Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MICROSOFT CORPMSFT · Entity 1016 | Corporate Vice President | January 10, 2005 | January 11, 2005 |
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 January 10, 2005 · Filed January 11, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,797 |
Reported balance
After 2005-01-10 transaction · row 1
1 source rowRow 1 · 2005-01-10 · Tax withholding · Disposed 798 · Balance 23,797 |
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 |
|---|---|---|---|---|---|---|
| January 10, 2005 Filed Jan 11, 2005 22:23 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 798 | $26.80 | $21,386.40 |
DisclosureSEC source: 0001215228-05-000002 · edgar.xml · nonDerivative · entry 1 DEPIETRO KENNETH A · CIK 0001215228 · Corporate Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,797 Read SEC document |
| September 27, 2004 Filed Sep 28, 2004 22:08 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 6,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001215228-04-000004 · edgar.xml · nonDerivative · entry 1 DEPIETRO KENNETH A · CIK 0001215228 · Corporate Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,595 F1 · shares: Represents stock award which shall vest over 5 years at the rate of 20% on August 31, 2005, and then at the rate of 20% on each August 31 thereafter, subject to continued employment. Read SEC document |
| August 30, 2004 Filed Aug 31, 2004 23:13 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 350 | $27.30 | $9,555.00 |
DisclosureSEC source: 0001116726-04-000011 · edgar.xml · nonDerivative · entry 1 DEPIETRO KENNETH A · CIK 0001215228 · Corporate Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,995 Read SEC document |
| January 12, 2004 Filed Jan 14, 2004 00:58 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 719 | $27.57 | $19,822.83 |
DisclosureSEC source: 0001215228-04-000001 · edgar.xml · nonDerivative · entry 1 DEPIETRO KENNETH A · CIK 0001215228 · Corporate Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,881 Read SEC document |
| August 29, 2003 Filed Oct 29, 2003 00:03 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 6,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001215228-03-000002 · edgar.xml · nonDerivative · entry 1 DEPIETRO KENNETH A · CIK 0001215228 · Corporate Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,600 F1 · shares: Represents 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. Read SEC document |
| August 29, 2003 Filed Aug 13, 2004 23:16 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | GrantPerformance Rights · Derivative | 33,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193123-04-000006 · edgar.xml · derivative · entry 2 DEPIETRO KENNETH A · CIK 0001215228 · Corporate Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,000 Underlying: Common Stock · 33,000 shares Expires 2008-08-31 F2 · derivative.exercise_price: 1-for-1 F3 · shares: Represents the minimum number of shares of common stock issuable under a shared performance stock award ("SPSA") for the fiscal 2004-2006 performance period. The number of shares ultimately received depends on the company's performance against specified performance targets. At the end of the performance period, the number of shares of stock and stock awards will be determined by adjusting upward or downward from a target in a range between 33% and 150%. The number reported herein is based on the 33% minimum. The final performance percentage on which the payout will be based, considering company performance metrics established for the performance period, will be determined by the board or a board committee in its sole discretion. Shares of stock are issued at the end of the performance period and as the stock awards vest over the following two years, provided that the reporting person remains continuously employed through the applicable vest date. F4 · derivative.exercise_date: One-third of the number of shares of common stock ultimately awarded under the SPSA will be distributed to the reporting person on or about August 31, 2006 (the "initial vest date"), an additional one-third shall vest and distributed to the reporting person on each of the first and second anniversaries of the initial vest date, provided that the Reporting Person remains continuously employed through the applicable vesting date. F3 · derivative.underlying_shares: Represents the minimum number of shares of common stock issuable under a shared performance stock award ("SPSA") for the fiscal 2004-2006 performance period. The number of shares ultimately received depends on the company's performance against specified performance targets. At the end of the performance period, the number of shares of stock and stock awards will be determined by adjusting upward or downward from a target in a range between 33% and 150%. The number reported herein is based on the 33% minimum. The final performance percentage on which the payout will be based, considering company performance metrics established for the performance period, will be determined by the board or a board committee in its sole discretion. Shares of stock are issued at the end of the performance period and as the stock awards vest over the following two years, provided that the reporting person remains continuously employed through the applicable vest date. F3 · balance_after: Represents the minimum number of shares of common stock issuable under a shared performance stock award ("SPSA") for the fiscal 2004-2006 performance period. The number of shares ultimately received depends on the company's performance against specified performance targets. At the end of the performance period, the number of shares of stock and stock awards will be determined by adjusting upward or downward from a target in a range between 33% and 150%. The number reported herein is based on the 33% minimum. The final performance percentage on which the payout will be based, considering company performance metrics established for the performance period, will be determined by the board or a board committee in its sole discretion. Shares of stock are issued at the end of the performance period and as the stock awards vest over the following two years, provided that the reporting person remains continuously employed through the applicable vest date. 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.