Microsoft CAO Disposes $62K in Shares for Tax Withholding
MICROSOFT CORP
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Filing Summary
Microsoft CAO Disposes $62K in Shares for Tax Withholding
Company: MICROSOFT CORP (MSFT)
Form: 4 | Filed: 2026-09-15
Significance: Low
Insider: Alice L. Jolla Title: Chief Accounting Officer | Relationship: Officer
Transaction: • Type: Tax Withholding (Code F) • Shares: 122.773 • Price: $505.41 • Value: $62,050.69 • Owned After: 81,119.11
Key Insight: Routine share withholding to satisfy tax obligations upon equity vesting; negligible financial impact.
Market Context: Transaction represents less than 0.00001% of Microsoft's $3.75T market capitalization.
Comprehensive Analysis
SEC Filing Analysis: MICROSOFT CORP (MSFT)
Executive Summary
- Trading Significance: Low
- Key Takeaway: Chief Accounting Officer Alice L. Jolla surrendered 122.773 shares valued at approximately $62,051 to cover tax liabilities associated with equity compensation vesting.
- Market Impact: Neutral; standard administrative transaction with negligible market impact.
Company Information
| Field | Value |
|---|---|
| Company | MICROSOFT CORP |
| Ticker Symbol | MSFT |
| CIK | 0000789019 |
| Industry | Prepackaged Software [7372] |
Insider Information
| Field | Value |
|---|---|
| Name | Alice L. Jolla |
| CIK | 0001819285 |
| Title/Position | Chief Accounting Officer |
| Relationship | Officer |
Transaction Details
| Field | Value |
|---|---|
| Form Type | 4 |
| Transaction Date | 2026-09-15 |
| Transaction Code | F (Tax Withholding) |
| Security Type | Common Stock |
| Shares Involved | 122.773 |
| Price Per Share | $505.41 |
| Total Value | $62,050.69 |
| Shares Owned After | 81,119.1096 |
| Ownership Type | Direct |
Financial Impact Assessment
Transaction Materiality
| Metric | Value |
|---|---|
| Transaction Value | $62,050.69 |
| % of Market Cap | <0.0001% |
| Shares Transacted | 122.773 |
| % of Shares Outstanding | <0.0001% |
| Post-Transaction Ownership | 81,119.1096 shares (~0.0011% of outstanding) |
| Materiality Assessment | Low |
Impact Evaluation
- Market Cap Context: Across Microsoft's $3,752.94 billion market capitalization, this $62K transaction is immaterial and routine.
- Ownership Concentration: Insider continues to hold a direct stake of 81,119.11 shares, with the disposition representing only 0.15% of her total direct holding.
- Transaction Significance: The transaction is non-discretionary (Code F) and executed strictly for tax liability fulfillment.
Market Impact Analysis
- Direction: Neutral
- Reasoning: Automatic tax withholding transactions carry no informational value regarding insider sentiment.
- Expected Volume Impact: Immaterial compared to daily trading volume.
- Sentiment Indicator: Neutral
Additional Context
- Transaction Notes: Executed at a reference price of $505.41 per share.
- Special Circumstances: Transaction Code F indicates delivery/withholding of shares to cover tax obligations.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.