Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AT&T INC.T · Entity 1012 | Director | July 31, 2026 | August 04, 2026 |
| MICROSOFT CORPMSFT · Entity 1016 | Director | March 13, 2014 | March 14, 2014 |
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.
AT&T INC.
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | IndirectBy Benefit Plan | 145,464.1927 |
Reported balance
After 2026-07-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-31 · Grant · Acquired 1,715.7077 · Balance 145,464.1927 F1: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 167,000 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 167,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 395,500 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 395,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.
MICROSOFT CORP
Report date March 13, 2014 · Filed March 14, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,529 |
Reported balance
After 2014-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2014-03-13 · Grant · Acquired 113 · Balance 15,529 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 thirty days after the date of the reporting person's separation from service to the Board of Directors. F4: Includes 1 share as a result of accumulated fractional shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 133,500 |
Reported balance
Holding disclosure · report date 2014-03-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 133,500 |
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 thirty days after the date of the reporting person's separation from service to the Board of Directors.
F4: Includes 1 share as a result of accumulated fractional shares.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MORGAN STANLEY
Report date December 31, 2024 · Filed January 03, 2025
Section 16 reporting ended · disclosed 2025-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,342.918 |
Ending reported balance
After 2024-12-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-12-31 · Grant · Acquired 76.168 · Balance 18,457.624 F1: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service for a portion of the 2024 service period through the reporting person's retirement from the Morgan Stanley Board of Directors, effective December 31, 2024. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Row 2 · 2024-12-31 · Disposition to issuer · Disposed 1,114.706 · Balance 17,342.918 F2: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 138,363 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 138,363 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 34,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 34,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service for a portion of the 2024 service period through the reporting person's retirement from the Morgan Stanley Board of Directors, effective December 31, 2024. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.
F2: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors.
Seagate Technology Holdings plc
Report date March 04, 2022 · Filed March 08, 2022
Section 16 reporting ended · disclosed 2022-03-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | IndirectStephen J. Luczo Revocable Trust dated January 26, 2001 | 225,941 |
Reported balance
After 2022-03-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-03-04 · Sale · Disposed 50,000 · Balance 225,941 F1: These Ordinary Shares were sold in multiple trades at prices ranging from $102.96 to $103.58. The price reported above reflects the weighted average sale 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 transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: These Ordinary Shares were sold in multiple trades at prices ranging from $102.96 to $103.58. The price reported above reflects the weighted average sale 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 transaction was effected.
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 25, 2017 Filed Apr 27, 2017 23:53 UTC | Seagate Technology Holdings plc STX · Entity 2029 | SaleOrdinary Shares | 100,000 | $50.00 | $5,000,000.00 |
DisclosureSEC source: 0001137789-17-000018 · wf-form4_149333720458058.xml · nonDerivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 1,234,158 F2 · kind: Ordinary Shares sold under 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| February 03, 2017 Filed Apr 27, 2017 23:53 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-17-000018 · wf-form4_149333720458058.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 1,334,158 F1 · shares: On February 3, 2017, the Reporting Person gifted 10,000 Ordinary Shares from the Stephen J. Luczo Revocable Trust dated January 26, 2001. Read SEC document |
| November 18, 2016 Filed Nov 23, 2016 22:05 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-16-000091 · wf-form4_147993870841706.xml · nonDerivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 1,344,158 F3 · shares: On November 18,2016, the Reporting Person gifted 10,000 Ordinary Shares from the Stephen J Luczo Revocable Trust dated January 26, 2001. Read SEC document |
| November 07, 2016 Filed Nov 23, 2016 22:05 UTC | Seagate Technology Holdings plc STX · Entity 2029 | GiftOrdinary Shares | 499,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-16-000091 · wf-form4_147993870841706.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Stephen J Luczo Revocable Trust dated January 26, 2001 Disclosed balance after: 1,354,158 F1 · shares: On November 7, 2016, the Reporting Person transferred 499,999 Ordinary Shares from the Stephen J Luczo Revocable Trust dated January 26, 2001 into his 2016 GRAT. F2 · balance_after: On November 4, 2016, the Reporting Person transferred 27,188 Ordinary Shares previously owned directly to the Stephen J Luczo Revocable Trust dated January 26, 2001. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 22:56 UTC | Seagate Technology Holdings plc STX · Entity 2029 | Tax withholdingOrdinary Shares | 12,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001137789-16-000045 · wf-form4_147380736230371.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,188 F1 · shares: These Ordinary Shares are withheld securities to cover tax liabilities incident to the vesting of securities previously reported on one or more Forms 4 by the Reporting Person in accordance with Rule 16b-3. Read SEC document |
| March 13, 2014 Filed Mar 14, 2014 22:12 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 113 | $0.00 | $0.00 |
DisclosureSEC source: 0001582737-14-000027 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,529 Underlying: Common Stock · 113 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, 2014 Filed Feb 3, 2014 23:04 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 1,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001582737-14-000007 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,415 Underlying: Common Stock · 1,849 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 |
| December 12, 2013 Filed Dec 13, 2013 23:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0001582737-13-000005 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,565 Underlying: Common Stock · 101 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 |
| November 18, 2013 Filed Nov 19, 2013 23:13 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0000902015-13-000054 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,464 Underlying: Common Stock · 1,881 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, 2013 Filed Sep 13, 2013 22:06 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0000902015-13-000025 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,582 Underlying: Common Stock · 80 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 28, 2013 Filed Aug 29, 2013 22:40 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 2,102 | $0.00 | $0.00 |
DisclosureSEC source: 0000902015-13-000004 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,501 Underlying: Common Stock · 2,102 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, 2013 Filed Jun 14, 2013 23:13 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-13-000029 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,398 Underlying: Common Stock · 61 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 28, 2013 Filed May 30, 2013 22:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 1,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-13-000023 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,336 Underlying: Common Stock · 1,891 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, 2013 Filed Mar 15, 2013 23:26 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-13-000012 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,445 Underlying: Common Stock · 60 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, 2013 Filed Feb 1, 2013 23:34 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 2,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-13-000005 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,384 Underlying: Common Stock · 2,413 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, 2012 Filed Dec 15, 2012 00:08 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000121 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,971 Underlying: Common Stock · 41 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, 2012 Filed Nov 30, 2012 00:07 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 2,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000117 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,929 Underlying: Common Stock · 2,446 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, 2012 Filed Sep 14, 2012 22:37 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000102 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,483 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. Read SEC document |
| August 15, 2012 Filed Aug 17, 2012 22:39 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 2,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000063 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,467 Underlying: Common Stock · 2,193 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, 2012 Filed Jun 15, 2012 22:50 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000049 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273 Underlying: Common Stock · 1 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, 2012 Filed Jun 5, 2012 22:32 UTC | MICROSOFT CORP MSFT · Entity 1016 | PurchaseCommon Stock | 17,500 | $28.72 | $502,600.00 |
DisclosureSEC source: 0001183681-12-000045 · edgar.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 133,500 F1 · price: This transaction was executed in multiple trades at prices ranging from $28.70 to $28.76. 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. Read SEC document |
| May 15, 2012 Filed May 16, 2012 22:37 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000036 · edgar.xml · derivative · entry 2 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271 Underlying: Common Stock · 271 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 |
| May 08, 2012 Filed May 9, 2012 22:33 UTC | MICROSOFT CORP MSFT · Entity 1016 | PurchaseCommon Stock | 16,000 | $30.72 | $491,561.60 |
DisclosureSEC source: 0001183681-12-000026 · edgar.xml · nonDerivative · entry 1 LUCZO STEPHEN J · CIK 0001248260 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 116,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $30.69 to $30.74. 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.