Microsoft (MSFT) HR chief logs tax-withholding of 1,364 common shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Microsoft EVP and Chief Human Resources Officer Amy Coleman reported a routine tax-related share disposition. On April 15, she had 1,363.733 shares of Microsoft common stock withheld at $393.11 per share to cover tax obligations, rather than selling them on the open market.
After this tax-withholding disposition, she directly holds 47,265.6921 Microsoft common shares. Her position includes 52.8608 shares acquired on March 31, 2026 under the Microsoft Employee Stock Purchase Plan, underscoring this as part of ongoing compensation and employee ownership programs.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Coleman Amy
Role
EVP, Chief Human Resources Off
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 1,363.733 | $393.11 | $536K |
Holdings After Transaction:
Common Stock — 47,265.692 shares (Direct)
Footnotes (1)
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Key Figures
Tax-withheld shares: 1,363.733 shares
Withholding price: $393.11 per share
Shares held after: 47,265.6921 shares
+1 more
4 metrics
Tax-withheld shares
1,363.733 shares
Common Stock withheld on April 15, 2026 for taxes
Withholding price
$393.11 per share
Value used for tax-withholding disposition
Shares held after
47,265.6921 shares
Direct Microsoft common stock holdings after transaction
ESPP shares included
52.8608 shares
Acquired March 31, 2026 under Microsoft Employee Stock Purchase Plan
Key Terms
tax-withholding disposition, Microsoft Employee Stock Purchase Plan, Common Stock, Form 4
4 terms
tax-withholding disposition financial
"transaction_action: "tax-withholding disposition" for code F"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Microsoft Employee Stock Purchase Plan financial
"Includes 52.8608 shares acquired on March 31, 2026 under the Microsoft Employee Stock Purchase Plan."
Common Stock financial
"security_title: "Common Stock" in the reported transaction"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
Form 4 regulatory
"INSIDER FILING DATA (Form 4): Microsoft executive transaction"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
What did Microsoft (MSFT) executive Amy Coleman report in this Form 4 filing?
Amy Coleman reported a tax-withholding disposition of Microsoft shares. On April 15, 1,363.733 common shares were withheld at $393.11 per share to satisfy tax obligations, leaving her with 47,265.6921 shares held directly after the transaction.
Was Amy Coleman’s Microsoft (MSFT) Form 4 transaction an open-market sale?
No, the transaction was a tax-withholding disposition, not an open-market sale. Shares were withheld at $393.11 each to cover tax liabilities, classified under code F. This reflects compensation-related mechanics rather than an active decision to sell shares into the market.
What role does the Microsoft Employee Stock Purchase Plan play in Amy Coleman’s MSFT holdings?
Her reported holdings include 52.8608 shares acquired on March 31, 2026 through the Microsoft Employee Stock Purchase Plan. This indicates a portion of her ownership comes from broad-based employee participation programs, supplementing equity from other compensation sources.
What does transaction code F mean in Amy Coleman’s Microsoft (MSFT) Form 4?
Transaction code F indicates payment of an exercise price or tax liability by delivering securities. In this case, Microsoft shares were withheld to cover taxes, classed as a disposal event but distinct from discretionary buying or selling in the open market.