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 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 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,013 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 |
| August 05, 2017 Filed Aug 8, 2017 13:08 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 171 | $130.11 | $22,247.96 |
DisclosureSEC source: 0001467373-17-000367 · wf-form4_150219771793642.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,113 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| July 19, 2017 Filed Jul 20, 2017 20:16 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $127.51 | $140,264.96 |
DisclosureSEC source: 0001467373-17-000335 · wf-form4_150058179256565.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: 3,300 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 $126.95 to $127.88. 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 |
| July 19, 2017 Filed Jul 20, 2017 20:16 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $127.51 | $140,264.96 |
DisclosureSEC source: 0001467373-17-000335 · wf-form4_150058179256565.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,942 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 $126.95 to $127.88. 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 |
| July 05, 2017 Filed Jul 7, 2017 12:53 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 178 | $124.39 | $22,140.53 |
DisclosureSEC source: 0001467373-17-000321 · wf-form4_149943196916684.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,042 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| June 26, 2017 Filed Jun 28, 2017 00:10 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 100 | $123.66 | $12,366.00 |
DisclosureSEC source: 0001467373-17-000294 · wf-form4_149860861493559.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: 4,400 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| June 26, 2017 Filed Jun 28, 2017 00:10 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,000 | $122.91 | $122,905.00 |
DisclosureSEC source: 0001467373-17-000294 · wf-form4_149860861493559.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: 4,500 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F2 · price: The transaction was executed in multiple trades at prices ranging from $122.63 to $123.28. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 26, 2017 Filed Jun 28, 2017 00:10 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 100 | $123.66 | $12,366.00 |
DisclosureSEC source: 0001467373-17-000294 · wf-form4_149860861493559.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,864 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| June 26, 2017 Filed Jun 28, 2017 00:10 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,000 | $122.91 | $122,905.00 |
DisclosureSEC source: 0001467373-17-000294 · wf-form4_149860861493559.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,964 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. F2 · price: The transaction was executed in multiple trades at prices ranging from $122.63 to $123.28. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 05, 2017 Filed Jun 6, 2017 20:37 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 175 | $126.21 | $22,086.77 |
DisclosureSEC source: 0001467373-17-000266 · wf-form4_149678144805904.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,964 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| May 15, 2017 Filed May 16, 2017 20:13 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 79 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000242 · wf-form4_149496556963309.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,789 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, 2017 Filed May 10, 2017 21:48 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $121.06 | $133,161.05 |
DisclosureSEC source: 0001467373-17-000212 · wf-form4_149445291435617.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: 5,500 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 $120.67 to $121.26. 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, 2017 Filed May 10, 2017 21:48 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $121.06 | $133,161.05 |
DisclosureSEC source: 0001467373-17-000212 · wf-form4_149445291435617.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,710 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 $120.67 to $121.26. 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, 2017 Filed May 8, 2017 20:12 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 184 | $121.14 | $22,290.22 |
DisclosureSEC source: 0001467373-17-000206 · wf-form4_149427435828251.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,810 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 11:16 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $120.00 | $132,000.00 |
DisclosureSEC source: 0001467373-17-000188 · wf-form4_149311896259058.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: 6,600 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 11:16 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $120.00 | $132,000.00 |
DisclosureSEC source: 0001467373-17-000188 · wf-form4_149311896259058.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,626 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 20:14 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 181 | $118.29 | $21,410.49 |
DisclosureSEC source: 0001467373-17-000180 · wf-form4_149150962726733.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,726 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| March 28, 2017 Filed Mar 28, 2017 20:53 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $120.00 | $132,000.00 |
DisclosureSEC source: 0001467373-17-000166 · wf-form4_149073438788422.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: 7,700 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| March 28, 2017 Filed Mar 28, 2017 20:53 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $120.00 | $132,000.00 |
DisclosureSEC source: 0001467373-17-000166 · wf-form4_149073438788422.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,545 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| March 05, 2017 Filed Mar 7, 2017 14:08 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 170 | $123.62 | $21,014.98 |
DisclosureSEC source: 0001467373-17-000145 · wf-form4_148889572028598.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,645 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| February 15, 2017 Filed Feb 15, 2017 22:34 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 2,200 | $120.00 | $264,000.00 |
DisclosureSEC source: 0001467373-17-000132 · wf-form4_148719806530856.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: 8,800 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 15, 2017 Filed Feb 15, 2017 22:34 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 2,200 | $120.00 | $264,000.00 |
DisclosureSEC source: 0001467373-17-000132 · wf-form4_148719806530856.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,475 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 13:52 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $120.00 | $132,000.00 |
DisclosureSEC source: 0001467373-17-000129 · wf-form4_148716675843607.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: 11,000 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 13:52 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,100 | $120.00 | $132,000.00 |
DisclosureSEC source: 0001467373-17-000129 · wf-form4_148716675843607.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,675 F1 · kind: Planned disposition of Accenture plc Class A ordinary shares pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 05, 2017 Filed Feb 6, 2017 21:18 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 187 | $114.09 | $21,333.90 |
DisclosureSEC source: 0001467373-17-000074 · wf-form4_148641589303435.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,775 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 13:55 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 2,004 | $113.54 | $227,533.16 |
DisclosureSEC source: 0001467373-17-000057 · wf-form4_148613013822551.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,588 Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 22:51 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 1,649 | $116.05 | $191,358.21 |
DisclosureSEC source: 0001467373-17-000040 · wf-form4_148374306604047.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,592 Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 22:51 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 2,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000040 · wf-form4_148374306604047.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,241 F2 · shares: Grant made pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 22:51 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 2,814 | $116.05 | $326,550.63 |
DisclosureSEC source: 0001467373-17-000040 · wf-form4_148374306604047.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,792 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Voluntary Equity Investment Program. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:31 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 1,023 | $117.27 | $119,967.21 |
DisclosureSEC source: 0001467373-17-000018 · wf-form4_148356547030668.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,978 Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:31 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 6,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000018 · wf-form4_148356547030668.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,001 F1 · kind: Represents a grant of restricted share units awarded under the Accenture plc Amended and Restated 2010 Share Incentive Plan. Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 21:22 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 170 | $117.94 | $20,048.95 |
DisclosureSEC source: 0001467373-16-001170 · wf-form4_148105932404270.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,606 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 14:17 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 92 | $116.61 | $10,728.12 |
DisclosureSEC source: 0001467373-16-001138 · wf-form4_147939222557543.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,436 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 14:17 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001138 · wf-form4_147939222557543.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,528 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| November 05, 2016 Filed Nov 8, 2016 21:23 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 168 | $117.28 | $19,703.04 |
DisclosureSEC source: 0001467373-16-001097 · wf-form4_147864017057640.xml · nonDerivative · entry 3 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,241 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. Read SEC document |
| November 02, 2016 Filed Nov 8, 2016 21:23 UTC | Accenture plc ACN · Entity 2893 | GiftClass A ordinary shares | 12,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001097 · wf-form4_147864017057640.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: 12,100 Read SEC document |
| November 02, 2016 Filed Nov 8, 2016 21:23 UTC | Accenture plc ACN · Entity 2893 | GiftClass A ordinary shares | 12,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001097 · wf-form4_147864017057640.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,073 Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 20:23 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 8,807 | $115.99 | $1,021,523.93 |
DisclosureSEC source: 0001467373-16-001070 · wf-form4_147751338076932.xml · nonDerivative · entry 2 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,173 Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 20:23 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 18,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001070 · wf-form4_147751338076932.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,980 Read SEC document |
| October 20, 2016 Filed Oct 20, 2016 21:30 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 2,500 | $116.56 | $291,388.50 |
DisclosureSEC source: 0001467373-16-001051 · wf-form4_147699904241235.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,248 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 $116.22 to $117.02. 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, 2016 Filed Oct 6, 2016 20:38 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 170 | $118.11 | $20,078.70 |
DisclosureSEC source: 0001467373-16-001044 · wf-form4_147578630352094.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,748 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 21:09 UTC | Accenture plc ACN · Entity 2893 | SaleClass A ordinary shares | 1,250 | $121.31 | $151,639.50 |
DisclosureSEC source: 0001467373-16-001029 · wf-form4_147561536719971.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,578 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 $120.91 to $121.89. 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, 2016 Filed Sep 7, 2016 11:19 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 181 | $115.75 | $20,950.77 |
DisclosureSEC source: 0001467373-16-001015 · wf-form4_147324714707514.xml · nonDerivative · entry 1 Lumb Richard · CIK 0001506719 · Group Chief Executive-Fin Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,828 F1 · shares: Purchase of Accenture plc Class A ordinary shares from Accenture pursuant to the Accenture Leader Voluntary Equity Investment Program. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.