Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accenture plcACN · Entity 2893 | Director | August 14, 2026 | August 17, 2026 |
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | December 10, 2019 | December 13, 2019 |
| Cerence Inc.CRNC · Entity 5708 | Director | February 13, 2025 | February 18, 2025 |
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | May 26, 2026 | May 28, 2026 |
| Trepont Acquistion Corp ITACA.U · Entity 144985 | Director · Chairman of the Board · 10% owner | December 01, 2020 | December 02, 2020 |
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 14, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 9,627 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 13 · Balance 9,627 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.
CISCO SYSTEMS, INC.
Report date December 10, 2019 · Filed December 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,424 |
Reported balance
After 2019-12-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-12-10 · Grant · Acquired 5,215 · Balance 69,424 F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. F2: Includes 1,906 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code.
F2: Includes 1,906 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock.
Cerence Inc.
Report date February 13, 2025 · Filed February 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,485 |
Reported balance
After 2025-02-13 transaction · row 1
1 source rowRow 1 · 2025-02-13 · Grant · Acquired 9,955 · Balance 63,485 F1: The RSUs shall vest on the earlier of: (i) the first anniversary of the Date of Grant; or (ii) the day immediately prior to the Company's next fiscal year's Annual General Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: The RSUs shall vest on the earlier of: (i) the first anniversary of the Date of Grant; or (ii) the day immediately prior to the Company's next fiscal year's Annual General Meeting.
SCHWAB CHARLES CORP
Report date May 26, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,268 |
Reported balance
After 2026-05-26 transaction · row 1
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 1,602 · Balance 12,268 F1: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.40 · Expires 2036-05-26 | Direct | 3,977 |
Reported balance
After 2026-05-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-26 · Grant · Acquired 3,977 · Balance 3,977 F2: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 23,983 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 23,983 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.
F2: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date
Trepont Acquistion Corp I
Report date December 01, 2020 · Filed December 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trepont Acquisition I, LLC | Not disclosed |
Reported balance
Holding disclosure · report date 2020-12-01 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: These Class B ordinary shares will automatically convert into Class A ordinary shares on a one-for-one basis for no additional consideration concurrently with or immediately following the consummation of the Issuer's initial business combination. The Class B ordinary shares have no expiration date. F2: Up to 750,000 of these Class B ordinary shares are subject to surrender to the Issuer for no consideration in the event the underwriters for the Issuer's initial public offering do not exercise in full their overallotment option in connection with that offering, all as described in the Issuer's prospectus on Form S-1 filed on November 27, 2020 (the "Prospectus"). F3: These shares are held of record by Trepont Acquisition I, LLC, a Cayman Islands limited liability company. Sarin Sasson LLC, a Delaware limited liability company, is the sole member and manager of Trepont Acquisition I, LLC. F4: The managers of Sarin Sasson LLC are the Reporting Person and Ori Sasson, each of whom may be deemed to have beneficial ownership over these shares. The members of Sarin Sasson LLC include a disregarded grantor trust settled by the Reporting Person and two trusts for the benefit of the Reporting Person's children, for which the Reporting Person serves as trustee. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest they may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: These Class B ordinary shares will automatically convert into Class A ordinary shares on a one-for-one basis for no additional consideration concurrently with or immediately following the consummation of the Issuer's initial business combination. The Class B ordinary shares have no expiration date.
F2: Up to 750,000 of these Class B ordinary shares are subject to surrender to the Issuer for no consideration in the event the underwriters for the Issuer's initial public offering do not exercise in full their overallotment option in connection with that offering, all as described in the Issuer's prospectus on Form S-1 filed on November 27, 2020 (the "Prospectus").
F3: These shares are held of record by Trepont Acquisition I, LLC, a Cayman Islands limited liability company. Sarin Sasson LLC, a Delaware limited liability company, is the sole member and manager of Trepont Acquisition I, LLC.
F4: The managers of Sarin Sasson LLC are the Reporting Person and Ori Sasson, each of whom may be deemed to have beneficial ownership over these shares. The members of Sarin Sasson LLC include a disregarded grantor trust settled by the Reporting Person and two trusts for the benefit of the Reporting Person's children, for which the Reporting Person serves as trustee. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest they may have therein, directly or indirectly.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BLACKHAWK NETWORK HOLDINGS, INC
Report date June 15, 2018 · Filed June 15, 2018
Section 16 reporting ended · disclosed 2018-06-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-15 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2018-06-15 · Disposition to issuer · Disposed 3,288 · Balance 0 F1: At the effective time of the merger contemplated by the agreement and plan of merger, dated as of January 15, 2018, by and among Blackhawk Network Holdings, Inc. (the "Company"), BHN Holdings, Inc. and BHN Merger Sub, Inc. (the "Effective Time") (i) each outstanding award of restricted stock units granted to Mr. Sarin was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (A) the total number of shares of common stock of the Company ("Shares") subject to such award immediately prior to the Effective Time by (B) $45.25, less applicable taxes required to be withheld with respect to such payment and (ii) each issued and outstanding Share held by Mr. Sarin was converted into the right to receive $45.25 in cash, without interest. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-15 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2018-06-15 · Disposition to issuer · Disposed 15,529 · Balance 0 F1: At the effective time of the merger contemplated by the agreement and plan of merger, dated as of January 15, 2018, by and among Blackhawk Network Holdings, Inc. (the "Company"), BHN Holdings, Inc. and BHN Merger Sub, Inc. (the "Effective Time") (i) each outstanding award of restricted stock units granted to Mr. Sarin was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (A) the total number of shares of common stock of the Company ("Shares") subject to such award immediately prior to the Effective Time by (B) $45.25, less applicable taxes required to be withheld with respect to such payment and (ii) each issued and outstanding Share held by Mr. Sarin was converted into the right to receive $45.25 in cash, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger contemplated by the agreement and plan of merger, dated as of January 15, 2018, by and among Blackhawk Network Holdings, Inc. (the "Company"), BHN Holdings, Inc. and BHN Merger Sub, Inc. (the "Effective Time") (i) each outstanding award of restricted stock units granted to Mr. Sarin was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (A) the total number of shares of common stock of the Company ("Shares") subject to such award immediately prior to the Effective Time by (B) $45.25, less applicable taxes required to be withheld with respect to such payment and (ii) each issued and outstanding Share held by Mr. Sarin was converted into the right to receive $45.25 in cash, without interest.
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 |
|---|---|---|---|---|---|---|
| May 19, 2022 Filed May 23, 2022 20:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007284 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,899 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 13, 2022 Filed May 17, 2022 13:02 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-22-000178 · wf-form4_165279252143289.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,990 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 15, 2022 Filed Feb 17, 2022 22:06 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 2 | $330.34 | $660.68 |
DisclosureSEC source: 0001467373-22-000123 · wf-form4_164513553119113.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,987 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 22:06 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-22-000123 · wf-form4_164513553119113.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,989 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 03, 2022 Filed Feb 4, 2022 22:04 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 325 | $347.95 | $113,084.63 |
DisclosureSEC source: 0001467373-22-000078 · wf-form4_164401225907797.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,986 Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 21:53 UTC | Cerence Inc. CRNC · Entity 5708 | GrantCommon Stock | 1,822 | $0.01 | $18.22 |
DisclosureSEC source: 0001667731-22-000024 · ownership.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,915 F1 · shares: Shares are subject to a Restricted Stock Agreement and will vest on the first anniversary of the date of grant. Read SEC document |
| January 26, 2022 Filed Jan 27, 2022 22:20 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-22-000050 · wf-form4_164332198607499.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,311 Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 22:12 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-21-000280 · wf-form4_163710070135859.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,627 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 |
| August 13, 2021 Filed Aug 17, 2021 12:57 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-21-000199 · wf-form4_162920501350619.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,624 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 |
| May 28, 2021 Filed May 28, 2021 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 14,345 | $0.00 Strike: $19.21 | $0.00 |
DisclosureSEC source: 0001225208-21-008630 · doc4.xml · derivative · entry 6 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,345 shares Expires 2023-05-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The date first exercisable is 5/20/2014. Read SEC document |
| May 28, 2021 Filed May 28, 2021 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,500 | $0.00 Strike: $25.01 | $0.00 |
DisclosureSEC source: 0001225208-21-008630 · doc4.xml · derivative · entry 5 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,011 Underlying: Common Stock · 5,500 shares Expires 2024-05-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The date first exercisable is 5/19/2015. Read SEC document |
| May 28, 2021 Filed May 28, 2021 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 19,845 | $73.75 | $1,463,548.91 |
DisclosureSEC source: 0001225208-21-008630 · doc4.xml · nonDerivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 16,465 F1 · price: This transaction was executed in multiple trades at prices ranging from $73.68 to $73.805. The price reported 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 |
| May 28, 2021 Filed May 28, 2021 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 5,500 | $25.01 | $137,555.00 |
DisclosureSEC source: 0001225208-21-008630 · doc4.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 36,310 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2021 Filed May 28, 2021 19:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 14,345 | $19.21 | $275,567.45 |
DisclosureSEC source: 0001225208-21-008630 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 30,810 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 4,390 | $0.00 Strike: $73.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008328 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,390 Underlying: Common Stock · 4,390 shares Expires 2031-05-17 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:47 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008328 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,997 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 14, 2021 Filed May 17, 2021 21:40 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-21-000147 · wf-form4_162128760038578.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,621 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 12, 2021 Filed Feb 16, 2021 14:04 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 2 | $257.00 | $514.00 |
DisclosureSEC source: 0001467373-21-000088 · wf-form4_161348426823278.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,618 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 14:04 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-21-000088 · wf-form4_161348426823278.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,620 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 11, 2021 Filed Feb 16, 2021 21:28 UTC | Cerence Inc. CRNC · Entity 5708 | GrantCommon Stock | 1,045 | $0.01 | $10.45 |
DisclosureSEC source: 0001667731-21-000054 · ownership.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,093 F1 · shares: Shares are subject to a Restricted Stock Purchase Agreement and will vest on the first anniversary of the date of grant. Read SEC document |
| February 03, 2021 Filed Feb 4, 2021 21:25 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 885 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-21-000062 · wf-form4_161247393770871.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,616 Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 22:49 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 517 | $245.48 | $126,913.16 |
DisclosureSEC source: 0001467373-21-000046 · wf-form4_161230615605363.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,731 Read SEC document |
| November 18, 2020 Filed Nov 19, 2020 15:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 16,491 | $0.00 Strike: $12.66 | $0.00 |
DisclosureSEC source: 0001225208-20-013677 · doc4.xml · derivative · entry 6 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,491 shares Expires 2022-05-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The date first exercisable is 5/21/2013. Read SEC document |
| November 18, 2020 Filed Nov 19, 2020 15:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 11,344 | $0.00 Strike: $17.62 | $0.00 |
DisclosureSEC source: 0001225208-20-013677 · doc4.xml · derivative · entry 5 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,344 shares Expires 2021-05-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The date first exercisable is 5/19/2012. Read SEC document |
| November 18, 2020 Filed Nov 19, 2020 15:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 27,835 | $48.61 | $1,352,931.31 |
DisclosureSEC source: 0001225208-20-013677 · doc4.xml · nonDerivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 14,480 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.51 to $48.71. The price reported 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 |
| November 18, 2020 Filed Nov 19, 2020 15:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 11,344 | $17.62 | $199,881.28 |
DisclosureSEC source: 0001225208-20-013677 · doc4.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 42,315 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 18, 2020 Filed Nov 19, 2020 15:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 16,491 | $12.66 | $208,776.06 |
DisclosureSEC source: 0001225208-20-013677 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 30,971 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 22:06 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-20-000402 · wf-form4_160565075736029.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,248 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 |
| August 14, 2020 Filed Aug 18, 2020 12:30 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-20-000319 · wf-form4_159775383848147.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,244 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 |
| May 15, 2020 Filed May 19, 2020 13:17 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 5 | $180.90 | $904.48 |
DisclosureSEC source: 0001467373-20-000225 · wf-form4_158989423984135.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,240 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 |
| May 14, 2020 Filed May 18, 2020 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 6,655 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0001225208-20-007930 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,655 Underlying: Common Stock · 6,655 shares Expires 2030-05-14 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:31 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007930 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,167 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 18:52 UTC | Cerence Inc. CRNC · Entity 5708 | GrantCommon stock | 5,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-20-000030 · form4sarin2202020.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,048 F1 · kind: Shares are subject to a Restricted Stock Purchase Agreement and will vest on the first anniversary of the date of grant. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:15 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingAccenture plc Class A ordinary shares | 2 | $212.44 | $424.89 |
DisclosureSEC source: 0001467373-20-000137 · wf-form4_158214692750067.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,235 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:15 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-20-000137 · wf-form4_158214692750067.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,237 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 01, 2020 Filed Feb 4, 2020 21:24 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 330 | $206.81 | $68,248.55 |
DisclosureSEC source: 0001467373-20-000079 · wf-form4_158085147517682.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,231 Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 22:32 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-20-000062 · wf-form4_158076913004418.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,561 Read SEC document |
| December 10, 2019 Filed Dec 13, 2019 02:28 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023021 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,424 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. F2 · balance_after: Includes 1,906 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 22:14 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 15,000 | $49.11 | $736,587.00 |
DisclosureSEC source: 0001225208-19-015021 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 12,766 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.97 to $49.25. The price reported 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 |
| November 15, 2019 Filed Nov 19, 2019 21:23 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-19-000371 · wf-form4_157419857877004.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,499 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 |
| October 16, 2019 Filed Oct 18, 2019 20:22 UTC | Cerence Inc. CRNC · Entity 5708 | GrantCommon stock | 32,573 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-19-002103 · es1901168_4-sarin.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,573 F1 · kind: Grant of restricted stock units that will vest 33% per year on the anniversary date. Read SEC document |
| October 16, 2019 Filed Oct 17, 2019 17:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 1,574 | $0.00 Strike: $18.38 | $0.00 |
DisclosureSEC source: 0001225208-19-013468 · doc4.xml · derivative · entry 5 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,574 shares Expires 2019-12-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The date first exercisable is 12/10/2010. Read SEC document |
| October 16, 2019 Filed Oct 17, 2019 17:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 11,082 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001225208-19-013468 · doc4.xml · derivative · entry 4 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,082 shares Expires 2020-05-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The date first exercisable is 5/17/2011. Read SEC document |
| October 16, 2019 Filed Oct 17, 2019 17:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 1,574 | $18.38 | $28,930.12 |
DisclosureSEC source: 0001225208-19-013468 · doc4.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 27,766 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 16, 2019 Filed Oct 17, 2019 17:34 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 11,082 | $17.38 | $192,605.16 |
DisclosureSEC source: 0001225208-19-013468 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 26,192 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 17, 2019 Filed May 21, 2019 22:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,584 | $0.00 Strike: $43.21 | $0.00 |
DisclosureSEC source: 0001225208-19-008338 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,584 Underlying: Common Stock · 8,584 shares Expires 2029-05-17 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 17, 2019 Filed May 21, 2019 22:05 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008338 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,772 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:10 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-19-000193 · wf-form4_155809858683362.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,493 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 07, 2019 Filed Feb 11, 2019 21:22 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 472 | $155.10 | $73,204.84 |
DisclosureSEC source: 0001467373-19-000107 · wf-form4_154992015812952.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,481 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:25 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-19-000077 · wf-form4_154940188975441.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,953 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.