8-K ·Filed Aug 4, 2026
JM

JMKE

Jersey Mike's Subs Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago SEC0001193125-26-331184
8-K material event: Items 1.01
Actionable Insight • Neutral

The filing is a routine organizational step ahead of the IPO. Monitor the IPO pricing and first-day trading for market reaction. The tax receivable agreement could create a future liability for the public company, but no amounts are disclosed yet.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
JMKE ▼ -12.32% at T+20d
NEUTRAL call ✗ call lost -12.32% · α vs SPY -11.08% · entry $23.29 → $20.42
Next anchor: T+60d in 24d
Entry anchored
Aug 3, 03:59 PM ET
via exchange tick
T+1d
-0.64%
call -0.64% · α -0.44%
$23.14
settled 2mo ago
T+5d
-5.97%
call -5.97% · α -5.87%
$21.90
settled 8w ago
T+20d
-12.32%
call -12.32% · α -11.08%
$20.42
settled 5w ago
T+60d
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call — · α —
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in 24d

Price Chart

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Executive Summary

Jersey Mike's Subs Inc. filed an 8-K with amendments to its LLC agreement, a new tax receivable agreement, and an amended certificate of incorporation, all in connection with its upcoming IPO. The documents establish the corporate structure for the IPO, including the reclassification of units, the appointment of Jersey Mike's Subs Inc. as managing member, and a tax receivable agreement that will provide future tax benefit payments to certain pre-IPO holders. No financial data or operating results were disclosed.

Key Facts

  • Jersey Mike's Subs Inc. filed an amended and restated LLC agreement for its operating company, Jersey Mike's HoldCo, LLC, in connection with the IPO.
  • A new tax receivable agreement was entered into between Jersey Mike's Subs Inc. and pre-IPO holders, providing for future tax benefit payments.
  • The certificate of incorporation was amended to authorize 1B shares of Preferred Stock, 10B shares of Class A Common Stock, and 10B shares of Class B Common Stock.
  • The filing is part of the IPO process and involves no immediate financial or operational changes.

Financial Impact

No financial figures disclosed in the filing; the tax receivable agreement may result in future payments to pre-IPO holders based on realized tax benefits.

Risk Factors

  • The tax receivable agreement may create significant future cash payment obligations to pre-IPO holders.
  • No financial data or business outlook was provided in this filing; the company's fundamentals remain unclear.

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-331184
Document: ck0002127043-ex10_2.htm0001193125-26-331184
Document: ck0002127043-ex3_1.htm0001193125-26-331184
5 reports for JMKE
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for JMKE — sortable, filterable
TypeNow
Sep 9, 2026
23d ago
8-K
BEARISH ★ 6/10
$22.37 $20.32▲ +9.16%▲ +8.83%$16.57 (+25.93%)
Aug 4, 2026
8w ago
Insider Cluster
NEUTRAL ★ 6/10
$23.29 $21.90▼ −5.97%▼ −5.87%$16.57 (−28.85%)
Aug 4, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$23.29 $21.90▼ −5.97%▼ −5.87%$16.57 (−28.85%)
Jul 30, 2026
9w ago
3
NEUTRAL ★ 5/10
$21.63 $22.89▲ +5.83%▲ +2.20%$16.57 (−23.39%)
Jul 20, 2026
10w ago
S-1/A
BULLISH ★ 7/10
—awaiting T+5——
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (33h 37m)

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