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, 2020 | January 06, 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.
AUTOMATIC DATA PROCESSING INC
Report date January 03, 2020 · Filed January 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,087.759 |
Ending reported balance
After 2020-01-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-03 · Sale · Disposed 4,176 · Balance 25,413.759 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 2019. Row 2 · 2020-01-03 · Sale · Disposed 8,326 · Balance 17,087.759 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 2019. |
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 2019.
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 |
|---|---|---|---|---|---|---|
| September 01, 2017 Filed Sep 6, 2017 22:22 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 2,736 | $75.10 | $205,473.60 |
DisclosureSEC source: 0001225208-17-014719 · doc4.xml · nonDerivative · entry 1 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,546.291 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 |
| August 01, 2017 Filed Aug 3, 2017 20:45 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 3,307.231 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013243 · doc4.xml · nonDerivative · entry 1 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,810.291 Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 14:34 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,041 | $86.61 Strike: $86.61 | $263,381.01 |
DisclosureSEC source: 0001225208-17-006638 · doc4.xml · derivative · entry 3 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,042 Underlying: Common Stock · 3,041 shares Expires 2025-01-21 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 |
| March 17, 2017 Filed Mar 21, 2017 14:34 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 2,868 | $105.02 | $301,197.36 |
DisclosureSEC source: 0001225208-17-006638 · doc4.xml · nonDerivative · entry 2 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,503.06 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 |
| March 17, 2017 Filed Mar 21, 2017 14:34 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 3,041 | $86.61 | $263,381.01 |
DisclosureSEC source: 0001225208-17-006638 · doc4.xml · nonDerivative · entry 1 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,371.06 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 25, 2017 Filed Jan 27, 2017 16:38 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,139 | $52.65 Strike: $52.65 | $59,963.79 |
DisclosureSEC source: 0001225208-17-001815 · doc4.xml · derivative · entry 3 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,139 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 25, 2017 Filed Jan 27, 2017 16:38 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 957 | $103.46 | $99,011.22 |
DisclosureSEC source: 0001225208-17-001815 · doc4.xml · nonDerivative · entry 2 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,330.06 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 25, 2017 Filed Jan 27, 2017 16:38 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 1,139 | $52.65 | $59,963.79 |
DisclosureSEC source: 0001225208-17-001815 · doc4.xml · nonDerivative · entry 1 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,287.06 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 23, 2017 Filed Jan 25, 2017 16:30 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,023 | $69.72 Strike: $69.72 | $71,320.49 |
DisclosureSEC source: 0001225208-17-001573 · doc4.xml · derivative · entry 3 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,026 Underlying: Common Stock · 1,023 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 |
| January 23, 2017 Filed Jan 25, 2017 16:30 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 915 | $102.81 | $94,071.15 |
DisclosureSEC source: 0001225208-17-001573 · doc4.xml · nonDerivative · entry 2 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,148.06 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 23, 2017 Filed Jan 25, 2017 16:30 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 1,023 | $69.72 | $71,320.49 |
DisclosureSEC source: 0001225208-17-001573 · doc4.xml · nonDerivative · entry 1 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,063.06 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 04, 2017 Filed Jan 5, 2017 22:40 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 240 | $75.10 Strike: $75.10 | $18,024.00 |
DisclosureSEC source: 0001225208-17-000778 · doc4.xml · derivative · entry 2 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,207 Underlying: Common Stock · 240 shares Expires 2025-08-31 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 | 240 | $75.10 | $18,024.00 |
DisclosureSEC source: 0001225208-17-000778 · doc4.xml · nonDerivative · entry 1 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,040.06 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 | 2,495 | $75.10 Strike: $75.10 | $187,374.50 |
DisclosureSEC source: 0001225208-17-000219 · doc4.xml · derivative · entry 3 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,447 Underlying: Common Stock · 2,495 shares Expires 2025-08-31 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 | 2,495 | $102.38 | $255,438.10 |
DisclosureSEC source: 0001225208-17-000219 · doc4.xml · nonDerivative · entry 2 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,800.06 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 | 2,495 | $75.10 | $187,374.50 |
DisclosureSEC source: 0001225208-17-000219 · doc4.xml · nonDerivative · entry 1 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,295.06 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 06, 2016 Filed Sep 6, 2016 23:24 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 577 | $89.72 | $51,768.44 |
DisclosureSEC source: 0001225208-16-038886 · doc4.xml · nonDerivative · entry 2 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,800.06 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 | 1,208 | $90.39 | $109,191.12 |
DisclosureSEC source: 0001225208-16-038886 · doc4.xml · nonDerivative · entry 1 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,377.06 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 | 16,190 | $0.00 Strike: $90.63 | $0.00 |
DisclosureSEC source: 0001225208-16-038886 · doc4.xml · derivative · entry 3 Perrotti Thomas J · CIK 0001647724 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,190 Underlying: Common Stock · 16,190 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.