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Held by 664 of 2,417 reporting institutions (99th percentile) — extremely crowded.
Data as of Q3 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Ranked against 17 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-09-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MA | $556.9B | 38.5× | — | 17.0× | 16.4% | — | 45.6% | 193% | 56.0% | — | 1,282 |
| BABA | $247.6B | 124.4× | — | 1.7× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 328 |
| ACN | $151.3B | 18.2× | 12.4× | 2.0× | 6.5% | 32.0% | 11.3% | 26.5% | 20.1% | -0.2× | 664 |
| UBER | $134.3B | 13.9× | 21.9× | 2.6× | 18.3% | — | 19.3% | 37.2% | 26.8% | 0.5× | 714 |
| PDD | $112.8B | 33.6× | 7.3× | 1.8× | 14.5% | 56.3% | 22.7% | 23.7% | 23.7% | -1.2× | 82 |
| MELI | $84.2B | 42.1× | — | 2.9× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 406 |
| DASH | $77.6B | 84.0× | 49.8× | 5.7× | 27.9% | — | 6.8% | 9.3% | 9.3% | -3.0× | 277 |
| EBAY | $53.9B | 27.9× | 19.6× | 4.9× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | -0.4× | 360 |
| PYPL | $47.3B | 10.5× | 7.0× | 1.4× | 4.3% | — | 15.8% | 25.8% | 17.3% | 0.3× | 408 |
| MSCI | $45.0B | 39.4× | 29.2× | 14.3× | 9.7% | — | 38.4% | -45.3% | 33.9% | 3.3× | 260 |
| CPAY | $26.1B | 26.5× | 17.4× | 5.8× | 13.9% | — | 23.6% | 27.5% | 6.2% | 5.2× | 206 |
| FISV | $25.8B | 7.7× | 4.0× | 1.2× | 3.6% | — | 16.4% | 13.5% | 12.9% | 0.1× | 303 |
| TCOM | $24.3B | — | 9.8× | 2.7× | 22.2% | 80.6% | 53.4% | 19.5% | 16.5% | -0.6× | — |
| GPN | $22.7B | 14.8× | 12.0× | 2.9× | -0.4% | 72.6% | 18.2% | 6.1% | 3.2% | 4.4× | 230 |
| BR | $20.1B | 18.6× | — | 2.7× | 8.5% | 31.8% | 15.0% | 39.6% | 18.4% | — | 296 |
| FIS | $19.2B | 51.1× | 8.4× | 1.8× | 5.4% | 36.9% | 3.6% | 2.7% | 1.5% | 3.1× | 205 |
| RBA | $16.4B | 43.3× | 15.2× | 3.6× | 7.2% | — | 9.3% | 7.7% | 5.4% | 1.6× | 121 |
| FICO | $15.3B | 26.7× | 19.4× | 7.7× | 15.9% | 82.2% | 32.7% | -37.3% | 49.8% | 3.1× | 157 |
Peers = companies sharing ACN's sector (Services-Business Services, NEC) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Solve the discounted cash flow backwards, then stress-test the assumptions.
Average free cash flow across the last 3 positive fiscal years (FY2024, FY2025, FY2026). Smooths the cycle. Stock compensation is NOT charged — it is added back inside operating cash flow.
To be worth $258.24 today, the market must believe free cash flow compounds 0.6%/yr for a decade (off $10.37B on the 3-yr avg basis).
On the basis ($8.32B) the requirement is 3.5%/yr. Shares issued to employees are added back in operating cash flow, so this basis treats them as free.
The market's 0.6% is more conservative than its 9-yr track record.
Default is 8.4% — this company's computed cost of capital (computed WACC), the same rate the Analysis tab discounts at.
2-stage DCF · 0.61B shares (market data) · net debt -$2.72B
mean 11.7% · volatility σ 11% · implied rate exceeded in 8/9 yrs
Central path = implied 0.6%/yr growth; shaded band = ±1σ (11%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $7.52B buybacks = $7.52B returned on $11.62B FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 20%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $12.83B covers all $10.00B of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2026-08-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~3.0% on $10.11B of debt.
Cash of $12.83B fully covers short-term debt of $113.1M.
Mostly short-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-10-30
How a revenue dollar becomes profit — FY2026
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $74.18B 100.0% | $69.67B 100.0% | $64.90B 100.0% | $64.11B 100.0% | $61.59B 100.0% | $50.53B 100.0% | $44.33B 100.0% | $43.22B 100.0% | $40.99B 100.0% | $36.18B 100.0% |
| Cost of Revenue | $50.41B 68.0% | $47.44B 68.1% | $43.73B 67.4% | $43.38B 67.7% | $41.89B 68.0% | $34.17B 67.6% | $30.35B 68.5% | $29.90B 69.2% | $28.50B 69.5% | $25.11B 69.4% |
| Cost of Services | — | — | — | — | — | — | — | — | $27.13B 66.2% | $23.82B 65.8% |
| Research & Development | $1.01B 1.4% | $817.3M 1.2% | $1.15B 1.8% | $1.30B 2.0% | $1.12B 1.8% | $1.12B 2.2% | $870.6M 2.0% | $799.7M 1.9% | $790.8M 1.9% | $704.3M 1.9% |
| Selling, General & Admin | $4.82B 6.5% | $4.35B 6.2% | $4.28B 6.6% | $4.28B 6.7% | $4.23B 6.9% | $3.45B 6.8% | $2.84B 6.4% | $2.56B 5.9% | $2.40B 5.9% | $2.13B 5.9% |
| Total Operating Expenses | $62.78B 84.6% | $59.45B 85.3% | $55.30B 85.2% | $55.30B 86.3% | $52.23B 84.8% | $42.91B 84.9% | $37.81B 85.3% | $36.91B 85.4% | $35.09B 85.6% | $30.99B 85.6% |
| Operating Income | $11.41B 15.4% | $10.23B 14.7% | $9.60B 14.8% | $8.81B 13.7% | $9.37B 15.2% | $7.62B 15.1% | $6.51B 14.7% | $6.31B 14.6% | $5.90B 14.4% | $5.19B 14.4% |
| Interest Expense | $303.4M 0.4% | $228.6M 0.3% | $59.0M 0.1% | $47.5M 0.1% | $47.3M 0.1% | $59.5M 0.1% | $33.1M 0.1% | $23.0M 0.1% | $19.5M 0.0% | $15.5M 0.0% |
| Interest & Investment Income | $363.2M 0.5% | $336.3M 0.5% | $272.3M 0.4% | $280.4M 0.4% | $45.1M 0.1% | $33.4M 0.1% | $69.3M 0.2% | $87.5M 0.2% | $56.3M 0.1% | $37.9M 0.1% |
| Other Income (Expense), net | -$93.6M -0.1% | -$63.0M -0.1% | -$109.8M -0.2% | $96.6M 0.2% | -$72.5M -0.1% | $165.7M 0.3% | $224.4M 0.5% | -$117.8M -0.3% | -$127.5M -0.3% | -$87.7M -0.2% |
| Pretax Income | $11.37B 15.3% | $10.27B 14.7% | $9.70B 14.9% | $9.14B 14.3% | $9.20B 14.9% | $7.76B 15.4% | $6.77B 15.3% | $6.25B 14.5% | $5.81B 14.2% | $4.62B 12.8% |
| Income Tax Expense | $2.85B 3.8% | $2.44B 3.5% | $2.28B 3.5% | $2.14B 3.3% | $2.21B 3.6% | $1.77B 3.5% | $1.59B 3.6% | $1.41B 3.3% | $1.59B 3.9% | $981.1M 2.7% |
| Net Income | $8.37B 11.3% | $7.68B 11.0% | $7.26B 11.2% | $6.87B 10.7% | $6.88B 11.2% | $5.91B 11.7% | $5.11B 11.5% | $4.78B 11.1% | $4.06B 9.9% | $3.45B 9.5% |
| Per Share | ||||||||||
| EPS (Basic) | $13.66 | $12.29 | $11.57 | $10.90 | $10.87 | $9.31 | $8.03 | $7.49 | $6.46 | $5.56 |
| EPS (Diluted) | $13.56 | $12.15 | $11.44 | $10.77 | $10.71 | $9.16 | $7.89 | $7.36 | $6.34 | $5.44 |
| Weighted Avg Shares (Basic) | 612.5M | 624.9M | 627.9M | 630.6M | 632.8M | 634.7M | 636.3M | 638.1M | 628.5M | 620.1M |
| Weighted Avg Shares (Diluted) | 617.5M | 632.4M | 635.9M | 638.6M | 642.8M | 645.9M | 647.8M | 650.2M | 655.3M | 660.5M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
EOD close · as of 2026-10-30
Where each multiple sits in its own 15-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 15-yr history.
Is the profit real, and how strong is the balance sheet?
FY2026 · every deduction from revenue to net income
DuPont — the three levers
ROE 27% against ROIC 20% — 6% of the return on equity comes from leverage and buybacks rather than from the operating business.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 1.8× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 69.2 | 68.5 | 67.6 | 68.0 | 67.7 | 67.4 | 68.1 | 68.0 |
| R&D | 1.9 | 2.0 | 2.2 | 1.8 | 2.0 | 1.8 | 1.2 | 1.4 |
| SG&A | 5.9 | 6.4 | 6.8 | 6.9 | 6.7 | 6.6 | 6.2 | 6.5 |
| Operating Income | 14.6 | 14.7 | 15.1 | 15.2 | 13.7 | 14.8 | 14.7 | 15.4 |
| Income Tax | 3.3 | 3.6 | 3.5 | 3.6 | 3.3 | 3.5 | 3.5 | 3.8 |
| Net Income | 11.1 | 11.5 | 11.7 | 11.2 | 10.7 | 11.2 | 11.0 | 11.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ACN: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
Earns 19.1pts above its cost of capital, positive in 5 of the last 5 years.
| Period | ROIC | Cost of capital | Spread |
|---|---|---|---|
| FY2020 | 38.2% | 8.4% (today's — no rate published for this year) | 29.7pts |
| FY2021 | 36.4% | 8.4% (today's — no rate published for this year) | 28.0pts |
| FY2022 | 37.9% | 8.1% | 29.8pts |
| FY2023 | 31.7% | 9.6% | 22.1pts |
| FY2024 | 25.4% | 9.4% | 16.0pts |
| FY2025 | 26.5% | 7.9% | 18.6pts |
| FY2026 | 25.8% | 8.2% | 17.6pts |
| Now | 20.1% | 8.4% | 11.6pts |
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2017 | 30.6% | 14.4% | 9.5% |
| FY2018 | 30.5% | 14.4% | 9.9% |
| FY2019 | 30.8% | 14.6% | 11.1% |
| FY2020 | 31.5% | 14.7% | 11.5% |
| FY2021 | 32.4% | 15.1% | 11.7% |
| FY2022 | 32.0% | 15.2% | 11.2% |
| FY2023 | 32.3% | 13.7% | 10.7% |
| FY2024 | 32.6% | 14.8% | 11.2% |
| FY2025 | 31.9% | 14.7% | 11.0% |
| FY2026 | 32.0% | 15.4% | 11.3% |
Leverage and buybacks account for 6 points of the 27% return on equity in FY2026. The business earns 20% on the capital it employs; the rest is balance sheet.
ROE is on average equity; ROIC is NOPAT over average invested capital (debt plus equity less excess cash). The gap is not a single adjustment.
$26.8B of goodwill — 85% of invested capital. The gap is what was paid above the fair value of what was bought; it is real capital shareholders provided, so neither bar is the whole answer. With goodwill over half the base, the ex-goodwill figure divides by a small remainder and moves sharply — read it as a direction, not a precise rate.
ROIC ex-goodwill is 187.82% against 27.55% reported — the return is earned on a capital base inflated by what was paid for acquisitions, not by the operating business alone.
Converts 1.32x of reported profit into free cash flow over 5 years, with accruals negative.
Reported free cash flow is $11.62B; after share-based compensation it is $9.52B. The difference is a real cost that the cash flow statement adds back.
Covers interest 26.3x even after a 30% EBITDA decline.
| EBITDA decline | Interest coverage |
|---|---|
| 0% | 37.59x |
| 5% | 35.71x |
| 10% | 33.83x |
| 15% | 31.96x |
| 20% | 30.08x |
| 25% | 28.20x |
| 30% | 26.32x |
| 35% | 24.44x |
| 40% | 22.56x |
| 45% | 20.68x |
| 50% | 18.80x |
| 55% | 16.92x |
| 60% | 15.04x |
Ladder as of 2026-08-31 (10-K); cash from the 2026-08-31 balance sheet; FCF from FY2026.
Balance sheet at 2026-08-31. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
The maturity schedule is not part of this verdict — its filing anchor is often older than the balance sheet it sits beside, so a wall inside 24 months may not be visible here.
At $247.22, free cash flow must compound 0.35%/yr for 10 years. It has done 7.3%/yr over 6 years.
| Fiscal year | FCF growth | Price requires |
|---|---|---|
| FY2021 | 10.2% | 0.4% |
| FY2022 | 5.1% | 0.4% |
| FY2023 | 2.0% | 0.4% |
| FY2024 | −4.2% | 0.4% |
| FY2025 | 26.2% | 0.4% |
| FY2026 | 6.9% | 0.4% |
The implied rate has been matched or beaten in 5 of the last 6 years.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
| Step | Amount | Running total |
|---|---|---|
| Net income | $8.37B | $8.37B |
| Share-based comp | $2.10B | $10.47B |
| Other non-cash & working capital | $1.90B | $12.36B |
| Operating cash flow | $12.36B | $12.36B |
| Capex | −$743M | $11.62B |
| Free cash flow | $11.62B | $11.62B |
| FCF after SBC | $9.52B | $9.52B |
| Fiscal year | Revenue growth | Receivables growth | Gap |
|---|---|---|---|
| FY2021 | 14.0% | 22.3% | 8.3 points |
| FY2022 | 21.9% | 19.2% | -2.7 points |
| FY2023 | 4.1% | 2.0% | -2.1 points |
| FY2024 | 1.2% | 11.1% | 9.8 points |
| FY2025 | 7.4% | 10.0% | 2.7 points |
| FY2026 | 6.5% | 8.8% | 2.3 points |
| Fiscal year | DSO | DIO | DPO | Cash conversion cycle |
|---|---|---|---|---|
| FY2020 | 59.2 days | not reported | 16.2 days | 43 days |
| FY2021 | 63.5 days | not reported | 24.3 days | 39.2 days |
| FY2022 | 62.1 days | not reported | 22.3 days | 39.8 days |
| FY2023 | 60.9 days | not reported | 21 days | 39.9 days |
| FY2024 | 66.8 days | not reported | 22.9 days | 43.9 days |
| FY2025 | 68.4 days | not reported | 20.7 days | 47.7 days |
| FY2026 | 69.9 days | not reported | 21.7 days | 48.2 days |
| Fiscal year | Accruals / assets |
|---|---|
| FY2020 | -8.4 percent |
| FY2021 | -7.1 percent |
| FY2022 | -5.6 percent |
| FY2023 | -5.2 percent |
| FY2024 | -3.3 percent |
| FY2025 | -5.8 percent |
| FY2026 | -5.4 percent |
Below the line, the asset base is being consumed faster than it is replaced.
Depreciation here includes amortisation of acquired intangibles — goodwill written down over time, customer lists, acquired technology. Capex does not replace those and is not meant to, so an acquisitive or asset-light company sits below 1.0 permanently and correctly. The signal is cleanest for capital-intensive businesses, where the two measure the same physical base. For that reason this informs the earnings-quality verdict but never caps it.
Last reported position per insider, carried forward. Steps can be a holding disclosed for the first time rather than a trade.
SBC is added back inside operating cash flow, so reported free cash flow treats shares issued to employees as free. Percent of revenue says how expensive the payroll is; percent of operating cash flow says how much of the cash exists only because the charge was added back. The buyback offset is buybacks over SBC — below 1.0 the repurchase does not cover the shares issued.
Figures are the latest fiscal year (FY2026) from the company's own filings, not a trailing-twelve-month window — Q2 reads fiscal years throughout so the cash-conversion ratios and these share one basis. A blank is a line the filer did not report; it is never read as zero.
| Date | Insider | What it was | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-26 | Price Paula A Director | Open-market buy | 800 | $249.81 | $200k |
| 2026-10-26 | 2 co-filers Chair and CEO | Open-market buy | 2,100 | $245.11 | $515k |
| 2026-10-26 | 2 co-filers Chair and CEO | Open-market buy | 10,100 | $246.17 | $2.5m |
| 2026-10-22 | 2 co-filers Co-CEO Asia Pacific | Open-market sale | 4,742 | $244.73 | $1.2m |
| 2026-10-22 | Burgum Melissa A Chief Accounting Officer | 10b5-1 plan sale | 811 | $250.00 | $203k |
| 2026-10-22 | 2 co-filers Co-CEO Asia Pacific | Open-market sale | 1,102 | $245.28 | $270k |
| 2026-10-20 | Egawa Atsushi Co-CEO Asia Pacific | Grant | 3,194 | $0.00 | $0 |
| 2026-10-20 | Sekido Ryoji Co-CEO Asia Pacific | Grant | 3,194 | $0.00 | $0 |
| 2026-10-20 | 2 co-filers Chief Financial Officer | Grant | 793 | $0.00 | $0 |
| 2026-10-20 | 2 co-filers Strategy/Reinvention Svcs Ofcr | Grant | 10,211 | $0.00 | $0 |
| 2026-10-20 | 2 co-filers Chief Executive Officer-EMEA | Grant | 3,194 | $0.00 | $0 |
| 2026-10-20 | 2 co-filers General Counsel, Corp Sec, CRO | Grant | 8,297 | $0.00 | $0 |
| 2026-10-20 | 2 co-filers Chair and CEO | Grant | 38,302 | $0.00 | $0 |
| 2026-10-20 | 2 co-filers Chief Operating Officer | Grant | 1,793 | $0.00 | $0 |
| 2026-10-20 | 2 co-filers Chief Accounting Officer | Grant | 925 | $0.00 | $0 |
| 2026-10-20 | 2 co-filers CEO-Americas | Grant | 10,211 | $0.00 | $0 |
| 2026-10-20 | 2 co-filers General Counsel, Corp Sec, CRO | Tax withholding | 3,676 | $240.75 | $885k |
| 2026-10-20 | 2 co-filers Chief Operating Officer | Tax withholding | 645 | $240.75 | $155k |
| 2026-10-20 | 2 co-filers Chief Executive Officer-EMEA | Tax withholding | 1,203 | $240.75 | $290k |
| 2026-10-20 | 2 co-filers Chief Financial Officer | Tax withholding | 358 | $240.75 | $86k |
| 2026-10-20 | 2 co-filers Strategy/Reinvention Svcs Ofcr | Tax withholding | 5,647 | $240.75 | $1.4m |
| 2026-10-20 | 2 co-filers CEO-Americas | Tax withholding | 5,186 | $240.75 | $1.2m |
| 2026-10-20 | 2 co-filers Chair and CEO | Tax withholding | 18,788 | $240.75 | $4.5m |
| 2026-10-20 | 2 co-filers Chief Accounting Officer | Tax withholding | 401 | $240.75 | $97k |
| 2026-10-12 | 5 co-filers Chief Operating Officer | 10b5-1 plan sale | 1 | $210.80 | $211 |
| 2026-10-12 | 5 co-filers Chief Operating Officer | 10b5-1 plan sale | 219 | $213.21 | $47k |
| 2026-10-12 | 5 co-filers Chief Operating Officer | 10b5-1 plan sale | 242 | $214.14 | $52k |
| 2026-10-12 | 5 co-filers Chief Operating Officer | 10b5-1 plan sale | 206 | $215.13 | $44k |
| 2026-10-12 | 5 co-filers Chief Operating Officer | 10b5-1 plan sale | 32 | $216.36 | $7k |
| 2026-10-08 | Hogan Catherine Kiernan Chief Operating Officer | 10b5-1 plan sale | 1,320 | $200.00 | $264k |
| 2026-10-05 | Burgum Melissa A Chief Accounting Officer | Grant | 101 | $196.75 | $20k |
| 2026-10-05 | Sweet Julie Spellman Chair and CEO | Grant | 197 | $196.75 | $39k |
| 2026-10-05 | Unruch Joel General Counsel/Corp Secretary | Grant | 140 | $196.75 | $28k |
| 2026-10-05 | Walsh John F CEO-The Americas | Grant | 139 | $196.75 | $27k |
| 2026-10-05 | Sharma Manish Chief Strategy & Services Ofcr | Grant | 93 | $196.75 | $18k |
| 2026-10-05 | Park Angie Y Chief Financial Officer | Grant | 140 | $196.75 | $28k |
| 2026-10-05 | Hogan Catherine Kiernan Chief Operating Officer | Grant | 109 | $196.75 | $21k |
| 2026-10-05 | Clifford Katherine Lee Chief Leadership & HR Officer | Grant | 89 | $196.75 | $18k |
| 2026-09-05 | Unruch Joel General Counsel/Corp Secretary | Grant | 145 | $189.09 | $27k |
| 2026-09-05 | Clifford Katherine Lee Chief Leadership & HR Officer | Grant | 92 | $189.09 | $17k |
Every row is classified by what it MEANT, not by its SEC code. A code is not a meaning: code P (“purchase”) also covers dividend reinvestment and employee stock purchase plans, and code S (“sale”) also covers 10b5-1 plan sales scheduled months earlier and option exercises sold the same day.
Across 30 days of all filings, $5.08bn of insider selling contained $3.50bn of plan sales and $0.46bn of exercise-and-sell. Only 29% was discretionary. Reading an unclassified feed badly overstates how much insiders decided.
Buys and sales are counted separately and never netted. They are different decisions by different people; a company where one officer bought while another sold is not “neutral”.
The holding line carries each insider's last reported position forward, so it shows the total held rather than a sawtooth of whoever traded that day. It covers only insiders who filed in the window.
“Filed late” counts calendar days past the two-business-day deadline with five days' grace, so a Thursday or Friday trade crossing a weekend is never flagged. It describes the company's filing discipline, not the trade.
Insider activity is descriptive. Nothing here is investment advice.