Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Director | September 01, 2026 | September 03, 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.
AUTOMATIC DATA PROCESSING INC
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,178.3041 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 13,471.836 · Balance 34,178.3041 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 13,813 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,813 |
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 December 11, 2025 · Filed December 12, 2025
Section 16 reporting ended · disclosed 2025-12-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,610.835 |
Reported balance
After 2025-12-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-11 · Grant · Acquired 8.662 · Balance 4,610.835 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 | Direct | 0 |
Reported balance
Holding disclosure · report date 2025-12-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| January 04, 2018 Filed Jan 5, 2018 15:18 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 36,364 | $118.29 | $4,301,315.74 |
DisclosureSEC source: 0001225208-18-000746 · doc4.xml · nonDerivative · entry 4 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,114.4266 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in August 2017 Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 15:18 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 36,364 | $86.61 | $3,149,486.04 |
DisclosureSEC source: 0001225208-18-000746 · doc4.xml · nonDerivative · entry 3 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,478.4266 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in August 2017 Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 15:18 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 49,392 | $75.10 | $3,709,339.20 |
DisclosureSEC source: 0001225208-18-000746 · doc4.xml · nonDerivative · entry 2 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,114.4266 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in August 2017 Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 15:18 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 10,000 | $116.51 | $1,165,100.00 |
DisclosureSEC source: 0001225208-18-000746 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,722.4266 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in August 2017 Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 22:10 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | OtherCommon Stock | 112.2786 | $111.33 | $12,499.98 |
DisclosureSEC source: 0001225208-18-000389 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,722.4266 Read SEC document |
| November 07, 2017 Filed Aug 3, 2018 17:22 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GiftCommon Stock | 10,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012247 · doc5.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,776.148 Read SEC document |
| September 02, 2017 Filed Sep 6, 2017 22:22 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 26,361 | $107.35 | $2,829,853.35 |
DisclosureSEC source: 0001225208-17-014721 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,610.148 Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 22:22 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 194,285 | $0.00 Strike: $107.35 | $0.00 |
DisclosureSEC source: 0001225208-17-014721 · doc4.xml · derivative · entry 2 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,285 Underlying: Common Stock · 194,285 shares Expires 2027-08-31 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:46 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 50,839.718 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013245 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,971.148 Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 16:59 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 36,363 | $86.61 Strike: $86.61 | $3,149,399.43 |
DisclosureSEC source: 0001225208-17-013000 · doc4.xml · derivative · entry 4 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,091 Underlying: Common Stock · 36,363 shares Expires 2025-01-21 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. Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 16:59 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 30,663 | $110.00 | $3,372,930.00 |
DisclosureSEC source: 0001225208-17-013000 · doc4.xml · nonDerivative · entry 3 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,131.43 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 16:59 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 5,700 | $110.01 | $627,057.00 |
DisclosureSEC source: 0001225208-17-013000 · doc4.xml · nonDerivative · entry 2 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,794.43 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 16:59 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 36,363 | $86.61 | $3,149,399.43 |
DisclosureSEC source: 0001225208-17-013000 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,494.43 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 18:00 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | OtherCommon Stock | 120 | $97.34 | $11,680.80 |
DisclosureSEC source: 0001225208-17-012065 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,131.43 Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:26 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 49,392 | $75.10 Strike: $75.10 | $3,709,339.20 |
DisclosureSEC source: 0001225208-17-010491 · doc4.xml · derivative · entry 5 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,176 Underlying: Common Stock · 49,392 shares Expires 2025-08-31 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. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:26 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 17,400 | $100.02 | $1,740,348.00 |
DisclosureSEC source: 0001225208-17-010491 · doc4.xml · nonDerivative · entry 4 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,011.43 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:26 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 16,510 | $100.00 | $1,651,000.00 |
DisclosureSEC source: 0001225208-17-010491 · doc4.xml · nonDerivative · entry 3 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,411.43 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:26 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 15,482 | $100.01 | $1,548,354.82 |
DisclosureSEC source: 0001225208-17-010491 · doc4.xml · nonDerivative · entry 2 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,921.43 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:26 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 49,392 | $75.10 | $3,709,339.20 |
DisclosureSEC source: 0001225208-17-010491 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,403.43 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 13:36 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 46,074 | $52.65 Strike: $52.65 | $2,425,611.80 |
DisclosureSEC source: 0001225208-17-003641 · doc4.xml · derivative · entry 6 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,074 shares Expires 2023-01-24 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. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 13:36 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 33,532 | $69.72 Strike: $69.72 | $2,337,750.44 |
DisclosureSEC source: 0001225208-17-003641 · doc4.xml · derivative · entry 5 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,536 Underlying: Common Stock · 33,532 shares Expires 2024-01-22 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. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 13:36 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 46,074 | $99.02 | $4,562,247.48 |
DisclosureSEC source: 0001225208-17-003641 · doc4.xml · nonDerivative · entry 4 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,011.43 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 13:36 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 33,532 | $98.87 | $3,315,141.18 |
DisclosureSEC source: 0001225208-17-003641 · doc4.xml · nonDerivative · entry 3 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,085.43 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 13:36 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 33,532 | $69.72 | $2,337,750.44 |
DisclosureSEC source: 0001225208-17-003641 · doc4.xml · nonDerivative · entry 2 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,617.43 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 13:36 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Exercise / conversionCommon Stock | 46,074 | $52.65 | $2,425,611.80 |
DisclosureSEC source: 0001225208-17-003641 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,085.43 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 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2016 Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 19:38 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | OtherCommon Stock | 128.0211 | $97.64 | $12,499.98 |
DisclosureSEC source: 0001225208-17-000059 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,011.43 Read SEC document |
| September 06, 2016 Filed Sep 6, 2016 23:24 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 10,000 | $89.91 | $899,100.00 |
DisclosureSEC source: 0001225208-16-038888 · doc4.xml · nonDerivative · entry 3 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,883.4089 F2 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2015. Read SEC document |
| September 06, 2016 Filed Sep 6, 2016 23:24 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | OtherCommon Stock | 6.3978 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038888 · doc4.xml · nonDerivative · entry 2 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,883.4089 F1 · shares: Adjustment to the previously reported number of shares liquidated when the ADP Stock Fund balance was transferred Read SEC document |
| September 03, 2016 Filed Sep 6, 2016 23:24 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 21,877 | $90.39 | $1,977,462.03 |
DisclosureSEC source: 0001225208-16-038888 · doc4.xml · nonDerivative · entry 1 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,877.0111 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:24 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 208,913 | $0.00 Strike: $90.63 | $0.00 |
DisclosureSEC source: 0001225208-16-038888 · doc4.xml · derivative · entry 4 Rodriguez Carlos A · CIK 0001378514 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,913 Underlying: Common Stock · 208,913 shares Expires 2026-08-31 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.