Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Corporate VP | January 11, 2023 | January 13, 2023 |
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.
AUTOMATIC DATA PROCESSING INC
Report date January 11, 2023 · Filed January 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,949.739 |
Ending reported balance
After 2023-01-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-11 · Exercise / conversion · Acquired 5,075 · Balance 38,024.739 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2022. Row 2 · 2023-01-11 · Sale · Disposed 5,075 · Balance 32,949.739 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2022. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $146.75 · Expires 2028-08-31 | Direct | 5,075 |
Reported balance
After 2023-01-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-11 · Exercise / conversion · Disposed 5,075 · Balance 5,075 |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2022.
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 |
|---|---|---|---|---|---|---|
| August 06, 2019 Filed Aug 8, 2019 17:46 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 5,533.175 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-011080 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,047.575 Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 13:29 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,706 | $69.72 Strike: $69.72 | $118,937.20 |
DisclosureSEC source: 0001225208-19-007145 · doc4.xml · derivative · entry 5 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,706 shares Expires 2024-01-22 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 |
| April 23, 2019 Filed Apr 24, 2019 13:29 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 943 | $165.02 | $155,613.86 |
DisclosureSEC source: 0001225208-19-007145 · doc4.xml · nonDerivative · entry 4 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,514.4 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2018 Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 13:29 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 534 | $165.01 | $88,115.34 |
DisclosureSEC source: 0001225208-19-007145 · doc4.xml · nonDerivative · entry 3 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,457.4 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2018 Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 13:29 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 229 | $165.00 | $37,785.00 |
DisclosureSEC source: 0001225208-19-007145 · doc4.xml · nonDerivative · entry 2 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,991.4 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2018 Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 13:29 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 1,706 | $69.72 | $118,937.20 |
DisclosureSEC source: 0001225208-19-007145 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,220.4 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2018 Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 19:33 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,706 | $69.72 Strike: $69.72 | $118,937.20 |
DisclosureSEC source: 0001225208-19-002524 · doc4.xml · derivative · entry 3 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,706 Underlying: Common Stock · 1,706 shares Expires 2024-01-22 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 |
| February 13, 2019 Filed Feb 14, 2019 19:33 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 1,706 | $150.39 | $256,567.05 |
DisclosureSEC source: 0001225208-19-002524 · doc4.xml · nonDerivative · entry 2 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,514.4 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2018 Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 19:33 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 1,706 | $69.72 | $118,937.20 |
DisclosureSEC source: 0001225208-19-002524 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,220.4 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2018 Read SEC document |
| October 12, 2018 Filed Oct 15, 2018 13:38 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 579 | $140.72 | $81,476.88 |
DisclosureSEC source: 0001225208-18-014584 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,514.4 Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 19:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 20,300 | $0.00 Strike: $146.75 | $0.00 |
DisclosureSEC source: 0001225208-18-013144 · doc4.xml · derivative · entry 3 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,300 Underlying: Common Stock · 20,300 shares Expires 2028-08-31 Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 19:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 5,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013144 · doc4.xml · nonDerivative · entry 2 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,093.4 Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 19:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 999 | $146.75 | $146,603.25 |
DisclosureSEC source: 0001225208-18-013144 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,642.4 Read SEC document |
| August 02, 2018 Filed Aug 3, 2018 17:22 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 2,916.124 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012234 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,641.4 F1 · balance_after: The amount of securities beneficially owned, as reported in Table 1, reflects an adjustment of 7,398.254 shares, to correct a prior error in which performance-based stock units were incorrectly reported as shares on the reporting person's Form 3. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:53 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,242 | $52.65 Strike: $52.65 | $170,678.33 |
DisclosureSEC source: 0001225208-18-001970 · doc4.xml · derivative · entry 3 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,242 shares Expires 2023-01-24 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 |
| January 31, 2018 Filed Feb 1, 2018 14:53 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 3,242 | $125.00 | $405,250.00 |
DisclosureSEC source: 0001225208-18-001970 · doc4.xml · nonDerivative · entry 2 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,123.53 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in August 2017 Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:53 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 3,242 | $52.65 | $170,678.33 |
DisclosureSEC source: 0001225208-18-001970 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,365.53 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in August 2017 Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 22:09 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,275 | $49.07 Strike: $49.07 | $111,629.70 |
DisclosureSEC source: 0001225208-18-000385 · doc4.xml · derivative · entry 3 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,275 shares Expires 2022-01-25 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 |
| January 02, 2018 Filed Jan 3, 2018 22:09 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 2,275 | $116.03 | $263,968.25 |
DisclosureSEC source: 0001225208-18-000385 · doc4.xml · nonDerivative · entry 2 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,123.53 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in August 2017 Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 22:09 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 2,275 | $49.07 | $111,629.70 |
DisclosureSEC source: 0001225208-18-000385 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,398.53 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in August 2017 Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 13:54 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 438 | $113.86 | $49,870.68 |
DisclosureSEC source: 0001225208-17-016257 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,123.53 Read SEC document |
| September 02, 2017 Filed Sep 6, 2017 22:23 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 1,003 | $107.35 | $107,672.05 |
DisclosureSEC source: 0001225208-17-014724 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,561.53 Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 22:23 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 13,714 | $0.00 Strike: $107.35 | $0.00 |
DisclosureSEC source: 0001225208-17-014724 · doc4.xml · derivative · entry 2 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,714 Underlying: Common Stock · 13,714 shares Expires 2027-08-31 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:46 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 2,760.086 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013247 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,564.53 Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 17:59 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,933 | $43.53 Strike: $43.53 | $84,143.49 |
DisclosureSEC source: 0001225208-17-012060 · doc4.xml · derivative · entry 3 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,933 shares Expires 2021-02-07 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 |
| July 03, 2017 Filed Jul 5, 2017 17:59 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 1,933 | $101.98 | $197,127.34 |
DisclosureSEC source: 0001225208-17-012060 · doc4.xml · nonDerivative · entry 2 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,804.444 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 17:59 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 1,933 | $43.53 | $84,143.49 |
DisclosureSEC source: 0001225208-17-012060 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,737.444 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| September 03, 2016 Filed Sep 6, 2016 23:24 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 863 | $90.39 | $78,006.57 |
DisclosureSEC source: 0001225208-16-038891 · doc4.xml · nonDerivative · entry 1 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,804.444 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:24 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 10,445 | $0.00 Strike: $90.63 | $0.00 |
DisclosureSEC source: 0001225208-16-038891 · doc4.xml · derivative · entry 2 Weinstein Donald · CIK 0001660077 · Corporate VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,445 Underlying: Common Stock · 10,445 shares Expires 2026-08-31 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.