STOCK TITAN

Microsoft CAO withholds 122.773 shares for tax, exercise

Microsoft’s Chief Accounting Officer reported a small share disposition related to tax or exercise-price payment, with over 81,000 shares still held directly.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

MICROSOFT CORP (MSFT) reported that Chief Accounting Officer Alice L. Jolla had 122.773 shares of common stock disposed of on September 15, 2026 as a payment of exercise price or tax liability by delivering or withholding securities at $505.41 per share. Following this transaction, she holds 81,119.1096 shares of Microsoft common stock directly. No Rule 10b5-1 trading plan is reported for this transaction.

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Insider Jolla Alice L.
Role Chief Accounting Officer
Type Security Shares Price Value
Exercise Price or Tax Liability Common Stock 122.773 $505.41 $62K
Holdings After Transaction: Common Stock — 81,119.1096 shares (Direct)
Shares disposed 122.773 shares Disposition on September 15, 2026 to pay exercise price or tax liability
Transaction price per share $505.41 per share Valuation used for the exercise-price-or-tax-liability disposition
Shares held after transaction 81,119.1096 shares Direct holdings of Microsoft common stock by Alice L. Jolla after the transaction
Common Stock financial
"reported a transaction in Microsoft common stock"
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.
Rule 10b5-1 regulatory
"No Rule 10b5-1 trading plan is reported for this transaction"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
exercise price or tax liability financial
"payment of exercise price or tax liability by delivering or withholding securities"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did MSFT’s Chief Accounting Officer report?

Microsoft’s Chief Accounting Officer, Alice L. Jolla, reported the disposition of 122.773 shares of Microsoft common stock on September 15, 2026 to pay an exercise price or tax liability by delivering or withholding shares.

At what price were the disposed MSFT shares valued in this Form 4?

The 122.773 Microsoft (MSFT) shares were valued at $505.41 per share, used for payment of an exercise price or tax liability by delivering or withholding securities.

How many MSFT shares does the insider hold after the reported transaction?

After the September 15, 2026 transaction, Alice L. Jolla holds 81,119.1096 shares of Microsoft common stock directly.

Was the MSFT insider transaction made under a Rule 10b5-1 trading plan?

No. The filing indicates that the Rule 10b5-1 checkbox is not marked, so no Rule 10b5-1 trading plan is reported for this transaction.

Does this MSFT Form 4 reflect an open market sale by the insider?

No. The Form 4 describes a code F transaction: shares delivered or withheld to pay an exercise price or tax liability, not an open market purchase or sale.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Jolla Alice L.

(Last)(First)(Middle)
C/O MICROSOFT CORPORATION
ONE MICROSOFT WAY

(Street)
REDMOND WASHINGTON 98052-6399

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
MICROSOFT CORP [ MSFT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Accounting Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock09/15/2026F122.773D$505.4181,119.1096D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Julia Stark, Attorney-in-Fact for Alice L. Jolla09/15/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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