Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MICROSOFT CORPMSFT · Entity 1016 | Director · Chief Executive Officer | September 01, 2026 | September 02, 2026 |
| Riverbed Technology, Inc.RVBD · Entity 16635 | Director | May 22, 2013 | May 24, 2013 |
| STARBUCKS CORPSBUX · Entity 2886 | Director | March 13, 2024 | March 15, 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.
MICROSOFT CORP
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 486,762.534 |
Ending reported balance
After 2026-09-01 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-09-01 · Sale · Disposed 1,040 · Balance 572,247.534 F1: This transaction was executed in multiple trades at prices ranging from $497.69 to $498.67. The price reported above reflects the weighted average purchase 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 transactions were effected. Row 2 · 2026-09-01 · Sale · Disposed 5,080 · Balance 567,167.534 F2: This transaction was executed in multiple trades at prices ranging from $498.79 to $499.78. The price reported above reflects the weighted average purchase 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 transactions were effected. Row 3 · 2026-09-01 · Sale · Disposed 24,723 · Balance 542,444.534 F3: This transaction was executed in multiple trades at prices ranging from $499.79 to $500.78. The price reported above reflects the weighted average purchase 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 transactions were effected. Row 4 · 2026-09-01 · Sale · Disposed 32,901 · Balance 509,543.534 F4: This transaction was executed in multiple trades at prices ranging from $500.79 to $501.78. The price reported above reflects the weighted average purchase 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 transactions were effected. Row 5 · 2026-09-01 · Sale · Disposed 4,520 · Balance 505,023.534 F5: This transaction was executed in multiple trades at prices ranging from $501.79 to $502.77. The price reported above reflects the weighted average purchase 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 transactions were effected. Row 6 · 2026-09-01 · Sale · Disposed 7,067 · Balance 497,956.534 F6: This transaction was executed in multiple trades at prices ranging from $502.79 to $503.78. The price reported above reflects the weighted average purchase 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 transactions were effected. Row 7 · 2026-09-01 · Sale · Disposed 9,834 · Balance 488,122.534 F7: This transaction was executed in multiple trades at prices ranging from $503.79 to $504.78. The price reported above reflects the weighted average purchase 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 transactions were effected. Row 8 · 2026-09-01 · Sale · Disposed 1,360 · Balance 486,762.534 F8: This transaction was executed in multiple trades at prices ranging from $504.82 to $505.76. The price reported above reflects the weighted average purchase 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 transactions were effected. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT 25-1 | 51,450 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 51,450 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT 25-2 | 103,985 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 103,985 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT 26-1 | 116,300 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 116,300 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT 26-2 | 58,270 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 58,270 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT 26-3 | 101,459 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 101,459 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $497.69 to $498.67. The price reported above reflects the weighted average purchase 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 transactions were effected.
F2: This transaction was executed in multiple trades at prices ranging from $498.79 to $499.78. The price reported above reflects the weighted average purchase 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 transactions were effected.
F3: This transaction was executed in multiple trades at prices ranging from $499.79 to $500.78. The price reported above reflects the weighted average purchase 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 transactions were effected.
F4: This transaction was executed in multiple trades at prices ranging from $500.79 to $501.78. The price reported above reflects the weighted average purchase 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 transactions were effected.
F5: This transaction was executed in multiple trades at prices ranging from $501.79 to $502.77. The price reported above reflects the weighted average purchase 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 transactions were effected.
F6: This transaction was executed in multiple trades at prices ranging from $502.79 to $503.78. The price reported above reflects the weighted average purchase 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 transactions were effected.
F7: This transaction was executed in multiple trades at prices ranging from $503.79 to $504.78. The price reported above reflects the weighted average purchase 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 transactions were effected.
F8: This transaction was executed in multiple trades at prices ranging from $504.82 to $505.76. The price reported above reflects the weighted average purchase 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 transactions were effected.
Riverbed Technology, Inc.
Report date May 22, 2013 · Filed May 24, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,400 |
Reported balance
After 2013-05-22 transaction · row 1
1 source rowRow 1 · 2013-05-22 · Grant · Acquired 11,400 · Balance 11,400 F1: The restricted stock units shall vest with respect to 1/3 of the shares on March 1, 2014, 1/3 of the shares on March 1, 2015 and the remaining 1/3 of the shares on March 1, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units shall vest with respect to 1/3 of the shares on March 1, 2014, 1/3 of the shares on March 1, 2015 and the remaining 1/3 of the shares on March 1, 2016.
STARBUCKS CORP
Report date March 13, 2024 · Filed March 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,682.161 |
Reported balance
After 2024-03-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-13 · Grant · Acquired 3,383 · Balance 27,682.161 F1: Represents restricted stock units granted on March 13, 2024, fully vested at the time of the grant, and deferred until termination of service as a director pursuant to the Deferred Compensation Plan for Non-Employee Directors. F2: Includes 344 deferred stock units, representing dividends on deferred stock units pursuant to a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted on March 13, 2024, fully vested at the time of the grant, and deferred until termination of service as a director pursuant to the Deferred Compensation Plan for Non-Employee Directors.
F2: Includes 344 deferred stock units, representing dividends on deferred stock units pursuant to a dividend reinvestment plan.
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 |
|---|---|---|---|---|---|---|
| September 01, 2020 Filed Sep 8, 2020 18:12 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 13,445 | $226.80 | $3,049,270.88 |
DisclosureSEC source: 0001819285-20-000020 · edgar.xml · nonDerivative · entry 5 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,359,318 F2 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F5 · price: This transaction was executed in multiple tradrs at prices ranging from $226.63 to $227.35. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes upon request to the SEC staff, the issuer, or a security holder of the issuer, full infomration regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| September 01, 2020 Filed Sep 8, 2020 18:12 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 56,846 | $226.18 | $12,857,382.80 |
DisclosureSEC source: 0001819285-20-000020 · edgar.xml · nonDerivative · entry 4 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,372,763 F2 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F4 · price: This transaction was executed in multiple tradrs at prices ranging from $225.63 to $226.62. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes upon request to the SEC staff, the issuer, or a security holder of the issuer, full infomration regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| September 01, 2020 Filed Sep 8, 2020 18:12 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 13,281 | $225.26 | $2,991,704.62 |
DisclosureSEC source: 0001819285-20-000020 · edgar.xml · nonDerivative · entry 3 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,429,609 F2 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F3 · price: This transaction was executed in multiple tradrs at prices ranging from $224.63 to $225.61. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes upon request to the SEC staff, the issuer, or a security holder of the issuer, full infomration regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 21:31 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 110,661 | $228.91 | $25,331,409.51 |
DisclosureSEC source: 0001819285-20-000016 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,442,890 Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 21:31 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 215,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001819285-20-000016 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,553,551 F1 · shares: Represents full vesting of shares earned under a performance stock award granted in September 2017 under the Microsoft Corporation Executive Incentive Plan for the 3-year performance period that ended on June 30, 2020. Read SEC document |
| August 31, 2020 Filed Sep 8, 2020 18:12 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 110,661 | $228.91 | $25,331,409.51 |
DisclosureSEC source: 0001819285-20-000020 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,442,890 Read SEC document |
| August 31, 2020 Filed Sep 8, 2020 18:12 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 215,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001819285-20-000020 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,553,551 F1 · shares: Represents full vesting of shares earned under a performance stock award granted in September 2017 under the Microsoft Corporation Executive Incentive Plan for the 3-year performance period that ended on June 30, 2020. Read SEC document |
| May 04, 2020 Filed Jun 8, 2020 22:15 UTC | MICROSOFT CORP MSFT · Entity 1016 | GiftCommon Stock | 11,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-20-000039 · edgar.xml · nonDerivative · entry 6 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,337,768 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 22:43 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 5,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011668 · form4.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,840.357 F1 · shares: Represents restricted stock units granted on March 18, 2020, fully vested at the time of the grant and deferred until termination of service as a director pursuant to the Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 153.357 deferred stock units acquired representing dividends on deferred stock units pursuant to a dividend reinvestment plan. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 200 | $174.72 | $34,943.00 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 14 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,349,105 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F14 · price: This transaction was executed in multiple trades at prices ranging from $174.65 to $174.78. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 2,400 | $173.84 | $417,207.12 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 13 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,349,305 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F13 · price: This transaction was executed in multiple trades at prices ranging from $173.54 to $174.06. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 11,556 | $172.81 | $1,996,972.71 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 12 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,351,705 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F12 · price: This transaction was executed in multiple trades at prices ranging from $172.49 to $173.48. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 29,264 | $171.96 | $5,032,257.92 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 11 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,363,261 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F11 · price: This transaction was executed in multiple trades at prices ranging from $171.49 to $172.48. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 38,655 | $171.03 | $6,611,311.54 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 10 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,392,525 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F10 · price: This transaction was executed in multiple trades at prices ranging from $170.49 to $171.48. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 38,389 | $170.05 | $6,527,934.28 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 9 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,431,180 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F9 · price: This transaction was executed in multiple trades at prices ranging from $169.49 to $170.47. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 36,465 | $168.89 | $6,158,741.59 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 8 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,469,569 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F8 · price: This transaction was executed in multiple trades at prices ranging from $168.48 to $169.47. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 26,428 | $168.07 | $4,441,814.74 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 7 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,506,034 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F7 · price: This transaction was executed in multiple trades at prices ranging from $167.48 to $168.47. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 11,158 | $166.95 | $1,862,821.41 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 6 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,532,462 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F6 · price: This transaction was executed in multiple trades at prices ranging from $166.48 to $167.47. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 21,519 | $165.95 | $3,571,056.53 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 5 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,543,620 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F5 · price: This transaction was executed in multiple trades at prices ranging from $165.48 to $166.47. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 32,941 | $164.97 | $5,434,240.53 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 4 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,565,139 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F4 · price: This transaction was executed in multiple trades at prices ranging from $164.48 to $165.47. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 24,888 | $164.04 | $4,082,627.52 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 3 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,598,080 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F3 · price: This transaction was executed in multiple trades at prices ranging from $163.48 to $164.47. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 6,311 | $163.06 | $1,029,067.24 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,622,968 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on September 9, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $162.48.to $163.47. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 16,829 | $162.01 | $2,726,466.29 |
DisclosureSEC source: 0001626431-20-000021 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,629,279 Read SEC document |
| February 29, 2020 Filed Jun 8, 2020 22:15 UTC | MICROSOFT CORP MSFT · Entity 1016 | GiftCommon Stock | 52,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-20-000039 · edgar.xml · nonDerivative · entry 5 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By GST Disclosed balance after: 52,250 F2 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 29, 2020 Filed Jun 8, 2020 22:15 UTC | MICROSOFT CORP MSFT · Entity 1016 | GiftCommon Stock | 52,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-20-000039 · edgar.xml · nonDerivative · entry 4 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By GST Disclosed balance after: 52,250 F2 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 29, 2020 Filed Jun 8, 2020 22:15 UTC | MICROSOFT CORP MSFT · Entity 1016 | GiftCommon Stock | 104,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-20-000039 · edgar.xml · nonDerivative · entry 3 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By family LLC Disclosed balance after: 0 F1 · shares: On February 29, 2020, interests in a family LLC were gifted to each of two generation-skipping trusts established for the benefit of Mr. Nadella's children. As a result, each trust beneficially owns 52,250 shares of Microsoft common stock held in the family LLC. Read SEC document |
| February 06, 2020 Filed Feb 7, 2020 23:02 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 354,150 | $179.90 | $63,711,585.00 |
DisclosureSEC source: 0001626431-20-000013 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,646,108 Read SEC document |
| February 06, 2020 Filed Feb 7, 2020 23:02 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 900,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-20-000013 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000,258 F1 · shares: Represents full vesting of shares earned under Mr. Nadella's long-term performance stock award (LTPSA) for the five-year performance period ending February 3, 2020. During the performance period, Microsoft's total shareholder return was above the 80th percentile of S&P 500 companies, which was required to earn the maximum payout of 900,000 shares. Read SEC document |
| September 18, 2019 Filed Sep 19, 2019 22:43 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 90,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000114 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,204,758 F1 · shares: Represents Stock Award under the Executive Incentive Plan that will vest over 4 years at the rate of 25% starting on August 30, 2020, and then at the rate of 12.5% each six months thereafter, subject to continued employment. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 22:36 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 10,253 | $137.54 | $1,410,196.59 |
DisclosureSEC source: 0001626431-19-000096 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,114,086 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on August 10, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $137.50 to $137.64. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 22:36 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 89,584 | $137.16 | $12,287,126.44 |
DisclosureSEC source: 0001626431-19-000096 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,124,339 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on August 10, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $136.50 to $137.49. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 22:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 132,198 | $137.86 | $18,224,816.28 |
DisclosureSEC source: 0001626431-19-000090 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,213,923 Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 22:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 256,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000090 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,346,121 F1 · shares: Represents full vesting of shares earned under a performance stock award granted in September 2016 under the Executive Incentive Plan for the 3-year performance period that ended on June 30, 2019. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 23:56 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 3,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013070 · form4.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,451 F1 · shares: Represents 3,769 restricted stock units granted on March 20, 2019 and were fully vested at the time of the grant. F2 · balance_after: Includes 12 deferred stock units acquired on February 23, 2018, 12 restricted stock units acquired on May 25, 2018, 16 restricted stock units acquired on August 24, 2018, 25 restricted stock units acquired on November 30, 2018 and 23 restricted stock units acquired on February 22, 2019, representing dividends on deferred stock units pursuant to a dividend reinvestment plan. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 23:34 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 1,300 | $112.80 | $146,644.94 |
DisclosureSEC source: 0001626431-19-000022 · edgar.xml · nonDerivative · entry 3 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089,598 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on August 10, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $112.70 to $112.99. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 23:34 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 14,034 | $112.27 | $1,575,543.85 |
DisclosureSEC source: 0001626431-19-000022 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,090,898 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on August 10, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $111.70 to $112.69. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 23:34 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 20,306 | $112.17 | $2,277,724.02 |
DisclosureSEC source: 0001626431-19-000022 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,104,932 Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:02 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 267,466 | $106.01 | $28,354,525.35 |
DisclosureSEC source: 0001626431-19-000014 · edgar.xml · nonDerivative · entry 3 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125,238 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted on August 10, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $105.63 to $106.24. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:02 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 354,150 | $107.22 | $37,971,963.00 |
DisclosureSEC source: 0001626431-19-000014 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,392,704 Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:02 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 900,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000014 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,746,854 F1 · shares: Represents full vesting of shares earned under Mr. Nadella's long-term performance stock award (LTPSA) for the five-year performance period ending February 3, 2019. During the performance period, Microsoft's total shareholder return was above the 80th percentile of S&P 500 companies, which was required to earn the maximum payout of 900,000 shares. Read SEC document |
| October 26, 2018 Filed Oct 26, 2018 22:01 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 17,407 | $108.25 | $1,884,372.16 |
DisclosureSEC source: 0001626431-18-000124 · edgar.xml · nonDerivative · entry 4 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 846,854 F4 · price: This transaction was executed in multiple trades at prices ranging from $107.81 to $108.70. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| October 26, 2018 Filed Oct 26, 2018 22:01 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 81,150 | $107.18 | $8,697,957.26 |
DisclosureSEC source: 0001626431-18-000124 · edgar.xml · nonDerivative · entry 3 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 864,261 F3 · price: This transaction was executed in multiple trades at prices ranging from $106.80 to $107.79. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| October 26, 2018 Filed Oct 26, 2018 22:01 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 68,836 | $106.33 | $7,319,090.95 |
DisclosureSEC source: 0001626431-18-000124 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945,411 F2 · price: This transaction was executed in multiple trades at prices ranging from $105.80 to $106.79. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| October 26, 2018 Filed Oct 26, 2018 22:01 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 36,025 | $105.44 | $3,798,306.68 |
DisclosureSEC source: 0001626431-18-000124 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,014,247 F1 · price: This transaction was executed in multiple trades at prices ranging from $104.80 to $105.79. The price reported above reflects the weighted average purchase 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 transactions were effected. Read SEC document |
| September 18, 2018 Filed Sep 19, 2018 22:16 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 111,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000122 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050,272 F1 · shares: Represents Stock Award under the Executive Incentive Plan that will vest over 4 years at the rate of 25% starting on August 31, 2019, and then at the rate of 12.5% each six months thereafter, subject to continued employment. Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 22:13 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 194,346 | $111.95 | $21,757,034.70 |
DisclosureSEC source: 0001626431-18-000106 · edgar.xml · nonDerivative · entry 2 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 938,992 Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 22:13 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 429,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000106 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,338 F1 · shares: Represents full vesting of shares earned under a performance stock award granted in September 2015 under the Executive Incentive Plan for the 3-year performance period that ended on June 30, 2018. Read SEC document |
| August 29, 2018 Filed Aug 30, 2018 22:20 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 28,584 | $110.26 | $3,151,671.84 |
DisclosureSEC source: 0001626431-18-000082 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703,593 Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 22:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 46,419 | $109.56 | $5,085,665.64 |
DisclosureSEC source: 0001626431-18-000076 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,177 Read SEC document |
| August 10, 2018 Filed Aug 10, 2018 22:04 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 328,000 | $109.44 | $35,896,188.80 |
DisclosureSEC source: 0001626431-18-000074 · edgar.xml · nonDerivative · entry 1 Nadella Satya · CIK 0001513142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778,596 F1 · price: This transaction was executed in multiple trades at prices ranging from $109.08 to $109.68. The price reported above reflects the weighted average purchase 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 transactions were 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.