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 24, 2016 Filed Oct 26, 2016 20:25 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 4,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001075 · wf-form4_147751348885821.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,723 Read SEC document |
| October 05, 2016 Filed Oct 6, 2016 20:39 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 207 | $118.11 | $24,448.77 |
DisclosureSEC source: 0001467373-16-001047 · wf-form4_147578636934914.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,797 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. Read SEC document |
| September 05, 2016 Filed Sep 7, 2016 11:19 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 210 | $115.75 | $24,307.52 |
DisclosureSEC source: 0001467373-16-001017 · wf-form4_147324718399971.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Chief Leadership & HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,590 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. 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.