Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MICROSOFT CORPMSFT · Entity 1016 | Vice Chair and President | September 15, 2026 | September 17, 2026 |
| NETFLIX INCNFLX · Entity 403 | Director | October 01, 2026 | October 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.
MICROSOFT CORP
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 473,793.2944 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 29,077 · Balance 473,793.2944 F1: Represents Stock Award under the Executive Incentive Plan that will vest over four years with 25% vesting on August 31, 2027, and then 6.25% vesting each three months thereafter, subject to continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Stock Award under the Executive Incentive Plan that will vest over four years with 25% vesting on August 31, 2027, and then 6.25% vesting each three months thereafter, subject to continued employment.
NETFLIX INC
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $67.85 · Expires 2036-10-01 | Direct | 921 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 921 · Balance 921 |
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 |
|---|---|---|---|---|---|---|
| August 29, 2005 Filed Aug 31, 2005 22:19 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 600 | $27.15 | $16,290.00 |
DisclosureSEC source: 0001324935-05-000013 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,678 Read SEC document |
| August 01, 2005 Filed Aug 3, 2005 23:13 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 588 | $25.92 | $15,240.96 |
DisclosureSEC source: 0001193119-05-000003 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,278 Read SEC document |
| June 16, 2005 Filed Jul 8, 2005 23:56 UTC | MICROSOFT CORP MSFT · Entity 1016 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193119-05-000002 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,866 F1 · balance_after: Includes 505 shares acquired on March 31, 2005 and 475 shares acquired on June 30, 2005 under the Microsoft employee stock purchase plan. Also includes an increase to the existing 2002, 2003 and 2004 stock awards in the aggregate of 2,707 shares in connection with the $3.00 special dividend paid to shareholders of record on November 17, 2004. Read SEC document |
| May 03, 2005 Filed May 4, 2005 21:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 116,667 | $0.00 Strike: $5.09 | $0.00 |
DisclosureSEC source: 0001193119-05-000001 · edgar.xml · derivative · entry 3 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 116,667 shares Expires 2005-07-31 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 03, 2005 Filed May 4, 2005 21:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 116,667 | $25.23 | $2,943,508.41 |
DisclosureSEC source: 0001193119-05-000001 · edgar.xml · nonDerivative · entry 2 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,179 Read SEC document |
| May 03, 2005 Filed May 4, 2005 21:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | Exercise / conversionCommon Stock | 116,667 | $5.09 | $593,916.70 |
DisclosureSEC source: 0001193119-05-000001 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,846 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 |
| September 27, 2004 Filed Sep 28, 2004 22:14 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 10,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001193119-04-000013 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,175 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 |
| September 14, 2004 Filed Nov 10, 2004 19:57 UTC | MICROSOFT CORP MSFT · Entity 1016 | PurchaseCommon Stock | 4 | $27.47 | $109.88 |
DisclosureSEC source: 0001193119-04-000014 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,979 F1 · shares: These shares were acquired through a broker-sponsored dividend reinvestment program. Read SEC document |
| August 30, 2004 Filed Sep 1, 2004 18:49 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 540 | $27.30 | $14,742.00 |
DisclosureSEC source: 0001193119-04-000011 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,975 Read SEC document |
| August 02, 2004 Filed Aug 4, 2004 20:28 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 529 | $28.52 | $15,087.08 |
DisclosureSEC source: 0001193119-04-000007 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,573 Read SEC document |
| August 02, 2004 Filed Sep 1, 2004 18:47 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 529 | $28.52 | $15,087.08 |
DisclosureSEC source: 0001193119-04-000010 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,515 Read SEC document |
| July 27, 2004 Filed Aug 4, 2004 17:20 UTC | MICROSOFT CORP MSFT · Entity 1016 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $5.66 | $0.00 |
DisclosureSEC source: 0001193119-04-000006 · edgar.xml · derivative · entry 3 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 Underlying: Common Stock · 75,000 shares Expires 2005-07-31 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. F1 · derivative.exercise_price: This option was previously reported as covering 90,000 shares at $11.3125 per share, but is adjusted to reflect a 2-for-1 stock split effective February 14, 2003. Read SEC document |
| July 27, 2004 Filed Aug 4, 2004 17:20 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 75,000 | $28.69 | $2,151,750.00 |
DisclosureSEC source: 0001193119-04-000006 · edgar.xml · nonDerivative · entry 2 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,102 Read SEC document |
| July 27, 2004 Filed Aug 4, 2004 17:20 UTC | MICROSOFT CORP MSFT · Entity 1016 | Exercise / conversionCommon Stock | 75,000 | $5.66 | $424,222.50 |
DisclosureSEC source: 0001193119-04-000006 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,102 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 |
| October 30, 2003 Filed Oct 31, 2003 20:11 UTC | MICROSOFT CORP MSFT · Entity 1016 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $2.39 | $0.00 |
DisclosureSEC source: 0001193119-03-000004 · edgar.xml · derivative · entry 3 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2003-11-04 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 · derivative.exercise_price: This option was previously reported as covering 5,000 shares at $4.7813 pershare, but is adjusted to reflect a 2-for-1 stock split effective February 14, 2003. Read SEC document |
| October 30, 2003 Filed Oct 31, 2003 20:11 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 10,000 | $26.45 | $264,500.00 |
DisclosureSEC source: 0001193119-03-000004 · edgar.xml · nonDerivative · entry 2 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,391 Read SEC document |
| October 30, 2003 Filed Oct 31, 2003 20:11 UTC | MICROSOFT CORP MSFT · Entity 1016 | Exercise / conversionCommon Stock | 10,000 | $2.39 | $23,906.00 |
DisclosureSEC source: 0001193119-03-000004 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,391 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 |
| August 29, 2003 Filed Oct 29, 2003 00:07 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 10,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001193119-03-000003 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,391 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 23:24 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | GrantPerformance Rights · Derivative | 72,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193123-04-000010 · edgar.xml · derivative · entry 2 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,600 Underlying: Common Stock · 72,600 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 |
| July 31, 2003 Filed Jul 29, 2004 01:16 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 529 | $26.41 | $13,970.89 |
DisclosureSEC source: 0001193117-04-000017 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,102 F1 · balance_after: Includes 272 shares acquired on December 31, 2003 and 910 shares acquired on June 30, 2004 under the Microsoft employee stock purchase plan. Read SEC document |
| July 31, 2003 Filed Jul 29, 2004 00:07 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 529 | $26.41 | $13,970.89 |
DisclosureSEC source: 0001193119-04-000001 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,102 F1 · balance_after: Includes 272 shares acquired on December 31, 2003 and 910 shares acquired on June 30, 2004 under the Microsoft employee stock purchase plan. Read SEC document |
| July 31, 2003 Filed Jul 29, 2004 00:31 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 529 | $26.41 | $13,970.89 |
DisclosureSEC source: 0001193119-04-000004 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,102 F1 · balance_after: Includes 272 shares acquired on December 31, 2003 and 910 shares acquired on June 30, 2004 under the Microsoft employee stock purchase plan. Read SEC document |
| July 31, 2003 Filed Aug 13, 2004 23:24 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 529 | $26.41 | $13,970.89 |
DisclosureSEC source: 0001193123-04-000010 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,102 F1 · balance_after: Includes 272 shares acquired on December 31, 2003 and 910 shares acquired on June 30, 2004 under the Microsoft employee stock purchase plan. Read SEC document |
| July 31, 2003 Filed Sep 1, 2004 18:45 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 529 | $26.41 | $13,970.89 |
DisclosureSEC source: 0001193119-04-000009 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,044 F1 · balance_after: Includes 272 shares acquired on December 31, 2003 and 910 shares acquired on June 30, 2004 under the Microsoft employee stock purchase plan. Read SEC document |
| July 31, 2002 Filed Aug 1, 2003 16:06 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193119-03-000001 · edgar.xml · nonDerivative · entry 1 SMITH BRADFORD L · CIK 0001193119 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,191 F1 · shares: Represents vesting 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. Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. F2 · balance_after: Includes 665 shares acquired on June 30, 2003 under the Microsoft employee stock purchase plan. Adjusted to reflect a 2-for-1 stock split effective February 14, 2003. This total represents shares owned as of June 30, 2003. 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.