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 |
|---|---|---|---|---|---|---|
| December 12, 2018 Filed Dec 14, 2018 22:04 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 4,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-008031 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,479 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 1,176 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 15, 2018 Filed Nov 19, 2018 21:39 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000407 · wf-form4_154266354952291.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,594 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 05, 2018 Filed Oct 10, 2018 12:37 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,170 | $171.40 | $200,535.78 |
DisclosureSEC source: 0001467373-18-000311 · wf-form4_153917504031011.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,582 Read SEC document |
| June 15, 2018 Filed Jun 15, 2018 19:02 UTC | BLACKHAWK NETWORK HOLDINGS, INC HAWK · Entity 165701 | Disposition to issuerCommon Stock | 15,529 | $45.25 | $702,687.25 |
DisclosureSEC source: 0001209191-18-038180 · doc4.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: 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. Read SEC document |
| June 15, 2018 Filed Jun 15, 2018 19:02 UTC | BLACKHAWK NETWORK HOLDINGS, INC HAWK · Entity 165701 | Disposition to issuerCommon Stock | 3,288 | $45.25 | $148,782.00 |
DisclosureSEC source: 0001209191-18-038180 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: 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. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 5,139 | $0.00 Strike: $59.32 | $0.00 |
DisclosureSEC source: 0001225208-18-009625 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,139 Underlying: Common Stock · 5,139 shares Expires 2028-05-17 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, 2018 Filed May 21, 2018 20:22 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009625 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,105 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, 2018 Filed May 17, 2018 21:59 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000207 · wf-form4_152659434795780.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,752 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 20, 2018 Filed Feb 21, 2018 22:07 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 14,189 | $44.10 | $625,750.51 |
DisclosureSEC source: 0001140361-18-009418 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 0 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $43.85 to $44.315. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 21:28 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 771 | $151.89 | $117,107.19 |
DisclosureSEC source: 0001467373-18-000121 · wf-form4_151855727518548.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,740 Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 14:27 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000100 · wf-form4_151818645145706.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,511 Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 22:38 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-046096 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,094 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 535 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 15, 2017 Filed Nov 17, 2017 21:25 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000482 · wf-form4_151095390202327.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,229 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 |
| June 09, 2017 Filed Jun 13, 2017 16:24 UTC | BLACKHAWK NETWORK HOLDINGS, INC HAWK · Entity 165701 | GrantCommon Stock | 3,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039475 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,817 F1 · shares: Represents the annual director award of 3,288 restricted stock units (RSUs) granted on June 9, 2017 under the Blackhawk Network Holdings, Inc. 2013 Equity Incentive Award Plan pursuant to the Blackhawk Network Holdings, Inc. Non-Employee Director Compensation Program. The award is to vest in shares of common stock of the Registrant on the first to occur of the first anniversary of the date of grant and the date of the next annual meeting of stockholders of the Registrant, subject to continued service on the vesting date and subject to any deferral of settlement at the election of the reporting person. Read SEC document |
| May 18, 2017 Filed May 22, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 7,165 | $0.00 Strike: $38.33 | $0.00 |
DisclosureSEC source: 0001225208-17-010180 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 Underlying: Common Stock · 7,165 shares Expires 2027-05-18 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 18, 2017 Filed May 22, 2017 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 1,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010180 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,767 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, 2017 Filed May 16, 2017 20:15 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000249 · wf-form4_149496570293653.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,214 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 23, 2017 Filed Feb 24, 2017 23:08 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | SaleCommon Stock | 13,869 | $34.06 | $472,436.39 |
DisclosureSEC source: 0001140361-17-009229 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 14,189 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $33.985 to $34.165. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:24 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000125 · wf-form4_148702107438934.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,198 Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:11 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 663 | $114.09 | $75,638.36 |
DisclosureSEC source: 0001467373-17-000100 · wf-form4_148650185942164.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,626 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:06 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 7,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-089699 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,896 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. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:18 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingAccenture plc Class A ordinary shares | 721 | $118.59 | $85,499.79 |
DisclosureSEC source: 0001467373-16-001159 · wf-form4_148097267244121.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,289 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 01:13 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | SaleCommon Stock | 10,000 | $38.60 | $385,974.00 |
DisclosureSEC source: 0001225208-16-042368 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 8,365 F1 · price: This transaction was executed in multiple trades at prices ranging from $38.545 to $38.64. 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, 2016 Filed Nov 17, 2016 14:20 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001147 · wf-form4_147939239706532.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,010 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 19, 2016 Filed May 23, 2016 20:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 7,866 | $0.00 Strike: $28.96 | $0.00 |
DisclosureSEC source: 0001225208-16-033811 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,866 Underlying: Common Stock · 7,866 shares Expires 2026-05-19 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 19, 2016 Filed May 23, 2016 20:28 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-033811 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,019 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 |
| December 03, 2015 Filed Mar 15, 2016 22:27 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 7,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-057895 · doc1.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 28,058 Read SEC document |
| December 03, 2015 Filed Mar 15, 2016 22:27 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 7,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-057895 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,770 Read SEC document |
| November 19, 2015 Filed Nov 24, 2015 00:26 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 8,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-042654 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,639 F1 · shares: Represents a deferred restricted stock unit award covering shares which will fully vest upon the completion of one year of board service measured from November 19, 2015 and 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. Read SEC document |
| May 15, 2015 Filed May 19, 2015 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 8,548 | $0.00 Strike: $31.21 | $0.00 |
DisclosureSEC source: 0001225208-15-012390 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,548 Underlying: Common Stock · 8,548 shares Expires 2025-05-15 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 15, 2015 Filed May 19, 2015 17:18 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-012390 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,280 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 |
| December 23, 2014 Filed Mar 17, 2015 00:11 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 8,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-012068 · doc1.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 20,189 Read SEC document |
| December 23, 2014 Filed Mar 17, 2015 00:11 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 8,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-012068 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,535 Read SEC document |
| November 20, 2014 Filed Nov 25, 2014 00:16 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 7,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-043312 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,405 F1 · shares: Represents a restricted stock unit award covering shares which will fully vest upon the completion of one year of board service measured from November 20, 2014. Read SEC document |
| May 19, 2014 Filed May 21, 2014 20:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 10,511 | $0.00 Strike: $25.01 | $0.00 |
DisclosureSEC source: 0001225208-14-013441 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,511 Underlying: Common Stock · 10,511 shares Expires 2024-05-19 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 19, 2014 Filed May 21, 2014 20:03 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-013441 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,986 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 |
| December 13, 2013 Filed Mar 14, 2014 23:46 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-012841 · doc1.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 11,319 Read SEC document |
| December 13, 2013 Filed Mar 14, 2014 23:46 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-012841 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,536 Read SEC document |
| November 19, 2013 Filed Nov 21, 2013 23:11 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 8,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-043857 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,126 F1 · shares: Represents a restricted stock unit award covering shares which will fully vest upon the completion of one year of board service measured from November 19, 2013. Read SEC document |
| May 20, 2013 Filed May 22, 2013 17:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 14,345 | $0.00 Strike: $19.21 | $0.00 |
DisclosureSEC source: 0001225208-13-012935 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 Underlying: Common Stock · 14,345 shares Expires 2023-05-20 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 20, 2013 Filed May 22, 2013 17:00 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-012935 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,478 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 |
| November 15, 2012 Filed Nov 20, 2012 01:31 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 10,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-048136 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,256 F1 · shares: Represents a restricted stock unit award covering shares which will fully vest upon the completion of one year of board service measured from November 15, 2012. Read SEC document |
| May 21, 2012 Filed May 23, 2012 18:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 16,491 | $0.00 Strike: $12.66 | $0.00 |
DisclosureSEC source: 0001225208-12-013023 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,491 Underlying: Common Stock · 16,491 shares Expires 2022-05-21 F2 · derivative.exercise_date: The option was granted under the company's 2004 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 21, 2012 Filed May 23, 2012 18:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 5,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-013023 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,546 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2004 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 |
| December 07, 2011 Filed Dec 9, 2011 21:45 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-056914 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,666 F1 · shares: Represents a deferred restricted stock unit award covering 10,000 shares, which shares will fully vest upon the completion of one year of board service measured from December 7, 2011 and 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. Read SEC document |
| May 19, 2011 Filed May 23, 2011 14:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,344 | $0.00 Strike: $17.62 | $0.00 |
DisclosureSEC source: 0001225208-11-014959 · doc4.xml · derivative · entry 3 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,344 Underlying: Common Stock · 11,344 shares Expires 2021-05-19 F2 · derivative.exercise_date: The option was granted under the company's 2004 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 19, 2011 Filed May 23, 2011 14:56 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014959 · doc4.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,543 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2004 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 |
| November 18, 2010 Filed Nov 20, 2010 01:47 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-046712 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,666 F1 · shares: Represents a deferred restricted stock unit award covering 10,000 shares, which shares will fully vest upon the completion of one year of board service measured from November 18, 2010 and 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. Read SEC document |
| May 17, 2010 Filed May 19, 2010 17:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 3,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-013431 · doc4.xml · derivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,212 Underlying: Common Stock · 3,649 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of company stock. F3 · derivative.exercise_date: The restricted stock units were granted under the company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. F3 · derivative.expiration_date: The restricted stock units were granted under the company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 17, 2010 Filed May 19, 2010 17:49 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 11,082 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001225208-10-013431 · doc4.xml · derivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,082 Underlying: Common Stock · 11,082 shares Expires 2020-05-17 F1 · derivative.exercise_date: The option was granted under the company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. 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.