Microsoft — Relationship Intelligence
Graph-native report could not be generated ticker-by-ticker

The Microsoft Network

The people who move billions through Microsoft also sit inside Salesforce and Berkshire Hathaway. No Microsoft filing tells you that — you find it by walking the entity graph: from the company, to its insiders, to every other company those insiders touch.

company person of interest insider / holding cross-company bridge

01 — Who moves the money

Three people, $12.6 billion, three different stories

Walking Microsoft's insider_of edges and rolling ~9,200 transactions up per person surfaces the whales — and, crucially, how they trade, which is the real signal:

PersonValue movedPatternWhat it means
Bill Gates
Founder
$8.0Bplanned · 10b5-1 Programmatic diversification on a pre-set schedule — not a discretionary signal.
Mason Morfit
ValueAct Capital
$3.1Bopen-market · activist An activist investor making discretionary open-market sells — a fundamentally different, watch-worthy signal.
Steve Ballmer
Former CEO
$1.5Bopen-market Founder-era holder trimming a still-enormous position.

A per-ticker report shows "insiders sold $12.6B" as one number. The graph separates the programmatic seller from the activist — because it knows who these people are.

02 — The hidden board network

Where else does Microsoft's influence reach?

Second hop: take each of those insiders and walk their edges. This is the map no single filing contains — the other boardrooms and companies Microsoft's power players occupy:

Mason Morfit Microsoft #2 seller · ValueAct
Salesforce insider C.R. Bard board Bausch Health board Immucor board
Bill Gates Microsoft founder
Berkshire Hathaway board Ecolab insider ICOS board

The standout

Microsoft's second-largest insider seller, Mason Morfit, is also a top insider at Salesforce — the same activist, billions in transactions, sitting inside two $2-trillion companies at once. That single fact connects two of the largest firms on earth through one person, and it is invisible in either company's filings. It only exists in the space between them — which is exactly what a graph is.

Why this report can't be built any other way

Our standard company report is ~8 independent lookups, each keyed to one ticker, stitched together — every section blind to the others. This report is a walk: resolve(Microsoft) → its insiders → each insider's other companies. Every line above is a live traversal across 42 million linked relationships in the entity graph. The moment you can walk it, a whole class of question — "who really influences this company, and where else does that influence reach?" — becomes answerable. And there is no other way to answer it.

BUILT LIVE from the MARS entity graph — 5 entity types (893K companies · 1.88M people · 101K investors), 42M typed edges — via the graph_resolve / graph_entity / graph_neighbors traversal primitives.
Insider $ = summed Form-4 transaction value, rolled up per person. Relationships are prototype-grade (v1 edges: insider_of / board_of / works_at); some are associative, not equity control. Research artifact — not investment advice.