| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Accenture plc | Director | Class A ordinary shares | 8.48K | $2.13M | $250.77 | 14 Nov 2025 | Direct |
| SCHWAB CHARLES CORP | Director | Common Stock | 18.6K | $1.48M | $79.38 | 27 May 2025 | by Trust |
| SCHWAB CHARLES CORP | Director | Common Stock | 10.7K | $847K | $79.38 | 27 May 2025 | Direct |
| Cerence Inc. | Director | Common Stock | 63.5K | $635 | $0.01 | 13 Feb 2025 | Direct |
| SCHWAB CHARLES CORP | Director | Nonqualified Stock Option (right to buy) | 3.65K | 27 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| ACN | Accenture plc | 14 Nov 2025 | 1 | $0 | 4 | Director | 18 Nov 2025, 16:21 |
| ACN | Accenture plc | 15 Aug 2025 | 1 | $990 | 4 | Director | 18 Aug 2025, 16:18 |
| SCHW | SCHWAB CHARLES CORP | 27 May 2025 | 2 | $0 | 4 | Director | 29 May 2025, 18:56 |
| ACN | Accenture plc | 15 May 2025 | 1 | $0 | 4 | Director | 16 May 2025, 16:41 |
| ACN | Accenture plc | 14 Feb 2025 | 2 | -$778 | 4 | Director | 18 Feb 2025, 16:30 |
| CRNC | Cerence Inc. | 13 Feb 2025 | 1 | $99.60 | 4 | Director | 18 Feb 2025, 17:16 |
| ACN | Accenture plc | 06 Feb 2025 | 1 | $0 | 4 | Director | 07 Feb 2025, 16:25 |
| ACN | Accenture plc | 31 Jan 2025 | 1 | -$91.2K | 4 | Director | 04 Feb 2025, 16:18 |
| SCHW | SCHWAB CHARLES CORP | 23 Jan 2025 | 3 | -$433K | 4 | Director | 27 Jan 2025, 21:06 |
| ACN | Accenture plc | 15 Nov 2024 | 1 | $0 | 4 | Director | 19 Nov 2024, 08:58 |
| ACN | Accenture plc | 15 Aug 2024 | 1 | $0 | 4 | Director | 16 Aug 2024, 16:16 |
| SCHW | SCHWAB CHARLES CORP | 28 May 2024 | 2 | $0 | 4 | Director | 30 May 2024, 19:40 |
| ACN | Accenture plc | 15 May 2024 | 1 | $0 | 4 | Director | 17 May 2024, 09:11 |
| SCHW | SCHWAB CHARLES CORP | 16 Apr 2024 | 3 | -$231K | 4 | Director | 18 Apr 2024, 21:29 |
| ACN | Accenture plc | 15 Feb 2024 | 2 | -$745 | 4 | Director | 20 Feb 2024, 09:25 |
| CRNC | Cerence Inc. | 15 Feb 2024 | 1 | $72.00 | 4 | Director | 16 Feb 2024, 20:00 |
| ACN | Accenture plc | 01 Feb 2024 | 1 | -$115K | 4 | Director | 05 Feb 2024, 09:18 |
| ACN | Accenture plc | 31 Jan 2024 | 1 | $0 | 4 | Director | 01 Feb 2024, 17:04 |
| ACN | Accenture plc | 15 Nov 2023 | 1 | $0 | 4 | Director | 16 Nov 2023, 19:15 |
| ACN | Accenture plc | 15 Aug 2023 | 1 | $0 | 4 | Director | 16 Aug 2023, 16:27 |
| SCHW | SCHWAB CHARLES CORP | 22 May 2023 | 2 | $0 | 4 | Director | 24 May 2023, 20:03 |
| ACN | Accenture plc | 15 May 2023 | 1 | $0 | 4 | Director | 16 May 2023, 16:19 |
| ACN | Accenture plc | 15 Feb 2023 | 2 | -$285 | 4 | Director | 17 Feb 2023, 08:20 |
| CRNC | Cerence Inc. | 09 Feb 2023 | 1 | $54.20 | 4 | Director | 13 Feb 2023, 15:47 |
| ACN | Accenture plc | 01 Feb 2023 | 1 | $0 | 4 | Director | 02 Feb 2023, 15:53 |
| ACN | Accenture plc | 26 Jan 2023 | 1 | -$34K | 4 | Director | 30 Jan 2023, 15:18 |
| ACN | Accenture plc | 15 Nov 2022 | 1 | $0 | 4 | Director | 17 Nov 2022, 16:51 |
| ACN | Accenture plc | 15 Aug 2022 | 1 | $0 | 4 | Director | 17 Aug 2022, 16:37 |
| SCHW | SCHWAB CHARLES CORP | 19 May 2022 | 2 | $0 | 4 | Director | 23 May 2022, 16:55 |
| ACN | Accenture plc | 13 May 2022 | 1 | $0 | 4 | Director | 17 May 2022, 09:02 |
| ACN | Accenture plc | 15 Feb 2022 | 2 | -$661 | 4 | Director | 17 Feb 2022, 16:06 |
| ACN | Accenture plc | 03 Feb 2022 | 1 | -$113K | 4 | Director | 04 Feb 2022, 16:04 |
| CRNC | Cerence Inc. | 02 Feb 2022 | 1 | $18.20 | 4 | Director | 04 Feb 2022, 15:53 |
| ACN | Accenture plc | 26 Jan 2022 | 1 | $0 | 4 | Director | 27 Jan 2022, 16:20 |
| ACN | Accenture plc | 15 Nov 2021 | 1 | $0 | 4 | Director | 16 Nov 2021, 16:12 |
| ACN | Accenture plc | 13 Aug 2021 | 1 | $0 | 4 | Director | 17 Aug 2021, 08:57 |
| SCHW | SCHWAB CHARLES CORP | 28 May 2021 | 5 | -$1.05M | 4 | Director | 28 May 2021, 15:18 |
| SCHW | SCHWAB CHARLES CORP | 17 May 2021 | 2 | $0 | 4 | Director | 19 May 2021, 17:47 |
| ACN | Accenture plc | 14 May 2021 | 1 | $0 | 4 | Director | 17 May 2021, 17:40 |