Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accenture plcACN · Entity 2893 | General Counsel and CCO | August 05, 2019 | August 07, 2019 |
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 05, 2019 · Filed August 07, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 10,572 |
Reported balance
After 2019-08-05 transaction · row 1
1 source rowRow 1 · 2019-08-05 · Grant · Acquired 86 · Balance 10,572 F1: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. |
Filing footnotes · ownership attribution and instrument terms
F1: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program.
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 05, 2017 Filed Dec 7, 2017 13:56 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 110 | $147.63 | $16,239.58 |
DisclosureSEC source: 0001467373-17-000494 · wf-form4_151265499719788.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,243 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:22 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 13 | $144.34 | $1,876.39 |
DisclosureSEC source: 0001467373-17-000474 · wf-form4_151095375656816.xml · nonDerivative · entry 2 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,133 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:22 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000474 · wf-form4_151095375656816.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,146 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, 2017 Filed Nov 7, 2017 21:20 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 113 | $143.90 | $16,260.14 |
DisclosureSEC source: 0001467373-17-000461 · wf-form4_151008963391533.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,038 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 20:25 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 1,370 | $139.95 | $191,731.50 |
DisclosureSEC source: 0001467373-17-000447 · wf-form4_150913592527525.xml · nonDerivative · entry 2 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,925 Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 20:25 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 4,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000447 · wf-form4_150913592527525.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,295 Read SEC document |
| October 05, 2017 Filed Oct 10, 2017 12:55 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 120 | $135.82 | $16,298.40 |
DisclosureSEC source: 0001467373-17-000416 · wf-form4_150764014368010.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,060 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:30 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 100 | $135.70 | $13,570.00 |
DisclosureSEC source: 0001467373-17-000405 · wf-form4_150706263001531.xml · nonDerivative · entry 2 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,940 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:30 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 4,900 | $135.04 | $661,686.20 |
DisclosureSEC source: 0001467373-17-000405 · wf-form4_150706263001531.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,040 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 $134.64 to $135.55. 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 |
| September 05, 2017 Filed Sep 6, 2017 20:34 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 125 | $129.75 | $16,218.13 |
DisclosureSEC source: 0001467373-17-000376 · wf-form4_150473006519281.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,940 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| August 05, 2017 Filed Aug 8, 2017 13:08 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 125 | $130.11 | $16,263.13 |
DisclosureSEC source: 0001467373-17-000365 · wf-form4_150219768410332.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,815 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| July 19, 2017 Filed Jul 21, 2017 11:46 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 606 | $127.36 | $77,180.16 |
DisclosureSEC source: 0001467373-17-000341 · wf-form4_150063754605930.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,690 Read SEC document |
| July 05, 2017 Filed Jul 7, 2017 12:52 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 130 | $124.39 | $16,170.05 |
DisclosureSEC source: 0001467373-17-000319 · wf-form4_149943193360732.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,296 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| June 26, 2017 Filed Jun 28, 2017 00:10 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 400 | $123.67 | $49,469.00 |
DisclosureSEC source: 0001467373-17-000293 · wf-form4_149860859891250.xml · nonDerivative · entry 2 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,166 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F3 · price: The transaction was executed in multiple trades at prices ranging from $123.48 to $123.79. 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 |
| June 26, 2017 Filed Jun 28, 2017 00:10 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 2,800 | $122.88 | $344,050.84 |
DisclosureSEC source: 0001467373-17-000293 · wf-form4_149860859891250.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,566 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 $122.48 to $123.41. 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 |
| June 05, 2017 Filed Jun 6, 2017 20:37 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 129 | $126.21 | $16,281.10 |
DisclosureSEC source: 0001467373-17-000264 · wf-form4_149678140461565.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,366 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| May 15, 2017 Filed May 16, 2017 20:12 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000239 · wf-form4_149496551009513.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,237 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 |
| May 05, 2017 Filed May 8, 2017 20:12 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 134 | $121.14 | $16,233.10 |
DisclosureSEC source: 0001467373-17-000204 · wf-form4_149427431706810.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,145 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 20:13 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 138 | $118.29 | $16,324.02 |
DisclosureSEC source: 0001467373-17-000178 · wf-form4_149150958400865.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,011 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| March 27, 2017 Filed Mar 28, 2017 20:07 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 2,039 | $119.59 | $243,837.89 |
DisclosureSEC source: 0001467373-17-000162 · wf-form4_149073161434104.xml · nonDerivative · entry 2 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,873 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F3 · price: The transaction was executed in multiple trades at prices ranging from $119.48 to $119.74. 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 |
| March 27, 2017 Filed Mar 28, 2017 20:07 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 5,261 | $119.15 | $626,825.00 |
DisclosureSEC source: 0001467373-17-000162 · wf-form4_149073161434104.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,912 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 $118.47 to $119.45. 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 |
| March 05, 2017 Filed Mar 7, 2017 14:08 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 131 | $123.62 | $16,193.89 |
DisclosureSEC source: 0001467373-17-000143 · wf-form4_148889568028365.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,173 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| February 05, 2017 Filed Feb 6, 2017 21:17 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 142 | $114.09 | $16,200.07 |
DisclosureSEC source: 0001467373-17-000072 · wf-form4_148641585588261.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,042 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 22:50 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 130 | $116.05 | $15,085.85 |
DisclosureSEC source: 0001467373-17-000038 · wf-form4_148374303464477.xml · nonDerivative · entry 3 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,900 Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 22:50 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000038 · wf-form4_148374303464477.xml · nonDerivative · entry 2 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,030 F2 · shares: Grant made pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 22:50 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 906 | $116.05 | $105,136.77 |
DisclosureSEC source: 0001467373-17-000038 · wf-form4_148374303464477.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,899 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 21:30 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 4,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000016 · wf-form4_148356543246607.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,993 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 05, 2016 Filed Dec 6, 2016 21:21 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 118 | $117.94 | $13,916.33 |
DisclosureSEC source: 0001467373-16-001168 · wf-form4_148105929011798.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,517 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:17 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 8,371 | $118.59 | $992,675.04 |
DisclosureSEC source: 0001467373-16-001158 · wf-form4_148097265783600.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,399 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 14:16 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 14 | $116.61 | $1,632.54 |
DisclosureSEC source: 0001467373-16-001135 · wf-form4_147939216681032.xml · nonDerivative · entry 2 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,770 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 14:16 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001135 · wf-form4_147939216681032.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,784 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 | 119 | $117.28 | $13,956.32 |
DisclosureSEC source: 0001467373-16-001095 · wf-form4_147864012985313.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,509 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 | 1,244 | $115.99 | $144,291.56 |
DisclosureSEC source: 0001467373-16-001068 · wf-form4_147751334458946.xml · nonDerivative · entry 2 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,390 Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 20:22 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 3,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001068 · wf-form4_147751334458946.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,634 Read SEC document |
| October 05, 2016 Filed Oct 6, 2016 20:38 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 118 | $118.11 | $13,936.98 |
DisclosureSEC source: 0001467373-16-001042 · wf-form4_147578627315203.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,643 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 | 120 | $115.75 | $13,890.01 |
DisclosureSEC source: 0001467373-16-001013 · wf-form4_147324711021520.xml · nonDerivative · entry 1 Jerdee Chad T · CIK 0001643685 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,525 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.