Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Corp VP | September 01, 2026 | September 03, 2026 |
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 September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,986.452 |
Ending reported balance
After 2026-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-01 · Grant · Acquired 1,763 · Balance 14,955.739 F1: In the form of restricted stock units, which are convertible into common stock on a one-for-one basis and vest ratably over 3 years. Row 2 · 2026-09-01 · Tax withholding · Disposed 1,969.287 · Balance 12,986.452 |
Filing footnotes · ownership attribution and instrument terms
F1: In the form of restricted stock units, which are convertible into common stock on a one-for-one basis and vest ratably over 3 years.
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 02, 2024 Filed Jan 4, 2024 21:11 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 1,200 | $107.35 | $128,820.00 |
DisclosureSEC source: 0001225208-24-000376 · doc4.xml · nonDerivative · entry 2 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,787.12 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 2023. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:11 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 1,428 | $146.75 | $209,559.00 |
DisclosureSEC source: 0001225208-24-000376 · doc4.xml · nonDerivative · entry 1 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,587.12 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 2023. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:12 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 923 | $255.75 | $236,057.25 |
DisclosureSEC source: 0001225208-23-008733 · doc4.xml · nonDerivative · entry 2 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,159.12 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:12 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008733 · doc4.xml · nonDerivative · entry 1 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,082.12 F1 · shares: In the form of restricted stock units, which are convertible into common stock on a one-for-one basis and vest ratably over 3 years. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 20:12 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 2,413.633 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008046 · doc4.xml · nonDerivative · entry 1 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,105.12 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 21:23 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 798 | $245.96 | $196,276.08 |
DisclosureSEC source: 0001225208-22-010073 · doc4.xml · nonDerivative · entry 2 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,691.487 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 21:23 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 838 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010073 · doc4.xml · nonDerivative · entry 1 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,489.487 F1 · shares: In the form of restricted stock units, which are convertible into common stock on a one-for-one basis and vest ratably over 3 years. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:11 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 1,603.903 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009320 · doc4.xml · nonDerivative · entry 1 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,651.487 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:21 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,254 | $90.63 Strike: $90.63 | $113,650.02 |
DisclosureSEC source: 0001225208-22-000451 · doc4.xml · derivative · entry 4 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,254 shares Expires 2026-08-31 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, 2022 Filed Jan 5, 2022 21:21 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 1,254 | $245.63 | $308,020.02 |
DisclosureSEC source: 0001225208-22-000451 · doc4.xml · nonDerivative · entry 3 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,047.584 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 2021. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:21 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 50 | $245.63 | $12,281.50 |
DisclosureSEC source: 0001225208-22-000451 · doc4.xml · nonDerivative · entry 2 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,301.584 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 2021. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:21 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 1,254 | $90.63 | $113,650.02 |
DisclosureSEC source: 0001225208-22-000451 · doc4.xml · nonDerivative · entry 1 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,351.584 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 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 126 | $90.63 Strike: $90.63 | $11,419.38 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · derivative · entry 10 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,254 Underlying: Common Stock · 126 shares Expires 2026-08-31 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 |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 838 | $75.10 Strike: $75.10 | $62,933.80 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · derivative · entry 9 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 838 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 |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 102 | $86.61 Strike: $86.61 | $8,834.22 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · derivative · entry 8 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 102 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 |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 838 | $229.91 | $192,664.58 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · nonDerivative · entry 7 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,097.584 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 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 126 | $229.91 | $28,968.66 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · nonDerivative · entry 6 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,935.584 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 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 102 | $229.91 | $23,450.82 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · nonDerivative · entry 5 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,061.584 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 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 50 | $229.91 | $11,495.50 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · nonDerivative · entry 4 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,163.584 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 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 102 | $86.61 | $8,834.22 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · nonDerivative · entry 3 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,213.584 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 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 126 | $90.63 | $11,419.38 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · nonDerivative · entry 2 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,111.584 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 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:27 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 838 | $75.10 | $62,933.80 |
DisclosureSEC source: 0001225208-21-014463 · doc4.xml · nonDerivative · entry 1 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,985.584 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 2021. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:17 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 4,087 | $0.00 Strike: $206.86 | $0.00 |
DisclosureSEC source: 0001225208-21-012046 · doc4.xml · derivative · entry 2 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,087 Underlying: Common Stock · 4,087 shares Expires 2031-08-31 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:17 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 689 | $206.86 | $142,526.54 |
DisclosureSEC source: 0001225208-21-012046 · doc4.xml · nonDerivative · entry 1 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,147.584 Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 20:09 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 1,288.483 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011292 · doc4.xml · nonDerivative · entry 1 Kwon David · CIK 0001872194 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,836.584 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.