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 |
|---|---|---|---|---|---|---|
| August 13, 2018 Filed Aug 14, 2018 12:54 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 900 | $160.83 | $144,744.03 |
DisclosureSEC source: 0001467373-18-000275 · wf-form4_153425123049394.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: 4,100 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 $160.36 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 |
| 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 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,707 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 12:54 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 900 | $160.78 | $144,701.46 |
DisclosureSEC source: 0001467373-18-000275 · wf-form4_153425123049394.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,807 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 $160.36 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 |
| August 05, 2018 Filed Aug 7, 2018 20:19 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 146 | $159.95 | $23,352.70 |
DisclosureSEC source: 0001467373-18-000270 · wf-form4_153367314496725.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,707 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| July 20, 2018 Filed Jul 23, 2018 20:16 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,000 | $166.66 | $166,656.00 |
DisclosureSEC source: 0001467373-18-000250 · wf-form4_153237700212144.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: 5,000 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 $166.47 to $166.81. 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 20, 2018 Filed Jul 23, 2018 20:16 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,000 | $166.66 | $166,658.00 |
DisclosureSEC source: 0001467373-18-000250 · wf-form4_153237700212144.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,561 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 $166.47 to $166.81. 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 05, 2018 Filed Jul 9, 2018 12:43 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 145 | $164.01 | $23,780.73 |
DisclosureSEC source: 0001467373-18-000241 · wf-form4_153114019282459.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,561 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 20:42 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 151 | $159.71 | $24,115.46 |
DisclosureSEC source: 0001467373-18-000217 · wf-form4_152831771408906.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,416 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| May 15, 2018 Filed May 17, 2018 21:56 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000201 · wf-form4_152659419074056.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,265 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, 2018 Filed May 11, 2018 20:38 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 100 | $156.98 | $15,698.00 |
DisclosureSEC source: 0001467373-18-000193 · wf-form4_152607106892994.xml · nonDerivative · entry 6 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 6,000 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| May 10, 2018 Filed May 11, 2018 20:38 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 700 | $156.31 | $109,413.99 |
DisclosureSEC source: 0001467373-18-000193 · wf-form4_152607106892994.xml · nonDerivative · entry 5 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 6,100 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 $155.81 to $156.69. 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, 2018 Filed May 11, 2018 20:38 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 200 | $154.95 | $30,990.00 |
DisclosureSEC source: 0001467373-18-000193 · wf-form4_152607106892994.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: 6,800 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 $154.66 to $155.24. 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, 2018 Filed May 11, 2018 20:38 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 100 | $156.98 | $15,698.00 |
DisclosureSEC source: 0001467373-18-000193 · wf-form4_152607106892994.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,225 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| May 10, 2018 Filed May 11, 2018 20:38 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 700 | $156.31 | $109,413.99 |
DisclosureSEC source: 0001467373-18-000193 · wf-form4_152607106892994.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,325 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 $155.81 to $156.69. 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, 2018 Filed May 11, 2018 20:38 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 200 | $154.95 | $30,990.00 |
DisclosureSEC source: 0001467373-18-000193 · wf-form4_152607106892994.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,025 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 $154.66 to $155.24. 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, 2018 Filed May 8, 2018 12:34 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 160 | $152.15 | $24,344.40 |
DisclosureSEC source: 0001467373-18-000188 · wf-form4_152578288172695.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,225 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 20:40 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 300 | $154.96 | $46,488.00 |
DisclosureSEC source: 0001467373-18-000176 · wf-form4_152451602046407.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: 7,000 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 $154.81 to $155.07. 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 19, 2018 Filed Apr 23, 2018 20:40 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 700 | $154.00 | $107,796.99 |
DisclosureSEC source: 0001467373-18-000176 · wf-form4_152451602046407.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: 7,300 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 $153.69 to $154.31. 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 |
| April 19, 2018 Filed Apr 23, 2018 20:40 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 300 | $154.96 | $46,488.00 |
DisclosureSEC source: 0001467373-18-000176 · wf-form4_152451602046407.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,065 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 $154.81 to $155.07. 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 19, 2018 Filed Apr 23, 2018 20:40 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 700 | $154.00 | $107,796.99 |
DisclosureSEC source: 0001467373-18-000176 · wf-form4_152451602046407.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,365 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 $153.69 to $154.31. 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 |
| April 05, 2018 Filed Apr 6, 2018 20:37 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 167 | $151.04 | $25,223.68 |
DisclosureSEC source: 0001467373-18-000158 · wf-form4_152304699800905.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,065 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:35 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 157 | $158.33 | $24,857.03 |
DisclosureSEC source: 0001467373-18-000126 · wf-form4_152037208956540.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,898 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 21:21 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 489 | $155.82 | $76,194.12 |
DisclosureSEC source: 0001467373-18-000116 · wf-form4_151855684710103.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: 8,000 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 $155.56 to $155.99. 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 12, 2018 Filed Feb 13, 2018 21:21 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 511 | $155.00 | $79,206.89 |
DisclosureSEC source: 0001467373-18-000116 · wf-form4_151855684710103.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: 8,489 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 $154.54 to $155.51. 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 12, 2018 Filed Feb 13, 2018 21:21 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 300 | $155.73 | $46,719.99 |
DisclosureSEC source: 0001467373-18-000116 · wf-form4_151855684710103.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,741 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 $155.67 to $155.80. 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 12, 2018 Filed Feb 13, 2018 21:21 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 700 | $155.08 | $108,556.00 |
DisclosureSEC source: 0001467373-18-000116 · wf-form4_151855684710103.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,041 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 $154.45 to $155.44. 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, 2018 Filed Feb 7, 2018 14:09 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 170 | $155.00 | $26,350.00 |
DisclosureSEC source: 0001467373-18-000071 · wf-form4_151801257746901.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,741 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:29 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 2,292 | $160.34 | $367,487.82 |
DisclosureSEC source: 0001467373-18-000062 · wf-form4_151786617568126.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,571 Read SEC document |
| January 18, 2018 Filed Jan 19, 2018 14:20 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,000 | $160.30 | $160,296.00 |
DisclosureSEC source: 0001467373-18-000047 · wf-form4_151637161258514.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: 9,000 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 $160.10 to $160.65. 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 18, 2018 Filed Jan 19, 2018 14:20 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,000 | $160.30 | $160,296.00 |
DisclosureSEC source: 0001467373-18-000047 · wf-form4_151637161258514.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,863 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 $160.10 to $160.65. 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, 2018 Filed Jan 9, 2018 21:24 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 1,500 | $156.93 | $235,387.50 |
DisclosureSEC source: 0001467373-18-000040 · wf-form4_151553306981933.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,863 Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 21:24 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000040 · wf-form4_151553306981933.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,363 F2 · shares: Grant made pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 21:24 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 2,088 | $156.93 | $327,659.40 |
DisclosureSEC source: 0001467373-18-000040 · wf-form4_151553306981933.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,372 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 21:24 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 1,024 | $153.83 | $157,516.80 |
DisclosureSEC source: 0001467373-18-000019 · wf-form4_151501463493473.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,284 Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 21:24 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 4,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000019 · wf-form4_151501463493473.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,308 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, 2017 Filed Dec 7, 2017 13:57 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 156 | $147.63 | $23,030.67 |
DisclosureSEC source: 0001467373-17-000496 · wf-form4_151265503660190.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,433 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 21:21 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 89 | $144.34 | $12,846.04 |
DisclosureSEC source: 0001467373-17-000471 · wf-form4_151095370350302.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,277 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:21 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000471 · wf-form4_151095370350302.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,366 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 21:21 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 155 | $143.90 | $22,303.73 |
DisclosureSEC source: 0001467373-17-000463 · wf-form4_151008970270019.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,105 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 20:26 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 9,581 | $139.95 | $1,340,860.95 |
DisclosureSEC source: 0001467373-17-000449 · wf-form4_150913596541350.xml · nonDerivative · entry 4 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,950 Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 20:26 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 20,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000449 · wf-form4_150913596541350.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,531 Read SEC document |
| October 23, 2017 Filed Oct 27, 2017 20:26 UTC | Accenture plc ACN · Entity 2893 | GiftClass A ordinary shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000449 · wf-form4_150913596541350.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: 10,000 Read SEC document |
| October 23, 2017 Filed Oct 27, 2017 20:26 UTC | Accenture plc ACN · Entity 2893 | GiftClass A ordinary shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000449 · wf-form4_150913596541350.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,151 Read SEC document |
| October 20, 2017 Filed Oct 23, 2017 20:30 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $138.94 | $152,835.10 |
DisclosureSEC source: 0001467373-17-000424 · wf-form4_150879063172778.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: 0 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 $138.66 to $139.24. 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 20, 2017 Filed Oct 23, 2017 20:30 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $138.94 | $152,834.99 |
DisclosureSEC source: 0001467373-17-000424 · wf-form4_150879063172778.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,151 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 $138.66 to $139.24. 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, 2017 Filed Oct 10, 2017 12:56 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 166 | $135.82 | $22,546.12 |
DisclosureSEC source: 0001467373-17-000418 · wf-form4_150764018176737.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,251 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 20:28 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $135.06 | $148,569.96 |
DisclosureSEC source: 0001467373-17-000399 · wf-form4_150706250057497.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: 1,100 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 $134.71 to $135.47. 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 02, 2017 Filed Oct 3, 2017 20:28 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $135.06 | $148,562.04 |
DisclosureSEC source: 0001467373-17-000399 · wf-form4_150706250057497.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,085 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 $134.71 to $135.47. 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 20:35 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 172 | $129.75 | $22,316.14 |
DisclosureSEC source: 0001467373-17-000378 · wf-form4_150473010129638.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,185 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| August 10, 2017 Filed Aug 10, 2017 20:53 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $129.26 | $142,184.02 |
DisclosureSEC source: 0001467373-17-000372 · wf-form4_150239839733958.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: 2,200 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 $128.99 to $129.53. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.