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 |
|---|---|---|---|---|---|---|
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 100 | $809.80 | $80,980.00 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 16 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 400 | $808.74 | $323,496.00 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 15 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 F12 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $808.49 to $809.44 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 446 | $807.23 | $360,024.58 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 14 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F11 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $807.18 to $807.93 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 495 | $806.91 | $399,420.45 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 13 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,046 F10 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $806.07 to $807.02 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 475 | $805.18 | $382,460.50 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 12 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,541 F9 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $805.05 to $805.75 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 100 | $804.00 | $80,400.00 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 11 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,016 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 108 | $802.17 | $86,634.36 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 10 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,116 F8 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $802.15 to $802.50 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 518 | $801.06 | $414,949.08 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 9 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,224 F7 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $801.00 to $801.97 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,058 | $800.14 | $846,548.12 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,742 F6 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $800.00 to $800.88 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,800 | $189.16 | $718,808.00 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,800 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 01, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 6,200 | $0.00 Strike: $189.16 | $0.00 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · derivative · entry 18 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,800 Underlying: Class A Common Stock · 6,200 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. F13 · derivative.exercise_date: The 6,200 shares exercised on March 1, 2021 pursuant to this option vested on March 8, 2018. Of the remaining 33,800 shares subject to this option, 3,800 shares vested on March 8, 2018, 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 01, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6 | $804.48 | $4,826.88 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $804.11 to $804.78 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,733 | $803.54 | $1,392,534.82 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6 F4 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $803.00 to $803.99 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 490 | $802.08 | $393,019.20 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,739 F3 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $802.00 to $802.41 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 971 | $801.44 | $778,198.24 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,229 F2 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $801.00 to $801.99 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,000 | $800.01 | $2,400,030.00 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 F1 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $800.00 to $800.27 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:31 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 6,200 | $189.16 | $1,172,792.00 |
DisclosureSEC source: 0001209191-21-017357 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,200 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 23, 2021 Filed Feb 25, 2021 21:44 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 40,000 | $0.00 Strike: $691.23 | $0.00 |
DisclosureSEC source: 0001209191-21-014359 · doc4.xml · derivative · entry 1 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 2031-02-23 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 27, 2020 Filed Dec 1, 2020 22:20 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 40,000 | $0.00 Strike: $201.25 | $0.00 |
DisclosureSEC source: 0001209191-20-060931 · doc4.xml · derivative · entry 9 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 40,000 shares Expires 2025-09-08 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: Of the 40,000 shares exercised on November 27, 2020 pursuant to this option, 10,000 shares vested on September 8, 2016, 10,000 shares vested on September 8, 2017, 10,000 shares vested on September 8, 2018, and 10,000 shares vested on September 8, 2019. F9 · balance_after: See Exhibit A. Read SEC document |
| November 27, 2020 Filed Dec 1, 2020 22:20 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 302 | $274.52 | $82,905.04 |
DisclosureSEC source: 0001209191-20-060931 · 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 $274.00 to $274.55 per share, inclusive. The reporting person undertakes to provide 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 27, 2020 Filed Dec 1, 2020 22:20 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,544 | $273.00 | $421,512.00 |
DisclosureSEC source: 0001209191-20-060931 · doc4.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $272.74 to $273.72 per share, inclusive. The reporting person undertakes to provide 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 27, 2020 Filed Dec 1, 2020 22:20 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,505 | $272.06 | $681,510.30 |
DisclosureSEC source: 0001209191-20-060931 · doc4.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,846 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $271.72 to $272.69 per share, inclusive. The reporting person undertakes to provide 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 27, 2020 Filed Dec 1, 2020 22:20 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 8,669 | $271.20 | $2,351,032.80 |
DisclosureSEC source: 0001209191-20-060931 · doc4.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,351 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $270.69 to $271.63 per share, inclusive. The reporting person undertakes to provide 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 27, 2020 Filed Dec 1, 2020 22:20 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 19,380 | $270.18 | $5,236,088.40 |
DisclosureSEC source: 0001209191-20-060931 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,020 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $269.68 to $270.67 per share, inclusive. The reporting person undertakes to provide 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 27, 2020 Filed Dec 1, 2020 22:20 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,800 | $268.88 | $1,828,384.00 |
DisclosureSEC source: 0001209191-20-060931 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,400 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $268.68 to $269.56 per share, inclusive. The reporting person undertakes to provide 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 27, 2020 Filed Dec 1, 2020 22:20 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 800 | $267.83 | $214,264.00 |
DisclosureSEC source: 0001209191-20-060931 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,200 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $267.68 to $268.08 per share, inclusive. The reporting person undertakes to provide 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 27, 2020 Filed Dec 1, 2020 22:20 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 40,000 | $201.25 | $8,050,000.00 |
DisclosureSEC source: 0001209191-20-060931 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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 |
| November 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 25,000 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · derivative · entry 19 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Class A Common Stock · 25,000 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. F18 · derivative.exercise_date: The 25,000 shares exercised on November 24, 2020 pursuant to this option vested on November 22, 2020. Of the remaining 75,000 shares subject to this option, 25,000 shares are scheduled to vest on November 22, 2021, 25,000 shares are scheduled to vest on November 22, 2022, and 25,000 shares are scheduled to vest on November 22, 2023. F17 · balance_after: See Exhibit A. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 40,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · derivative · entry 18 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 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. F16 · derivative.exercise_date: Of the 40,000 shares exercised on November 24, 2020 pursuant to this option, 20,000 shares vested on February 8, 2019 and 20,000 shares vested on February 8, 2020. Of the remaining 40,000 shares subject to this option, 20,000 shares are scheduled to vest on February 8, 2021 and 20,000 shares are scheduled to vest on February 8, 2022. F17 · balance_after: See Exhibit A. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 600 | $243.51 | $146,106.00 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 17 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F15 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $243.27 to $243.62 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,300 | $242.22 | $314,886.00 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 16 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F14 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $241.92 to $242.79 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,703 | $241.17 | $893,052.51 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 15 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 F13 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $240.71 to $241.70 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,663 | $240.27 | $1,600,919.01 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 14 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,603 F12 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $239.71 to $240.70 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4,424 | $238.96 | $1,057,159.04 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 13 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,266 F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $238.61 to $239.59 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,610 | $237.94 | $1,572,783.40 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 12 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,690 F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $237.61 to $238.60 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,700 | $236.96 | $402,832.00 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 11 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,300 F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $236.56 to $237.52 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 25,000 | $151.60 | $3,790,000.00 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 10 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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 |
| November 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 247 | $241.94 | $59,759.18 |
DisclosureSEC source: 0001209191-20-060507 · 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 $241.66 to $242.00 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,316 | $240.66 | $557,368.56 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 8 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $240.09 to $241.05 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4,008 | $239.46 | $959,755.68 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 7 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,563 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $239.05 to $240.01 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 7,793 | $238.58 | $1,859,253.94 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 6 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,571 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $238.05 to $239.04 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,567 | $237.52 | $1,322,273.84 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 5 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,364 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $237.05 to $238.03 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 9,171 | $236.55 | $2,169,400.05 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 4 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,931 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $236.05 to $237.04 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,398 | $235.61 | $1,507,432.78 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 3 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,102 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.05 to $236.04 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4,500 | $234.63 | $1,055,835.00 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 2 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,500 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $234.05 to $235.04 per share, inclusive. The reporting person undertakes to provide 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 24, 2020 Filed Nov 25, 2020 21:17 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 40,000 | $131.53 | $5,261,200.00 |
DisclosureSEC source: 0001209191-20-060507 · doc4.xml · nonDerivative · entry 1 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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 |
| November 13, 2020 Filed Nov 19, 2020 23:29 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059506 · doc4.xml · derivative · entry 1 Le Phong · CIK 0001651669 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Class A Common Stock · 1,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F2 · derivative.exercise_date: The restricted stock units will become vested in equal annual installments over a four-year period, with the first 25% of the restricted stock units vesting on November 13, 2021 and an additional 25% on each anniversary thereafter until the restricted stock units become fully vested. F2 · derivative.expiration_date: The restricted stock units will become vested in equal annual installments over a four-year period, with the first 25% of the restricted stock units vesting on November 13, 2021 and an additional 25% on each anniversary thereafter until the restricted stock units become fully vested. F3 · balance_after: See Exhibit A. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 21:20 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 100,000 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-19-058109 · doc4.xml · derivative · entry 1 Le Phong · CIK 0001651669 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires 2029-11-22 F1 · derivative.exercise_date: This option vests as to 25,000 shares on the first anniversary of the grant date, and as to an additional 25,000 shares on each anniversary thereafter until the option is vested in full. F2 · balance_after: See Exhibit A. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 00:00 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 80,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-18-009374 · doc4.xml · derivative · entry 1 Le Phong · CIK 0001651669 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Common Stock · 80,000 shares Expires 2028-02-08 F1 · derivative.exercise_date: This option vests as to 20,000 shares on the first anniversary of the grant date, and as to an additional 20,000 shares on each anniversary thereafter until the option is vested in full. F2 · balance_after: Mr. Le also directly owns an employee stock option to purchase 40,000 shares of Class A common stock with (i) an exercise price of $201.25 per share and (ii) an expiration date of September 8, 2025. Of the 40,000 shares subject to this option, 10,000 shares vested on September 8, 2016, 10,000 shares vested on September 8, 2017, 10,000 shares are scheduled to vest on September 8, 2018 and 10,000 shares are scheduled to vest on September 8, 2019. In addition, Mr. Le directly owns an employee stock option to purchase 40,000 shares of Class A common stock with (i) an exercise price of $189.16 per share and (ii) an expiration date of March 8, 2027. Of the 40,000 shares subject to this option, 10,000 shares are scheduled to vest on March 8, 2018, 10,000 shares are scheduled to vest on March 8, 2019, 10,000 shares are scheduled to vest on March 8, 2020 and 10,000 shares are scheduled to vest on March 8, 2021. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 21:32 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 40,000 | $0.00 Strike: $189.16 | $0.00 |
DisclosureSEC source: 0001209191-17-019870 · doc4.xml · derivative · entry 1 Le Phong · CIK 0001651669 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2027-03-08 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: Mr. Le also directly owns an employee stock option to purchase 40,000 shares of Class A common stock with (i) an exercise price of $201.25 per share and (ii) an expiration date of September 8, 2025. Of the 40,000 shares subject to this option, 10,000 shares vested on September 8, 2016, 10,000 shares are scheduled to vest on September 8, 2017, 10,000 shares are scheduled to vest on September 8, 2018 and 10,000 shares are scheduled to vest on September 8, 2019. 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.