MSFT.NASDAQMicrosoft CORP

Form 4: Microsoft Director Teri List Receives Stock Award

Sentiment:

Insider Transaction Report


Microsoft Director Teri List reported the acquisition of 130 shares of common stock as a fully vested award and holds 22,925.687 fully vested Restricted Stock Units.

Summary

  • Teri List, a Director at Microsoft Corporation, reported changes in her beneficial ownership.
  • On December 4, 2025, she acquired 130 shares of Microsoft Common Stock as a fully vested stock award with a transaction price of $0.
  • Following this transaction, she directly beneficially owns 130 shares of Common Stock.
  • She also indirectly beneficially owns 2,672 shares of Common Stock through a Trust.
  • Additionally, she holds 22,925.687 fully vested Restricted Stock Units (RSUs), each representing a contingent right to receive one share of Microsoft common stock.
  • Delivery of shares from the RSUs will occur 30 days after her separation from service to the Board of Directors.
  • A new Power of Attorney was granted on September 16, 2024, authorizing specific individuals to execute and file Form 4 and Form 5 filings on her behalf.

Sentiment

Score: 6

Explanation: Neutral to slightly positive. The filing reports a routine stock award to a director, which is a positive for the individual but has minimal impact on the company's overall financial health or market sentiment. The Power of Attorney update is administrative.

Positives

  • Teri List received 130 shares of Microsoft common stock as a fully vested award, increasing her direct beneficial ownership.
  • Her existing 22,925.687 Restricted Stock Units are fully vested, representing future share delivery.

Future Outlook

Delivery of shares from Teri List's fully vested Restricted Stock Units will be made 30 days after her separation from service to the Board of Directors.

Industry Context

This is a standard insider transaction filing for a director receiving a stock award, common practice in large technology companies like Microsoft for executive and director compensation. It does not reflect broader industry trends or competitive positioning.

Comparison to Industry Standards

  • Director compensation through stock awards and Restricted Stock Units (RSUs) is a common practice across the technology industry, including peers like Apple (AAPL), Amazon (AMZN), and Google (GOOGL).
  • The vesting schedule and delivery upon separation are typical mechanisms to align director interests with long-term shareholder value and retain experienced board members.

Management Changes

RolePrevious PersonNew PersonEffective DateReason
Attorney-in-Fact for Teri L. ListPrior Power of Attorney revokedJulia Stark, Benjamin O. Orndorff, Michael Pressman, Keith R. Dolliver, Christyne Mayberry2024-09-16Update and grant new authority for executing and filing Section 16 reports.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Power of Attorney UpdateTeri L. List revoked her prior Power of Attorney and granted new authority to Julia Stark, Benjamin O. Orndorff, Michael Pressman, Keith R. Dolliver, and Christyne Mayberry to execute and file Form 4 and Form 5 filings on her behalf.2024-09-16This is an administrative update to ensure proper and timely filing of insider transaction reports for Teri L. List, a director of Microsoft Corporation. It streamlines compliance with Section 16 reporting requirements.

Stakeholder Impact

  • Shareholders: Minimal direct impact, as this is a routine compensation event for a director.
  • Board of Directors: The updated Power of Attorney streamlines compliance for the reporting director.

Next Steps

  • Delivery of shares from Restricted Stock Units to Teri List 30 days after her separation from service to the Board of Directors.

Key Dates

DateDescription
2024-09-16Effective date of the updated Power of Attorney granted by Teri L. List.
2025-12-04Date of transaction where Teri List acquired 130 shares of Common Stock.
2025-12-05Date the Form 4 was signed by Julia Stark, Attorney-in-fact for Teri List.

Recommendation

hold

This Form 4 filing reports a routine stock award to a director and an administrative update to a Power of Attorney. It does not contain any information that would fundamentally alter the investment thesis for Microsoft. The company's core business operations, financial performance, and strategic outlook remain unchanged by this disclosure. Therefore, a 'hold' recommendation is appropriate, maintaining existing positions based on broader company fundamentals rather than this specific insider transaction.

Keywords

Microsoft, MSFT, Teri List, Form 4, Insider Trading, Stock Award, Director Compensation, Restricted Stock Units, Beneficial Ownership

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