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 10, 2009 Filed Dec 15, 2009 00:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 563 | $0.00 | $0.00 |
DisclosureSEC source: 0001188405-09-000006 · edgar.xml · derivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563 Underlying: Common Stock · 563 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 |
| December 10, 2009 Filed Dec 15, 2009 00:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNonqualified Stock Option (right to buy) · Derivative | 1,574 | $0.00 Strike: $18.38 | $0.00 |
DisclosureSEC source: 0001188405-09-000006 · edgar.xml · derivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,574 Underlying: Common Stock · 1,574 shares Expires 2019-12-10 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 |
| September 10, 2009 Filed Feb 17, 2011 00:47 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | PurchaseCommon Stock | 43 | $22.74 | $977.80 |
DisclosureSEC source: 0001140361-11-010312 · doc1.xml · nonDerivative · entry 2 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 729 F1 · kind: Represents a transaction in a managed account on behalf of the Reporting Person, over which account the Reporting Person does not have any investment authority. Read SEC document |
| September 10, 2009 Filed Feb 17, 2011 00:47 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | PurchaseCommon Stock | 46 | $22.90 | $1,053.42 |
DisclosureSEC source: 0001140361-11-010312 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 686 F1 · kind: Represents a transaction in a managed account on behalf of the Reporting Person, over which account the Reporting Person does not have any investment authority. Read SEC document |
| September 09, 2009 Filed Sep 11, 2009 21:37 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-020746 · doc1.xml · nonDerivative · entry 1 SARIN ARUN · CIK 0001188405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,666 F1 · shares: Represents a restricted stock unit award covering 16,666 shares, which shares will vest in two equal annual installments upon the completion of each year of board service. To the extent the award is then vested, the restricted stock unit award 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.