Microsoft EVP Amy Coleman Disposes $429K in Shares for Taxes
MICROSOFT CORP
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Filing Summary
Microsoft EVP Amy Coleman Disposes $429K in Shares for Taxes
Company: MICROSOFT CORP (MSFT)
Form: 4 | Filed: 2026-09-01
Significance: Low
Insider: Amy Coleman Title: EVP, Chief Human Resources Off | Relationship: Officer
Transaction: • Type: Tax Withholding (Disposition) • Shares: 836.23 • Price: $513.53 • Value: $429,429.19 • Owned After: 44,487.35
Key Insight: Routine share withholding (Code F) to satisfy tax liabilities associated with equity vesting; not an open-market discretionary sale.
Comprehensive Analysis
SEC Filing Analysis: MICROSOFT CORP (MSFT)
Executive Summary
- Trading Significance: Low
- Key Takeaway: EVP Amy Coleman surrendered 836.23 shares valued at approximately $429,429.19 to cover tax obligations from vesting equity.
- Market Impact: Neutral; routine tax withholding transaction with no open-market pressure.
Company Information
| Field | Value |
|---|---|
| Company | MICROSOFT CORP |
| Ticker Symbol | MSFT |
| CIK | 0000789019 |
| Industry | Services-Prepackaged Software |
Insider Information
| Field | Value |
|---|---|
| Name | Amy Coleman |
| CIK | 0002062356 |
| Title/Position | EVP, Chief Human Resources Off |
| Relationship | Officer |
Transaction Details
| Field | Value |
|---|---|
| Form Type | 4 |
| Transaction Date | 2026-08-31 |
| Transaction Code | F (Tax Withholding) |
| Security Type | Common Stock |
| Shares Involved | 836.23 |
| Price Per Share | $513.53 |
| Total Value | $429,429.19 |
| Shares Owned After | 44,487.3461 |
| Ownership Type | Direct |
Financial Impact Assessment
Transaction Materiality
| Metric | Value |
|---|---|
| Transaction Value | $429,429.19 |
| % of Market Cap | <0.0001% |
| Shares Transacted | 836.23 |
| % of Shares Outstanding | <0.0001% |
| Post-Transaction Ownership | 44,487.3461 shares (0.0006% of outstanding) |
| Materiality Assessment | Low |
Impact Evaluation
- Market Cap Context: Microsoft's market capitalization of $3,816.73 billion makes a ~$429K transaction negligible in size and liquidity terms.
- Ownership Concentration: The reporting officer retains 44,487.35 direct shares, representing a fractional proportion of the 7.43 billion shares outstanding.
- Transaction Significance: The transaction is classified under Code F (withholding of securities for tax obligations), indicating an administrative tax settlement rather than a discretionary market sale.
Market Impact Analysis
- Direction: Neutral
- Reasoning: Non-discretionary tax withholding does not convey directional sentiment regarding operational prospects.
- Expected Volume Impact: Negligible
- Sentiment Indicator: Neutral
Additional Context
- Timing: Effective August 31, 2026, aligned with standard equity vesting cycles.
- Special Circumstances: Transaction Code F indicates automatic share withholding for tax liability upon equity vesting.
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