BLOG / 🇺🇸 United States / index intelligence · · daily

S&P 500 Technology Sector SEC Filings — October 22, 2026

USA S&P 500 Technology

By Gunpowder Editorial ·

16 high priority 5 medium priority 21 total filings analysed

Executive Summary

Across the 21 filings in the USA S&P 500 Technology stream, the dominant theme is strong semiconductor-equipment and hardware momentum alongside a more mixed picture in legacy IT and software.

Lam Research delivered record results with revenue of $8.22B (up 54% YoY per its 10-Q, 22% QoQ per its 8-K) and operating margin of 40.0%, but a 46% QoQ jump in tax expense trimmed net income growth relative to pre-tax growth. Texas Instruments posted revenue of $6.06B (up 28% YoY) and EPS up 77%, yet capital returns fell 11% YoY as buybacks dropped 61%, and its Q4 guidance band of $5.80B to $6.30B is wide. IBM showed steady top-line growth of about 5% with Software and Infrastructure leading, but IBM Z revenue fell 20% and Financing declined 4%, while $11.4B of acquisitions compressed free cash flow and cash fell about 32% YTD. Accenture filings are dominated by routine equity award vesting and tax withholding, with a cluster of Co-CEO and senior-officer share sales at roughly $240 to $250 that reads as normal liquidity rather than a clear conviction signal. Microsoft's proxy materials are governance-only, with 11 of 12 nominees independent and all four shareholder proposals recommended against. Overall, the stream reflects healthy earnings momentum in semiconductor capital equipment and semis, with cash deployment, tax normalization and legacy-segment erosion as the key watch items.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: 8-K · DEF 14A · DEFA14A · 10-Q · Form 4

Tracking the trend? Catch up on the prior S&P 500 Technology Sector SEC Filings digest from October 21, 2026.

Investment Signals (10)

  • Lam Research ↓ (BULLISH)
    ▲

    Revenue $8.22B, up 54.4% YoY (10-Q) and 22% QoQ, with GAAP operating margin of 40.0% (up 260 bps QoQ) and diluted EPS $2.19 vs $1.24 a year ago; Dec-quarter guide of $8.60B +/-$400M signals continued momentum

  • Texas Instruments ↓ (BULLISH)
    ▲

    Q3 revenue $6.06B (+28% YoY) and net income +78% YoY, trailing-12-month FCF of $8.4B, with long-term debt reduced to $12.9B after a $500M repayment

  • Texas Instruments ↓ (BEARISH)
    ▲

    Total shareholder cash return fell 11% YoY to $5.8B as buybacks dropped 61%, and Q3 capex fell to $463M from $1,197M, which flatters FCF and warrants checking capital-allocation intent

  • IBM (BULLISH)
    ▲

    Revenue +5% (6% constant currency), Software +8%, and management raised the full-year FCF outlook to an increase of more than $1B YoY while holding 4-5% constant-currency growth guidance

  • IBM (BEARISH)
    ▲

    IBM Z revenue fell 20% YoY and Financing revenue fell 4% with Financing gross margin down from 45.6% to 40.7%, signaling a cyclical hardware drag inside Infrastructure

  • IBM (BEARISH)
    ▲

    Nine-month operating cash flow rose to $11.8B from $9.2B, but $11.4B of acquisitions drove net investing outflows of $13.5B and cash fell about 32% from year-end 2025 to $9.2B

  • Accenture ↓ (BEARISH)
    ▲

    Co-CEO Asia Pacific Sekido Ryoji sold 4,742 shares at $244.73 (~$1.16M) and a further 1,102 shares at $245.28 (~$270K), leaving 1,194 shares; the sales are a sizeable reduction in a leadership position

  • Accenture ↓ (NEUTRAL)
    ▲

    Chair and CEO Sweet Julie Spellman had 18,788 shares withheld for taxes (~$4.52M) on a 38,302-share award, a tax-withholding event rather than an open-market sale, so it is not a conviction signal either way

  • Arista Networks ↓ (BEARISH)
    ▲

    President and CTO Duda Kenneth sold 6,487 shares at $180.93 (~$1.17M) under a 10b5-1 plan after exercising 17,333 options at $14.15, while retaining 432,400 shares, a modest trim against a large holding

  • Apple ↓ (NEUTRAL)
    ▲

    SVP and General Counsel Newstead Jennifer sold 2,399 shares at $339.62 (~$815K) under a 10b5-1 plan, retaining 34,795 shares, a routine-scale sale

Risk Flags (9)

  • Lam Research/Tax Normalization↓ [MEDIUM RISK]
    ▼

    Income tax expense rose 46% QoQ to $559.1M (from $290.5M a year earlier), lifting the effective tax rate to about 16.9% from 15.6%, so net income (+21% QoQ) grew slower than pre-tax income (+30%)

  • Lam Research/Japan Exposure↓ [MEDIUM RISK]
    ▼

    Estimated Japan future revenue backlog fell 4.5% QoQ to $468.3M and Japan's share of revenue dropped to 9%, while operating expenses rose 5% QoQ to $1.02B

  • IBM/Legacy Hardware [HIGH RISK]
    ▼

    IBM Z revenue down 20% YoY and Automation software down 3% YoY, showing that the Infrastructure segment's mainframe cycle is turning down even as Software grows

  • IBM/Balance Sheet Deployment [HIGH RISK]
    ▼

    $11.4B of acquisitions consumed most of nine-month operating cash flow, cash and equivalents fell roughly 32% YTD, and GAAP pre-tax margin fell 30 bps to 14.6%

  • Texas Instruments/Capex and Cash Flow Quality↓ [MEDIUM RISK]
    ▼

    Q3 free cash flow was flattered by capex falling to $463M from $1,197M and CHIPS Act cash benefit dropped to $79M from $118M with no incentive proceeds received, so underlying FCF is less durable than headline results imply

  • Texas Instruments/Guidance Range↓ [MEDIUM RISK]
    ▼

    Q4 revenue guidance of $5.80B to $6.30B (a $500M range) and EPS guidance of $2.45 to $2.79 carry wide uncertainty, and EPS already reflects a 1-cent reduction not in original guidance

  • Accenture/Senior Share Sales↓ [MEDIUM RISK]
    ▼

    Multiple Co-CEO, CTO-level and senior-officer sales in the same window at roughly $240 to $250, alongside tax-withholding on large vesting events, concentrate insider selling activity in a single sector name

  • Arista Networks/Insider Selling↓ [MEDIUM RISK]
    ▼

    President and CTO Duda Kenneth sold shares across three separate filings (~$1.17M, ~$115K and ~$87K) with 20 transactions reported in total, indicating sustained rather than one-off selling

  • IBM/Financing Margin [MEDIUM RISK]
    ▼

    Financing gross margin fell from 45.6% to 40.7% on a 4% revenue decline, eroding a segment that historically supported group margins

Opportunities (6)

  • Lam Research/Semi Capex Cycle↓ (OPPORTUNITY)
    ◆

    Record revenue, 40% operating margin and a Dec-quarter guide of $8.60B imply the wafer-fab equipment upcycle is still expanding; the 54% YoY gain outpaces Texas Instruments' 28% and IBM's 5% growth

  • Texas Instruments/FCF Re-rating↓ (OPPORTUNITY)
    ◆

    Trailing-12-month FCF of $8.4B on revenue growth of 28% YoY, combined with debt reduction to $12.9B, supports a re-rating case if capex normalizes and buybacks resume

  • IBM/Software Mix Shift (OPPORTUNITY)
    ◆

    Software revenue +8% and rising FCF outlook (up more than $1B YoY) indicate the portfolio is shifting toward higher-margin recurring revenue even as hardware declines

  • IBM/Dividend Stability (OPPORTUNITY)
    ◆

    Regular quarterly dividend of $1.69 per share ($1,596M in Q3; $4,762M year-to-date) is covered by rising operating cash flow, supporting income-oriented holders

  • Accenture/Insider Accumulation Read-Through↓ (OPPORTUNITY)
    ◆

    The large award and tax-withholding activity across the leadership team at roughly $240.75 means top executives hold substantial equity, aligning incentives with shareholders; a catalyst would be open-market buying post-vesting

  • Lam Research/Cash Build↓ (OPPORTUNITY)
    ◆

    Cash and equivalents rose to $7.44B from $5.58B QoQ with total debt flat at about $3.7B, leaving room for shareholder returns or further investment

Sector Themes (6)

  • Semi Equipment and Analog Leadership Outpacing Legacy Hardware
    ◆

    Lam Research (+54% YoY) and Texas Instruments (+28% YoY) grew far faster than IBM (+5%), where the IBM Z mainframe cycle declined 20%, showing a bifurcation between AI- and fab-driven semiconductor demand and legacy enterprise hardware

  • Tax Rate Normalization Hitting Earnings Quality
    ◆

    Lam Research's tax expense more than doubled QoQ and reduced net income growth relative to pre-tax growth, a pattern to watch across other high-earning semi names as profits rise into higher tax brackets

  • Capital Allocation Shifting From Buybacks to Investment and M&A
    ◆

    Texas Instruments cut buybacks 61% and total returns 11%, while IBM deployed $11.4B into acquisitions and Lam Research built cash, indicating management teams are favoring balance sheet flexibility and strategic deals over repurchases

  • Insider Selling Concentrated in Services and Semis
    ◆

    Accenture leadership (Co-CEO Asia Pacific, CTO and senior officers) and Arista's President/CTO executed sales of roughly $87K to $1.17M each, with most Accenture activity tied to vesting and tax withholding, while Apple's single 10b5-1 sale was routine

  • Cash Flow Quality Diverging From Headline Earnings
    ◆

    Texas Instruments' FCF was boosted by capex falling to $463M and IBM's operating cash flow gains were offset by acquisitions, suggesting investors should look past reported FCF to sustainable run-rates

  • Governance Stability Across Mega-Cap Software
    ◆

    Microsoft's proxy shows 11 of 12 independent nominees, all key committees fully independent, and the board recommending against all four shareholder proposals, indicating a stable, board-aligned governance posture with no contested items

Watch List (8)

  • Lam Research/Dec-Quarter Print↓
    👁

    Revenue guide of $8.60B (+/-$400M) and non-GAAP EPS of $2.33 (+/-$0.15) for the quarter ending December 2026; watch whether the tax rate normalizes and Japan backlog stabilizes

  • Texas Instruments/Q4 Results↓
    👁

    Revenue guide of $5.80B to $6.30B and EPS of $2.45 to $2.79; key items are capex trajectory, CHIPS Act incentive receipts and whether buybacks rebound from the 61% decline

  • IBM/Full-Year FCF and Acquisition Integration
    👁

    Management's raised outlook for FCF growth above $1B YoY, plus integration of the $11.4B in acquisitions and whether IBM Z decline (-20%) stabilizes into the next hardware refresh

  • Accenture/Insider Activity Post-Vest↓
    👁

    Continued Co-CEO and senior-officer share sales around $240 to $250 and whether any open-market purchases follow the large award vesting

  • Arista Networks/10b5-1 Sales Cadence↓
    👁

    President and CTO Duda Kenneth's ongoing 10b5-1 sales (20 transactions reported) and retained holding of 432,400 shares as a gauge of continued selling pressure

  • Microsoft/2026 Annual Meeting↓
    👁

    Virtual meeting on December 8, 2026 at 8:30 a.m. PT (votes due December 7); watch say-on-pay result, the four climate and human-rights shareholder proposals, and the Board Chair/CEO separation vote

  • Apple/Routine 10b5-1 Activity↓
    👁

    SVP Newstead's 2,399-share sale is small, but continued plan-based sales from senior legal and government-affairs officers should be tracked for any acceleration

  • Accenture/Tax-Withholding Cluster↓
    👁

    Multiple officers (CEO-Americas, Chair/CEO, COO, Strategy lead) had large withholdings at $240.75; monitor whether the withheld-share volume signals a broader vesting cycle that adds to float

Filing Analyses (21)
TEXAS INSTRUMENTS INC 8-K mixed materiality 9/10

21-10-2026

Texas Instruments reported Q3 2026 revenue of $6.06B (up 28% YoY and 11% sequentially), net income of $2.43B (up 78% YoY) and diluted EPS of $2.62 (up 77% YoY), with EPS including a 1-cent reduction not in original guidance. Trailing 12-month cash flow from operations was $9.9B and free cash flow was $8.4B, while total cash returned to shareholders fell 11% YoY to $5.8B as stock repurchases dropped 61%. Q4 2026 guidance calls for revenue of $5.80B to $6.30B and EPS of $2.45 to $2.79.

  • · Quarterly cash flow from operations rose 56% YoY to $3,419M, but Q3 2026 free cash flow was affected by sharply lower capex ($463M vs $1,197M)
  • · CHIPS Act cash benefit was $79M in Q3 2026 versus $118M in Q3 2025, with no CHIPS Act incentive proceeds received in Q3 2026
  • · Long-term debt declined to $12,905M from $13,546M and $500M of debt was repaid in the quarter
  • · Other segment operating profit more than doubled to $142M despite 6% revenue decline, including acquisition and restructuring charges
  • · Treasury stock repurchases fell to $48M in Q3 from $1,611M a year earlier, while dividends per share rose to $1.42 from $1.36
INTERNATIONAL BUSINESS MACHINES CORP 8-K mixed materiality 8/10

21-10-2026

IBM reported third-quarter 2026 revenue of $17.1B, up 5% (6% at constant currency), led by Software (+8%) and Infrastructure (+4%), while Consulting was flat (+2% at constant currency). GAAP gross margin fell 50 bps to 56.8% and GAAP pre-tax margin fell 30 bps to 14.6%, though operating (non-GAAP) pre-tax margin rose 70 bps to 19.3%. Management raised its full-year free cash flow outlook to an increase of more than $1B year-over-year while maintaining 4-5% constant currency revenue growth guidance, and declared a regular quarterly dividend of $1.69 per share.

  • · IBM Z revenue declined 20% YoY (19% at constant currency), a significant drag within the Infrastructure segment
  • · Automation software revenue declined 3% YoY
  • · Financing segment revenue declined 4% YoY, with Financing gross margin falling from 45.6% to 40.7%
  • · Consulting gross margin compressed from 29.3% to 27.4% YoY
  • · Q3 2026 GAAP effective tax rate was 11.9% versus 28.2% in Q3 2025, a major driver of the 26% GAAP net income increase
  • · Cash, restricted cash and marketable securities fell $3.4B from year-end 2025 following $11.4B in 2026 acquisitions
  • · Total debt rose $2.6B year-to-date to $63.8B
  • · Q3 2026 Consulting revenue was flat (0.2% growth) in reported currency
  • · Dividend record date is November 10, 2026, with payment on December 10, 2026; IBM has paid consecutive quarterly dividends since 1916
LAM RESEARCH CORP 8-K positive materiality 9/10

21-10-2026

Lam Research reported record quarterly results for the quarter ended September 27, 2026, with revenue of $8.22 billion (up 22% QoQ and up from $5.32 billion a year earlier), U.S. GAAP operating margin of 40.0% (up 260 bps QoQ), and U.S. GAAP diluted EPS of $2.19 (up 21% QoQ). Growth was partly offset by rising operating expenses (up 5% QoQ to $1.02 billion), a 46% QoQ increase in income tax expense to $559.1 million, and a 3% QoQ decline in Japan-related future revenue backlog to $468.3 million. Guidance for the December 2026 quarter calls for revenue of $8.60 billion (±$400 million) and non-GAAP diluted EPS of $2.33 (±$0.15).

  • · Customer support-related revenue was essentially flat QoQ (+0.6%) at $2.49 billion, while systems revenue drove nearly all sequential growth.
  • · Japan's share of revenue fell to 9% and the estimated Japan future revenue backlog declined 4.5% QoQ to $468.3 million.
  • · Income tax expense more than doubled QoQ to $559.1 million, compressing the net income gain relative to pre-tax income growth (net income +21% vs. pre-tax income +30%).
  • · Operating cash flow rose sharply to $3.50 billion from $1.46 billion, but changes in operating assets and liabilities swung from a $860 million outflow to a $535 million inflow.
  • · Cash dividend declared per share increased to $0.33 from $0.26 QoQ, while treasury stock purchases reached $1.02 billion.
  • · Non-GAAP results are also disclosed, with non-GAAP diluted EPS at $2.20 (vs. $2.19 GAAP) and non-GAAP gross margin of 52.4%.
MICROSOFT CORP DEF 14A neutral materiality 4/10

21-10-2026

Microsoft's DEF 14A proxy statement for fiscal year 2026 (ended June 30, 2026) sets out board governance, committee composition, and the slate for the 2026 Annual Meeting. 11 of 12 director nominees are independent, with CEO Satya Nadella as the sole non-independent nominee; the average independent director tenure is 6.7 years (6.8 years including Nadella). Mr. Hoffman and Mr. Johnston are not seeking re-election, and John Collison is nominated for election to the Board.

  • · Board committees include the Audit and Finance, Compensation, Environmental Social and Public Policy, and Governance and Nominating committees, all composed solely of independent directors.
  • · Director Teri L. List serves on four public company audit committees, which the Board reviewed and determined does not impair her ability to serve on Microsoft's Audit and Finance Committee.
  • · Pay Governance LLC serves as the independent compensation consultant to the Compensation Committee and provides no other services to Microsoft.
  • · Independent directors hold executive sessions at each quarterly Board meeting without management present.
  • · Board committees will consider appointments for John Collison if elected at the Annual Meeting.
MICROSOFT CORP DEFA14A neutral materiality 3/10

21-10-2026

Microsoft Corporation filed a DEFA14A (definitive additional proxy materials) notifying shareholders of its 2026 Annual Meeting, to be held virtually on December 8, 2026 at 8:30 a.m. Pacific Time, with votes due by December 7, 2026. The board recommends shareholders vote FOR all 12 director nominees (including Satya Nadella), FOR the say-on-pay advisory vote on executive compensation, and FOR ratification of Deloitte & Touche LLP as auditor for fiscal year 2027, while recommending AGAINST four shareholder proposals on climate commitments, human rights due diligence, data operations in conflict hotspots, and separation of Board Chair and CEO roles. The filing contains no financial results or performance metrics.

  • · Shareholder proposals on climate commitments, human rights due diligence, data operations in human rights and conflict hotspots, and Board Chair/CEO separation are all recommended AGAINST by the board
  • · Proxy materials can be requested free of charge in paper or email form before November 24, 2026
  • · Annual Meeting to be held virtually at www.virtualshareholdermeeting.com/MSFT26
  • · Filed as definitive additional materials with no filing fee required
INTERNATIONAL BUSINESS MACHINES CORP 10-Q mixed materiality 8/10

22-10-2026

IBM reported Q3 2026 total revenue of $17,103M, up 4.7% YoY from $16,331M, with net income of $2,190M (up 25.6% from $1,744M) and diluted EPS of $2.30 versus $1.84. Nine-month revenue rose 4.9% to $50,182M, but Sales revenue growth was modest in the quarter (+6.0%) and Financing revenue declined 4.0%, while SG&A was essentially flat year-to-date (+0.2%) and free cash flow remained constrained by $11,364M in acquisitions.

  • · Nine-month net cash from operations rose to $11,791M from $9,153M, though acquisitions of $11,364M drove net investing outflows of $13,539M.
  • · Q3 cash dividends were $1.69 per share totaling $1,596M, and nine-month dividends paid were $4,762M.
  • · Cash and cash equivalents fell roughly 32% from $13,587M at year-end 2025 to $9,233M at September 30, 2026.
  • · Q3 R&D expense increased 14.2% YoY to $2,378M, outpacing revenue growth.
  • · Q3 Infrastructure Support revenue declined 3.2% and Intelligent Operations declined 2.0%, offsetting growth in Data (+15.8%) and Software (+8.3%).
  • · Total Consulting revenue was essentially flat YoY in Q3 (+0.2%) and Financing revenue fell 4.0%.
  • · Q3 gross margin improved to 56.8% from 57.3%... see note: computed as 9,714/17,103 = 56.8% in 2026 versus 9,360/16,331 = 57.3% in 2025, a modest compression.
  • · Q3 Sales gross margin fell to 79.4% from 80.5% as Sales cost of revenue grew 12.0% vs. Sales revenue growth of 6.0%.
  • · Q3 tax provision dropped to $298M from $686M, lifting net income growth well ahead of pre-tax income growth (+2.8%).
LAM RESEARCH CORP 10-Q positive materiality 9/10

22-10-2026

Lam Research reported quarterly revenue of $8,219.4 Million for the three months ended September 27, 2026, up 54.4% from $5,324.2 Million a year earlier, with net income rising 75.6% to $2,753.1 Million and diluted EPS of $2.19 versus $1.24. Gross margin expanded to 52.3% from 50.4%, and operating income grew 79.5% year over year. Growth was broad-based, though Research and development (+15.6%) and Selling, general, and administrative (+24.8%) expenses rose at a slower pace than revenue, and Other income (expense), net was essentially flat at $28.5 Million versus $30.1 Million.

  • · Income tax expense rose to $559.1 Million from $290.5 Million, lifting the effective tax rate to about 16.9% from about 15.6%, which trimmed the net income gain relative to pre-tax income growth.
  • · Cash and cash equivalents increased to $7,437.4 Million from $5,579.2 Million at June 28, 2026, while total debt (long-term debt and finance lease obligations plus current portion) remained roughly flat at about $3,735.4 Million.
  • · Accounts receivable rose to $5,658.4 Million and inventories to $4,550.5 Million, with accrued expenses and other current liabilities up to $3,287.5 Million from $2,351.5 Million, indicating working capital build alongside higher revenue.
  • · Equity-based compensation expense rose to $114.7 Million from $97.2 Million, and depreciation and amortization increased to $122.1 Million from $101.6 Million.
  • · Quarterly dividend declared was $0.33 per common share ($412.2 Million), up from $0.26 per share in the prior-year quarter.
  • · Dividends payable and accrued stock repurchase payables were $412.2 Million and $31.5 Million, respectively, at quarter end.
Accenture plc 4 negative materiality 7/10

22-10-2026

Co-CEO Asia Pacific Sekido Ryoji sold 4,742 Class A ordinary shares at $244.73 (~$1.16M). Sekido Ryoji holds 1,194 shares after the transaction.

  • · Co-CEO Asia Pacific Sekido Ryoji sold 4,742 Class A ordinary shares at $244.73 (~$1.16M)
  • · Co-CEO Asia Pacific Sekido Ryoji sold 1,102 Class A ordinary shares at $245.28 (~$270K)
Apple Inc. 4 negative materiality 5/10

22-10-2026

SVP, GC and Government Affairs Newstead Jennifer sold 2,399 Common Stock at $339.62 (~$815K). Newstead Jennifer holds 34,795 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

  • · SVP, GC and Government Affairs Newstead Jennifer sold 2,399 Common Stock at $339.62 (~$815K)
Arista Networks, Inc. 4 negative materiality 7/10

22-10-2026

President and CTO Duda Kenneth sold 6,487 Common Stock at $180.93 (~$1.17M). 20 transactions reported in total. Duda Kenneth holds 432,400 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

  • · President and CTO Duda Kenneth exercised/converted 17,333 Common Stock at $14.15 (~$245K)
  • · President and CTO Duda Kenneth sold 649 Common Stock at $177.91 (~$115K)
  • · President and CTO Duda Kenneth sold 486 Common Stock at $179.02 (~$87K)
  • · President and CTO Duda Kenneth sold 3,538 Common Stock at $180.12 (~$637K)
  • · President and CTO Duda Kenneth sold 6,487 Common Stock at $180.93 (~$1.17M)
  • · President and CTO Duda Kenneth sold 5,973 Common Stock at $181.78 (~$1.09M)
  • · President and CTO Duda Kenneth sold 200 Common Stock at $182.79 (~$36.6K)
  • · President and CTO Duda Kenneth sold 599 Common Stock at $177.91 (~$107K)
Accenture plc 4 negative materiality 3/10

22-10-2026

Chief Accounting Officer Burgum Melissa A sold 811 Class A ordinary shares at $250.00 (~$203K). Burgum Melissa A holds 9,820 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

  • · Chief Accounting Officer Burgum Melissa A sold 811 Class A ordinary shares at $250.00 (~$203K)
Accenture plc 4 neutral materiality 5/10

22-10-2026

Co-CEO Asia Pacific Sekido Ryoji was awarded 3,194 Class A ordinary shares. Sekido Ryoji holds 7,038 shares after the transaction.

  • · Co-CEO Asia Pacific Sekido Ryoji was awarded 3,194 Class A ordinary shares
Accenture plc 4 neutral materiality 5/10

22-10-2026

Co-CEO Asia Pacific Egawa Atsushi was awarded 3,194 Class A ordinary shares. Egawa Atsushi holds 15,996 shares after the transaction.

  • · Co-CEO Asia Pacific Egawa Atsushi was awarded 3,194 Class A ordinary shares
Accenture plc 4 neutral materiality 6/10

22-10-2026

General Counsel, Corp Sec, CRO Unruch Joel had withheld for taxes 3,676 Class A ordinary shares at $240.75 (~$885K). Unruch Joel holds 22,891 shares after the transaction.

  • · General Counsel, Corp Sec, CRO Unruch Joel was awarded 8,297 Class A ordinary shares
  • · General Counsel, Corp Sec, CRO Unruch Joel had withheld for taxes 3,676 Class A ordinary shares at $240.75 (~$885K)
Accenture plc 4 neutral materiality 7/10

22-10-2026

Chair and CEO Sweet Julie Spellman had withheld for taxes 18,788 Class A ordinary shares at $240.75 (~$4.52M). Sweet Julie Spellman holds 36,710 shares after the transaction.

  • · Chair and CEO Sweet Julie Spellman was awarded 38,302 Class A ordinary shares
  • · Chair and CEO Sweet Julie Spellman had withheld for taxes 18,788 Class A ordinary shares at $240.75 (~$4.52M)
Accenture plc 4 neutral materiality 3/10

22-10-2026

Chief Accounting Officer Burgum Melissa A had withheld for taxes 401 Class A ordinary shares at $240.75 (~$96.5K). Burgum Melissa A holds 10,631 shares after the transaction.

  • · Chief Accounting Officer Burgum Melissa A was awarded 925 Class A ordinary shares
  • · Chief Accounting Officer Burgum Melissa A had withheld for taxes 401 Class A ordinary shares at $240.75 (~$96.5K)
Accenture plc 4 neutral materiality 5/10

22-10-2026

Chief Executive Officer-EMEA Macchi Mauro had withheld for taxes 1,203 Class A ordinary shares at $240.75 (~$290K). Macchi Mauro holds 7,371 shares after the transaction.

  • · Chief Executive Officer-EMEA Macchi Mauro was awarded 3,194 Class A ordinary shares
  • · Chief Executive Officer-EMEA Macchi Mauro had withheld for taxes 1,203 Class A ordinary shares at $240.75 (~$290K)
Accenture plc 4 neutral materiality 4/10

22-10-2026

Chief Financial Officer Park Angie Y had withheld for taxes 358 Class A ordinary shares at $240.75 (~$86.2K). Park Angie Y holds 14,225 shares after the transaction.

  • · Chief Financial Officer Park Angie Y was awarded 793 Class A ordinary shares
  • · Chief Financial Officer Park Angie Y had withheld for taxes 358 Class A ordinary shares at $240.75 (~$86.2K)
Accenture plc 4 neutral materiality 5/10

22-10-2026

Strategy/Reinvention Svcs Ofcr Sharma Manish had withheld for taxes 5,647 Class A ordinary shares at $240.75 (~$1.36M). Sharma Manish holds 10,558 shares after the transaction.

  • · Strategy/Reinvention Svcs Ofcr Sharma Manish was awarded 10,211 Class A ordinary shares
  • · Strategy/Reinvention Svcs Ofcr Sharma Manish had withheld for taxes 5,647 Class A ordinary shares at $240.75 (~$1.36M)
Accenture plc 4 neutral materiality 6/10

22-10-2026

Chief Operating Officer Hogan Catherine Kiernan had withheld for taxes 645 Class A ordinary shares at $240.75 (~$155K). Hogan Catherine Kiernan holds 13,004 shares after the transaction.

  • · Chief Operating Officer Hogan Catherine Kiernan was awarded 1,793 Class A ordinary shares
  • · Chief Operating Officer Hogan Catherine Kiernan had withheld for taxes 645 Class A ordinary shares at $240.75 (~$155K)
Accenture plc 4 neutral materiality 6/10

22-10-2026

CEO-Americas Walsh John F had withheld for taxes 5,186 Class A ordinary shares at $240.75 (~$1.25M). Walsh John F holds 31,420 shares after the transaction.

  • · CEO-Americas Walsh John F was awarded 10,211 Class A ordinary shares
  • · CEO-Americas Walsh John F had withheld for taxes 5,186 Class A ordinary shares at $240.75 (~$1.25M)

Get daily alerts with 10 investment signals, 9 risk alerts, 6 opportunities and full AI analysis of all 21 filings

Start free trial Browse all digests

$30/mo after a 14-day free trial — no credit card required. See pricing or explore intelligence streams.

More from: S&P 500 Technology Sector SEC Filings

October 20, 2026

S&P 500 Technology Sector SEC Filings — October 20, 2026

October 19, 2026

S&P 500 Technology Sector SEC Filings — October 19, 2026

October 16, 2026

S&P 500 Technology Sector SEC Filings — October 16, 2026

October 15, 2026

S&P 500 Technology Sector SEC Filings — October 15, 2026

🇺🇸 More from United States

View all →

October 22, 2026

US Pre-Market SEC Filings Roundup — October 22, 2026

US Pre-Market SEC Filings Roundup

October 22, 2026

Nasdaq 100 Stocks SEC Filings — October 22, 2026

Nasdaq 100 Stocks SEC Filings

October 22, 2026

USA Insider Trading Pulse — October 22, 2026

USA Insider Trading Pulse

October 22, 2026

US Merger & Acquisition SEC Filings — October 22, 2026

US Merger & Acquisition SEC Filings
← All United States digests