Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Strategy IncMSTR · Entity 3031 | SEVP, Worldwide Sales | February 23, 2019 | February 26, 2019 |
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 February 23, 2019 · Filed February 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $145.41 · Expires 2029-02-23 | Direct | 20,000 |
Reported balance
After 2019-02-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-02-23 · Grant · Acquired 20,000 · Balance 20,000 F1: This option vests as to 5,000 shares on the first anniversary of the grant date and as to an additional 5,000 shares on each anniversary thereafter until the option is vested in full. F2: Mr. Norlin also directly owns an employee stock option to purchase 35,000 shares of Class A common stock with (i) an exercise price of $127.46 per share and (ii) an expiration date of April 30, 2028. Of the 35,000 shares subject to this option, 8,750 shares are scheduled to vest on April 30, 2019, 8,750 shares are scheduled to vest on April 30, 2020, 8,750 shares are scheduled to vest on April 30, 2021, and 8,750 shares are scheduled to vest on April 30, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests as to 5,000 shares on the first anniversary of the grant date and as to an additional 5,000 shares on each anniversary thereafter until the option is vested in full.
F2: Mr. Norlin also directly owns an employee stock option to purchase 35,000 shares of Class A common stock with (i) an exercise price of $127.46 per share and (ii) an expiration date of April 30, 2028. Of the 35,000 shares subject to this option, 8,750 shares are scheduled to vest on April 30, 2019, 8,750 shares are scheduled to vest on April 30, 2020, 8,750 shares are scheduled to vest on April 30, 2021, and 8,750 shares are scheduled to vest on April 30, 2022.
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 |
|---|---|---|---|---|---|---|
| February 23, 2019 Filed Feb 26, 2019 21:07 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $145.41 | $0.00 |
DisclosureSEC source: 0001209191-19-013452 · doc4.xml · derivative · entry 1 Norlin Kevin · CIK 0001736522 · SEVP, Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2029-02-23 F1 · derivative.exercise_date: This option vests as to 5,000 shares on the first anniversary of the grant date and as to an additional 5,000 shares on each anniversary thereafter until the option is vested in full. F2 · balance_after: Mr. Norlin also directly owns an employee stock option to purchase 35,000 shares of Class A common stock with (i) an exercise price of $127.46 per share and (ii) an expiration date of April 30, 2028. Of the 35,000 shares subject to this option, 8,750 shares are scheduled to vest on April 30, 2019, 8,750 shares are scheduled to vest on April 30, 2020, 8,750 shares are scheduled to vest on April 30, 2021, and 8,750 shares are scheduled to vest on April 30, 2022. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:16 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 35,000 | $0.00 Strike: $127.46 | $0.00 |
DisclosureSEC source: 0001209191-18-027326 · doc4.xml · derivative · entry 1 Norlin Kevin · CIK 0001736522 · SEVP, Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Class A Common Stock · 35,000 shares Expires 2028-04-30 F1 · derivative.exercise_date: This option vests as to 8,750 shares on the first anniversary of the grant date, and as to an additional 8,750 shares on each anniversary thereafter until the option is vested in full. 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.