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 05, 2025 Filed Jun 9, 2025 23:38 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 11,920 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-083986 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,085 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 MicroStrategy Incorporated d/b/a Strategy ("Strategy"). Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GiftEmployee Stock Option (Right to buy) · Derivative | 101,756.55 | $0.00 Strike: $23.13 | $0.00 |
DisclosureSEC source: 0000950170-25-054240 · ownership.xml · derivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 101,756.55 Underlying: Class A Common Stock · 101,756.55 shares Expires 2032-09-13 F1 · kind: Represents fully vested stock options transferred pursuant to an option transfer agreement (the "Transfer Agreement") dated April 11, 2025 between the Reporting Person, the Carrie & Phong Le 2024 Legacy Trust (the "Trust"), and MicroStrategy Incorporated d/b/a Strategy. The Reporting Person's spouse serves as trustee of the Trust, and the beneficiaries of the Trust are the descendants of the Reporting Person and the Reporting Person's spouse. F2 · derivative.exercise_date: Of the 600,000 shares subject to this option, 150,000 shares vested on September 13, 2023, 150,000 shares vested on September 13, 2024, 150,000 shares are scheduled to vest on September 13, 2025, and 150,000 shares are scheduled to vest on September 13, 2026. The 101,756.55 shares subject to the options transferred under the Transfer Agreement vested on September 13, 2023. F1 · ownership.nature: Represents fully vested stock options transferred pursuant to an option transfer agreement (the "Transfer Agreement") dated April 11, 2025 between the Reporting Person, the Carrie & Phong Le 2024 Legacy Trust (the "Trust"), and MicroStrategy Incorporated d/b/a Strategy. The Reporting Person's spouse serves as trustee of the Trust, and the beneficiaries of the Trust are the descendants of the Reporting Person and the Reporting Person's spouse. Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GiftEmployee Stock Option (Right to buy) · Derivative | 101,756.55 | $0.00 Strike: $23.13 | $0.00 |
DisclosureSEC source: 0000950170-25-054240 · ownership.xml · derivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498,243.45 Underlying: Class A Common Stock · 101,756.55 shares Expires 2032-09-13 F1 · kind: Represents fully vested stock options transferred pursuant to an option transfer agreement (the "Transfer Agreement") dated April 11, 2025 between the Reporting Person, the Carrie & Phong Le 2024 Legacy Trust (the "Trust"), and MicroStrategy Incorporated d/b/a Strategy. The Reporting Person's spouse serves as trustee of the Trust, and the beneficiaries of the Trust are the descendants of the Reporting Person and the Reporting Person's spouse. F2 · derivative.exercise_date: Of the 600,000 shares subject to this option, 150,000 shares vested on September 13, 2023, 150,000 shares vested on September 13, 2024, 150,000 shares are scheduled to vest on September 13, 2025, and 150,000 shares are scheduled to vest on September 13, 2026. The 101,756.55 shares subject to the options transferred under the Transfer Agreement vested on September 13, 2023. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 7,320 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-045233 · ownership.xml · derivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,960 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 MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F5 · derivative.exercise_date: The remaining 21,960 restricted stock units will vest in equal annual installments over a three-year period, with 7,320 restricted stock units vesting on March 21, 2026, 7,320 restricted stock units vesting on March 21, 2027, and 7,320 restricted stock units vesting on March 21, 2028. F5 · derivative.expiration_date: The remaining 21,960 restricted stock units will vest in equal annual installments over a three-year period, with 7,320 restricted stock units vesting on March 21, 2026, 7,320 restricted stock units vesting on March 21, 2027, and 7,320 restricted stock units vesting on March 21, 2028. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,019 | $329.67 | $335,933.73 |
DisclosureSEC source: 0000950170-25-045233 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,165 F2 · shares: 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 $329.44 to $330.41, 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, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,262 | $329.08 | $744,378.96 |
DisclosureSEC source: 0000950170-25-045233 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,184 F2 · shares: 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. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $328.43 to $329.42, 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, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 7,320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-045233 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,446 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 MicroStrategy Incorporated d/b/a Strategy ("Strategy"). Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Strife Preferred Stock | 6,000 | $85.00 | $510,000.00 |
DisclosureSEC source: 0000950170-25-043822 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 F1 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of Strategy's 10.00% Series A Perpetual Strife Preferred Stock. These shares were purchased at the public offering price of $85.00 per share. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 9,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038715 · ownership.xml · derivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,277 Underlying: Class A Common Stock · 9,277 shares Expires not disclosed F5 · derivative.exercise_price: Each 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 11, 2025 to March 10, 2028). 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. F5 · derivative.exercise_date: Each 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 11, 2025 to March 10, 2028). 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. F5 · derivative.expiration_date: Each 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 11, 2025 to March 10, 2028). 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 11, 2025 Filed Mar 13, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 17,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038715 · ownership.xml · derivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,892 Underlying: Class A Common Stock · 17,892 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Strategy class A common stock. F4 · derivative.exercise_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F4 · derivative.expiration_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 12,207 | $0.00 Strike: $260.59 | $0.00 |
DisclosureSEC source: 0000950170-25-038715 · ownership.xml · derivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,207 Underlying: Class A Common Stock · 12,207 shares Expires 2035-03-11 F2 · 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 |
| November 14, 2024 Filed Nov 15, 2024 22:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-127688 · ownership.xml · derivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,500 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 MicroStrategy class A common stock. F4 · derivative.exercise_date: The 2,500 restricted stock units vested in full on November 13, 2024. F4 · derivative.expiration_date: The 2,500 restricted stock units vested in full on November 13, 2024. F5 · balance_after: Exhibit A. Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 22:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,252 | $322.45 | $403,707.40 |
DisclosureSEC source: 0000950170-24-127688 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,918 F2 · shares: 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. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $322.37 to $322.63, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| November 14, 2024 Filed Nov 15, 2024 22:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-127688 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Plan reported 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 20:45 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 50,000 | $0.00 Strike: $15.16 | $0.00 |
DisclosureSEC source: 0000950170-24-100229 · ownership.xml · derivative · entry 6 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,162 Underlying: Class A Common Stock · 50,000 shares Expires 2029-11-22 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. F5 · derivative.exercise_date: The 50,000 shares exercised on August 22, 2024 pursuant to this option vested on November 22, 2022. Of the remaining 351,162 shares subject to this option, 101,162 shares vested on November 22, 2022 and 250,000 shares vested on November 22, 2023. F6 · balance_after: See Exhibit A. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 20:45 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 8,427 | $140.44 | $1,183,487.88 |
DisclosureSEC source: 0000950170-24-100229 · ownership.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,670 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.990 to $140.850, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| August 22, 2024 Filed Aug 23, 2024 20:45 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,657 | $139.57 | $929,117.49 |
DisclosureSEC source: 0000950170-24-100229 · ownership.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,097 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.990 to $139.980, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| August 22, 2024 Filed Aug 23, 2024 20:45 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 11,496 | $138.30 | $1,589,896.80 |
DisclosureSEC source: 0000950170-24-100229 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,754 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $137.860 to $138.800, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| August 22, 2024 Filed Aug 23, 2024 20:45 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 23,420 | $137.13 | $3,211,584.60 |
DisclosureSEC source: 0000950170-24-100229 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,250 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.860 to $137.855, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| August 22, 2024 Filed Aug 23, 2024 20:45 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 50,000 | $15.16 | $758,000.00 |
DisclosureSEC source: 0000950170-24-100229 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,670 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 21:02 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 48,838 | $0.00 Strike: $15.16 | $0.00 |
DisclosureSEC source: 0000950170-24-098654 · ownership.xml · derivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401,162 Underlying: Class A Common Stock · 48,838 shares Expires 2029-11-22 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_price: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $151.60 per share to $15.16 per share and the number of shares underlying this option increased from 45,000 shares to 450,000 shares. The 48,838 shares exercised on August 16, 2024 pursuant to this option vested on November 22, 2022. Of the remaining 401,162 shares subject to this option, 151,162 shares vested on November 22, 2022 and 250,000 shares vested on November 22, 2023. F4 · shares: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $151.60 per share to $15.16 per share and the number of shares underlying this option increased from 45,000 shares to 450,000 shares. The 48,838 shares exercised on August 16, 2024 pursuant to this option vested on November 22, 2022. Of the remaining 401,162 shares subject to this option, 151,162 shares vested on November 22, 2022 and 250,000 shares vested on November 22, 2023. F4 · derivative.exercise_date: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $151.60 per share to $15.16 per share and the number of shares underlying this option increased from 45,000 shares to 450,000 shares. The 48,838 shares exercised on August 16, 2024 pursuant to this option vested on November 22, 2022. Of the remaining 401,162 shares subject to this option, 151,162 shares vested on November 22, 2022 and 250,000 shares vested on November 22, 2023. F5 · balance_after: See Exhibit A. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 21:02 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 736 | $136.07 | $100,147.52 |
DisclosureSEC source: 0000950170-24-098654 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,670 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.04 to $136.08, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| August 16, 2024 Filed Aug 19, 2024 21:02 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 48,102 | $135.39 | $6,512,529.78 |
DisclosureSEC source: 0000950170-24-098654 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,406 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.00 to $135.98, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| August 16, 2024 Filed Aug 19, 2024 21:02 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 48,838 | $15.16 | $740,384.08 |
DisclosureSEC source: 0000950170-24-098654 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,508 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 · balance_after: On August 7, 2024, the Issuer effected a 10-for-1 forward stock split. See Exhibit A for additional information. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:28 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 1,192 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075831 · ownership.xml · derivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,576 Underlying: Class A Common Stock · 1,192 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 MicroStrategy class A common stock. F3 · derivative.exercise_date: The remaining 3,576 restricted stock units will vest in equal annual installments over a three-year period, with 1,192 restricted stock units vesting on June 5, 2025, 1,192 restricted stock units vesting on June 5, 2026, and 1,192 restricted stock units vesting June 5, 2027. F3 · derivative.expiration_date: The remaining 3,576 restricted stock units will vest in equal annual installments over a three-year period, with 1,192 restricted stock units vesting on June 5, 2025, 1,192 restricted stock units vesting on June 5, 2026, and 1,192 restricted stock units vesting June 5, 2027. F4 · balance_after: See Exhibit A. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:28 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 590 | $1,441.81 | $850,667.90 |
DisclosureSEC source: 0000950170-24-075831 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,267 F2 · kind: The disposition of the shares reported on this form was made solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units on June 5, 2024 and settlement of such restricted stock units on June 17, 2024. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:28 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,192 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-075831 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,857 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 MicroStrategy class A common stock. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 00:16 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-036112 · ownership.xml · derivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,863 Underlying: Class A Common Stock · 1,863 shares Expires not disclosed F6 · derivative.exercise_price: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy'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 21, 2024 to March 20, 2027). Vesting is subject to certification by MicroStrategy'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. F6 · derivative.exercise_date: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy'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 21, 2024 to March 20, 2027). Vesting is subject to certification by MicroStrategy'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. F6 · derivative.expiration_date: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy'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 21, 2024 to March 20, 2027). Vesting is subject to certification by MicroStrategy'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. F3 · balance_after: See Exhibit A. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 00:16 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 2,928 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-036112 · ownership.xml · derivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,928 Underlying: Class A Common Stock · 2,928 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F5 · derivative.exercise_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F5 · derivative.expiration_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F3 · balance_after: See Exhibit A. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 00:16 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 2,673 | $0.00 Strike: $1,599.29 | $0.00 |
DisclosureSEC source: 0000950170-24-036112 · ownership.xml · derivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,673 Underlying: Class A Common Stock · 2,673 shares Expires 2034-03-21 F2 · 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. F3 · balance_after: See Exhibit A. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · derivative · entry 15 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 Underlying: Class A Common Stock · 10,000 shares Expires 2029-11-22 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. F14 · derivative.exercise_date: Of the 10,000 shares exercised on February 28, 2024 pursuant to this option, 5,000 shares vested on November 22, 2021 and 5,000 shares vested on November 22, 2022. Of the remaining 45,000 shares subject to this option, 20,000 shares vested on November 22, 2022 and 25,000 shares vested on November 22, 2023. F15 · balance_after: See Exhibit A. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 400 | $974.61 | $389,844.00 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 14 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595 F13 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $974.44 to $975.42, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 200 | $973.03 | $194,606.00 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 13 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 995 F12 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $973.00 to $973.05, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 574 | $972.52 | $558,226.48 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 12 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,195 F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $972.00 to $972.91, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 375 | $970.88 | $364,080.00 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 11 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,769 F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $970.45 to $971.11, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 687 | $969.97 | $666,369.39 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 10 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,144 F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $969.45 to $970.39, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 378 | $968.93 | $366,255.54 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 9 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,831 F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $968.43 to $969.38, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 921 | $967.46 | $891,030.66 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,209 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $967.07 to $967.85, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $966.46 | $966,460.00 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,130 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $965.92 to $966.88, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 800 | $965.29 | $772,232.00 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,130 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $964.78 to $965.76, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,820 | $964.29 | $2,719,297.80 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,930 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $963.76 to $964.46, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $963.13 | $963,130.00 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $962.62 to $963.53, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 204 | $961.49 | $196,143.96 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,750 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $961.32 to $961.66, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 641 | $960.40 | $615,616.40 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,954 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $960.00 to $960.74, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 28, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $151.60 | $1,516,000.00 |
DisclosureSEC source: 0000950170-24-023864 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,595 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 |
| February 27, 2024 Filed Feb 28, 2024 21:25 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · derivative · entry 13 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,000 Underlying: Class A Common Stock · 10,000 shares Expires 2029-11-22 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. F12 · derivative.exercise_date: The 10,000 shares exercised on February 27, 2024 pursuant to this option vested on November 22, 2021. Of the remaining 55,000 shares subject to this option, 5,000 shares vested on November 22, 2021, 25,000 shares vested on November 22, 2022, and 25,000 shares vested on November 22, 2023. F13 · balance_after: See Exhibit A. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 285 | $866.57 | $246,972.45 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 12 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595 F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $866.53 to $866.76, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 27, 2024 Filed Feb 28, 2024 21:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 415 | $865.84 | $359,323.60 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 11 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 880 F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $865.39 to $865.97, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 27, 2024 Filed Feb 28, 2024 21:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,439 | $864.45 | $1,243,943.55 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 10 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,295 F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $864.22 to $865.09, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
| February 27, 2024 Filed Feb 28, 2024 21:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,572 | $863.25 | $1,357,029.00 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 9 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,734 F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $863.00 to $863.81, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.