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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 19, 2026 00:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 500 | $18.65 | $9,327.00 |
DisclosureSEC source: 0001309191-26-000016 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,500 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 |
| May 14, 2026 Filed May 19, 2026 00:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $190.28 | $190,280.00 |
DisclosureSEC source: 0001309191-26-000016 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| May 14, 2026 Filed May 19, 2026 00:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $18.65 | $18,654.00 |
DisclosureSEC source: 0001309191-26-000016 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,000 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. Read SEC document |
| May 11, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,750 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · derivative · entry 13 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,050 Underlying: Class A Common Stock · 1,000 shares Expires 2026-05-31 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 2,750 shares exercised on May 8, 2026 pursuant to this option vested on May 31, 2018. Of the remaining 26,050 shares subject to this option, 1,050 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| May 11, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 750 | $189.60 | $142,196.25 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · nonDerivative · entry 8 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| May 11, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $196.00 | $98,000.00 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · nonDerivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,750 Read SEC document |
| May 11, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $194.00 | $97,000.00 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · nonDerivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,250 Read SEC document |
| May 11, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $190.00 | $95,000.00 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,750 Read SEC document |
| May 11, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $189.38 | $94,690.00 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,250 Read SEC document |
| May 11, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,750 | $18.65 | $51,298.50 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,750 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 |
| May 08, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · derivative · entry 12 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,800 Underlying: Class A Common Stock · 1,000 shares Expires 2026-05-31 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 1,000 shares exercised on May 8, 2026 pursuant to this option vested on May 31, 2018. Of the remaining 28,800 shares subject to this option, 3,800 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| May 08, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $186.69 | $186,685.00 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| May 08, 2026 Filed May 12, 2026 20:24 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $18.65 | $18,654.00 |
DisclosureSEC source: 0001193125-26-219555 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,000 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. Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001309191-26-000014 · ownership.xml · derivative · entry 9 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,800 Underlying: Class A Common Stock · 2,000 shares Expires 2026-05-31 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 2,000 shares exercised on May 4, 2026 pursuant to this option vested on May 31, 2018. Of the remaining 29,800 shares subject to this option, 4,800 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $186.00 | $93,000.00 |
DisclosureSEC source: 0001309191-26-000014 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $184.00 | $92,000.00 |
DisclosureSEC source: 0001309191-26-000014 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,500 Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $182.00 | $91,000.00 |
DisclosureSEC source: 0001309191-26-000014 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,000 Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $181.00 | $90,500.00 |
DisclosureSEC source: 0001309191-26-000014 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,500 Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $18.65 | $37,308.00 |
DisclosureSEC source: 0001309191-26-000014 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 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. Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,250 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · derivative · entry 14 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,800 Underlying: Class A Common Stock · 2,250 shares Expires 2026-05-31 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 2,250 shares exercised on May 1, 2026 pursuant to this option vested on May 31, 2018. Of the remaining 31,800 shares subject to this option, 6,800 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 750 | $178.08 | $133,560.00 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · nonDerivative · entry 9 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $170.17 | $85,085.00 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · nonDerivative · entry 8 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,750 Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $174.00 | $87,000.00 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · nonDerivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,250 Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $171.00 | $85,500.00 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · nonDerivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,750 Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,250 | $18.65 | $41,971.50 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,250 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 |
| April 30, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,750 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · derivative · entry 13 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,050 Underlying: Class A Common Stock · 1,750 shares Expires 2026-05-31 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 1,750 shares exercised on April 30, 2026 pursuant to this option vested on May 31, 2018. Of the remaining 34,050 shares subject to this option, 9,050 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $165.00 | $82,500.00 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $163.70 | $81,847.50 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,500 Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 750 | $161.61 | $121,207.50 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,000 Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:46 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,750 | $18.65 | $32,644.50 |
DisclosureSEC source: 0001309191-26-000012 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,750 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 |
| April 22, 2026 Filed Apr 24, 2026 20:38 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy · Derivative | 2,000 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001309191-26-000010 · ownership.xml · derivative · entry 9 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,800 Underlying: Class A Common Stock · 2,000 shares Expires 2026-05-31 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 2,000 shares exercised on April 22, 2026 pursuant to this option, 300 shares vested on May 31, 2017 and 1,700 shares vested on May 31, 2018. Of the remaining 35,800 shares subject to this option, 10,800 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $179.63 | $89,812.50 |
DisclosureSEC source: 0001309191-26-000010 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $180.00 | $90,000.00 |
DisclosureSEC source: 0001309191-26-000010 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,500 Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $178.00 | $89,000.00 |
DisclosureSEC source: 0001309191-26-000010 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,000 Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $175.00 | $87,500.00 |
DisclosureSEC source: 0001309191-26-000010 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,500 Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:38 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $18.65 | $37,308.00 |
DisclosureSEC source: 0001309191-26-000010 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 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. Read SEC document |
| April 21, 2026 Filed Apr 22, 2026 20:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 500 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001309191-26-000008 · ownership.xml · derivative · entry 12 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,800 Underlying: Class A Common Stock · 500 shares Expires 2026-05-31 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 500 shares exercised on April 21, 2026 pursuant to this option vested on May 31, 2017. Of the remaining 37,800 shares subject to this option, 300 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| April 21, 2026 Filed Apr 22, 2026 20:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $172.00 | $86,000.00 |
DisclosureSEC source: 0001309191-26-000008 · ownership.xml · nonDerivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| April 21, 2026 Filed Apr 22, 2026 20:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 500 | $18.65 | $9,327.00 |
DisclosureSEC source: 0001309191-26-000008 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,500 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 |
| April 20, 2026 Filed Apr 22, 2026 20:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 500 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001309191-26-000008 · ownership.xml · derivative · entry 11 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,300 Underlying: Class A Common Stock · 500 shares Expires 2026-05-31 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 500 shares exercised on April 20, 2026 pursuant to this option vested on May 31, 2017. Of the remaining 38,300 shares subject to this option, 800 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001309191-26-000008 · ownership.xml · derivative · entry 10 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,800 Underlying: Class A Common Stock · 1,000 shares Expires 2026-05-31 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 1000 shares exercised on April 20, 2026 pursuant to this option vested on May 31, 2017. Of the remaining 38,800 shares subject to this option, 1,300 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $170.00 | $85,000.00 |
DisclosureSEC source: 0001309191-26-000008 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 500 | $18.65 | $9,327.00 |
DisclosureSEC source: 0001309191-26-000008 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,500 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 |
| April 20, 2026 Filed Apr 22, 2026 20:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $165.42 | $165,420.00 |
DisclosureSEC source: 0001309191-26-000008 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $18.65 | $18,654.00 |
DisclosureSEC source: 0001309191-26-000008 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,000 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. Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 21:44 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001309191-26-000006 · ownership.xml · derivative · entry 9 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,800 Underlying: Class A Common Stock · 2,000 shares Expires 2026-05-31 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 2,000 shares exercised on April 13, 2026 pursuant to this option vested on May 31, 2017. Of the remaining 39,800 shares subject to this option, 2,300 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 21:44 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,400 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001309191-26-000006 · ownership.xml · derivative · entry 8 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,800 Underlying: Class A Common Stock · 1,400 shares Expires 2026-05-31 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 April 13, 2026 pursuant to this option vested on May 31, 2017. Of the remaining 41,800 shares subject to this option, 4,300 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 21:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,000 | $131.19 | $262,382.00 |
DisclosureSEC source: 0001309191-26-000006 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 21:44 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $18.65 | $37,308.00 |
DisclosureSEC source: 0001309191-26-000006 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 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. Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 21:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,400 | $129.87 | $181,811.00 |
DisclosureSEC source: 0001309191-26-000006 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 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.