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 22, 2025 Filed May 27, 2025 20:13 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 700 | $17.60 | $12,318.60 |
DisclosureSEC source: 0000950170-25-077697 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,220 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 21, 2025 Filed May 22, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,800 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-076300 · ownership.xml · derivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,400 Underlying: Class A Common Stock · 2,800 shares Expires 2025-05-31 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 2,800 shares exercised on May 21, 2025 pursuant to this option vested on May 31, 2018. Of the remaining 21,400 shares subject to this option, 8,900 shares vested on May 31, 2018 and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 21, 2025 Filed May 22, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $420.00 | $294,000.00 |
DisclosureSEC source: 0000950170-25-076300 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,520 Read SEC document |
| May 21, 2025 Filed May 22, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,800 | $17.60 | $49,274.40 |
DisclosureSEC source: 0000950170-25-076300 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,220 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 20, 2025 Filed May 22, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,200 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-076300 · ownership.xml · derivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,200 Underlying: Class A Common Stock · 1,200 shares Expires 2025-05-31 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 1,200 shares exercised on May 20, 2025 pursuant to this option, 400 shares vested on May 31, 2017 and 800 shares vested on May 31, 2018. Of the remaining 24,200 shares subject to this option, 11,700 shares vested on May 31, 2018 and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $415.00 | $207,500.00 |
DisclosureSEC source: 0000950170-25-076300 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,420 Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $413.39 | $289,373.00 |
DisclosureSEC source: 0000950170-25-076300 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,920 Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,200 | $17.60 | $21,117.60 |
DisclosureSEC source: 0000950170-25-076300 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,620 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 16, 2025 Filed May 19, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 750 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-074310 · ownership.xml · derivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,400 Underlying: Class A Common Stock · 750 shares Expires 2025-05-31 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 750 shares exercised on May 16, 2025 pursuant to this option vested on May 31, 2017. Of the remaining 25,400 shares subject to this option 400 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 750 | $401.52 | $301,136.25 |
DisclosureSEC source: 0000950170-25-074310 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,420 Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 750 | $17.60 | $13,198.50 |
DisclosureSEC source: 0000950170-25-074310 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,170 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 15, 2025 Filed May 19, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,100 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-074310 · ownership.xml · derivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,150 Underlying: Class A Common Stock · 2,100 shares Expires 2025-05-31 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 2,100 shares exercised on May 15, 2025 pursuant to this option vested on May 31, 2017. Of the remaining 26,150 shares subject to this option 1,150 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,100 | $17.60 | $36,955.80 |
DisclosureSEC source: 0000950170-25-074310 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,420 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, 2025 Filed May 15, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,750 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-072639 · ownership.xml · derivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,250 Underlying: Class A Common Stock · 1,750 shares Expires 2025-05-31 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 1,750 shares exercised on May 14, 2025 pursuant to this option vested on May 31, 2017. Of the remaining 28,250 shares subject to this option 3,250 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 14, 2025 Filed May 15, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $425.00 | $297,500.00 |
DisclosureSEC source: 0000950170-25-072639 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,320 Read SEC document |
| May 14, 2025 Filed May 15, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,750 | $17.60 | $30,796.50 |
DisclosureSEC source: 0000950170-25-072639 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,020 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 13, 2025 Filed May 15, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,200 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-072639 · ownership.xml · derivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 1,200 shares Expires 2025-05-31 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 1,200 shares exercised on May 13, 2025 pursuant to this option vested on May 31, 2017. Of the remaining 30,000 shares subject to this option 5,000 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $417.00 | $291,900.00 |
DisclosureSEC source: 0000950170-25-072639 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,270 Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $411.00 | $205,500.00 |
DisclosureSEC source: 0000950170-25-072639 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,970 Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,200 | $17.60 | $21,117.60 |
DisclosureSEC source: 0000950170-25-072639 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,470 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 12, 2025 Filed May 13, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,100 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-070312 · ownership.xml · derivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,200 Underlying: Class A Common Stock · 2,100 shares Expires 2025-05-31 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 2,100 shares exercised on May 12, 2025 pursuant to this option vested on May 31, 2017. Of the remaining 31,200 shares subject to this option, 6,200 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 12, 2025 Filed May 13, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,100 | $17.60 | $36,955.80 |
DisclosureSEC source: 0000950170-25-070312 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,270 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 09, 2025 Filed May 13, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,100 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-070312 · ownership.xml · derivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,300 Underlying: Class A Common Stock · 1,100 shares Expires 2025-05-31 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 1,100 shares exercised on May 9, 2025 pursuant to this option vested on May 31, 2017. Of the remaining 33,300 shares subject to this option, 8,300 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,100 | $427.00 | $469,700.00 |
DisclosureSEC source: 0000950170-25-070312 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,170 Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,100 | $17.60 | $19,357.80 |
DisclosureSEC source: 0000950170-25-070312 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,270 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, 2025 Filed May 9, 2025 22:13 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 3,200 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-068342 · ownership.xml · derivative · entry 8 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,400 Underlying: Class A Common Stock · 3,200 shares Expires 2025-05-31 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 3,200 shares exercised on May 8, 2025 pursuant to this option, 100 shares vested on May 31, 2016 and 3,100 shares vested on May 31, 2017. Of the remaining 34,400 shares subject to this option, 9,400 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 08, 2025 Filed May 9, 2025 22:13 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $422.00 | $295,400.00 |
DisclosureSEC source: 0000950170-25-068342 · ownership.xml · nonDerivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,170 Read SEC document |
| May 08, 2025 Filed May 9, 2025 22:13 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $418.50 | $418,500.00 |
DisclosureSEC source: 0000950170-25-068342 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,870 Read SEC document |
| May 08, 2025 Filed May 9, 2025 22:13 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,500 | $407.59 | $611,385.00 |
DisclosureSEC source: 0000950170-25-068342 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,870 Read SEC document |
| May 08, 2025 Filed May 9, 2025 22:13 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,200 | $17.60 | $56,313.60 |
DisclosureSEC source: 0000950170-25-068342 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,370 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 07, 2025 Filed May 9, 2025 22:13 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,100 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-068342 · ownership.xml · derivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,600 Underlying: Class A Common Stock · 1,100 shares Expires 2025-05-31 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 1,100 shares exercised on May 7, 2025 pursuant to this option vested on May 31, 2016. Of the remaining 37,600 shares subject to this option, 100 shares vested on May 31, 2016, 12,500 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 07, 2025 Filed May 9, 2025 22:13 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,100 | $395.00 | $434,500.00 |
DisclosureSEC source: 0000950170-25-068342 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,170 Read SEC document |
| May 07, 2025 Filed May 9, 2025 22:13 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,100 | $17.60 | $19,357.80 |
DisclosureSEC source: 0000950170-25-068342 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,270 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 05, 2025 Filed May 7, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 3,300 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-065616 · ownership.xml · derivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,700 Underlying: Class A Common Stock · 3,300 shares Expires 2025-05-31 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 3,300 shares exercised on May 5, 2025 pursuant to this option vested on May 31, 2016. Of the remaining 38,700 shares subject to this option, 1,200 shares vested on May 31, 2016, 12,500 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $387.00 | $270,900.00 |
DisclosureSEC source: 0000950170-25-065616 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,170 Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $382.00 | $191,000.00 |
DisclosureSEC source: 0000950170-25-065616 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,870 Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,300 | $17.60 | $58,073.40 |
DisclosureSEC source: 0000950170-25-065616 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,370 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 28, 2025 Filed Apr 29, 2025 20:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,100 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-060250 · ownership.xml · derivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,000 Underlying: Class A Common Stock · 2,100 shares Expires 2025-05-31 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 2,100 shares exercised on April 28, 2025 pursuant to this option vested on May 31, 2016. Of the remaining 42,000 shares subject to this option, 4,500 shares vested on May 31, 2016, 12,500 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| April 28, 2025 Filed Apr 29, 2025 20:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,100 | $17.60 | $36,955.80 |
DisclosureSEC source: 0000950170-25-060250 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,070 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 25, 2025 Filed Apr 29, 2025 20:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 3,100 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-060250 · ownership.xml · derivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,100 Underlying: Class A Common Stock · 3,100 shares Expires 2025-05-31 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 3,100 shares exercised on April 25, 2025 pursuant to this option vested on May 31, 2016. Of the remaining 44,100 shares subject to this option, 6,600 shares vested on May 31, 2016, 12,500 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. Read SEC document |
| April 25, 2025 Filed Apr 29, 2025 20:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,100 | $370.00 | $407,000.00 |
DisclosureSEC source: 0000950170-25-060250 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,970 Read SEC document |
| April 25, 2025 Filed Apr 29, 2025 20:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 750 | $367.00 | $275,250.00 |
DisclosureSEC source: 0000950170-25-060250 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,070 Read SEC document |
| April 25, 2025 Filed Apr 29, 2025 20:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,250 | $360.22 | $450,275.00 |
DisclosureSEC source: 0000950170-25-060250 · ownership.xml · nonDerivative · entry 2 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,820 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $360.00 to $360.55, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated d/b/a Strategy ("Strategy"), any security holder of Strategy, 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 this footnote. Read SEC document |
| April 25, 2025 Filed Apr 29, 2025 20:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,100 | $17.60 | $54,553.80 |
DisclosureSEC source: 0000950170-25-060250 · ownership.xml · nonDerivative · entry 1 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,070 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 23, 2025 Filed Apr 24, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,100 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-058048 · ownership.xml · derivative · entry 8 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,200 Underlying: Class A Common Stock · 1,100 shares Expires 2025-05-31 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. F4 · derivative.exercise_date: The 1,100 shares exercised on April 23, 2025 pursuant to this option vested on May 31, 2016. Of the remaining 47,200 shares subject to this option, 9,700 shares vested on May 31, 2016, 12,500 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. F3 · balance_after: See Exhibit A. Read SEC document |
| April 23, 2025 Filed Apr 24, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,100 | $355.00 | $390,500.00 |
DisclosureSEC source: 0000950170-25-058048 · ownership.xml · nonDerivative · entry 6 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,970 Read SEC document |
| April 23, 2025 Filed Apr 24, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,100 | $17.60 | $19,357.80 |
DisclosureSEC source: 0000950170-25-058048 · ownership.xml · nonDerivative · entry 5 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,070 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, 2025 Filed Apr 24, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,700 | $0.00 Strike: $17.60 | $0.00 |
DisclosureSEC source: 0000950170-25-058048 · ownership.xml · derivative · entry 7 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,300 Underlying: Class A Common Stock · 1,700 shares Expires 2025-05-31 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_price: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $175.98 per share to $17.598 per share and the number of shares underlying this option increased from 5,000 shares to 50,000 shares. The 1,700 shares exercised on April 22, 2025 pursuant to this option vested on May 31, 2016. Of the remaining 48,300 shares subject to this option, 10,800 shares vested on May 31, 2016, 12,500 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. F2 · shares: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $175.98 per share to $17.598 per share and the number of shares underlying this option increased from 5,000 shares to 50,000 shares. The 1,700 shares exercised on April 22, 2025 pursuant to this option vested on May 31, 2016. Of the remaining 48,300 shares subject to this option, 10,800 shares vested on May 31, 2016, 12,500 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. F2 · derivative.exercise_date: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $175.98 per share to $17.598 per share and the number of shares underlying this option increased from 5,000 shares to 50,000 shares. The 1,700 shares exercised on April 22, 2025 pursuant to this option vested on May 31, 2016. Of the remaining 48,300 shares subject to this option, 10,800 shares vested on May 31, 2016, 12,500 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, and 12,500 shares vested on May 31, 2019. F3 · balance_after: See Exhibit A. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $348.00 | $243,600.00 |
DisclosureSEC source: 0000950170-25-058048 · ownership.xml · nonDerivative · entry 4 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,970 Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $340.00 | $170,000.00 |
DisclosureSEC source: 0000950170-25-058048 · ownership.xml · nonDerivative · entry 3 Patten Jarrod M · CIK 0001309191 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,670 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.