Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | MSFT | Common Stock | Gift | $0 | -17K | -100% | $0.00* | 0 | Jun 5, 2024 | By family LLC | F2 |
transaction | MSFT | Common Stock | Gift | $0 | +7.2K | $0.00 | 7.2K | Jun 5, 2024 | By GST | F3 | |
transaction | MSFT | Common Stock | Gift | $0 | +7.2K | $0.00 | 7.2K | Jun 5, 2024 | By GST | F3 | |
holding | MSFT | Common Stock | 784K | Jun 5, 2024 | Direct | ||||||
holding | MSFT | Common Stock | 17K | Jun 5, 2024 | By family LLC | F1 | |||||
holding | MSFT | Common Stock | 787K | Jun 5, 2024 | Direct | F2 |
Id | Content |
---|---|
F1 | The 16,996 shares were previously reported as directly beneficially owned, but were transferred to a family LLC on May 7, 2024. |
F2 | On June 5, 2024, interests in a family LLC were gifted to each of two generation-skipping trusts established for the benefit of Mr. Nadella's children. As a result, each trust beneficially owns 7,199 shares of Microsoft common stock held in the family LLC. The remaining 2,598 shares held indirectly by the family LLC were transferred back to Mr. Nadella as directly held. |
F3 | The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose. |