Insider Trading February 18, 2026

Microsoft Director Purchases $1.98 Million in Stock; AI Sector Developments Highlighted

John W. Stanton adds 5,000 Microsoft shares amid a flurry of AI-related industry announcements

By Nina Shah MSFT
Microsoft Director Purchases $1.98 Million in Stock; AI Sector Developments Highlighted
MSFT

Microsoft director John W. Stanton bought 5,000 shares of Microsoft common stock at $397.35 per share, totaling $1.98 million. After the purchase on February 18, 2026, Stanton’s direct holdings rose to 83,905 shares, with an additional 3,622 shares held indirectly through a family trust. The transaction coincides with several AI industry updates, including OpenAI’s new EVMbench, Microsoft’s $50 billion AI commitment for the Global South, notable developments in GPT-5.2, Anthropic’s board appointment amid IPO considerations, and an IP-related accusation involving OpenAI and DeepSeek.

Key Points

  • Microsoft director John W. Stanton purchased 5,000 shares at $397.35 per share, totalling $1.98 million, increasing his direct stake to 83,905 shares and retaining 3,622 shares indirectly via a family trust.
  • OpenAI and Paradigm introduced EVMbench, a 120-vulnerability benchmark aimed at evaluating AI agents’ ability to detect and remediate smart contract flaws, including payment-oriented code.
  • Microsoft committed $50 billion through the end of the decade to expand AI capabilities in the Global South; other sector moves include GPT-5.2 findings, Anthropic board changes amid IPO consideration, and an IP accusation involving OpenAI and DeepSeek.

Microsoft director John W. Stanton reported an open-market purchase of 5,000 shares of the company’s common stock at a price of $397.35 per share, representing a total outlay of $1.98 million. The filing indicates the purchase occurred on February 18, 2026.

Following the trade, Stanton directly holds 83,905 Microsoft shares. In addition to his direct ownership, Stanton is disclosed as indirectly owning 3,622 shares through a family trust.


Separately, several developments in the broader artificial intelligence ecosystem were reported.

OpenAI, in collaboration with Paradigm, unveiled EVMbench, a benchmark designed to assess how effectively AI agents can find and remediate vulnerabilities in blockchain smart contracts. The benchmark is composed of 120 curated vulnerabilities, drawn primarily from open code audit competitions, and includes scenarios focused on payment-oriented smart contract code.

Microsoft announced a planned investment of $50 billion by the end of the decade to expand artificial intelligence capabilities across countries in the Global South. The commitment was disclosed at an AI summit in New Delhi and frames the company’s direction on extending AI infrastructure and services internationally.

On technical frontiers, OpenAI’s GPT-5.2 is reported to have identified new potential behaviors in gluon particle interactions that challenge existing textbook arguments in theoretical physics. The reporting frames this as a notable development originating from the model’s outputs.

In corporate governance news within the AI sector, Anthropic has added Chris Liddell, a former executive at Microsoft and General Motors, to its board of directors. The appointment occurs as Anthropic is reported to be considering the possibility of an initial public offering by 2026.

Finally, OpenAI has accused a Chinese competitor, DeepSeek, of employing advanced techniques to extract outputs from leading U.S. AI models, a practice OpenAI characterizes as potentially infringing on its intellectual property.


Taken together, the director-level purchase at Microsoft and the cluster of AI-related announcements underscore activity across corporate ownership and technology development, though the implications of each item are limited to the information disclosed in filings and company statements.

Risks

  • OpenAI has accused DeepSeek of extracting outputs from U.S. AI models, an allegation that raises intellectual property and legal risk in the AI sector.
  • Anthropic is described as considering a potential initial public offering by 2026; the timing and outcome of any offering remain uncertain.
  • The report of GPT-5.2 uncovering new possibilities in gluon interactions indicates evolving technical claims where validation and scientific scrutiny remain necessary.

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