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.
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
Exercise Price or Tax Liability: 122.773 shares
Exercise Price or Tax Liability
1 txn
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)
Key Figures
Shares disposed: 122.773 shares
Transaction price per share: $505.41 per share
Shares held after transaction: 81,119.1096 shares
3 metrics
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
Key Terms
Common Stock, Rule 10b5-1, exercise price or tax liability
3 terms
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.
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.