Form 4: Microsoft EVP Discloses Future Tax-Related Stock Sale

Microsoft's EVP, Chief Human Resources Officer Amy Coleman, disclosed a planned disposition of 31.095 shares of common stock for tax purposes on March 16, 2026.

Summary

• Amy Coleman, Executive Vice President and Chief Human Resources Officer of Microsoft Corporation, filed a Form 4.
• The filing reports a planned transaction for March 16, 2026.
• Coleman will dispose of 31.095 shares of Microsoft Common Stock.
• The disposition is for the payment of tax liability, indicated by transaction code 'F'.
• The shares are valued at $395.55 per share.
• Following this transaction, Coleman will beneficially own 48,576.5643 shares of Microsoft Common Stock.
• The transaction is made pursuant to a Rule 10b5-1(c) pre-arranged plan.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event. It represents a routine, pre-planned disposition of a small number of shares for tax purposes, which is common for executives receiving equity compensation and does not indicate a change in company fundamentals or executive sentiment.

Future Outlook

The filing indicates a future planned transaction for tax purposes, reflecting a routine aspect of executive compensation management.

Industry Context

StockSavvy.ai notes that routine dispositions of shares by executives for tax withholding purposes are common practice in the technology industry, particularly for companies like Microsoft that heavily utilize equity compensation. These transactions are typically pre-scheduled under Rule 10b5-1 plans to avoid accusations of insider trading.

Comparison to Industry Standards

• This type of transaction (Code F) is standard practice across publicly traded companies, including peers like Apple (AAPL), Amazon (AMZN), and Google (GOOGL), where executives often sell a portion of vested equity to cover tax obligations.
• The use of a Rule 10b5-1 plan aligns with best practices for corporate governance, ensuring that insider transactions are pre-scheduled and not based on material non-public information.

Related Party Transactions

• The filing details an insider transaction where an executive (Amy Coleman) of Microsoft Corporation disposed of company stock.

Stakeholder Impact

• Shareholders: The disposition of a very small number of shares for tax purposes by an executive is unlikely to have any material impact on the company's stock price or shareholder value.
• Employees: No direct impact on employees is indicated by this routine transaction.

Key Dates

Keywords

Microsoft, MSFT, Amy Coleman, Form 4, Insider Trading, Stock Sale, Tax Withholding, 10b5-1 Plan, Executive Compensation