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DEFA14A ·Filed Oct 21, 2026

MSFT

MICROSOFT CORP
NEUTRAL
Impact 2/10
Horizonweeks Processed5d 8h ago SEC0001193125-26-427867
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the shareholder vote outcomes post-December 8 meeting for any signal on shareholder sentiment toward the four opposed proposals, though none are expected to pass given management's recommendations.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+1d
MSFT ▲ +0.66% at T+1d
NEUTRAL call +0.66% · α vs SPY +1.18% · entry $521.08 → $524.51
Next anchor: T+5d tomorrow
Entry = T+0 close
Oct 21, 2026
via day close
T+1d
+0.66%
call +0.66% · α +1.18%
$524.51
settled 5d ago
T+5d
Pending
tomorrow
T+20d
Pending
in 22d
T+60d
Pending
in 3mo

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Executive Summary

Microsoft filed a DEFA14A (definitive additional proxy soliciting material) providing notice of its 2026 Annual Meeting to be held on December 8, 2026. The filing lists the board's voting recommendations on seven proposals, including director elections, say-on-pay, auditor ratification, and four shareholder proposals that the board recommends voting against. This is a routine administrative filing with no material financial impact.

Key Financial Metrics

Vote
director election
Meeting
2026-12-08

Key Facts

  • Annual Meeting scheduled for December 8, 2026 at 8:30 a.m. Pacific Time
  • Voting deadline is December 7, 2026 at 11:59 PM ET
  • Board recommends FOR election of 12 director nominees including Satya Nadella
  • Board recommends FOR advisory say-on-pay vote and ratification of Deloitte & Touche as auditor
  • Board recommends AGAINST four shareholder proposals: climate commitments disclosure, human rights due diligence report, data operations in conflict hotspots report, and board chair/CEO separation
  • Meeting will be held virtually at www.virtualshareholdermeeting.com/MSFT26

Financial Impact

No financial impact — this is a proxy solicitation notice with no financial results, guidance, or material corporate actions

Risk Factors

  • None from this filing — routine proxy notice

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-427867
Document: 0001193125-26-427867-index-headers.html0001193125-26-427867
Document: 0001193125-26-427867-index.html0001193125-26-427867
Document: 0001193125-26-427867.txt0001193125-26-427867
29 reports for MSFT
Performance horizon
88% Hit rate @ T+20 7 of 8 directional calls Went positive at some point 8 of 8 best @ T+60▲ +35.09%Jul 20, 2026
Filters
Rows
Reports for MSFT — sortable, filterable
TypeNow
Oct 21, 2026
5d ago
DEFA14A
NEUTRAL ★ 2/10
$521.08awaiting T+20—$532.60 (+2.21%)
Oct 21, 2026
5d ago
DEF 14A
NEUTRAL ★ 4/10
$521.08awaiting T+20—$532.60 (+2.21%)
Oct 14, 2026
13d ago
Court Ruling
NEUTRAL ★ 1/10
$539.44awaiting T+20—$532.60 (−1.27%)
Sep 30, 2026
27d ago
Court Ruling
NEUTRAL ★ 4/10
$512.74awaiting T+20—$532.60 (+3.87%)
Sep 29, 2026
28d ago
Court Ruling
NEUTRAL ★ 1/10
$512.90awaiting T+20—$532.60 (+3.84%)
Sep 28, 2026
29d ago
Court Ruling
NEUTRAL ★ 4/10
$508.96awaiting T+20—$532.60 (+4.64%)
Sep 25, 2026
4w ago
Court Ruling
NEUTRAL ★ 2/10
$509.22 $532.60▲ +4.59%▲ +4.62%$532.60 (+4.59%)
Sep 24, 2026
4w ago
Court Ruling
BULLISH ★ 4/10
$516.17 $524.51▲ +1.62%▲ +3.09%$532.60 (+3.18%)
Sep 23, 2026
4w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$500.59 $532.95▲ +6.46%▲ +5.78%$532.60 (+6.39%)
Sep 23, 2026
4w ago
Court Ruling
NEUTRAL ★ 1/10
$497.93 $521.08▲ +4.65%▲ +5.07%$532.60 (+6.96%)
Showing 10 of 29

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Report published Oct 21, 2026