Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MICROSOFT CORPMSFT · Entity 1016 | Director | September 10, 2026 | September 11, 2026 |
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 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,550.424 |
Reported balance
After 2026-09-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-10 · Grant · Acquired 26.838 · Balance 14,550.424 F1: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made 30 days after the date of the reporting person's separation from service to the Board of Directors. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 12,000 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 12,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock.
F2: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate.
F3: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made 30 days after the date of the reporting person's separation from service to the Board of Directors.
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 |
|---|---|---|---|---|---|---|
| June 11, 2020 Filed Jun 12, 2020 22:08 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-20-000051 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,842 Underlying: Common Stock · 18 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 share as a result of accumulated fractional shares. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 22:22 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-20-000041 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,823 Underlying: Common Stock · 464 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · balance_after: Includes 1 share as a result of accumulated fractional shares. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 22:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-20-000027 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,358 Underlying: Common Stock · 23 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 23:16 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-20-000005 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,335 Underlying: Common Stock · 499 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000143 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,836 Underlying: Common Stock · 19 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 23:19 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000131 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,817 Underlying: Common Stock · 544 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · balance_after: Includes 1 share as a result of accumulated fractional shares. Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 21:28 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000104 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,272 Underlying: Common Stock · 17 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 share as a result of accumulated fractional shares. Read SEC document |
| August 29, 2019 Filed Aug 30, 2019 22:38 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 599 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000076 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,254 Underlying: Common Stock · 599 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 22:11 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000060 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,655 Underlying: Common Stock · 16 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| May 28, 2019 Filed May 30, 2019 23:00 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000048 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,639 Underlying: Common Stock · 644 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 22:22 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000031 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,995 Underlying: Common Stock · 15 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 share as a result of accumulated fractional shares. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 23:16 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-19-000008 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,979 Underlying: Common Stock · 778 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| December 13, 2018 Filed Dec 14, 2018 23:09 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000151 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,201 Underlying: Common Stock · 13 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 share as a result of accumulated fractional shares. Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 23:34 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000136 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,187 Underlying: Common Stock · 758 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 22:21 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000113 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,429 Underlying: Common Stock · 9 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| August 29, 2018 Filed Aug 30, 2018 22:37 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000090 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,420 Underlying: Common Stock · 725 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · balance_after: Includes 1 share as a result of accumulated fractional shares. Read SEC document |
| June 14, 2018 Filed Jun 15, 2018 21:45 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000063 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,694 Underlying: Common Stock · 6 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 share as a result of accumulated fractional shares. Read SEC document |
| May 29, 2018 Filed May 30, 2018 22:41 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 828 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000050 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,687 Underlying: Common Stock · 828 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · balance_after: Includes 1 share as a result of accumulated fractional shares. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 23:15 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000034 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858 Underlying: Common Stock · 3 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 23:07 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 855 | $0.00 | $0.00 |
DisclosureSEC source: 0001626431-18-000012 · edgar.xml · derivative · entry 2 PRITZKER PENNY S · CIK 0001087398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 855 Underlying: Common Stock · 855 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. 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.