Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accenture plcACN · Entity 2893 | Group Chief Exec - Health & PS | February 14, 2020 | February 19, 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 February 14, 2020 · Filed February 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 22,474 |
Reported balance
After 2020-02-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-14 · Grant · Acquired 23 · Balance 22,474 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. |
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 22,469 |
Reported balance
After 2020-02-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-02-14 · Tax withholding · Disposed 5 · Balance 22,469 |
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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Accenture Holdings plc
Report date March 12, 2018 · Filed March 13, 2018
Section 16 reporting ended · disclosed 2018-03-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-03-12 transaction · row 1
1 source rowRow 1 · 2018-03-12 · Disposition to issuer · Disposed 2,000 · Balance 0 F1: On March 12, 2018, Accenture plc and Accenture Holdings plc obtained an order from the Irish High Court confirming the merger (the "Merger") of Accenture Holdings plc with and into Accenture plc. On March 13, 2018, the Merger became effective and Accenture plc became the successor of Accenture Holdings plc pursuant to the Merger and Accenture Holdings plc was dissolved without going into liquidation. Pursuant to the Merger, each holder of Accenture Holdings plc's ordinary shares (other than Accenture plc and Accenture Holdings plc itself) received one Class A ordinary share of Accenture plc in exchange for every one ordinary share of Accenture Holdings plc held by such holder at the effective time of the Merger. The transaction did not alter the proportionate interests of security holders. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 12, 2018, Accenture plc and Accenture Holdings plc obtained an order from the Irish High Court confirming the merger (the "Merger") of Accenture Holdings plc with and into Accenture plc. On March 13, 2018, the Merger became effective and Accenture plc became the successor of Accenture Holdings plc pursuant to the Merger and Accenture Holdings plc was dissolved without going into liquidation. Pursuant to the Merger, each holder of Accenture Holdings plc's ordinary shares (other than Accenture plc and Accenture Holdings plc itself) received one Class A ordinary share of Accenture plc in exchange for every one ordinary share of Accenture Holdings plc held by such holder at the effective time of the Merger. The transaction did not alter the proportionate interests of security holders.
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 |
|---|---|---|---|---|---|---|
| January 06, 2017 Filed Jan 6, 2017 22:51 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 300 | $116.57 | $34,971.00 |
DisclosureSEC source: 0001467373-17-000039 · wf-form4_148374305001804.xml · nonDerivative · entry 6 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,923 F3 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F6 · price: The transaction was executed in multiple trades at prices ranging from $116.52 to $116.65. The price reported above 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 |
| January 06, 2017 Filed Jan 6, 2017 22:51 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 2,837 | $116.25 | $329,801.25 |
DisclosureSEC source: 0001467373-17-000039 · wf-form4_148374305001804.xml · nonDerivative · entry 5 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,223 F3 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F5 · price: The transaction was executed in multiple trades at prices ranging from $115.51 to $116.49. The price reported above 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 |
| January 06, 2017 Filed Jan 6, 2017 22:51 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,300 | $114.88 | $149,341.40 |
DisclosureSEC source: 0001467373-17-000039 · wf-form4_148374305001804.xml · nonDerivative · entry 4 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,060 F3 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F4 · price: The transaction was executed in multiple trades at prices ranging from $114.49 to $115.36. The price reported above 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 |
| January 05, 2017 Filed Jan 6, 2017 22:51 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 992 | $116.05 | $115,116.64 |
DisclosureSEC source: 0001467373-17-000039 · wf-form4_148374305001804.xml · nonDerivative · entry 3 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,360 Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 22:51 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 2,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000039 · wf-form4_148374305001804.xml · nonDerivative · entry 2 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,352 F2 · shares: Grant made pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 22:51 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 3,151 | $116.05 | $365,657.80 |
DisclosureSEC source: 0001467373-17-000039 · wf-form4_148374305001804.xml · nonDerivative · entry 1 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,580 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:31 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 6,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000017 · wf-form4_148356545367706.xml · nonDerivative · entry 1 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,429 F1 · kind: Represents a grant of restricted share units awarded under the Accenture plc Amended and Restated 2010 Share Incentive Plan. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 22:37 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 5,549 | $117.65 | $652,864.82 |
DisclosureSEC source: 0001467373-16-001189 · wf-form4_148296463729202.xml · nonDerivative · entry 1 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,034 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F2 · price: The transaction was executed in multiple trades at prices ranging from $117.30 to $118.08. The price reported above 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 |
| December 05, 2016 Filed Dec 6, 2016 21:22 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 208 | $117.94 | $24,530.48 |
DisclosureSEC source: 0001467373-16-001169 · wf-form4_148105930857492.xml · nonDerivative · entry 1 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,583 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 14:16 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 30 | $116.61 | $3,498.30 |
DisclosureSEC source: 0001467373-16-001137 · wf-form4_147939220483105.xml · nonDerivative · entry 2 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,375 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 14:16 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 134 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001137 · wf-form4_147939220483105.xml · nonDerivative · entry 1 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,405 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 |
| November 05, 2016 Filed Nov 8, 2016 21:22 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 210 | $117.28 | $24,628.80 |
DisclosureSEC source: 0001467373-16-001096 · wf-form4_147864015197244.xml · nonDerivative · entry 1 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,271 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 20:22 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 2,850 | $115.99 | $330,571.50 |
DisclosureSEC source: 0001467373-16-001069 · wf-form4_147751336640646.xml · nonDerivative · entry 2 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,061 Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 20:22 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 5,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001069 · wf-form4_147751336640646.xml · nonDerivative · entry 1 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,911 Read SEC document |
| October 05, 2016 Filed Oct 6, 2016 20:38 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 208 | $118.11 | $24,566.88 |
DisclosureSEC source: 0001467373-16-001043 · wf-form4_147578628771287.xml · nonDerivative · entry 1 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,974 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. Read SEC document |
| September 05, 2016 Filed Sep 7, 2016 11:18 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 213 | $115.75 | $24,654.77 |
DisclosureSEC source: 0001467373-16-001014 · wf-form4_147324712575520.xml · nonDerivative · entry 1 LONDON DANIEL T · CIK 0001609241 · Grp Chief Exec-Health & PS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,766 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. 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.