULE 13D/A filed 2025-11-03
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Biglari Holdings Inc. | 9.98% | 200,617 | SCHEDULE 13D/A, 2026-01-14 | 2026-01-12 |
| Callodine Capital Management, LP | 8.58% | 1,619,932 | SCHEDULE 13G, 2025-08-14 | 2025-06-30 |
| Nantahala Capital Management, LLC | 8.1% | 1,542,715 | SCHEDULE 13G, 2026-05-15 | 2026-03-31 |
| GreenWood Investors LLC | 7.1% | 1,352,490 | SCHEDULE 13D/A, 2026-09-21 | 2026-09-17 |
| BlackRock, Inc. | 7% | 1,317,608 | SCHEDULE 13G/A, 2025-10-02 | 2025-09-30 |
| Green Frog Investments Inc | 5% | 945,000 | SCHEDULE 13G, 2025-08-13 | 2025-08-11 |
| Lsv Asset Management | 4.5% | 842,421 | SCHEDULE 13G/A, 2025-08-12 | 2025-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Capital World Investors | 0% | 0 | SCHEDULE 13G/A, 2025-11-13 | 2025-09-30 |
Purpose of Transaction (Item 4)
Biglari Holdings Inc.
Item 4 is hereby amended to add the following: The Reporting Persons have withdrawn their nomination of Douglas Thompson as a nominee at the Annual Meeting due to his appointment as Chief Operations Officer of CAVA. The Reporting Persons intend to continue to engage in discussions with the Issuer regarding the composition of the Board, including with respect to an alternate, qualified candidate proposed by the Reporting Persons, and, depending on the outcome thereof, may determine to engage in a withhold campaign against one or more directors of the Issuer at the Annual Meeting.Item 4 of the SCHEDULE 13D/A filed 2026-01-14
GreenWood Investors LLC
Item 4 is hereby amended and supplemented as follows: On September 17, 2026, the Issuer and GreenWood entered into a first amendment to the Cooperation Agreement (the "First Amendment"), which, among other things, extended the term of the Cooperation Agreement for an additional one-year period. Pursuant to the First Amendment, in the event the Board seeks to add a new director, the Issuer has agreed to consult with GreenWood in good faith regarding such prospective director prior to his or her appointment or nomination. Further, the Issuer is required to use its best efforts to hold an investor event no later than June 30, 2027 (the "Investor Day"), and shall consult with GreenWood regarding the scheduling, agenda and materials used in connection with such Investor Day. The foregoing summary of the First Amendment is not complete and is qualified in its entirety by the full text of the First Amendment, which is included as Exhibit 99.3 hereto and is incorporated herein by reference.Item 4 of the SCHEDULE 13D/A filed 2026-09-21
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-10 | Biglari Holdings Inc. | 9.98% | SCHEDULE 13D |
| 2025-07-17 | BlackRock, Inc. | 14.5% | SCHEDULE 13G/A |
| 2025-07-29 | The Vanguard Group | 8.49% | SCHEDULE 13G/A |
| 2025-08-12 | Lsv Asset Management | 4.5% | SCHEDULE 13G/A |
| 2025-08-13 | Green Frog Investments Inc | 5% | SCHEDULE 13G |
| 2025-08-14 | Callodine Capital Management, LP | 8.58% | SCHEDULE 13G |
| 2025-10-02 | BlackRock, Inc. | 7% | SCHEDULE 13G/A |
| 2025-10-30 | The Vanguard Group | 6% | SCHEDULE 13G/A |
| 2025-11-03 | Biglari Holdings Inc. intent stated | 9.98% | SCHEDULE 13D/A |
| 2025-11-13 | Capital World Investors | 0% | SCHEDULE 13G/A |
| 2025-11-18 | GreenWood Investors LLC | 6.1% | SCHEDULE 13D |
| 2025-12-29 | Biglari Holdings Inc. | 9.98% | SCHEDULE 13D/A |
| 2026-01-14 | Biglari Holdings Inc. | 9.98% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-15 | Nantahala Capital Management, LLC | 8.1% | SCHEDULE 13G |
| 2026-06-15 | GreenWood Investors LLC | 7.1% | SCHEDULE 13D/A |
| 2026-09-21 | GreenWood Investors LLC | 7.1% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.
