Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COSTCO WHOLESALE CORP /NEWCOST · Entity 2803 | Director | July 10, 2026 | July 14, 2026 |
| MICROSOFT CORPMSFT · Entity 1016 | President, Business Division | July 31, 2007 | August 28, 2008 |
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.
COSTCO WHOLESALE CORP /NEW
Report date July 10, 2026 · Filed July 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,043.936 |
Reported balance
After 2026-07-10 transaction · row 1
1 source rowRow 1 · 2026-07-10 · Gift · Disposed 5,249 · Balance 6,043.936 F1: Gift to a non-profit foundation. |
Filing footnotes · ownership attribution and instrument terms
F1: Gift to a non-profit foundation.
MICROSOFT CORP
Report date July 31, 2007 · Filed August 28, 2008 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,404,438 |
Reported balance
After 2007-07-31 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2007-07-31 · Tax withholding · Disposed 941 · Balance 5,404,438 |
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 04, 2003 Filed Sep 5, 2003 16:27 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 240,000 | $28.60 | $6,863,208.00 |
DisclosureSEC source: 0001193112-03-000007 · edgar.xml · nonDerivative · entry 3 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,540,334 F1 · kind: This sale was effected pursuant to a 10b5-1 sales plan adopted by the reporting person. Read SEC document |
| September 04, 2003 Filed Sep 12, 2003 22:46 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 240,000 | $28.60 | $6,863,208.00 |
DisclosureSEC source: 0001193112-03-000009 · edgar.xml · nonDerivative · entry 3 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,540,334 F1 · kind: This sale was effected pursuant to a 10b5-1 sales plan adopted by the reporting person. Read SEC document |
| September 03, 2003 Filed Sep 5, 2003 16:27 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 15,134 | $28.22 | $427,081.48 |
DisclosureSEC source: 0001193112-03-000007 · edgar.xml · nonDerivative · entry 4 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 F2 · shares: 401(k) balance as of August 31, 2003. Represents intra-plan transfer out of all MSFT shares acquired under the Microsoft 401(k) plan. Read SEC document |
| September 03, 2003 Filed Sep 5, 2003 16:27 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 500,000 | $27.92 | $13,960,250.00 |
DisclosureSEC source: 0001193112-03-000007 · edgar.xml · nonDerivative · entry 1 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,781,181 Read SEC document |
| September 03, 2003 Filed Sep 12, 2003 22:46 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 15,134 | $28.22 | $427,081.48 |
DisclosureSEC source: 0001193112-03-000009 · edgar.xml · nonDerivative · entry 4 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 F2 · shares: 401(k) balance as of August 31, 2003. Represents intra-plan transfer out of all MSFT shares acquired under the Microsoft 401(k) plan. Read SEC document |
| September 03, 2003 Filed Sep 12, 2003 22:46 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 500,000 | $27.92 | $13,960,250.00 |
DisclosureSEC source: 0001193112-03-000009 · edgar.xml · nonDerivative · entry 1 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,781,181 F1 · kind: This sale was effected pursuant to a 10b5-1 sales plan adopted by the reporting person. F3 · kind: This amendment is being filed solely to clarify that the sale of these shares was effected pursuant to a 10b5-1 sales plan. Read SEC document |
| July 31, 2003 Filed Sep 5, 2003 16:27 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 847 | $26.41 | $22,369.27 |
DisclosureSEC source: 0001193112-03-000007 · edgar.xml · nonDerivative · entry 2 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,780,334 Read SEC document |
| July 31, 2003 Filed Sep 12, 2003 22:46 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 847 | $26.41 | $22,369.27 |
DisclosureSEC source: 0001193112-03-000009 · edgar.xml · nonDerivative · entry 2 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,780,334 Read SEC document |
| July 02, 2003 Filed Jul 2, 2003 19:29 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 500,000 | $26.52 | $13,259,600.00 |
DisclosureSEC source: 0001193112-03-000005 · edgar.xml · nonDerivative · entry 1 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,264,200 F1 · kind: This sale was effected pursuant to a 10b5-1 sales plan adopted by the reporting person. Read SEC document |
| June 04, 2003 Filed Jun 4, 2003 18:14 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 150,000 | $25.01 | $3,750,750.00 |
DisclosureSEC source: 0001193112-03-000004 · edgar.xml · nonDerivative · entry 1 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,764,200 Read SEC document |
| June 02, 2003 Filed Jun 2, 2003 21:06 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 200,000 | $25.00 | $5,000,000.00 |
DisclosureSEC source: 0001193112-03-000003 · edgar.xml · nonDerivative · entry 1 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,914,200 Read SEC document |
| May 29, 2003 Filed May 29, 2003 19:54 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 400,000 | $24.54 | $9,817,160.00 |
DisclosureSEC source: 0001193112-03-000002 · edgar.xml · nonDerivative · entry 1 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,114,200 Read SEC document |
| May 05, 2003 Filed May 12, 2003 18:17 UTC | MICROSOFT CORP MSFT · Entity 1016 | GiftCommon Stock | 7,650 | $25.86 | $197,829.00 |
DisclosureSEC source: 0001193112-03-000001 · edgar.xml · nonDerivative · entry 1 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,514,200 F1 · balance_after: Adjusted to reflect a 2-for-1 stock split effective February 14, 2003 Read SEC document |
| July 31, 2002 Filed Aug 8, 2003 23:30 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,300,000 | $0.00 Strike: $23.99 | $0.00 |
DisclosureSEC source: 0001193112-03-000006 · edgar.xml · derivative · entry 3 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300,000 Underlying: Common Stock · 1,300,000 shares Expires 2012-07-31 F4 · derivative.exercise_price: Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. F4 · shares: Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. F5 · derivative.exercise_date: The option vests over 5 years at the rate of 12.5% on January 31, 2004 and then at the rate of 12.5% each six months thereafter. F4 · derivative.underlying_shares: Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. F4 · balance_after: Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. Read SEC document |
| July 31, 2002 Filed Aug 8, 2003 23:30 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193112-03-000006 · edgar.xml · nonDerivative · entry 1 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,281,181 F1 · shares: Represents vesting stock award which shall vest over 5 years at the rate of 20% on the first anniversary of the date of grant and then at the rate of 20% on each of the following four anniversaries thereafter, subject to continued employment. Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. F2 · balance_after: Includes 51 shares acquired on March 7, 2003 under the Microsoft dividend reinvestment plan and 930 shares acquired on June 30, 2003 under the employee stock purchase plan. F3 · balance_after: This total represents shares owned as of June 30, 2003. Read SEC document |
| July 31, 2002 Filed Aug 13, 2004 23:03 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,300,000 | $0.00 Strike: $23.99 | $0.00 |
DisclosureSEC source: 0001193123-04-000003 · edgar.xml · derivative · entry 3 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300,000 Underlying: Common Stock · 1,300,000 shares Expires 2012-07-31 F4 · derivative.exercise_price: Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. F4 · shares: Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. F5 · derivative.exercise_date: The option vests over 5 years at the rate of 12.5% on January 31, 2004 and then at the rate of 12.5% each six months thereafter. F4 · derivative.underlying_shares: Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. F4 · balance_after: Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. Read SEC document |
| July 31, 2002 Filed Aug 13, 2004 23:03 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193123-04-000003 · edgar.xml · nonDerivative · entry 1 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,280,131 F1 · shares: Represents vesting stock award which shall vest over 5 years at the rate of 20% on the first anniversary of the date of grant and then at the rate of 20% on each of the following four anniversaries thereafter, subject to continued employment. Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. F2 · balance_after: Includes 930 shares acquired on June 30, 2003 under the employee stock purchase plan. F3 · balance_after: This total represents shares owned as of June 30, 2003. Read SEC document |
| August 08, 1988 Filed Jun 4, 2003 18:14 UTC | MICROSOFT CORP MSFT · Entity 1016 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001193112-03-000004 · edgar.xml · nonDerivative · entry 2 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 15,114 F1 · date: In the Section 16 Electronic Reporting Frequently Asked Questions released by the SEC on May 1, 2003, the SEC has designated "08/08/1988" as a "dummy date" until the electronic system is modified. This line reports end of period indirect holdings, and 08/08/1988 is not a transaction date related to these securities. F2 · kind: There has been no transaction in the indirect holdings for this reporting person. Read SEC document |
| August 08, 1988 Filed Jun 2, 2003 21:06 UTC | MICROSOFT CORP MSFT · Entity 1016 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001193112-03-000003 · edgar.xml · nonDerivative · entry 2 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 15,114 F1 · date: In the Section 16 Electronic Reporting Frequently Asked Questions released by the SEC on May 1, 2003, the SEC has designated "08/08/1988" as a "dummy date" until the electronic system is modified. This line reports end of period indirect holdings, and 08/08/1988 is not a transaction date related to these securities. F2 · kind: There has been no transaction in the indirect holdings for this reporting person. Read SEC document |
| August 08, 1988 Filed May 29, 2003 19:54 UTC | MICROSOFT CORP MSFT · Entity 1016 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001193112-03-000002 · edgar.xml · nonDerivative · entry 2 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 15,114 F1 · date: In the Section 16 Electronic Reporting Frequently Asked Questions released by the SEC on May 1, 2003, the SEC has designated "08/08/1988" as a "dummy date" until the electronic system is modified. This line reports end of period indirect holdings, and 08/08/1988 is not a transaction date related to these securities. F2 · kind: There has been no transaction in the indirect holdings for this reporting person. Read SEC document |
| August 08, 1988 Filed May 12, 2003 18:17 UTC | MICROSOFT CORP MSFT · Entity 1016 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001193112-03-000001 · edgar.xml · nonDerivative · entry 2 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 15,114 F2 · date: In the Section 16 Electronic Reporting Frequently Asked Questions released by the SEC on May 1, 2003, the SEC has designated "08/08/1988" as a "dummy date" until the electronic system is modified. This line reports end of period indirect holdings in a 401(k) account as of April 30, 2003, and 08/08/1988 is not a transaction date related to these securities. F3 · kind: There has been no transaction in the indirect holdings for this reporting person. F4 · balance_after: 401(k) balance as of April 30, 2003. Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. Read SEC document |
| August 08, 1988 Filed Jul 2, 2003 19:29 UTC | MICROSOFT CORP MSFT · Entity 1016 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001193112-03-000005 · edgar.xml · nonDerivative · entry 2 RAIKES JEFFREY S · CIK 0001193112 · Group Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 15,114 F2 · date: In the Section 16 Electronic Reporting Frequently Asked Questions released by the SEC on May 1, 2003, the SEC has designated "08/08/1988" as a "dummy date" until the electronic system is modified. This line reports end of period indirect holdings, and 08/08/1988 is not a transaction date related to these securities. F3 · kind: There has been no transaction in the indirect holdings for this reporting person. 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.