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 |
|---|---|---|---|---|---|---|
| November 13, 2021 Filed Nov 16, 2021 22:41 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064831 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| November 02, 2021 Filed Nov 5, 2021 01:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $189.16 | $0.00 |
DisclosureSEC source: 0001209191-21-063043 · doc4.xml · derivative · entry 9 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 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. F8 · derivative.exercise_date: The 10,000 shares exercised on November 2, 2021 pursuant to this option vested on March 8, 2020. The remaining 10,000 shares subject to this option vested on March 8, 2021. F9 · balance_after: See Exhibit A. Read SEC document |
| November 02, 2021 Filed Nov 5, 2021 01:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 411 | $810.81 | $333,242.91 |
DisclosureSEC source: 0001209191-21-063043 · doc4.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $810.31 to $810.84, 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 02, 2021 Filed Nov 5, 2021 01:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 288 | $808.18 | $232,755.84 |
DisclosureSEC source: 0001209191-21-063043 · doc4.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $807.61 to $808.51, 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 02, 2021 Filed Nov 5, 2021 01:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 281 | $806.09 | $226,511.29 |
DisclosureSEC source: 0001209191-21-063043 · doc4.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $805.71 to $806.48, 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 02, 2021 Filed Nov 5, 2021 01:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 155 | $805.11 | $124,792.05 |
DisclosureSEC source: 0001209191-21-063043 · doc4.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 980 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $804.54 to $805.32, 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 02, 2021 Filed Nov 5, 2021 01:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4,165 | $803.67 | $3,347,285.55 |
DisclosureSEC source: 0001209191-21-063043 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,135 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $803.51 to $804.31, 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 ranges set forth in this footnote. Read SEC document |
| November 02, 2021 Filed Nov 5, 2021 01:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 800 | $802.63 | $642,104.00 |
DisclosureSEC source: 0001209191-21-063043 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,300 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $802.12 to $803.06, 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 02, 2021 Filed Nov 5, 2021 01:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,900 | $801.80 | $3,127,020.00 |
DisclosureSEC source: 0001209191-21-063043 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $801.02 to $801.88, 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 ranges set forth in this footnote. Read SEC document |
| November 02, 2021 Filed Nov 5, 2021 01:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $189.16 | $1,891,600.00 |
DisclosureSEC source: 0001209191-21-063043 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 00:33 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: 0001209191-21-050509 · doc4.xml · derivative · entry 9 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 August 6, 2021 pursuant to this option vested on February 8, 2021. The remaining 20,000 shares subject to this option are scheduled to vest on February 8, 2022. F9 · balance_after: See Exhibit A. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 00:33 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,100 | $735.95 | $809,545.00 |
DisclosureSEC source: 0001209191-21-050509 · doc4.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $735.50 to $736.00, 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 |
| August 06, 2021 Filed Aug 10, 2021 00:33 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,175 | $734.86 | $863,460.50 |
DisclosureSEC source: 0001209191-21-050509 · doc4.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $734.34 to $735.00, 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 |
| August 06, 2021 Filed Aug 10, 2021 00:33 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4,225 | $733.84 | $3,100,474.00 |
DisclosureSEC source: 0001209191-21-050509 · doc4.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,275 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $733.34 to $734.32, 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 |
| August 06, 2021 Filed Aug 10, 2021 00:33 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,003 | $732.58 | $1,467,357.74 |
DisclosureSEC source: 0001209191-21-050509 · doc4.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $732.15 to $733.13, 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 |
| August 06, 2021 Filed Aug 10, 2021 00:33 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 697 | $731.29 | $509,709.13 |
DisclosureSEC source: 0001209191-21-050509 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,503 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $730.94 to $731.68, 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 |
| August 06, 2021 Filed Aug 10, 2021 00:33 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $730.01 | $365,005.00 |
DisclosureSEC source: 0001209191-21-050509 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,200 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $729.77 to $730.37, 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 |
| August 06, 2021 Filed Aug 10, 2021 00:33 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 300 | $728.85 | $218,655.00 |
DisclosureSEC source: 0001209191-21-050509 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $728.64 to $729.26, 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 |
| August 06, 2021 Filed Aug 10, 2021 00:33 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $131.53 | $1,315,300.00 |
DisclosureSEC source: 0001209191-21-050509 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 00:04 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: 0001209191-21-049803 · doc4.xml · derivative · entry 10 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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. F9 · derivative.exercise_date: The 10,000 shares exercised on August 2, 2021 pursuant to this option vested on February 8, 2021. Of the remaining 30,000 shares subject to this option, 10,000 shares vested on February 8, 2021 and 20,000 shares are scheduled to vest on February 8, 2022. F10 · balance_after: See Exhibit A. Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 00:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 400 | $651.04 | $260,416.00 |
DisclosureSEC source: 0001209191-21-049803 · doc4.xml · nonDerivative · entry 9 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $651.00 to $651.14, 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 |
| August 02, 2021 Filed Aug 5, 2021 00:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 101 | $647.32 | $65,379.32 |
DisclosureSEC source: 0001209191-21-049803 · doc4.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $647.10 to $647.32, 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 |
| August 02, 2021 Filed Aug 5, 2021 00:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 334 | $646.15 | $215,814.10 |
DisclosureSEC source: 0001209191-21-049803 · doc4.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $645.96 to $646.50, 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 |
| August 02, 2021 Filed Aug 5, 2021 00:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,941 | $645.23 | $1,252,391.43 |
DisclosureSEC source: 0001209191-21-049803 · doc4.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $644.94 to $645.77, 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 |
| August 02, 2021 Filed Aug 5, 2021 00:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,024 | $644.21 | $1,303,881.04 |
DisclosureSEC source: 0001209191-21-049803 · doc4.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,776 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $643.91 to $644.68, 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 |
| August 02, 2021 Filed Aug 5, 2021 00:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 900 | $642.95 | $578,655.00 |
DisclosureSEC source: 0001209191-21-049803 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $642.85 to $643.31, 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 ranges set forth in this footnote. Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 00:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,309 | $641.38 | $839,566.42 |
DisclosureSEC source: 0001209191-21-049803 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $641.00 to $641.92, 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 |
| August 02, 2021 Filed Aug 5, 2021 00:04 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,991 | $640.14 | $1,914,658.74 |
DisclosureSEC source: 0001209191-21-049803 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,009 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $640.00 to $641.00, 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 |
| August 02, 2021 Filed Aug 5, 2021 00:04 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $131.53 | $1,315,300.00 |
DisclosureSEC source: 0001209191-21-049803 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $189.16 | $0.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · derivative · entry 19 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 10,000 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. F17 · derivative.exercise_date: The 10,000 shares exercised on March 15, 2021 pursuant to this option vested on March 8, 2019. Of the remaining 20,000 shares subject to this option, 10,000 shares vested on March 8, 2020 and 10,000 shares vested on March 8, 2021. F18 · balance_after: See Exhibit A. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 102 | $787.00 | $80,274.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 18 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F16 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $787.00 to $787.03, 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 ranges set forth in this footnote. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 341 | $786.51 | $268,199.91 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 17 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102 F15 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $786.00 to $786.93, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 600 | $785.11 | $471,066.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 16 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443 F14 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $784.76 to $785.28, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,235 | $784.21 | $968,499.35 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 15 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,043 F13 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $783.74 to $784.73, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 900 | $783.00 | $704,700.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 14 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,278 F12 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $782.66 to $783.48, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 801 | $782.09 | $626,454.09 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 13 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,178 F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $781.49 to $782.35, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 474 | $780.50 | $369,957.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 12 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,979 F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $780.28 to $781.06, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 736 | $779.77 | $573,910.72 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 11 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,453 F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $779.20 to $780.19, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 300 | $778.02 | $233,406.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 10 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,189 F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $778.00 to $778.06, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 300 | $775.49 | $232,647.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 9 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,489 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $775.06 to $776.00, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 300 | $773.70 | $232,110.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,789 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $773.10 to $774.00, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 100 | $771.11 | $77,111.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,089 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 300 | $768.72 | $230,616.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,189 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $768.50 to $769.17, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 557 | $767.73 | $427,625.61 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,489 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $767.31 to $767.99, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 265 | $766.56 | $203,138.40 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,046 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $766.09 to $767.07, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,389 | $765.82 | $1,829,543.98 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,311 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $765.00 to $765.91, 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 ranges set forth in this footnote. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 300 | $764.39 | $229,317.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $764.00 to $764.58, 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 |
| March 15, 2021 Filed Mar 17, 2021 22:27 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $189.16 | $1,891,600.00 |
DisclosureSEC source: 0001209191-21-021508 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 3,800 | $0.00 Strike: $189.16 | $0.00 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · derivative · entry 19 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 3,800 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. F15 · derivative.exercise_date: The 3,800 shares exercised on March 2, 2021 pursuant to this option vested on March 8, 2018. Of the remaining 30,000 shares subject to this option, 10,000 shares vested on March 8, 2019, 10,000 shares vested on March 8, 2020, and 10,000 shares are scheduled to vest on March 8, 2021. F14 · balance_after: See Exhibit A. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 100 | $811.23 | $81,123.00 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 17 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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.