Key facts
- This page summarizes Stephen A. Arnette's Form 4 filing for JACOBS SOLUTIONS INC. (J).
- 18 reported transactions and 8 derivative rows are listed below.
- Accepted by SEC: 20 Sep 2024, 17:16.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Tax liability
Tax liability
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Additional SEC filing notes
Footnote F1
Represents distribution of Jacobs common stock upon vesting of performance stock units awarded on November 17, 2021 pursuant to the Jacobs Stock Incentive Plan.
Footnote F2
The number of performance stock units that vested, and therefore the number of shares of Jacobs common stock issued upon vesting, represents 63.2% of the number of performance stock units originally awarded on November 17, 2021, based on the Company's earnings per share ("EPS") growth over the three-year performance period, with such percentages determined in accordance with the Employee Matters Agreement (the "EMA"), dated November 20, 2023, entered into by and between the issuer, Amazon Holdco Inc., and Amentum Parent Holdings LLC ("Amentum") in connection with the spin-off distribution of the issuer's Critical Mission Solutions and Cyber & Intelligence government services businesses and the merger of these businesses with Amentum (the "Transaction"). Per the EMA, performance stock units scheduled to vest in November 2024 received service credit for the full performance period.
Footnote F3
The number of performance stock units that vested, and therefore the number of shares of Jacobs common stock issued upon vesting, represents 50.5% of the number of performance stock units originally awarded on November 17, 2021 based on the Company's average return on invested capital ("ROIC") over the three-year performance period, with such percentage determined in accordance with the EMA entered into by the issuer, Amazon Holdco Inc., and Amentum in connection with the Transaction. Per the EMA, performance stock units scheduled to vest in November 2024 received service credit for the full performance period.
Footnote F4
Represents distribution of Jacobs common stock upon vesting of performance stock units awarded on March 2, 2022 pursuant to the Jacobs Stock Incentive Plan.
Footnote F5
The number of performance stock units that vested, and therefore the number of shares of Jacobs common stock issued upon vesting, represents 63.2% of the number of performance stock units originally awarded on March 2, 2022, based on the Company's EPS growth over the three-year performance period, with such percentages determined in accordance with the EMA entered into by the issuer, Amazon Holdco Inc., and Amentum in connection with the Transaction. Per the EMA, performance stock units scheduled to vest in November 2024 received service credit for the full performance period.
Footnote F6
The number of performance stock units that vested, and therefore the number of shares of Jacobs common stock issued upon vesting, represents 50.5% of the number of performance stock units originally awarded on March 2, 2022 based on the Company's average ROIC over the three-year performance period, with such percentage determined in accordance with the EMA entered into by the issuer, Amazon Holdco Inc., and Amentum in connection with the Transaction. Per the EMA, performance stock units scheduled to vest in November 2024 received service credit for the full performance period.
Footnote F7
Represents distribution of Jacobs' common stock upon vesting of performance stock units awarded on November 16, 2022 pursuant to pursuant to the Jacobs Stock Incentive Plan.
Footnote F8
The number of performance stock units that vested, and therefore the number of shares of Jacobs common stock issued upon vesting, represents 72.9% of the number of performance stock units originally awarded on November 16, 2022, based on the Company's EPS growth over the three-year performance period, with such percentages determined in accordance with the EMA entered into by the issuer, Amazon Holdco Inc., and Amentum in connection with the Transaction. Per the EMA, performance stock units scheduled to vest in November 2025 received service credit for two-thirds of the performance period.
Footnote F9
The number of performance stock units that vested, and therefore the number of shares of Jacobs common stock issued upon vesting, represents 91.0% of the number of performance stock units originally awarded on November 16, 2022 based on the Company's average ROIC over the three-year performance period, with such percentage determined in accordance with the EMA entered into by the issuer, Amazon Holdco Inc., and Amentum in connection with the Transaction. Per the EMA, performance stock units scheduled to vest in November 2025 received service credit for two-thirds of the performance period.
Footnote F10
Represents distribution of Jacobs common stock upon vesting of performance stock units awarded on November 15, 2023 pursuant to the Jacobs Stock Incentive Plan.
Footnote F11
The number of performance stock units that vested, and therefore the number of shares of Jacobs common stock issued upon vesting, represents 90.3% of the number of performance stock units originally awarded on November 15, 2023, based on the Company's EPS growth over the three-year performance period, with such percentages determined in accordance with the EMA entered into by the issuer, Amazon Holdco Inc., and Amentum in connection with the Transaction. Per the EMA, performance stock units scheduled to vest in November 2026 received service credit for one-third of the performance period.
Footnote F12
The number of performance stock units that vested, and therefore the number of shares of Jacobs common stock issued upon vesting, represents 95.4% of the number of performance stock units originally awarded on November 15, 2023 based on the Company's average ROIC over the three-year performance period, with such percentage determined in accordance with the EMA entered into by the issuer, Amazon Holdco Inc., and Amentum in connection with the Transaction. Per the EMA, performance stock units scheduled to vest in November 2026 received service credit for one-third of the performance period.
Footnote F13
Represents number of shares of Jacobs common stock tendered for tax withholding upon vesting of restricted stock units pursuant to the pursuant to Jacobs Stock Incentive Plan.
Footnote F14
Represents number of shares of Jacobs common stock tendered for tax withholding on distribution of Jacobs common stock upon vesting of performance stock units.
Footnote F15
Each performance stock unit represented a contingent right to receive one share of Jacobs common stock.
Footnote F16
The performance stock units vested on September 18, 2024.