Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Youdao, Inc.DAO · Entity 4537 | Director | August 31, 2026 | September 02, 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.
Youdao, Inc.
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | Direct | 60,773 |
Ending reported balance
After 2026-09-01 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-08-31 · Exercise / conversion · Acquired 4,000 · Balance 64,773 F1: Reflects 4,000 option award that exercised (with the exercise price of $4.0 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise. Row 2 · 2026-08-31 · Sale · Disposed 4,000 · Balance 60,773 F2: The weighted average price of the shares sold (in the form of ADS) was $ 16.6229. Row 3 · 2026-08-31 · Exercise / conversion · Acquired 3,997 · Balance 64,770 F3: Reflects 3,997 option award that exercised (with the exercise price of $4.5 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise. Row 4 · 2026-08-31 · Sale · Disposed 3,997 · Balance 60,773 F2: The weighted average price of the shares sold (in the form of ADS) was $ 16.6229. Row 5 · 2026-08-31 · Exercise / conversion · Acquired 9,189 · Balance 69,962 F4: Reflects 9,189 option award that exercised (with the exercise price of $4.5 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise. Row 6 · 2026-08-31 · Sale · Disposed 9,189 · Balance 60,773 F2: The weighted average price of the shares sold (in the form of ADS) was $ 16.6229. Row 7 · 2026-09-01 · Exercise / conversion · Acquired 4,012 · Balance 64,785 F5: Reflects 4,012 option award that exercised (with the exercise price of $4.5 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise. Row 8 · 2026-09-01 · Sale · Disposed 4,012 · Balance 60,773 F6: The weighted average price of the shares sold (in the form of ADS) was $16.1784. |
| OptionSEC Table II · derivative / convertible security | Direct | 17,198 |
Reported balance
After 2026-08-31 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-08-31 · Exercise / conversion · Disposed 4,000 · Balance 17,198 F7: The disposed 4,000 Option award was granted on February 25, 2020, expiring on February 26, 2027, with the exercise price of $4.0 per share and exercised on August 31, 2026. |
| OptionSEC Table II · derivative / convertible security | Direct | 13,201 |
Reported balance
After 2026-08-31 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-08-31 · Exercise / conversion · Disposed 3,997 · Balance 13,201 F8: The disposed 3,997 Option award was granted on January 25, 2021, expiring on January 26, 2027, with the exercise price of $4.5 per share and exercised on August 31, 2026. |
| OptionSEC Table II · derivative / convertible security | Direct | 4,012 |
Reported balance
After 2026-08-31 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-08-31 · Exercise / conversion · Disposed 9,189 · Balance 4,012 F9: The disposed 9,189 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on August 31, 2026. |
| OptionSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-09-01 · Exercise / conversion · Disposed 4,012 · Balance 0 F10: The disposed 4,012 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on September 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects 4,000 option award that exercised (with the exercise price of $4.0 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise.
F2: The weighted average price of the shares sold (in the form of ADS) was $ 16.6229.
F3: Reflects 3,997 option award that exercised (with the exercise price of $4.5 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise.
F4: Reflects 9,189 option award that exercised (with the exercise price of $4.5 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise.
F5: Reflects 4,012 option award that exercised (with the exercise price of $4.5 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise.
F6: The weighted average price of the shares sold (in the form of ADS) was $16.1784.
F7: The disposed 4,000 Option award was granted on February 25, 2020, expiring on February 26, 2027, with the exercise price of $4.0 per share and exercised on August 31, 2026.
F8: The disposed 3,997 Option award was granted on January 25, 2021, expiring on January 26, 2027, with the exercise price of $4.5 per share and exercised on August 31, 2026.
F9: The disposed 9,189 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on August 31, 2026.
F10: The disposed 4,012 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on September 1, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MICROSOFT CORP
Report date June 30, 2014 · Filed July 28, 2014
Section 16 reporting ended · disclosed 2014-07-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 684,646 |
Reported balance
Holding disclosure · report date 2014-06-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 684,646 F1: Includes 243 shares acquired on June 30, 2014 under the Microsoft employee stock purchase plan. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,643 |
Reported balance
Holding disclosure · report date 2014-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,643 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 243 shares acquired on June 30, 2014 under the Microsoft employee stock purchase 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, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | Exercise / conversionOption · Derivative | 4,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · derivative · entry 12 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 4,012 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_price: The disposed 4,012 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on September 1, 2026. F10 · derivative.exercise_date: The disposed 4,012 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on September 1, 2026. F10 · derivative.expiration_date: The disposed 4,012 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on September 1, 2026. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | SaleClass A Ordinary Shares | 4,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · nonDerivative · entry 8 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,773 F6 · price: The weighted average price of the shares sold (in the form of ADS) was $16.1784. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | Exercise / conversionClass A Ordinary Shares | 4,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · nonDerivative · entry 7 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,785 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: Reflects 4,012 option award that exercised (with the exercise price of $4.5 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | Exercise / conversionOption · Derivative | 9,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · derivative · entry 11 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,012 Underlying: Class A Ordinary Shares · 9,189 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: The disposed 9,189 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on August 31, 2026. F9 · derivative.exercise_date: The disposed 9,189 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on August 31, 2026. F9 · derivative.expiration_date: The disposed 9,189 Option award was granted on January 18, 2022, expiring on January 18, 2028, with the exercise price of $4.5 per share and exercised on August 31, 2026. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | Exercise / conversionOption · Derivative | 3,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · derivative · entry 10 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,201 Underlying: Class A Ordinary Shares · 3,997 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: The disposed 3,997 Option award was granted on January 25, 2021, expiring on January 26, 2027, with the exercise price of $4.5 per share and exercised on August 31, 2026. F8 · derivative.exercise_date: The disposed 3,997 Option award was granted on January 25, 2021, expiring on January 26, 2027, with the exercise price of $4.5 per share and exercised on August 31, 2026. F8 · derivative.expiration_date: The disposed 3,997 Option award was granted on January 25, 2021, expiring on January 26, 2027, with the exercise price of $4.5 per share and exercised on August 31, 2026. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | Exercise / conversionOption · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · derivative · entry 9 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,198 Underlying: Class A Ordinary Shares · 4,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: The disposed 4,000 Option award was granted on February 25, 2020, expiring on February 26, 2027, with the exercise price of $4.0 per share and exercised on August 31, 2026. F7 · derivative.exercise_date: The disposed 4,000 Option award was granted on February 25, 2020, expiring on February 26, 2027, with the exercise price of $4.0 per share and exercised on August 31, 2026. F7 · derivative.expiration_date: The disposed 4,000 Option award was granted on February 25, 2020, expiring on February 26, 2027, with the exercise price of $4.0 per share and exercised on August 31, 2026. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | SaleClass A Ordinary Shares | 9,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · nonDerivative · entry 6 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,773 F2 · price: The weighted average price of the shares sold (in the form of ADS) was $ 16.6229. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | Exercise / conversionClass A Ordinary Shares | 9,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · nonDerivative · entry 5 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,962 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Reflects 9,189 option award that exercised (with the exercise price of $4.5 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | SaleClass A Ordinary Shares | 3,997 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · nonDerivative · entry 4 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,773 F2 · price: The weighted average price of the shares sold (in the form of ADS) was $ 16.6229. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | Exercise / conversionClass A Ordinary Shares | 3,997 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · nonDerivative · entry 3 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,770 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Reflects 3,997 option award that exercised (with the exercise price of $4.5 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | SaleClass A Ordinary Shares | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · nonDerivative · entry 2 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,773 F2 · price: The weighted average price of the shares sold (in the form of ADS) was $ 16.6229. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 10:32 UTC | Youdao, Inc. DAO · Entity 4537 | Exercise / conversionClass A Ordinary Shares | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-379297 · ownership.xml · nonDerivative · entry 1 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,773 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects 4,000 option award that exercised (with the exercise price of $4.0 per share) and settled into American Depositary Shares ("ADSs"). This amount represents the ordinary shares underlying the ADSs acquired in connection with such option exercise. Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 10:20 UTC | Youdao, Inc. DAO · Entity 4537 | GrantRestricted Share Unit | 11,450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-249570 · ownership.xml · nonDerivative · entry 1 Shum Heung Yeung · CIK 0001591807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,002 F1 · security: In the form of American Depositary Shares. F2 · shares: This time-based RSU award was granted on May 29, 2026, with no expiration date, subject to the terms and conditions of the underlying award agreement. All the shares scheduled to be vested on June 1, 2027, with no exercise price. F2 · price: This time-based RSU award was granted on May 29, 2026, with no expiration date, subject to the terms and conditions of the underlying award agreement. All the shares scheduled to be vested on June 1, 2027, with no exercise price. Read SEC document |
| May 05, 2014 Filed May 6, 2014 21:59 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 50,000 | $39.44 | $1,972,090.00 |
DisclosureSEC source: 0001582737-14-000032 · edgar.xml · nonDerivative · entry 1 Shum Heung-Yeung · CIK 0001591807 · EVP, Technology and Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684,403 F1 · price: This transaction was executed in multiple trades at prices ranging from $39.44 to 39.45. 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 · balance_after: Includes 248 shares acquired on March 31, 2014 under the Microsoft employee stock purchase plan. Read SEC document |
| March 17, 2014 Filed Mar 18, 2014 22:02 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 4,131 | $37.70 | $155,738.70 |
DisclosureSEC source: 0001582737-14-000030 · edgar.xml · nonDerivative · entry 1 Shum Heung-Yeung · CIK 0001591807 · EVP, Technology and Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 734,155 Read SEC document |
| February 28, 2014 Filed Mar 4, 2014 23:03 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 14,329 | $37.86 | $542,495.94 |
DisclosureSEC source: 0001582737-14-000020 · edgar.xml · nonDerivative · entry 1 Shum Heung-Yeung · CIK 0001591807 · EVP, Technology and Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,286 Read SEC document |
| February 10, 2014 Filed Feb 11, 2014 23:07 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 2,519 | $36.56 | $92,094.64 |
DisclosureSEC source: 0001582737-14-000016 · edgar.xml · nonDerivative · entry 1 Shum Heung-Yeung · CIK 0001591807 · EVP, Technology and Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752,615 Read SEC document |
| November 13, 2013 Filed Nov 15, 2013 23:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 99,594 | $0.00 | $0.00 |
DisclosureSEC source: 0000902015-13-000049 · edgar.xml · nonDerivative · entry 1 Shum Heung-Yeung · CIK 0001591807 · EVP, Technology and Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755,134 F1 · shares: Represents stock award that will vest over 4 years at the rate of 25% starting on August 29, 2014, and then at the rate of 25% on each August 29 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.