Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accenture plcACN · Entity 2893 | Group Chief Executive-Fin Serv | July 29, 2019 | July 30, 2019 |
| Bakkt, Inc.BKKT · Entity 5873 | Director | June 28, 2024 | July 01, 2024 |
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 July 29, 2019 · Filed July 30, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 73,548 |
Reported balance
After 2019-07-29 transaction · row 1
1 source rowRow 1 · 2019-07-29 · Sale · Disposed 2,000 · Balance 73,548 F1: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F2: The transaction was executed in multiple trades at prices ranging from $196.66 to $197.14. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan.
F2: The transaction was executed in multiple trades at prices ranging from $196.66 to $197.14. 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.
Bakkt, Inc.
Report date June 28, 2024 · Filed July 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,065 |
Reported balance
After 2024-06-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-28 · Grant · Acquired 11,364 · Balance 21,065 F1: These securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. 100% of the RSUs shall vest on the date of the Issuer's next annual meeting of stockholders, provided that the Reporting Person continues to provide service to the Issuer through such date. F2: Includes 11,364 shares of Class A Common Stock subject to RSUs that remain subject to vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. 100% of the RSUs shall vest on the date of the Issuer's next annual meeting of stockholders, provided that the Reporting Person continues to provide service to the Issuer through such date.
F2: Includes 11,364 shares of Class A Common Stock subject to RSUs that remain subject to vesting.
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 28, 2024 Filed Jul 1, 2024 18:12 UTC | Bakkt, Inc. BKKT · Entity 5873 | GrantClass A Common Stock | 11,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001506719-24-000001 · primary_doc.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,065 F1 · shares: These securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. 100% of the RSUs shall vest on the date of the Issuer's next annual meeting of stockholders, provided that the Reporting Person continues to provide service to the Issuer through such date. F1 · price: These securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. 100% of the RSUs shall vest on the date of the Issuer's next annual meeting of stockholders, provided that the Reporting Person continues to provide service to the Issuer through such date. F2 · balance_after: Includes 11,364 shares of Class A Common Stock subject to RSUs that remain subject to vesting. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 18:04 UTC | Bakkt, Inc. BKKT · Entity 5873 | GrantClass A Common Stock | 142,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001506719-23-000001 · primary_doc.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,544 F1 · shares: These securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. 100% of the RSUs shall vest on the date of the Issuer's next annual meeting of stockholders, provided that the Reporting Person continues to provide service to the Issuer through such date. F2 · balance_after: Includes 142,858 shares of Class A Common Stock subject to RSUs that remain subject to vesting. Read SEC document |
| June 14, 2022 Filed Jun 17, 2022 16:42 UTC | Bakkt, Inc. BKKT · Entity 5873 | GrantClass A Common Stock | 89,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037911 · doc4.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,686 F1 · shares: These securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. 100% of the RSUs shall vest on June 14, 2023, provided that the Reporting Person continues to provide service to the Issuer through such date. F2 · balance_after: Includes 89,686 shares of Class A Common Stock subject to RSUs that remain subject to vesting. Read SEC document |
| December 22, 2021 Filed Dec 23, 2021 18:16 UTC | Bakkt, Inc. BKKT · Entity 5873 | GrantClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-071156 · doc4.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: These securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest in full on the date of the next annual meeting of the Issuer's stockholders if the Reporting Person has served continuously as a member of the Issuer's board of directors through such date. Read SEC document |
| July 29, 2019 Filed Jul 30, 2019 12:58 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 2,000 | $196.95 | $393,897.80 |
DisclosureSEC source: 0001467373-19-000246 · wf-form4_156449146994811.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,548 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 $196.66 to $197.14. 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 |
| July 05, 2019 Filed Jul 8, 2019 20:23 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 125 | $190.00 | $23,749.38 |
DisclosureSEC source: 0001467373-19-000226 · wf-form4_156261739895428.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,548 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:20 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 274 | $186.79 | $51,181.12 |
DisclosureSEC source: 0001467373-19-000221 · wf-form4_156209880462444.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,423 F1 · 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 $186.77 to $186.81. 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 |
| July 01, 2019 Filed Jul 2, 2019 20:20 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,543 | $186.36 | $287,553.63 |
DisclosureSEC source: 0001467373-19-000221 · wf-form4_156209880462444.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,697 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 $185.77 to $186.3601. 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 |
| July 01, 2019 Filed Jul 2, 2019 20:20 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 183 | $185.59 | $33,962.24 |
DisclosureSEC source: 0001467373-19-000221 · wf-form4_156209880462444.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,240 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 $184.73 to $185.615. 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, 2019 Filed Jun 7, 2019 13:10 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 133 | $179.37 | $23,856.21 |
DisclosureSEC source: 0001467373-19-000206 · wf-form4_155991302112333.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,423 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:05 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-19-000185 · wf-form4_155809830539166.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,290 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 10, 2019 Filed May 13, 2019 20:44 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,775 | $174.00 | $308,846.81 |
DisclosureSEC source: 0001467373-19-000177 · wf-form4_155778027151982.xml · nonDerivative · entry 4 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,253 F1 · 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 $173.91 to $174.18. 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 |
| May 10, 2019 Filed May 13, 2019 20:44 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 8,774 | $173.43 | $1,521,661.66 |
DisclosureSEC source: 0001467373-19-000177 · wf-form4_155778027151982.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,028 F1 · 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 $172.91 to $173.90. 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 |
| May 10, 2019 Filed May 13, 2019 20:44 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 2,734 | $172.52 | $471,674.60 |
DisclosureSEC source: 0001467373-19-000177 · wf-form4_155778027151982.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,802 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 $171.90 to $172.88. 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 |
| May 10, 2019 Filed May 13, 2019 20:44 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 4,717 | $171.43 | $808,658.42 |
DisclosureSEC source: 0001467373-19-000177 · wf-form4_155778027151982.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,536 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 $170.89 to $171.87. 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 |
| May 05, 2019 Filed May 6, 2019 20:12 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 138 | $177.24 | $24,458.90 |
DisclosureSEC source: 0001467373-19-000172 · wf-form4_155717352254129.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,253 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| April 29, 2019 Filed Apr 30, 2019 13:18 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 100 | $181.72 | $18,172.00 |
DisclosureSEC source: 0001467373-19-000166 · wf-form4_155663030669858.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,115 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| April 29, 2019 Filed Apr 30, 2019 13:18 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 17,900 | $181.19 | $3,243,232.98 |
DisclosureSEC source: 0001467373-19-000166 · wf-form4_155663030669858.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,215 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 $180.71 to $181.70. 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 |
| April 22, 2019 Filed Apr 24, 2019 20:19 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 18,000 | $177.78 | $3,200,061.60 |
DisclosureSEC source: 0001467373-19-000160 · wf-form4_155613715107610.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,115 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 $177.20 to $178.10. 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 |
| April 05, 2019 Filed Apr 8, 2019 20:27 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 138 | $177.73 | $24,526.74 |
DisclosureSEC source: 0001467373-19-000139 · wf-form4_155475521447083.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,115 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:24 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 153 | $163.22 | $24,971.90 |
DisclosureSEC source: 0001467373-19-000119 · wf-form4_155191105398169.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,977 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 14:25 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 200 | $156.40 | $31,280.00 |
DisclosureSEC source: 0001467373-19-000110 · wf-form4_154998149156890.xml · nonDerivative · entry 4 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 0 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 14:25 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 800 | $155.76 | $124,604.96 |
DisclosureSEC source: 0001467373-19-000110 · wf-form4_154998149156890.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 200 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 $155.32 to $156.20. 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 |
| February 11, 2019 Filed Feb 12, 2019 14:25 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 200 | $156.40 | $31,280.00 |
DisclosureSEC source: 0001467373-19-000110 · wf-form4_154998149156890.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,824 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 14:25 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 800 | $155.76 | $124,604.96 |
DisclosureSEC source: 0001467373-19-000110 · wf-form4_154998149156890.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,024 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 $155.32 to $156.20. 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 |
| February 05, 2019 Filed Feb 6, 2019 21:41 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 155 | $156.98 | $24,331.90 |
DisclosureSEC source: 0001467373-19-000087 · wf-form4_154948925213406.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,824 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:20 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 2,512 | $154.44 | $387,953.28 |
DisclosureSEC source: 0001467373-19-000069 · wf-form4_154940159026722.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,669 Read SEC document |
| January 17, 2019 Filed Jan 17, 2019 22:28 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,000 | $148.48 | $148,482.00 |
DisclosureSEC source: 0001467373-19-000030 · wf-form4_154776407608370.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 1,000 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 $147.88 to $148.83. 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 17, 2019 Filed Jan 17, 2019 22:28 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,000 | $148.48 | $148,482.00 |
DisclosureSEC source: 0001467373-19-000030 · wf-form4_154776407608370.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,181 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 $147.88 to $148.83. 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, 2019 Filed Jan 8, 2019 13:38 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 1,197 | $139.42 | $166,885.74 |
DisclosureSEC source: 0001467373-19-000018 · wf-form4_154695469271615.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,181 Read SEC document |
| January 05, 2019 Filed Jan 8, 2019 13:38 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 2,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-19-000018 · wf-form4_154695469271615.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,378 F2 · shares: Grant made pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 05, 2019 Filed Jan 8, 2019 13:38 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 2,756 | $139.42 | $384,241.52 |
DisclosureSEC source: 0001467373-19-000018 · wf-form4_154695469271615.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,171 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:41 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 5,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-19-000007 · wf-form4_154655164024972.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,415 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, 2018 Filed Dec 6, 2018 21:27 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 138 | $166.23 | $22,939.74 |
DisclosureSEC source: 0001467373-18-000412 · wf-form4_154413165278258.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,071 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:32 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 79 | $161.19 | $12,733.81 |
DisclosureSEC source: 0001467373-18-000390 · wf-form4_154266314461959.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,933 Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:32 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 208 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000390 · wf-form4_154266314461959.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,012 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 12, 2018 Filed Nov 13, 2018 13:36 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 300 | $164.21 | $49,262.01 |
DisclosureSEC source: 0001467373-18-000359 · wf-form4_154211618701343.xml · nonDerivative · entry 4 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 2,000 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 $163.79 to $164.55. 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 |
| November 12, 2018 Filed Nov 13, 2018 13:36 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 700 | $163.21 | $114,250.01 |
DisclosureSEC source: 0001467373-18-000359 · wf-form4_154211618701343.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 2,300 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 $162.65 to $163.55. 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 |
| November 12, 2018 Filed Nov 13, 2018 13:36 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 300 | $164.21 | $49,262.01 |
DisclosureSEC source: 0001467373-18-000359 · wf-form4_154211618701343.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,804 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 $163.79 to $164.55. 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 |
| November 12, 2018 Filed Nov 13, 2018 13:36 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 700 | $163.21 | $114,250.01 |
DisclosureSEC source: 0001467373-18-000359 · wf-form4_154211618701343.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,104 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 $162.65 to $163.55. 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 |
| November 05, 2018 Filed Nov 6, 2018 21:15 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 149 | $157.85 | $23,518.91 |
DisclosureSEC source: 0001467373-18-000354 · wf-form4_154153891505045.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,804 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| October 23, 2018 Filed Oct 25, 2018 20:36 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 8,586 | $157.45 | $1,351,844.24 |
DisclosureSEC source: 0001467373-18-000338 · wf-form4_154049974328944.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,655 Read SEC document |
| October 23, 2018 Filed Oct 25, 2018 20:36 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 18,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000338 · wf-form4_154049974328944.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,241 Read SEC document |
| October 16, 2018 Filed Oct 17, 2018 12:32 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 700 | $161.03 | $112,718.97 |
DisclosureSEC source: 0001467373-18-000312 · wf-form4_153977955099112.xml · nonDerivative · entry 4 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 3,000 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 $160.51 to $161.31. 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 |
| October 16, 2018 Filed Oct 17, 2018 12:32 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 300 | $159.72 | $47,915.01 |
DisclosureSEC source: 0001467373-18-000312 · wf-form4_153977955099112.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 3,700 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 $159.39 to $159.91. 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 |
| October 16, 2018 Filed Oct 17, 2018 12:32 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 700 | $161.03 | $112,718.97 |
DisclosureSEC source: 0001467373-18-000312 · wf-form4_153977955099112.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,983 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 $160.51 to $161.31. 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 |
| October 16, 2018 Filed Oct 17, 2018 12:32 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 300 | $159.72 | $47,915.01 |
DisclosureSEC source: 0001467373-18-000312 · wf-form4_153977955099112.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,683 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 $159.39 to $159.91. 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 |
| October 05, 2018 Filed Oct 9, 2018 20:17 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 138 | $171.13 | $23,615.94 |
DisclosureSEC source: 0001467373-18-000306 · wf-form4_153911625183744.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,983 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 20:20 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 138 | $168.40 | $23,238.51 |
DisclosureSEC source: 0001467373-18-000283 · wf-form4_153626520151623.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,845 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 12:54 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 100 | $161.41 | $16,141.00 |
DisclosureSEC source: 0001467373-18-000275 · wf-form4_153425123049394.xml · nonDerivative · entry 4 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 4,000 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. 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.