Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accenture plcACN · Entity 2893 | Chief Leadership & HR Officer | August 15, 2024 | August 16, 2024 |
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Director | October 01, 2026 | October 02, 2026 |
| Sandisk CorpSNDK · Entity 1106 | Director | November 18, 2025 | November 20, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Accenture plc
Report date August 15, 2024 · Filed August 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 9,088 |
Reported balance
After 2024-08-15 transaction · row 1
1 source rowRow 1 · 2024-08-15 · Grant · Acquired 12 · Balance 9,088 F1: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend.
Baldwin Insurance Group, Inc.
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 15,269 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 824 · Balance 15,269 |
Sandisk Corp
Report date November 18, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,750 |
Reported balance
After 2025-11-18 transaction · row 1
1 source rowRow 1 · 2025-11-18 · Grant · Acquired 979 · Balance 4,750 F1: Represents the grant of restricted stock units to the Reporting Person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units to the Reporting Person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 23:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 824 | $0.00 | $0.00 |
DisclosureSEC source: 0001600370-26-000005 · wk-form4_1790984615.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,269 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 22:39 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001600370-26-000004 · wk-form4_1783031982.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,445 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:13 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001600370-26-000003 · wk-form4_1775254416.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,238 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:13 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001600370-26-000002 · wk-form4_1767647630.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,017 Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 00:39 UTC | Sandisk Corp SNDK · Entity 1106 | GrantCommon Stock | 979 | $0.00 | $0.00 |
DisclosureSEC source: 0001363249-25-000116 · edgardoc.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,750 F1 · shares: Represents the grant of restricted stock units to the Reporting Person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:52 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001600370-25-000003 · wk-form4_1759524732.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,963 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:12 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000084 · wk-form4_1751497914.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,102 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:01 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000043 · wk-form4_1743714059.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,457 Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:46 UTC | Sandisk Corp SNDK · Entity 1106 | GrantCommon Stock | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001363249-25-000020 · primary_doc.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,771 F1 · shares: Represents the grant of restricted stock units to the Reporting Person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:28 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000004 · wk-form4_1735939688.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,833 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 21:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000076 · wk-form4_1727991198.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,219 Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:16 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-24-000243 · wk-form4_1723839374.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,088 F1 · shares: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:46 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 87 | $314.05 | $27,322.35 |
DisclosureSEC source: 0001467373-24-000220 · wk-form4_1722977154.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,076 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| July 23, 2024 Filed Jul 24, 2024 20:13 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 582 | $331.47 | $192,913.15 |
DisclosureSEC source: 0001467373-24-000216 · wk-form4_1721851997.xml · nonDerivative · entry 4 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,989 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F5 · price: The transaction was executed in multiple trades at prices ranging from $331.245 to $331.70. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 23, 2024 Filed Jul 24, 2024 20:13 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,340 | $330.63 | $443,047.01 |
DisclosureSEC source: 0001467373-24-000216 · wk-form4_1721851997.xml · nonDerivative · entry 3 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,571 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F4 · price: The transaction was executed in multiple trades at prices ranging from $$330.125 to $331.12. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 23, 2024 Filed Jul 24, 2024 20:13 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,974 | $329.58 | $650,598.22 |
DisclosureSEC source: 0001467373-24-000216 · wk-form4_1721851997.xml · nonDerivative · entry 2 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,911 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F3 · price: The transaction was executed in multiple trades at prices ranging from $329.105 to $330.02. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 23, 2024 Filed Jul 24, 2024 20:13 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,104 | $328.41 | $362,563.43 |
DisclosureSEC source: 0001467373-24-000216 · wk-form4_1721851997.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,885 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F2 · price: The transaction was executed in multiple trades at prices ranging from $328.05 to $328.88. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 20:13 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 92 | $301.69 | $27,755.48 |
DisclosureSEC source: 0001467373-24-000203 · wk-form4_1720469573.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,989 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-011885 · marketforms-66475.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,832 Read SEC document |
| June 05, 2024 Filed Jun 6, 2024 20:08 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 94 | $290.19 | $27,277.39 |
DisclosureSEC source: 0001467373-24-000180 · wk-form4_1717704514.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,897 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| May 15, 2024 Filed May 17, 2024 13:10 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-24-000168 · wk-form4_1715951394.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,803 F1 · shares: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| May 05, 2024 Filed May 6, 2024 20:33 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 91 | $303.32 | $27,601.71 |
DisclosureSEC source: 0001467373-24-000142 · wk-form4_1715027589.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,790 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 13:06 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,225 | $309.49 | $379,129.54 |
DisclosureSEC source: 0001467373-24-000137 · wk-form4_1714136799.xml · nonDerivative · entry 4 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,699 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F5 · price: The transaction was executed in multiple trades at prices ranging from $309.02 to $309.91. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 13:06 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 222 | $307.94 | $68,362.95 |
DisclosureSEC source: 0001467373-24-000137 · wk-form4_1714136799.xml · nonDerivative · entry 3 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,924 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F4 · price: The transaction was executed in multiple trades at prices ranging from $307.85 to $308.03 The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 13:06 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 771 | $307.23 | $236,875.95 |
DisclosureSEC source: 0001467373-24-000137 · wk-form4_1714136799.xml · nonDerivative · entry 2 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,146 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F3 · price: The transaction was executed in multiple trades at prices ranging from $306.64 to $307.615. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 13:06 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 2,782 | $306.16 | $851,743.80 |
DisclosureSEC source: 0001467373-24-000137 · wk-form4_1714136799.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,917 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F2 · price: The transaction was executed in multiple trades at prices ranging from $305.62 to $306.59. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 05, 2024 Filed Apr 8, 2024 20:11 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 83 | $332.08 | $27,562.23 |
DisclosureSEC source: 0001467373-24-000127 · wk-form4_1712607100.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,699 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006063 · marketforms-65475.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,285 Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:07 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 72 | $379.06 | $27,292.32 |
DisclosureSEC source: 0001467373-24-000091 · wk-form4_1709845648.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,616 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 14:24 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 8 | $372.35 | $2,978.80 |
DisclosureSEC source: 0001467373-24-000073 · wk-form4_1708439035.xml · nonDerivative · entry 2 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,544 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 14:24 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-24-000073 · wk-form4_1708439035.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,552 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 21:23 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 74 | $371.54 | $27,493.59 |
DisclosureSEC source: 0001467373-24-000064 · wk-form4_1707254587.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,529 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 14:19 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 1,861 | $367.33 | $683,603.55 |
DisclosureSEC source: 0001467373-24-000057 · wk-form4_1707142785.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,455 Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 21:40 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 118 | $374.00 | $44,132.00 |
DisclosureSEC source: 0001467373-24-000025 · wk-form4_1706564437.xml · nonDerivative · entry 5 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,316 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 21:40 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 824 | $373.27 | $307,572.42 |
DisclosureSEC source: 0001467373-24-000025 · wk-form4_1706564437.xml · nonDerivative · entry 4 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,434 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F5 · price: The transaction was executed in multiple trades at prices ranging from $373 to $373.78. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 21:40 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,756 | $372.43 | $653,986.73 |
DisclosureSEC source: 0001467373-24-000025 · wk-form4_1706564437.xml · nonDerivative · entry 3 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,258 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F4 · price: The transaction was executed in multiple trades at prices ranging from $372 to $372.98. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 21:40 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 485 | $371.26 | $180,062.56 |
DisclosureSEC source: 0001467373-24-000025 · wk-form4_1706564437.xml · nonDerivative · entry 2 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,014 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F3 · price: The transaction was executed in multiple trades at prices ranging from $371.015 to $371.995. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 21:40 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,817 | $370.56 | $673,315.33 |
DisclosureSEC source: 0001467373-24-000025 · wk-form4_1706564437.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,499 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F2 · price: The transaction was executed in multiple trades at prices ranging from $370.005 to $370.97. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 05, 2024 Filed Jan 8, 2024 21:45 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 541 | $337.65 | $182,665.95 |
DisclosureSEC source: 0001467373-24-000014 · wk-form4_1704750328.xml · nonDerivative · entry 3 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,316 Read SEC document |
| January 05, 2024 Filed Jan 8, 2024 21:45 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-24-000014 · wk-form4_1704750328.xml · nonDerivative · entry 2 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,857 F2 · shares: Grant made pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| January 05, 2024 Filed Jan 8, 2024 21:45 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 82 | $337.65 | $27,686.89 |
DisclosureSEC source: 0001467373-24-000014 · wk-form4_1704750328.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,796 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:59 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 343 | $351.17 | $120,451.31 |
DisclosureSEC source: 0001467373-24-000007 · wk-form4_1704319172.xml · nonDerivative · entry 2 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,714 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:59 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 3,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-24-000007 · wk-form4_1704319172.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,057 F1 · kind: Represents a grant of restricted share units awarded under the Accenture plc Amended and Restated 2010 Share Incentive Plan. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000141 · marketforms-63999.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,646 Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 21:52 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,115 | $335.32 | $373,881.80 |
DisclosureSEC source: 0001467373-23-000383 · wk-form4_1701899556.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,498 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 00:12 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 17 | $322.23 | $5,477.91 |
DisclosureSEC source: 0001467373-23-000365 · wk-form4_1700179944.xml · nonDerivative · entry 2 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,383 Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 00:12 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-23-000365 · wk-form4_1700179944.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,400 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| November 05, 2023 Filed Nov 6, 2023 21:16 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 88 | $312.87 | $27,532.34 |
DisclosureSEC source: 0001467373-23-000358 · wk-form4_1699305395.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,353 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Voluntary Equity Investment Program. Read SEC document |
| October 20, 2023 Filed Oct 23, 2023 20:17 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 369 | $301.90 | $111,400.55 |
DisclosureSEC source: 0001467373-23-000344 · wk-form4_1698092246.xml · nonDerivative · entry 6 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,265 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan entered into by the reporting person on October 27, 2022. F6 · price: The transaction was executed in multiple trades at prices ranging from $301.73 to $302.38. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 20, 2023 Filed Oct 23, 2023 20:17 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 66 | $300.54 | $19,835.64 |
DisclosureSEC source: 0001467373-23-000344 · wk-form4_1698092246.xml · nonDerivative · entry 5 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,634 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan entered into by the reporting person on October 27, 2022. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.