Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Strategy IncMSTR · Entity 3031 | Director · President & CEO | June 22, 2026 | June 22, 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.
Strategy Inc
Report date June 22, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | IndirectBy Phong Le Revocable Trust | 11,000 |
Reported balance
After 2026-06-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-22 · Purchase · Acquired 11,000 · Balance 11,000 F1: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $90.66 to $90.87, inclusive. The reporting person undertakes to provide to Strategy Inc ("Strategy"), any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price within the range set forth in this footnote. F2: These securities are held directly by the Phong Le Revocable Trust, of which the Reporting Person is the trustee and beneficiary. |
| Class A Common StockSEC Table I · non-derivative | Direct | 126,323 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 126,323 |
| Series A Perpetual Strife Preferred StockSEC Table I · non-derivative | Direct | 6,000 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,000 |
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | Direct | 8,009 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,009 |
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | IndirectBy Minor Child 1 | 121 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 121 |
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | IndirectBy Minor Child 2 | 32 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 32 |
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | IndirectBy Minor Child 3 | 33 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 33 |
| Series A Perpetual Stride Preferred StockSEC Table I · non-derivative | Direct | 4,500 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 4,500 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $90.66 to $90.87, inclusive. The reporting person undertakes to provide to Strategy Inc ("Strategy"), any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price within the range set forth in this footnote.
F2: These securities are held directly by the Phong Le Revocable Trust, of which the Reporting Person is the trustee and beneficiary.
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 |
|---|---|---|---|---|---|---|
| June 22, 2026 Filed Jun 22, 2026 23:57 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 11,000 | $90.80 | $998,756.00 |
DisclosureSEC source: 0001651669-26-000010 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Phong Le Revocable Trust Disclosed balance after: 11,000 F1 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $90.66 to $90.87, inclusive. The reporting person undertakes to provide to Strategy Inc ("Strategy"), any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price within the range set forth in this footnote. F2 · ownership.nature: These securities are held directly by the Phong Le Revocable Trust, of which the Reporting Person is the trustee and beneficiary. Read SEC document |
| June 09, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 55 | $124.88 | $6,868.29 |
DisclosureSEC source: 0001651669-26-000007 · ownership.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 126,323 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.85 to $124.94, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 09, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,579 | $124.33 | $320,636.75 |
DisclosureSEC source: 0001651669-26-000007 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 126,378 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.84 to $124.83, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 09, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,888 | $123.38 | $356,332.99 |
DisclosureSEC source: 0001651669-26-000007 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 128,957 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.84 to $123.82, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 11,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001651669-26-000007 · ownership.xml · derivative · entry 11 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,920 Underlying: Class A Common Stock · 11,920 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F6 · derivative.exercise_date: The remaining 11,920 restricted stock units will vest on June 5, 2027. F6 · derivative.expiration_date: The remaining 11,920 restricted stock units will vest on June 5, 2027. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 11,920 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001651669-26-000007 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 131,845 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 273 | $125.14 | $34,162.67 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 13 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 119,925 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F15 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.00 to $125.19, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,144 | $124.24 | $639,111.14 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 12 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 120,198 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F14 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.00 to $124.79, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,743 | $123.39 | $461,845.03 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 11 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 125,342 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F13 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.00 to $123.98, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,882 | $122.55 | $720,815.57 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 10 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 129,085 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F12 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.00 to $122.99, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,171 | $121.59 | $142,377.21 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 9 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 134,967 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.11 to $121.98, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,858 | $120.22 | $463,812.62 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 136,138 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.99, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 16,303 | $119.53 | $1,948,681.29 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 139,996 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.00 to $119.99, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 15,954 | $118.59 | $1,892,016.77 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 156,299 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.00 to $118.991, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 15,892 | $117.53 | $1,867,802.65 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 172,253 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.00 to $117.99, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 13,149 | $116.57 | $1,532,765.78 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 188,145 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.00 to $116.99, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 10,719 | $115.35 | $1,236,447.37 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,294 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.00 to $115.96, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,650 | $114.79 | $189,408.45 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 212,013 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.595 to $114.99, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| June 03, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionPerformance Stock Unit · Derivative | 190,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · derivative · entry 20 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 190,740 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of class A common stock of Strategy. F16 · derivative.exercise_date: The vesting of the PSUs was subject to satisfying both a performance-based requirement and a service-based requirement. The performance-based requirement was satisfied because Strategy's total stockholder return ("TSR") for the three-year performance period from June 1, 2023 through May 31, 2026 fell within the >75th percentile bucket of the companies comprising the Nasdaq Composite Index, resulting in a Payout Factor of 200%, as certified by Strategy's Compensation Committee on June 3, 2026. The service-based requirement was satisfied because the Reporting Person remained continuously employed by Strategy as an "Eligible Participant" (as defined in the PSU Agreement) through the certification date. All PSUs vested in full upon certification. F16 · derivative.expiration_date: The vesting of the PSUs was subject to satisfying both a performance-based requirement and a service-based requirement. The performance-based requirement was satisfied because Strategy's total stockholder return ("TSR") for the three-year performance period from June 1, 2023 through May 31, 2026 fell within the >75th percentile bucket of the companies comprising the Nasdaq Composite Index, resulting in a Payout Factor of 200%, as certified by Strategy's Compensation Committee on June 3, 2026. The service-based requirement was satisfied because the Reporting Person remained continuously employed by Strategy as an "Eligible Participant" (as defined in the PSU Agreement) through the certification date. All PSUs vested in full upon certification. Read SEC document |
| June 03, 2026 Filed Jun 6, 2026 00:44 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 190,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001651669-26-000005 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 213,663 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 · shares: Upon certification by Strategy Inc's ("Strategy") Compensation Committee on June 3, 2026 of achievement of certain performance criteria and the service-based requirement, 190,740 performance stock units ("PSUs") vested. The PSU share counts reflect Strategy's 10-for-1 stock split effected on August 2024. F2 · shares: Each PSU represents a contingent right to receive one share of class A common stock of Strategy. Read SEC document |
| May 22, 2026 Filed May 26, 2026 22:17 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 5 | $99.37 | $496.85 |
DisclosureSEC source: 0001651669-26-000003 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Minor Child 3 Disclosed balance after: 33 Read SEC document |
| May 22, 2026 Filed May 26, 2026 22:17 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 50 | $99.41 | $4,970.50 |
DisclosureSEC source: 0001651669-26-000003 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Minor Child 1 Disclosed balance after: 121 Read SEC document |
| March 24, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 136 | $139.45 | $18,965.61 |
DisclosureSEC source: 0001193125-26-124637 · ownership.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,923 F2 · kind: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of restricted stock units on March 21, 2026 and their settlement on March 23, 2026. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.385 to $139.550, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| March 24, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,410 | $138.98 | $195,956.16 |
DisclosureSEC source: 0001193125-26-124637 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,059 F2 · kind: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of restricted stock units on March 21, 2026 and their settlement on March 23, 2026. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.390 to $139.380, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| March 24, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,753 | $137.73 | $241,440.69 |
DisclosureSEC source: 0001193125-26-124637 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,469 F2 · kind: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of restricted stock units on March 21, 2026 and their settlement on March 23, 2026. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $137.370 to $138.350, inclusive. The reporting person undertakes to provide to 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 range set forth in this footnote. Read SEC document |
| March 23, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 7,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-124637 · ownership.xml · derivative · entry 11 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,640 Underlying: Class A Common Stock · 7,320 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F6 · derivative.exercise_date: The remaining 14,640 RSUs will vest in equal annual installments over a two-year period, with 7,320 RSUs vesting on March 21, 2027 and 7,320 RSUs vesting on March 21, 2028. F6 · derivative.expiration_date: The remaining 14,640 RSUs will vest in equal annual installments over a two-year period, with 7,320 RSUs vesting on March 21, 2027 and 7,320 RSUs vesting on March 21, 2028. Read SEC document |
| March 23, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 7,320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-124637 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,222 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 20:00 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 2,509 | $99.62 | $249,946.58 |
DisclosureSEC source: 0001193125-26-119680 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,009 Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 21:39 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 20,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-116268 · ownership.xml · derivative · entry 10 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,911 Underlying: Class A Common Stock · 20,911 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive shares of Strategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on Strategy's relative total shareholder return ("TSR") as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 17, 2026 to March 16, 2029). Vesting is subject to certification by Strategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. F4 · derivative.exercise_date: Each performance stock unit ("PSU") represents a contingent right to receive shares of Strategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on Strategy's relative total shareholder return ("TSR") as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 17, 2026 to March 16, 2029). Vesting is subject to certification by Strategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. F4 · derivative.expiration_date: Each performance stock unit ("PSU") represents a contingent right to receive shares of Strategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on Strategy's relative total shareholder return ("TSR") as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 17, 2026 to March 16, 2029). Vesting is subject to certification by Strategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 21:39 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 36,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-116268 · ownership.xml · derivative · entry 9 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,595 Underlying: Class A Common Stock · 36,595 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F3 · derivative.exercise_date: 25 percent of these RSUs vest on the first anniversary of the grant date, and an additional 25 percent of the original number of RSUs vest on each anniversary thereafter until the RSUs are vested in full. F3 · derivative.expiration_date: 25 percent of these RSUs vest on the first anniversary of the grant date, and an additional 25 percent of the original number of RSUs vest on each anniversary thereafter until the RSUs are vested in full. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 21:39 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 26,105 | $0.00 Strike: $150.28 | $0.00 |
DisclosureSEC source: 0001193125-26-116268 · ownership.xml · derivative · entry 8 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,105 Underlying: Class A Common Stock · 26,105 shares Expires 2036-03-17 F1 · derivative.exercise_date: 25 percent of the shares subject to this option vest on the first anniversary of the grant date, and an additional 25 percent of the shares originally subject to this option vest on each anniversary thereafter until the option is vested in full. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,034 | $137.25 | $279,174.64 |
DisclosureSEC source: 0001193125-26-106108 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,902 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 4,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-106108 · ownership.xml · derivative · entry 9 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,419 Underlying: Class A Common Stock · 4,473 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F4 · derivative.exercise_date: The remaining 13,419 RSUs will vest in equal annual installments over a three-year period, with 4,473 RSUs vesting on March 11, 2027, 4,473 RSUs vesting on March 11, 2028 and 4,473 RSUs vesting on March 11, 2029. F4 · derivative.expiration_date: The remaining 13,419 RSUs will vest in equal annual installments over a three-year period, with 4,473 RSUs vesting on March 11, 2027, 4,473 RSUs vesting on March 11, 2028 and 4,473 RSUs vesting on March 11, 2029. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 4,473 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-106108 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,936 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F2 · balance_after: Includes 73 shares acquired under Strategy's Employee Stock Purchase Plan on February 27, 2026. Read SEC document |
| January 08, 2026 Filed Jan 9, 2026 21:38 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 12 | $99.99 | $1,199.88 |
DisclosureSEC source: 0001193125-26-009023 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Minor Child 3 Disclosed balance after: 28 Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 20:30 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 16 | $95.05 | $1,520.80 |
DisclosureSEC source: 0000950170-25-111976 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Minor Child 3 Disclosed balance after: 16 Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 20:30 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 32 | $95.05 | $3,041.60 |
DisclosureSEC source: 0000950170-25-111976 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Minor Child 2 Disclosed balance after: 32 Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 20:30 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 71 | $95.02 | $6,746.42 |
DisclosureSEC source: 0000950170-25-111976 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Minor Child 1 Disclosed balance after: 71 Read SEC document |
| July 29, 2025 Filed Jul 29, 2025 20:55 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 5,500 | $90.00 | $495,000.00 |
DisclosureSEC source: 0000950170-25-099706 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,500 F1 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of MicroStrategy Incorporated d/b/a Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock. These shares were purchased at the public offering price of $90.00 per share. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 20:19 UTC | Strategy Inc MSTR · Entity 3031 | GiftClass A Common Stock | 8,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-088523 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,390 F1 · kind: Represents a bona fide gift of Class A common stock of MicroStrategy Incorporated d/b/a Strategy by the reporting person for which no consideration was received. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 34 | $377.14 | $12,822.86 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 10 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,790 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $377.02 to $377.32, inclusive. The reporting person undertakes to provide to 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 ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 367 | $376.36 | $138,123.39 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 9 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,824 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $376.00 to $376.91, inclusive. The reporting person undertakes to provide to 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 ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,699 | $375.43 | $637,855.57 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,191 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $375.00 to $375.99, inclusive. The reporting person undertakes to provide to 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 ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,996 | $374.61 | $747,725.55 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,890 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $374.00 to $374.99, inclusive. The reporting person undertakes to provide to 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 ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 381 | $373.74 | $142,396.46 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,886 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $373.35 to $373.995, inclusive. The reporting person undertakes to provide to 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 ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 432 | $372.31 | $160,835.76 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,267 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $372.00 to $372.521, inclusive. The reporting person undertakes to provide to 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 ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 367 | $371.64 | $136,390.78 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,699 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $371.24 to $371.99, inclusive. The reporting person undertakes to provide to 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 ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 19 | $370.70 | $7,043.36 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,066 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $370.66 to $370.72, inclusive. The reporting person undertakes to provide to 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 ateach price within the range set forth in this footnote. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 11,920 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · derivative · entry 12 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,840 Underlying: Class A Common Stock · 11,920 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F12 · derivative.exercise_date: The remaining 23,840 restricted stock units will vest in equal annual installments over a two-year period, with 11,920 restricted stock units vesting on June 5, 2026 and 11,920 restricted stock units vesting on June 5, 2027. F12 · derivative.expiration_date: The remaining 23,840 restricted stock units will vest in equal annual installments over a two-year period, with 11,920 restricted stock units vesting on June 5, 2026 and 11,920 restricted stock units vesting on June 5, 2027. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stride Preferred Stock | 4,500 | $85.00 | $382,500.00 |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,500 F2 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of Strategy's 10.00% Series A Perpetual Stride Preferred Stock. These shares were purchased at the public offering price of $85.00 per share. 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.