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 | 49,699.217 |
Ending reported balance
After 2026-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-01 · Grant · Acquired 5,259 · Balance 57,028.181 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 7,328.964 · Balance 49,699.217 |
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 |
|---|---|---|---|---|---|---|
| June 10, 2021 Filed Jun 11, 2021 13:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 266 | $75.10 Strike: $75.10 | $19,976.60 |
DisclosureSEC source: 0001225208-21-009253 · doc4.xml · derivative · entry 8 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 266 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 |
| June 10, 2021 Filed Jun 11, 2021 13:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 197 | $69.72 Strike: $69.72 | $13,734.25 |
DisclosureSEC source: 0001225208-21-009253 · doc4.xml · derivative · entry 7 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 197 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 |
| June 10, 2021 Filed Jun 11, 2021 13:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 188 | $86.61 Strike: $86.61 | $16,282.68 |
DisclosureSEC source: 0001225208-21-009253 · doc4.xml · derivative · entry 6 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 188 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 |
| June 10, 2021 Filed Jun 11, 2021 13:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 181 | $107.35 | $19,430.35 |
DisclosureSEC source: 0001225208-21-009253 · doc4.xml · nonDerivative · entry 5 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,533.699 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 2020. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 13:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 188 | $86.61 | $16,282.68 |
DisclosureSEC source: 0001225208-21-009253 · doc4.xml · nonDerivative · entry 4 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,352.699 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 2020. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 13:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 197 | $69.72 | $13,734.25 |
DisclosureSEC source: 0001225208-21-009253 · doc4.xml · nonDerivative · entry 3 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,164.699 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 2020. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 13:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 256 | $90.63 | $23,201.28 |
DisclosureSEC source: 0001225208-21-009253 · doc4.xml · nonDerivative · entry 2 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,967.699 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 2020. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 13:15 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 266 | $75.10 | $19,976.60 |
DisclosureSEC source: 0001225208-21-009253 · doc4.xml · nonDerivative · entry 1 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,711.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 847 | $107.35 Strike: $107.35 | $90,925.45 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · derivative · entry 16 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,210 Underlying: Common Stock · 847 shares Expires 2027-08-31 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 |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 976 | $90.63 Strike: $90.63 | $88,454.88 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · derivative · entry 15 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667 Underlying: Common Stock · 976 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 |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 855 | $75.10 Strike: $75.10 | $64,210.50 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · derivative · entry 14 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266 Underlying: Common Stock · 855 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 |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 600 | $69.72 Strike: $69.72 | $41,830.20 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · derivative · entry 13 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197 Underlying: Common Stock · 600 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 |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 686 | $86.61 Strike: $86.61 | $59,414.46 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · derivative · entry 12 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188 Underlying: Common Stock · 686 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 |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 976 | $200.00 | $195,200.00 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 11 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,445.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 855 | $200.00 | $171,000.00 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 10 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,421.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 847 | $200.00 | $169,400.00 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 9 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,276.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 686 | $200.00 | $137,200.00 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 8 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,123.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 619 | $200.00 | $123,800.00 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 7 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,809.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 600 | $200.00 | $120,000.00 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 6 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,428.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 600 | $69.72 | $41,830.20 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 5 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,028.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 686 | $86.61 | $59,414.46 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 4 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,428.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 847 | $107.35 | $90,925.45 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 3 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,742.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 855 | $75.10 | $64,210.50 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 2 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,895.699 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 2020. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 976 | $90.63 | $88,454.88 |
DisclosureSEC source: 0001225208-21-009169 · doc4.xml · nonDerivative · entry 1 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,040.699 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 2020. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 18:57 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 19,390 | $0.00 Strike: $138.53 | $0.00 |
DisclosureSEC source: 0001225208-20-011263 · doc4.xml · derivative · entry 2 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,390 Underlying: Common Stock · 19,390 shares Expires 2030-08-31 F1 · shares: Option vesting schedule is 25% per year beginning in 2021 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 18:57 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 558 | $138.53 | $77,299.74 |
DisclosureSEC source: 0001225208-20-011263 · doc4.xml · nonDerivative · entry 1 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,064.699 Read SEC document |
| August 05, 2020 Filed Aug 7, 2020 22:50 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 1,626.699 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010428 · doc4.xml · nonDerivative · entry 1 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,622.699 Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 17:37 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 299 | $171.39 | $51,245.61 |
DisclosureSEC source: 0001225208-20-001445 · doc4.xml · nonDerivative · entry 1 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,996 Read SEC document |
| September 01, 2019 Filed Sep 4, 2019 20:43 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 13,524 | $0.00 Strike: $169.84 | $0.00 |
DisclosureSEC source: 0001225208-19-012138 · doc4.xml · derivative · entry 2 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,524 Underlying: Common Stock · 13,524 shares Expires 2029-08-31 Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 20:43 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 460 | $169.84 | $78,126.40 |
DisclosureSEC source: 0001225208-19-012138 · doc4.xml · nonDerivative · entry 1 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,295 Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 18:36 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 308 | $141.62 | $43,618.96 |
DisclosureSEC source: 0001225208-19-001727 · doc4.xml · nonDerivative · entry 1 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,755 Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 19:14 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 9,022 | $0.00 Strike: $146.75 | $0.00 |
DisclosureSEC source: 0001225208-18-013136 · doc4.xml · derivative · entry 2 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,022 Underlying: Common Stock · 9,022 shares Expires 2028-08-31 Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 19:14 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 531 | $146.75 | $77,924.25 |
DisclosureSEC source: 0001225208-18-013136 · doc4.xml · nonDerivative · entry 1 KUTAM SREENIVASA · CIK 0001742936 · Corp VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,063 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.