Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MICROSOFT CORPMSFT · Entity 1016 | Chief Accounting Officer | September 15, 2026 | September 15, 2026 |
| ROCKWELL AUTOMATION, INCROK · Entity 906 | Director | December 08, 2025 | December 11, 2025 |
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 15, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,119.1096 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Tax withholding · Disposed 122.773 · Balance 81,119.1096 |
ROCKWELL AUTOMATION, INC
Report date December 08, 2025 · Filed December 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,341 |
Reported balance
After 2025-12-08 transaction · row 1
1 source rowRow 1 · 2025-12-08 · Grant · Acquired 498 · Balance 2,341 F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives 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 |
|---|---|---|---|---|---|---|
| April 18, 2022 Filed Apr 19, 2022 22:09 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 177.076 | $279.83 | $49,551.18 |
DisclosureSEC source: 0001062993-22-010460 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,553.8306 F1 · shares: Includes 74.6826 shares acquired on March 31, 2022, under the Microsoft Employee Stock Purchase Plan. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 577.053 | $297.31 | $171,563.63 |
DisclosureSEC source: 0001062993-22-006436 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,656.224 Read SEC document |
| January 18, 2022 Filed Jan 19, 2022 23:03 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 199.723 | $310.20 | $61,954.07 |
DisclosureSEC source: 0001062993-22-001231 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,233.277 Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:00 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 4,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013037 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,433 F1 · shares: Represents Stock Award that will vest over four years with 672 shares vesting on December 15, 2022, 672 shares vesting on December 15, 2023, 1,569 shares vesting on December 15, 2024, and 1,570 shares vesting on December 15, 2025, subject to continued employment. Read SEC document |
| November 30, 2021 Filed Nov 30, 2021 23:22 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 416 | $336.63 | $140,038.08 |
DisclosureSEC source: 0001062993-21-011821 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,950 Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 22:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 178 | $302.75 | $53,889.50 |
DisclosureSEC source: 0001062993-21-009695 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,366 Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 00:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-008131 · form4.xml · nonDerivative · entry 4 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,544 F2 · shares: Represents Stock Award that will vest over four years with 25% vesting on August 31, 2022, and then 6.25% vesting each three months thereafter, subject to continued employment Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 00:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-008131 · form4.xml · nonDerivative · entry 3 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,218 F1 · shares: Represents Stock Award that will vest over five years with 5% vesting on November 30, 2021, and then 5% vesting each three months thereafter, subject to continued employment. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 00:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 678 | $303.59 | $205,834.02 |
DisclosureSEC source: 0001062993-21-008131 · form4.xml · nonDerivative · entry 2 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,362 Read SEC document |
| August 30, 2021 Filed Sep 2, 2021 00:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 92 | $299.72 | $27,574.24 |
DisclosureSEC source: 0001062993-21-008131 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,040 Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 22:01 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 178 | $282.51 | $50,286.78 |
DisclosureSEC source: 0001062993-21-006595 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,132 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 22:00 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 423 | $249.68 | $105,614.64 |
DisclosureSEC source: 0001062993-21-005309 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,310 Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 22:27 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 178 | $255.59 | $45,495.02 |
DisclosureSEC source: 0001062993-21-003692 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,733 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:08 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 592 | $232.38 | $137,568.96 |
DisclosureSEC source: 0001062993-21-002321 · form4.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,935 Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 23:07 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 202 | $213.02 | $43,030.04 |
DisclosureSEC source: 0001760862-21-000003 · edgar.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,527 Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:48 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 423 | $215.23 | $91,042.29 |
DisclosureSEC source: 0001760862-20-000006 · edgar.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,729 Read SEC document |
| October 15, 2020 Filed Oct 16, 2020 22:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 178 | $220.86 | $39,313.08 |
DisclosureSEC source: 0001819285-20-000047 · edgar.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,152 Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 21:30 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 932 | $228.91 | $213,344.12 |
DisclosureSEC source: 0001819285-20-000015 · edgar.xml · nonDerivative · entry 3 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,330 Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 21:30 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001819285-20-000015 · edgar.xml · nonDerivative · entry 2 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,262 F2 · shares: Represents Stock Award that will vest over four years with 25% vesting on August 31, 2021, and then 6.25% vesting each three months thereafter, subject to continued employment Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 21:30 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 2,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001819285-20-000015 · edgar.xml · nonDerivative · entry 1 Jolla Alice L. · CIK 0001819285 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,488 F1 · shares: Represents Stock Award that will vest over five years with 5% vesting on November 30, 2020, and then 5% vesting each three months thereafter, subject to continued employment. 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.