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 |
|---|---|---|---|---|---|---|
| February 27, 2024 Filed Feb 28, 2024 21:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 859 | $862.27 | $740,689.93 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,306 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $862.00 to $862.95, 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 | 1,528 | $861.51 | $1,316,387.28 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,165 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $861.00 to $861.72, 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 | 735 | $860.16 | $632,217.60 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,693 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $859.66 to $860.43, 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 | 676 | $858.91 | $580,623.16 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,428 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $858.51 to $859.38, 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 27, 2024 Filed Feb 28, 2024 21:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,273 | $857.77 | $1,091,941.21 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,104 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $857.50 to $858.44, 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 | 829 | $856.94 | $710,403.26 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,377 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $856.49 to $857.42, 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 27, 2024 Filed Feb 28, 2024 21:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 389 | $855.81 | $332,910.09 |
DisclosureSEC source: 0000950170-24-022137 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,206 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $855.40 to $856.03, 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 | Exercise / conversionClass A Common Stock | 10,000 | $151.60 | $1,516,000.00 |
DisclosureSEC source: 0000950170-24-022137 · 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 14, 2024 Filed Feb 15, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 5,000 | $0.00 Strike: $189.16 | $0.00 |
DisclosureSEC source: 0000950170-24-015899 · ownership.xml · derivative · entry 6 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,000 shares Expires 2027-03-08 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 5,000 shares exercised on February 14, 2024 pursuant to this option vested on March 8, 2021. F6 · balance_after: See Exhibit A. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,400 | $772.60 | $1,081,640.00 |
DisclosureSEC source: 0000950170-24-015899 · ownership.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $772.23 to $773.10, 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 14, 2024 Filed Feb 15, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 200 | $771.35 | $154,270.00 |
DisclosureSEC source: 0000950170-24-015899 · ownership.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,995 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $771.23 to $771.47, 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 14, 2024 Filed Feb 15, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 875 | $768.27 | $672,236.25 |
DisclosureSEC source: 0000950170-24-015899 · ownership.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,195 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $768.00 to $768.72, 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 14, 2024 Filed Feb 15, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,525 | $767.05 | $1,936,801.25 |
DisclosureSEC source: 0000950170-24-015899 · ownership.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,070 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $766.90 to $767.83, 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 14, 2024 Filed Feb 15, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 5,000 | $189.16 | $945,800.00 |
DisclosureSEC source: 0000950170-24-015899 · ownership.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,595 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 |
| December 19, 2023 Filed Dec 20, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 5,000 | $0.00 Strike: $189.16 | $0.00 |
DisclosureSEC source: 0001209191-23-059332 · doc4.xml · derivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 shares Expires 2027-03-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The 5,000 shares exercised on December 19, 2023 pursuant to this option vested on March 8, 2021. The remaining 5,000 shares subject to this option vested on March 8, 2021. F5 · balance_after: See Exhibit A. Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 192 | $570.50 | $109,536.00 |
DisclosureSEC source: 0001209191-23-059332 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $570.04 to $571.00, 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 |
| December 19, 2023 Filed Dec 20, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,733 | $569.32 | $986,631.56 |
DisclosureSEC source: 0001209191-23-059332 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $568.97 to $569.66, 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 |
| December 19, 2023 Filed Dec 20, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,075 | $568.33 | $1,747,614.75 |
DisclosureSEC source: 0001209191-23-059332 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,520 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $567.89 to $568.75, 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 |
| December 19, 2023 Filed Dec 20, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 5,000 | $189.16 | $945,800.00 |
DisclosureSEC source: 0001209191-23-059332 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,595 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 |
| November 13, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · derivative · entry 11 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Underlying: Class A Common Stock · 250 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. F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F11 · derivative.exercise_date: The remaining 250 restricted stock units will vest on November 13, 2024. F11 · derivative.expiration_date: The remaining 250 restricted stock units will vest on November 13, 2024. F10 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 113 | $504.88 | $57,051.44 |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · nonDerivative · entry 9 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595 F8 · kind: The disposition of the shares reported on this form was made to MicroStrategy solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 708 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. F7 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 21:08 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: 0001209191-23-055158 · doc4.xml · derivative · entry 10 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,000 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. F9 · derivative.exercise_date: The 10,000 shares exercised on November 9, 2023 pursuant to this option vested on November 22, 2021. Of the remaining 65,000 shares subject to this option, 15,000 shares vested on November 22, 2021, 25,000 shares vested on November 22, 2022, and 25,000 shares are scheduled to vest on November 22, 2023. F10 · balance_after: See Exhibit A. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,900 | $510.18 | $969,342.00 |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $509.73 to $510.71, 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 ranges set forth in this footnote. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,800 | $508.47 | $915,246.00 |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,358 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $508.02 to $509.00, 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 ranges set forth in this footnote. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,659 | $507.38 | $841,743.42 |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,158 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $506.74 to $507.61, 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 ranges set forth in this footnote. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,241 | $506.18 | $1,134,349.38 |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,817 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $505.74 to $506.72, 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 ranges set forth in this footnote. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,310 | $505.06 | $661,628.60 |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,058 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $504.69 to $505.52, 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 09, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,090 | $504.24 | $549,621.60 |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,368 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $503.64 to $504.55, 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 09, 2023 Filed Nov 14, 2023 21:08 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $151.60 | $1,516,000.00 |
DisclosureSEC source: 0001209191-23-055158 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,458 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · derivative · entry 11 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,000 shares Expires 2028-02-08 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. F10 · derivative.exercise_date: The 10,000 shares exercised on June 20, 2023 pursuant to this option vested on February 8, 2022. F9 · balance_after: See Exhibit A. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,397 | $312.16 | $1,684,727.52 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · nonDerivative · entry 9 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $311.83 to $312.82, 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 |
| June 20, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4,603 | $311.44 | $1,433,558.32 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,855 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $310.82 to $311.81, 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 |
| June 20, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $131.53 | $1,315,300.00 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,458 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 16, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · derivative · entry 10 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2028-02-08 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. F8 · derivative.exercise_date: The 10,000 shares exercised on June 16, 2023 pursuant to this option vested on February 8, 2022. The remaining 10,000 shares subject to this option vested on February 8, 2022. F9 · balance_after: See Exhibit A. Read SEC document |
| June 16, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $297.70 | $208,390.00 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $297.68 to $297.74, 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 |
| June 16, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,310 | $297.07 | $686,231.70 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,158 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $296.54 to $297.47, 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 |
| June 16, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,800 | $295.91 | $828,548.00 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,468 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $295.53 to $296.47, 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 |
| June 16, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,499 | $295.07 | $442,309.93 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,268 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $294.53 to $295.36, 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 |
| June 16, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,691 | $294.00 | $791,154.00 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,767 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $293.34 to $294.31, 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 |
| June 16, 2023 Filed Jun 21, 2023 20:02 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $131.53 | $1,315,300.00 |
DisclosureSEC source: 0001209191-23-038749 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,458 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 9,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035033 · doc4.xml · derivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,537 Underlying: Class A Common Stock · 9,537 shares Expires not disclosed F5 · 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 (June 1, 2023 to May 31, 2026). 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. F5 · 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 (June 1, 2023 to May 31, 2026). 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. F5 · 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 (June 1, 2023 to May 31, 2026). 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. F4 · balance_after: See Exhibit A. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 4,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035033 · doc4.xml · derivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,768 Underlying: Class A Common Stock · 4,768 shares Expires not disclosed F2 · 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: 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 · 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. F4 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2022 Filed Nov 14, 2022 22:10 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-056667 · doc4.xml · derivative · entry 3 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Class A Common Stock · 250 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 500 restricted stock units will vest in equal annual installments over a two-year period, with 250 restricted stock units vesting on November 13, 2023 and 250 restricted stock units vesting on November 13, 2024. F3 · derivative.expiration_date: The remaining 500 restricted stock units will vest in equal annual installments over a two-year period, with 250 restricted stock units vesting on November 13, 2023 and 250 restricted stock units vesting on November 13, 2024. F4 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2022 Filed Nov 14, 2022 22:10 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 113 | $175.18 | $19,795.34 |
DisclosureSEC source: 0001209191-22-056667 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345 F2 · kind: The disposition of the shares reported on this form was made to MicroStrategy solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units. Read SEC document |
| November 13, 2022 Filed Nov 14, 2022 22:10 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-056667 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458 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 |
| September 13, 2022 Filed Sep 15, 2022 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 60,000 | $0.00 Strike: $231.25 | $0.00 |
DisclosureSEC source: 0001209191-22-050040 · doc4.xml · derivative · entry 2 Le Phong · CIK 0001651669 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 60,000 shares Expires 2032-09-13 F2 · derivative.exercise_date: This option vests as to 15,000 shares on the first anniversary of the grant date, and as to an additional 15,000 shares on each anniversary thereafter until the option is vested in full. F3 · balance_after: See Exhibit A. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:21 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 40,000 | $0.00 Strike: $404.60 | $0.00 |
DisclosureSEC source: 0001209191-22-011655 · doc4.xml · derivative · entry 2 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2032-02-17 F1 · derivative.exercise_date: This option vests as to 10,000 shares on the first anniversary of the grant date, and as to an additional 10,000 shares on each anniversary thereafter until the option is vested in full. F2 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2021 Filed Nov 16, 2021 22:41 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064831 · doc4.xml · derivative · entry 3 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Class A Common Stock · 250 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 750 restricted stock units will vest in equal annual installments over a three-year period, with 250 restricted stock units vesting on November 13, 2022, 250 restricted stock units vesting on November 13, 2023, and 250 restricted stock units vesting on November 13, 2024. F3 · derivative.expiration_date: The remaining 750 restricted stock units will vest in equal annual installments over a three-year period, with 250 restricted stock units vesting on November 13, 2022, 250 restricted stock units vesting on November 13, 2023, and 250 restricted stock units vesting on November 13, 2024. F4 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2021 Filed Nov 16, 2021 22:41 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 113 | $811.73 | $91,725.49 |
DisclosureSEC source: 0001209191-21-064831 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137 F2 · kind: The disposition of the shares reported on this form was made to MicroStrategy solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units. 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.