Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Strategy IncMSTR · Entity 3031 | Director · Executive Chairman · 10% owner | April 25, 2024 | April 26, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Strategy Inc
Report date April 25, 2024 · Filed April 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-04-25 transaction · row 27
27 source rows · reconciled sequenceRow 1 · 2024-04-25 · Exercise / conversion · Acquired 5,000 · Balance 5,000 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 2 · 2024-04-25 · Sale · Disposed 100 · Balance 4,900 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 3 · 2024-04-25 · Sale · Disposed 133 · Balance 4,767 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F2: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,226.00 to $1,226.02, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 4 · 2024-04-25 · Sale · Disposed 600 · Balance 4,167 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F3: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,228.00 to $1,228.65, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 5 · 2024-04-25 · Sale · Disposed 200 · Balance 3,967 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 6 · 2024-04-25 · Sale · Disposed 100 · Balance 3,867 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 7 · 2024-04-25 · Sale · Disposed 100 · Balance 3,767 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 8 · 2024-04-25 · Sale · Disposed 100 · Balance 3,667 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 9 · 2024-04-25 · Sale · Disposed 300 · Balance 3,367 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F4: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,239.30 to $1,239.94, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 10 · 2024-04-25 · Sale · Disposed 145 · Balance 3,222 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F5: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,240.00 to $1,240.41, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 11 · 2024-04-25 · Sale · Disposed 100 · Balance 3,122 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 12 · 2024-04-25 · Sale · Disposed 200 · Balance 2,922 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 13 · 2024-04-25 · Sale · Disposed 549 · Balance 2,373 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F6: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,244.15 to $1,244.70, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 14 · 2024-04-25 · Sale · Disposed 100 · Balance 2,273 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 15 · 2024-04-25 · Sale · Disposed 100 · Balance 2,173 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 16 · 2024-04-25 · Sale · Disposed 100 · Balance 2,073 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 17 · 2024-04-25 · Sale · Disposed 300 · Balance 1,773 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F7: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,249.46 to $1,249.50, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 18 · 2024-04-25 · Sale · Disposed 200 · Balance 1,573 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F8: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,250.43 to $1,250.46, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 19 · 2024-04-25 · Sale · Disposed 200 · Balance 1,373 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 20 · 2024-04-25 · Sale · Disposed 100 · Balance 1,273 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 21 · 2024-04-25 · Sale · Disposed 300 · Balance 973 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F9: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,255.21 to $1,255.96, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 22 · 2024-04-25 · Sale · Disposed 210 · Balance 763 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F10: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,257.50 to $1,257.97, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 23 · 2024-04-25 · Sale · Disposed 200 · Balance 563 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F11: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,258.80 to $1,258.81, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 24 · 2024-04-25 · Sale · Disposed 263 · Balance 300 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F12: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,259.77 to $1,259.83, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 25 · 2024-04-25 · Sale · Disposed 100 · Balance 200 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 26 · 2024-04-25 · Sale · Disposed 100 · Balance 100 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Row 27 · 2024-04-25 · Sale · Disposed 100 · Balance 0 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $121.43 · Expires 2024-04-30 | Direct | 0 |
Reported balance
After 2024-04-25 transaction · row 28
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 28 · 2024-04-25 · Exercise / conversion · Disposed 5,000 · Balance 0 F13: The option vested in four equal installments on April 30, 2015, 2016, 2017 and 2018. The option is fully vested and exercisable. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectShares owned by LLC | 1,961,668 |
Reported balance
Holding disclosure · report date 2024-04-25 · row 29
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 29 · Balance 1,961,668 F14: Shares of Class B Common Stock are convertible immediately upon receipt into shares of Class A Common Stock on a 1-for-1 basis and have no expiration date. F15: Shares that are indicated as being "owned by LLC" are owned directly by Alcantara LLC (the "LLC"), and indirectly by Mr. Saylor as the sole member of the LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023.
F2: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,226.00 to $1,226.02, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F3: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,228.00 to $1,228.65, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F4: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,239.30 to $1,239.94, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F5: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,240.00 to $1,240.41, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F6: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,244.15 to $1,244.70, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F7: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,249.46 to $1,249.50, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F8: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,250.43 to $1,250.46, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F9: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,255.21 to $1,255.96, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F10: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,257.50 to $1,257.97, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F11: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,258.80 to $1,258.81, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F12: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,259.77 to $1,259.83, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F13: The option vested in four equal installments on April 30, 2015, 2016, 2017 and 2018. The option is fully vested and exercisable.
F14: Shares of Class B Common Stock are convertible immediately upon receipt into shares of Class A Common Stock on a 1-for-1 basis and have no expiration date.
F15: Shares that are indicated as being "owned by LLC" are owned directly by Alcantara LLC (the "LLC"), and indirectly by Mr. Saylor as the sole member of the LLC.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 217 | $705.09 | $153,004.53 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 26 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,595 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F23 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $705.00 to $705.69, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 255 | $704.40 | $179,622.00 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 25 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,812 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F22 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $704.05 to $704.48, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 68 | $703.82 | $47,859.76 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 24 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,067 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F21 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $703.61 to $703.96, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 200 | $702.46 | $140,492.00 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 23 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,135 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F20 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $702.30 to $702.85, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 184 | $701.55 | $129,085.20 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 22 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,335 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F19 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $701.03 to $701.85, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 35 | $700.94 | $24,532.90 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 21 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,519 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 216 | $699.66 | $151,126.56 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 20 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,554 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F18 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $699.42 to $699.92, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 130 | $698.10 | $90,753.00 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 19 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,770 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F17 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $698.00 to $698.45, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 50 | $697.52 | $34,876.00 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 18 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,900 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F16 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $697.12 to $697.74, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 48 | $695.74 | $33,395.52 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 17 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,950 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F15 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $695.44 to $695.91, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 133 | $694.72 | $92,397.76 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 16 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,998 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F14 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $694.44 to $694.76, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 18 | $693.29 | $12,479.22 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 15 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,131 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 523 | $692.46 | $362,156.58 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 14 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,149 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F13 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $692.10 to $692.68, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 200 | $691.31 | $138,262.00 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 13 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,672 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F12 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $691.00 to $691.98, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 72 | $690.65 | $49,726.80 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 12 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,872 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $690.54 to $690.88, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 113 | $689.40 | $77,902.20 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 11 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,944 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $689.12 to $689.61, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 82 | $688.53 | $56,459.46 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 10 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,057 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $688.23 to $688.82, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 187 | $687.30 | $128,525.10 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 9 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,139 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $687.06 to $687.76, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 86 | $686.41 | $59,031.26 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 8 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,326 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $686.00 to $686.91, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 131 | $685.35 | $89,780.85 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 7 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,412 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $685.15 to $685.93, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 170 | $684.44 | $116,354.80 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 6 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,543 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $684.30 to $684.89, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 72 | $683.78 | $49,232.16 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 5 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,713 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $683.56 to $683.99, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 56 | $682.50 | $38,220.00 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 4 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,785 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $682.48 to $682.52, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 130 | $681.49 | $88,593.70 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 3 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,841 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $681.10 to $681.86, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 29 | $680.71 | $19,740.59 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 2 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,971 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:04 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 5,000 | $121.43 | $607,150.00 |
DisclosureSEC source: 0001209191-24-000509 · doc4.xml · nonDerivative · entry 1 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 24 | $722.24 | $17,333.76 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 10 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 32 | $720.32 | $23,050.24 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 9 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 129 | $718.08 | $92,632.32 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 8 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $718.01 to $718.32, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 218 | $716.05 | $156,098.90 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 7 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 185 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $716.00 to $716.27, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 66 | $715.55 | $47,226.30 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 6 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 403 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $715.34 to $715.80, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 148 | $714.09 | $105,685.32 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 5 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 469 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $714.00 to $714.89, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 136 | $713.60 | $97,049.60 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 4 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 617 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $713.06 to $713.77, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 115 | $712.57 | $81,945.55 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 3 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 753 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $712.18 to $712.63, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 32 | $711.61 | $22,771.52 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 2 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 868 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 218 | $710.38 | $154,862.84 |
DisclosureSEC source: 0001209191-24-000513 · doc4.xml · nonDerivative · entry 1 SAYLOR MICHAEL J · CIK 0001079782 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 900 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2023. F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $710.00 to $710.91, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| December 28, 2020 Filed Dec 30, 2020 20:11 UTC | Strategy Inc MSTR · Entity 3031 | ConversionClass B Common Stock · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-065594 · doc4.xml · derivative · entry 3 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman and CEO · 10% owner ALCANTARA LLC · CIK 0001269225 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Shares owned by LLC Disclosed balance after: 1,961,668 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Shares of Class B Common Stock are convertible immediately upon receipt into shares of Class A Common Stock on a 1-for-1 basis and have no expiration date. F4 · derivative.exercise_date: Shares of Class B Common Stock are convertible immediately upon receipt into shares of Class A Common Stock on a 1-for-1 basis and have no expiration date. F4 · derivative.expiration_date: Shares of Class B Common Stock are convertible immediately upon receipt into shares of Class A Common Stock on a 1-for-1 basis and have no expiration date. F5 · balance_after: See Exhibit A. F2 · ownership.nature: Shares that are indicated as being "owned by LLC" are owned directly by Alcantara LLC (the "LLC"), and indirectly by Mr. Saylor as the sole member of the LLC. Read SEC document |
| December 28, 2020 Filed Dec 30, 2020 20:11 UTC | Strategy Inc MSTR · Entity 3031 | GiftClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-065594 · doc4.xml · nonDerivative · entry 2 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman and CEO · 10% owner ALCANTARA LLC · CIK 0001269225 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Shares owned by LLC Disclosed balance after: 0 F3 · price: These 50,000 shares have been transferred by the LLC as a gift to a charitable foundation for no consideration. F2 · ownership.nature: Shares that are indicated as being "owned by LLC" are owned directly by Alcantara LLC (the "LLC"), and indirectly by Mr. Saylor as the sole member of the LLC. Read SEC document |
| December 28, 2020 Filed Dec 30, 2020 20:11 UTC | Strategy Inc MSTR · Entity 3031 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-065594 · doc4.xml · nonDerivative · entry 1 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman and CEO · 10% owner ALCANTARA LLC · CIK 0001269225 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Shares owned by LLC Disclosed balance after: 50,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: These shares were acquired upon conversion of shares of Class B Common Stock, which were convertible on a 1-for-1 basis into shares of Class A Common Stock. F2 · ownership.nature: Shares that are indicated as being "owned by LLC" are owned directly by Alcantara LLC (the "LLC"), and indirectly by Mr. Saylor as the sole member of the LLC. Read SEC document |
| April 30, 2014 Filed May 2, 2014 17:00 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 400,000 | $0.00 Strike: $121.43 | $0.00 |
DisclosureSEC source: 0001209191-14-030775 · doc4.xml · derivative · entry 1 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Class A Common Stock · 400,000 shares Expires 2024-04-30 F1 · date: This option grant was approved by a committee of MicroStrategy Incorporated's board of directors on April 30, 2014, subject to stockholder approval of Amendment No. 1 to the MicroStrategy Incorporated 2013 Stock Incentive Plan ("Amendment No. 1"). This option will automatically terminate if such stockholder approval is not obtained within twelve months of April 30, 2014. F2 · derivative.exercise_date: This option vests as to 100,000 shares on the first anniversary of the grant date, and as to an additional 100,000 shares on each anniversary thereafter until the option is vested in full; provided, however, that this option is not exercisable prior to stockholder approval of Amendment No. 1. F3 · balance_after: See Exhibit A. Read SEC document |
| September 06, 2012 Filed Sep 10, 2012 17:10 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 39,521 | $0.00 Strike: $20.69 | $0.00 |
DisclosureSEC source: 0001209191-12-044906 · doc4.xml · derivative · entry 5 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 39,521 shares Expires 2013-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The 39,521 shares exercised on 09/06/2012 pursuant to this stock option vested on 02/08/2008. F5 · balance_after: See Exhibit A. Read SEC document |
| September 06, 2012 Filed Sep 10, 2012 17:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,329 | $129.05 | $429,601.46 |
DisclosureSEC source: 0001209191-12-044906 · doc4.xml · nonDerivative · entry 4 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $129.00 to $129.30, inclusive. Read SEC document |
| September 06, 2012 Filed Sep 10, 2012 17:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 12,671 | $128.30 | $1,625,709.57 |
DisclosureSEC source: 0001209191-12-044906 · doc4.xml · nonDerivative · entry 3 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,329 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.00 to $128.77, inclusive. Read SEC document |
| September 06, 2012 Filed Sep 10, 2012 17:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 23,521 | $127.35 | $2,995,484.03 |
DisclosureSEC source: 0001209191-12-044906 · doc4.xml · nonDerivative · entry 2 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.00 to $127.99, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 1, 2, and 3 to this Form 4. Read SEC document |
| September 06, 2012 Filed Sep 10, 2012 17:10 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 39,521 | $20.69 | $817,689.49 |
DisclosureSEC source: 0001209191-12-044906 · doc4.xml · nonDerivative · entry 1 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,521 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 05, 2012 Filed Sep 6, 2012 16:52 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 36,127 | $0.00 Strike: $20.69 | $0.00 |
DisclosureSEC source: 0001209191-12-044526 · doc4.xml · derivative · entry 7 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,521 Underlying: Class A Common Stock · 36,127 shares Expires 2013-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The 36,127 shares exercised on 09/05/2012 pursuant to this stock option vested on 02/08/2008. The remaining 39,521 shares subject to this stock option vested on 02/08/2008. F6 · balance_after: See Exhibit A. Read SEC document |
| September 05, 2012 Filed Sep 6, 2012 16:52 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 36,127 | $125.90 | $4,548,345.95 |
DisclosureSEC source: 0001209191-12-044526 · doc4.xml · nonDerivative · entry 5 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.50 to $126.3401, inclusive. Read SEC document |
| September 05, 2012 Filed Sep 6, 2012 16:52 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 36,127 | $20.69 | $747,467.63 |
DisclosureSEC source: 0001209191-12-044526 · doc4.xml · nonDerivative · entry 4 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,127 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 04, 2012 Filed Sep 6, 2012 16:52 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 31,954 | $0.00 Strike: $20.69 | $0.00 |
DisclosureSEC source: 0001209191-12-044526 · doc4.xml · derivative · entry 6 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,648 Underlying: Class A Common Stock · 31,954 shares Expires 2013-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Of the 31,954 shares exercised on 09/04/2012 pursuant to this stock option, 25,602 shares vested on 02/08/2007 and 6,352 shares vested on 02/08/2008. The remaining 75,648 shares subject to the stock option vested on 02/08/2008. Read SEC document |
| September 04, 2012 Filed Sep 6, 2012 16:52 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,793 | $126.42 | $732,344.69 |
DisclosureSEC source: 0001209191-12-044526 · doc4.xml · nonDerivative · entry 3 SAYLOR MICHAEL J · CIK 0001079782 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.25 to $126.595, inclusive. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.