Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Corp. VP | January 03, 2022 | January 05, 2022 |
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 03, 2022 · Filed January 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,645.365 |
Ending reported balance
After 2022-01-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-03 · Exercise / conversion · Acquired 2,133 · Balance 24,778.365 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 2021. Row 2 · 2022-01-03 · Sale · Disposed 2,133 · Balance 22,645.365 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 2021. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $69.72 · Expires 2024-01-22 | Direct | 2,133 |
Reported balance
After 2022-01-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-03 · Exercise / conversion · Disposed 2,133 · Balance 2,133 |
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 2021.
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 01, 2017 Filed Aug 3, 2017 20:46 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 3,307.231 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013246 · doc4.xml · nonDerivative · entry 1 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,054.616 Read SEC document |
| January 19, 2017 Filed Jan 20, 2017 14:39 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 572 | $102.97 | $58,898.84 |
DisclosureSEC source: 0001225208-17-001407 · doc4.xml · nonDerivative · entry 1 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,747.385 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 22:40 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 559 | $35.78 Strike: $35.78 | $19,999.34 |
DisclosureSEC source: 0001225208-17-000777 · doc4.xml · derivative · entry 2 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 559 shares Expires 2020-02-08 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 04, 2017 Filed Jan 5, 2017 22:40 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 559 | $35.78 | $19,999.34 |
DisclosureSEC source: 0001225208-17-000777 · doc4.xml · nonDerivative · entry 1 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,319.385 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 |
| January 03, 2017 Filed Jan 4, 2017 17:02 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,057 | $35.78 Strike: $35.78 | $73,593.29 |
DisclosureSEC source: 0001225208-17-000223 · doc4.xml · derivative · entry 3 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559 Underlying: Common Stock · 2,057 shares Expires 2020-02-08 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 03, 2017 Filed Jan 4, 2017 17:02 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 2,057 | $102.38 | $210,595.66 |
DisclosureSEC source: 0001225208-17-000223 · doc4.xml · nonDerivative · entry 2 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,760.385 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 |
| January 03, 2017 Filed Jan 4, 2017 17:02 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 2,057 | $35.78 | $73,593.29 |
DisclosureSEC source: 0001225208-17-000223 · doc4.xml · nonDerivative · entry 1 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,817.385 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 |
| December 16, 2016 Filed Dec 19, 2016 21:22 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,616 | $33.04 Strike: $33.04 | $86,419.56 |
DisclosureSEC source: 0001225208-16-043513 · doc4.xml · derivative · entry 3 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,616 shares Expires 2019-02-09 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 |
| December 16, 2016 Filed Dec 19, 2016 21:22 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 2,616 | $100.32 | $262,437.12 |
DisclosureSEC source: 0001225208-16-043513 · doc4.xml · nonDerivative · entry 2 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,760.385 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 2015. Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 21:22 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 2,616 | $33.04 | $86,419.56 |
DisclosureSEC source: 0001225208-16-043513 · doc4.xml · nonDerivative · entry 1 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,376.385 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 2015. Read SEC document |
| September 06, 2016 Filed Sep 6, 2016 23:24 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 2,060 | $89.72 | $184,823.20 |
DisclosureSEC source: 0001225208-16-038889 · doc4.xml · nonDerivative · entry 2 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,760.385 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 2015. Read SEC document |
| September 03, 2016 Filed Sep 6, 2016 23:24 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 1,078 | $90.39 | $97,440.42 |
DisclosureSEC source: 0001225208-16-038889 · doc4.xml · nonDerivative · entry 1 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,820.385 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 | 26,114 | $0.00 Strike: $90.63 | $0.00 |
DisclosureSEC source: 0001225208-16-038889 · doc4.xml · derivative · entry 3 Sackman Stuart · CIK 0001636384 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,114 Underlying: Common Stock · 26,114 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.