Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Core Scientific, Inc./txCORZ · Entity 389 | Director | January 27, 2025 | January 29, 2025 |
| Strategy IncMSTR · Entity 3031 | Director | October 08, 2026 | October 13, 2026 |
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.
Core Scientific, Inc./tx
Report date January 27, 2025 · Filed January 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 320,448 |
Reported balance
After 2025-01-27 transaction · row 1
1 source rowRow 1 · 2025-01-27 · Grant · Acquired 20,448 · Balance 320,448 F1: Represents a restricted stock unit ("RSU") grant. The RSUs will vest in full on January 27, 2026, provided that the Reporting Person continues to provide service to the Issuer as a non-employee director on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") grant. The RSUs will vest in full on January 27, 2026, provided that the Reporting Person continues to provide service to the Issuer as a non-employee director on such date.
Strategy Inc
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,406 |
Ending reported balance
After 2026-10-09 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2026-10-08 · Exercise / conversion · Acquired 1,400 · Balance 29,806 Row 2 · 2026-10-08 · Sale · Disposed 950 · Balance 28,856 Row 3 · 2026-10-08 · Sale · Disposed 450 · Balance 28,406 Row 4 · 2026-10-09 · Exercise / conversion · Acquired 1,350 · Balance 29,756 Row 5 · 2026-10-09 · Sale · Disposed 450 · Balance 29,306 Row 6 · 2026-10-09 · Sale · Disposed 450 · Balance 28,856 Row 7 · 2026-10-09 · Sale · Disposed 450 · Balance 28,406 |
| Director Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.24 · Expires 2027-05-31 | Direct | 23,450 |
Reported balance
After 2026-10-08 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-10-08 · Exercise / conversion · Disposed 1,400 · Balance 23,450 F1: The 1,400 shares exercised on October 8, 2026 pursuant to this option vested on May 31, 2020. Of the remaining 23,450 shares pursuant to this option, 10,950 vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. |
| Director Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.24 · Expires 2027-05-31 | Direct | 22,100 |
Reported balance
After 2026-10-09 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-10-09 · Exercise / conversion · Disposed 1,350 · Balance 22,100 F2: The 1,350 shares exercised on October 9, 2026 pursuant to this option vested on May 31, 2020. Of the remaining 22,100 shares pursuant to this option, 9,600 vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. |
| Series A Perpetual Strife Preferred StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 10,000 |
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | Direct | 29,335 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 29,335 |
| Series A Perpetual Stride Preferred StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The 1,400 shares exercised on October 8, 2026 pursuant to this option vested on May 31, 2020. Of the remaining 23,450 shares pursuant to this option, 10,950 vested on May 31, 2020, and 12,500 shares vested on May 31, 2021.
F2: The 1,350 shares exercised on October 9, 2026 pursuant to this option vested on May 31, 2020. Of the remaining 22,100 shares pursuant to this option, 9,600 vested on May 31, 2020, and 12,500 shares vested on May 31, 2021.
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 |
|---|---|---|---|---|---|---|
| October 09, 2026 Filed Oct 13, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,350 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-420388 · ownership.xml · derivative · entry 12 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,100 Underlying: Class A Common Stock · 1,350 shares Expires 2027-05-31 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. F2 · derivative.exercise_date: The 1,350 shares exercised on October 9, 2026 pursuant to this option vested on May 31, 2020. Of the remaining 22,100 shares pursuant to this option, 9,600 vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 450 | $158.00 | $71,100.00 |
DisclosureSEC source: 0001193125-26-420388 · ownership.xml · nonDerivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 450 | $156.00 | $70,200.00 |
DisclosureSEC source: 0001193125-26-420388 · ownership.xml · nonDerivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,856 Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 450 | $154.47 | $69,511.50 |
DisclosureSEC source: 0001193125-26-420388 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,306 Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,350 | $18.24 | $24,618.60 |
DisclosureSEC source: 0001193125-26-420388 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,756 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 |
| October 08, 2026 Filed Oct 13, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,400 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-420388 · ownership.xml · derivative · entry 11 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,450 Underlying: Class A Common Stock · 1,400 shares Expires 2027-05-31 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 · derivative.exercise_date: The 1,400 shares exercised on October 8, 2026 pursuant to this option vested on May 31, 2020. Of the remaining 23,450 shares pursuant to this option, 10,950 vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| October 08, 2026 Filed Oct 13, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 450 | $152.00 | $68,400.00 |
DisclosureSEC source: 0001193125-26-420388 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| October 08, 2026 Filed Oct 13, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 950 | $150.54 | $143,013.00 |
DisclosureSEC source: 0001193125-26-420388 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,856 Read SEC document |
| October 08, 2026 Filed Oct 13, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,400 | $18.24 | $25,530.40 |
DisclosureSEC source: 0001193125-26-420388 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,806 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 22, 2026 Filed Sep 23, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 475 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-399364 · ownership.xml · derivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,850 Underlying: Class A Common Stock · 475 shares Expires 2027-05-31 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 · derivative.exercise_date: Of the 475 shares exercised on September 22, 2026 pursuant to this option, 325 vested on May 31, 2019, and 150 vested on May 31, 2020. Of the remaining 24,850 shares pursuant to this option, 12,350 vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| September 22, 2026 Filed Sep 23, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 475 | $171.00 | $81,225.00 |
DisclosureSEC source: 0001193125-26-399364 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| September 22, 2026 Filed Sep 23, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 475 | $18.24 | $8,662.10 |
DisclosureSEC source: 0001193125-26-399364 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,881 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 21, 2026 Filed Sep 22, 2026 21:58 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,425 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-398168 · ownership.xml · derivative · entry 8 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,325 Underlying: Class A Common Stock · 1,425 shares Expires 2027-05-31 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 · derivative.exercise_date: The 1,425 shares exercised on September 21, 2026 pursuant to this option vested on May 31, 2019. Of the remaining 25,325 shares pursuant to this option, 325 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| September 21, 2026 Filed Sep 22, 2026 21:58 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 475 | $169.00 | $80,275.00 |
DisclosureSEC source: 0001193125-26-398168 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| September 21, 2026 Filed Sep 22, 2026 21:58 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 475 | $167.00 | $79,325.00 |
DisclosureSEC source: 0001193125-26-398168 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,881 Read SEC document |
| September 21, 2026 Filed Sep 22, 2026 21:58 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 475 | $165.98 | $78,842.40 |
DisclosureSEC source: 0001193125-26-398168 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,356 Read SEC document |
| September 21, 2026 Filed Sep 22, 2026 21:58 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,425 | $18.24 | $25,986.30 |
DisclosureSEC source: 0001193125-26-398168 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,831 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 |
| August 27, 2026 Filed Aug 31, 2026 20:58 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,850 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-376987 · ownership.xml · derivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,750 Underlying: Class A Common Stock · 1,850 shares Expires 2027-05-31 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 · derivative.exercise_date: The 1,850 shares exercised on August 27, 2026 pursuant to this option vested on May 31, 2019. Of the remaining 26,750 shares pursuant to this option, 1,750 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| August 27, 2026 Filed Aug 31, 2026 20:58 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 925 | $131.00 | $121,175.00 |
DisclosureSEC source: 0001193125-26-376987 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| August 27, 2026 Filed Aug 31, 2026 20:58 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 925 | $129.00 | $119,325.00 |
DisclosureSEC source: 0001193125-26-376987 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,331 Read SEC document |
| August 27, 2026 Filed Aug 31, 2026 20:58 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,850 | $18.24 | $33,736.60 |
DisclosureSEC source: 0001193125-26-376987 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,256 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 |
| August 25, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,775 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · derivative · entry 13 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,600 Underlying: Class A Common Stock · 2,775 shares Expires 2027-05-31 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. F2 · derivative.exercise_date: The 2,775 shares exercised on August 25, 2026 pursuant to this option vested on May 31, 2019. Of the remaining 28,600 shares pursuant to this option, 3,600 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| August 25, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 925 | $127.00 | $117,475.00 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · nonDerivative · entry 8 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| August 25, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 925 | $18.24 | $16,868.30 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · nonDerivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,331 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 |
| August 25, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 925 | $125.00 | $115,625.00 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · nonDerivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| August 25, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 925 | $18.24 | $16,868.30 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,331 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 |
| August 25, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 925 | $124.00 | $114,700.00 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| August 25, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 925 | $18.24 | $16,868.30 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,331 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 |
| August 24, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 925 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · derivative · entry 12 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,375 Underlying: Class A Common Stock · 925 shares Expires 2027-05-31 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 · derivative.exercise_date: The 925 shares exercised on August 24, 2026 pursuant to this option vested on May 31, 2019. Of the remaining 31,375 shares pursuant to this option, 6,375 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 925 | $122.34 | $113,164.50 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 21:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 925 | $18.24 | $16,868.30 |
DisclosureSEC source: 0001193125-26-368879 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,331 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 |
| August 07, 2026 Filed Aug 10, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 925 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-342315 · ownership.xml · derivative · entry 12 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,300 Underlying: Class A Common Stock · 925 shares Expires 2027-05-31 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. F3 · derivative.exercise_date: The 925 shares exercised on August 7, 2026 pursuant to this option vested on May 31, 2019. Of the remaining 32,300 shares pursuant to this option, 7,300 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 925 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-342315 · ownership.xml · derivative · entry 11 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,225 Underlying: Class A Common Stock · 925 shares Expires 2027-05-31 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. F2 · derivative.exercise_date: The 925 shares exercised on August 7, 2026 pursuant to this option vested on May 31, 2019. Of the remaining 33,225 shares pursuant to this option, 8,225 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,950 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-342315 · ownership.xml · derivative · entry 10 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,150 Underlying: Class A Common Stock · 1,950 shares Expires 2027-05-31 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 · derivative.exercise_date: The 1,950 shares exercised on August 7, 2026 pursuant to this option vested on May 31, 2019. Of the remaining 34,150 shares pursuant to this option, 9,150 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 925 | $104.04 | $96,232.38 |
DisclosureSEC source: 0001193125-26-342315 · ownership.xml · nonDerivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 925 | $18.24 | $16,868.30 |
DisclosureSEC source: 0001193125-26-342315 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,331 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 |
| August 07, 2026 Filed Aug 10, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 925 | $102.69 | $94,988.25 |
DisclosureSEC source: 0001193125-26-342315 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 925 | $18.24 | $16,868.30 |
DisclosureSEC source: 0001193125-26-342315 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,331 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 |
| August 07, 2026 Filed Aug 10, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,950 | $101.50 | $197,925.00 |
DisclosureSEC source: 0001193125-26-342315 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 20:01 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,950 | $18.24 | $35,560.20 |
DisclosureSEC source: 0001193125-26-342315 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,356 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 |
| July 27, 2026 Filed Jul 28, 2026 20:30 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,950 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-321074 · ownership.xml · derivative · entry 9 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,100 Underlying: Class A Common Stock · 1,950 shares Expires 2027-05-31 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. F2 · derivative.exercise_date: Of the 1,950 shares exercised on July 27, 2026 pursuant to this option, 550 shares vested on May 31, 2018 and 1,400 shares vested on May 31, 2019. Of the remaining 36,100 shares subject to this option, 11,100 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| July 27, 2026 Filed Jul 28, 2026 20:30 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,950 | $98.48 | $192,036.00 |
DisclosureSEC source: 0001193125-26-321074 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| July 27, 2026 Filed Jul 28, 2026 20:30 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,950 | $18.24 | $35,560.20 |
DisclosureSEC source: 0001193125-26-321074 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,356 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 |
| July 24, 2026 Filed Jul 28, 2026 20:30 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,950 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-321074 · ownership.xml · derivative · entry 8 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,050 Underlying: Class A Common Stock · 1,950 shares Expires 2027-05-31 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 · derivative.exercise_date: The 1,950 shares exercised on July 24, 2026 pursuant to this option vested on May 31, 2018. Of the remaining 38,050 shares pursuant to this option, 550 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 20:30 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,950 | $92.46 | $180,287.25 |
DisclosureSEC source: 0001193125-26-321074 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 20:30 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,950 | $18.24 | $35,560.20 |
DisclosureSEC source: 0001193125-26-321074 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,356 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 |
| July 22, 2026 Filed Jul 23, 2026 22:04 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,250 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001193125-26-314630 · ownership.xml · derivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 1,250 shares Expires 2027-05-31 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 · derivative.exercise_date: The 1,250 shares exercised on July 22, 2026 pursuant to this option vested on May 31, 2018. Of the remaining 40,000 shares pursuant to this option, 2,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. Read SEC document |
| July 22, 2026 Filed Jul 23, 2026 22:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,250 | $100.00 | $125,000.00 |
DisclosureSEC source: 0001193125-26-314630 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,406 Read SEC document |
| July 22, 2026 Filed Jul 23, 2026 22:04 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,250 | $18.24 | $22,795.00 |
DisclosureSEC source: 0001193125-26-314630 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,656 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 |
| June 23, 2026 Filed Jun 24, 2026 23:06 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,500 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001309191-26-000031 · ownership.xml · derivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,250 Underlying: Class A Common Stock · 1,500 shares Expires 2027-05-31 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 · derivative.exercise_date: The 1,500 shares exercised on June 23, 2026 pursuant to this option vested on May 31, 2018. Of the remaining 41,250 shares pursuant to this option, 3,750 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, 12,500 shares vested on May 31, 2020, and 12,500 shares vested on May 31, 2021. 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.