Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Strategy IncMSTR · Entity 3031 | VP & CAO | June 08, 2026 | June 09, 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 08, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,209 |
Ending reported balance
After 2026-06-09 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-06-08 · Exercise / conversion · Acquired 1,140 · Balance 11,563 F1: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). Row 2 · 2026-06-09 · Sale · Disposed 185 · Balance 11,378 F2: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026. F3: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.84 to $123.82, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 3 · 2026-06-09 · Sale · Disposed 165 · Balance 11,213 F2: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026. F4: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.84 to $124.83, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Row 4 · 2026-06-09 · Sale · Disposed 4 · Balance 11,209 F2: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026. F5: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.85 to $124.94, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,140 |
Reported balance
After 2026-06-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-08 · Exercise / conversion · Disposed 1,140 · Balance 1,140 F1: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F6: The remaining 1,140 restricted stock units will vest on June 5, 2027. |
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").
F2: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026.
F3: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.84 to $123.82, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F4: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.84 to $124.83, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F5: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.85 to $124.94, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F6: The remaining 1,140 restricted stock units will vest on June 5, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 09, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4 | $124.88 | $499.51 |
DisclosureSEC source: 0001444548-26-000002 · ownership.xml · nonDerivative · entry 4 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,209 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.85 to $124.94, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| June 09, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 165 | $124.33 | $20,513.79 |
DisclosureSEC source: 0001444548-26-000002 · ownership.xml · nonDerivative · entry 3 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,213 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.84 to $124.83, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| June 09, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 185 | $123.38 | $22,826.04 |
DisclosureSEC source: 0001444548-26-000002 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,378 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units on June 5, 2026 and their settlement on June 8, 2026. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.84 to $123.82, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 1,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001444548-26-000002 · ownership.xml · derivative · entry 6 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,140 Underlying: Class A Common Stock · 1,140 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F6 · derivative.exercise_date: The remaining 1,140 restricted stock units will vest on June 5, 2027. F6 · derivative.expiration_date: The remaining 1,140 restricted stock units will vest on June 5, 2027. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 22:22 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,140 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001444548-26-000002 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,563 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). Read SEC document |
| March 24, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 19 | $139.45 | $2,649.61 |
DisclosureSEC source: 0001193125-26-124639 · ownership.xml · nonDerivative · entry 4 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,423 F2 · kind: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the reporting person's tax withholding obligation upon the vesting of previously granted equity awards. Such sales were made solely to pay Strategy the tax withholding obligation due upon the vesting of restricted stock units on March 21, 2026 and their settlement on March 23, 2026. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.385 to $139.550, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| March 24, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 201 | $138.98 | $27,934.18 |
DisclosureSEC source: 0001193125-26-124639 · ownership.xml · nonDerivative · entry 3 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,442 F2 · kind: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the reporting person's tax withholding obligation upon the vesting of previously granted equity awards. Such sales were made solely to pay Strategy the tax withholding obligation due upon the vesting of restricted stock units on March 21, 2026 and their settlement on March 23, 2026. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.390 to $139.380, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| March 24, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 250 | $137.73 | $34,432.50 |
DisclosureSEC source: 0001193125-26-124639 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,643 F2 · kind: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the reporting person's tax withholding obligation upon the vesting of previously granted equity awards. Such sales were made solely to pay Strategy the tax withholding obligation due upon the vesting of restricted stock units on March 21, 2026 and their settlement on March 23, 2026. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $137.370 to $138.350, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| March 23, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 1,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-124639 · ownership.xml · derivative · entry 6 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,120 Underlying: Class A Common Stock · 1,560 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F6 · derivative.exercise_date: The remaining 3,120 RSUs will vest in equal annual installments over a two-year period, with 1,560 RSUs vesting on March 21, 2027 and 1,560 RSUs vesting on March 21, 2028. F6 · derivative.expiration_date: The remaining 3,120 RSUs will vest in equal annual installments over a two-year period, with 1,560 RSUs vesting on March 21, 2027 and 1,560 RSUs vesting on March 21, 2028. Read SEC document |
| March 23, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,560 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-124639 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,893 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 21:40 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-116269 · ownership.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,240 Underlying: Class A Common Stock · 2,240 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc. F2 · derivative.exercise_date: 25 percent of these RSUs vest on the first anniversary of the grant date, and an additional 25 percent of the original number of RSUs vest on each anniversary thereafter until the RSUs are vested in full. F2 · derivative.expiration_date: 25 percent of these RSUs vest on the first anniversary of the grant date, and an additional 25 percent of the original number of RSUs vest on each anniversary thereafter until the RSUs are vested in full. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 260 | $137.25 | $35,686.04 |
DisclosureSEC source: 0001193125-26-106112 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,333 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-106112 · ownership.xml · derivative · entry 4 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,361 Underlying: Class A Common Stock · 787 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F4 · derivative.exercise_date: The remaining 2,361 RSUs will vest in equal annual installments over a three-year period, with 787 RSUs vesting on March 11, 2027, 787 RSUs vesting on March 11, 2028 and 787 RSUs vesting on March 11, 2029. F4 · derivative.expiration_date: The remaining 2,361 RSUs will vest in equal annual installments over a three-year period, with 787 RSUs vesting on March 11, 2027, 787 RSUs vesting on March 11, 2028 and 787 RSUs vesting on March 11, 2029. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-106112 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,593 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F2 · balance_after: Includes 73 shares acquired under the Strategy Employee Stock Purchase Plan on February 27, 2026. Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 21:55 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 43 | $208.55 | $8,967.56 |
DisclosureSEC source: 0001193125-25-288267 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,733 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F4 · shares: The disposition of the shares reported on this form was made solely to permit the stockholder to pay Strategy the tax withholding obligation due upon vesting of the restricted stock units on November 15, 2025 and settlement of such restricted stock units on November 17, 2025. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 21:55 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-288267 · ownership.xml · derivative · entry 4 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F5 · derivative.exercise_date: The 100 restricted stock units vested in full on November 15, 2025. F5 · derivative.expiration_date: The 100 restricted stock units vested in full on November 15, 2025. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 21:55 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-288267 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,776 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F2 · balance_after: Includes 70 shares acquired under the Strategy Employee Stock Purchase Plan on August 29, 2025. Read SEC document |
| July 29, 2025 Filed Jul 29, 2025 20:52 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 5,000 | $90.00 | $450,000.00 |
DisclosureSEC source: 0000950170-25-099671 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 F1 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of MicroStrategy Incorporated d/b/a Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock. These shares were purchased at the public offering price of $90.00 per share. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 25,000 | $0.00 Strike: $40.46 | $0.00 |
DisclosureSEC source: 0000950170-25-095866 · ownership.xml · derivative · entry 5 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 25,000 shares Expires 2032-02-17 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. F3 · derivative.exercise_date: Of the 25,000 shares exercised on July 11, 2025 pursuant to this option, 2,500 shares vested on February 17, 2023, 12,500 shares vested on February 17, 2024, and 10,000 shares vested on February 17, 2025. Of the remaining 15,000 shares subject to this option, 2,500 shares vested on February 17, 2025 and 12,500 shares are scheduled to vest on February 17, 2026. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 18,750 | $0.00 Strike: $69.12 | $0.00 |
DisclosureSEC source: 0000950170-25-095866 · ownership.xml · derivative · entry 4 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 18,750 shares Expires 2031-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The 18,750 shares exercised on July 11, 2025 pursuant to this option vested on February 23, 2025. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 43,750 | $430.54 | $18,836,125.00 |
DisclosureSEC source: 0000950170-25-095866 · ownership.xml · nonDerivative · entry 3 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,606 Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 25,000 | $40.46 | $1,011,500.00 |
DisclosureSEC source: 0000950170-25-095866 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,356 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 |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 18,750 | $69.12 | $1,296,056.25 |
DisclosureSEC source: 0000950170-25-095866 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,356 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1 share that was previously inadvertently reported as sold by the Reporting Person due to a clerical error. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2 | $377.14 | $754.29 |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · nonDerivative · entry 9 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,605 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $377.02 to $377.32, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 24 | $376.36 | $9,032.59 |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · nonDerivative · entry 8 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,607 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $376.00 to $376.91, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 109 | $375.43 | $40,921.87 |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · nonDerivative · entry 7 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,631 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $375.00 to $375.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 128 | $374.61 | $47,950.34 |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · nonDerivative · entry 6 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,740 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $374.00 to $374.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 24 | $373.74 | $8,969.86 |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · nonDerivative · entry 5 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,868 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $373.35 to $373.995, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 28 | $372.31 | $10,424.54 |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · nonDerivative · entry 4 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,892 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $372.00 to $372.521, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 24 | $371.64 | $8,919.29 |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · nonDerivative · entry 3 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,920 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $371.24 to $371.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 1,140 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · derivative · entry 10 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,290 Underlying: Class A Common Stock · 1,140 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F10 · derivative.exercise_date: The remaining 2,290 restricted stock units will vest over a two-year period, with 1,140 restricted stock units vesting on June 5, 2026 and 1,150 restricted stock units vesting on June 5, 2027. F10 · derivative.expiration_date: The remaining 2,290 restricted stock units will vest over a two-year period, with 1,140 restricted stock units vesting on June 5, 2026 and 1,150 restricted stock units vesting on June 5, 2027. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1 | $370.70 | $370.70 |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,944 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:42 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,140 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-084000 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,945 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:13 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-045235 · ownership.xml · derivative · entry 4 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,680 Underlying: Class A Common Stock · 1,550 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F5 · derivative.exercise_date: The remaining 4,680 restricted stock units will vest in equal annual installments over a three-year period, with 1,560 restricted stock units vesting on March 21, 2026, 1,560 restricted stock units vesting on March 21, 2027, and 1,560 restricted stock units vesting on March 21, 2028. F5 · derivative.expiration_date: The remaining 4,680 restricted stock units will vest in equal annual installments over a three-year period, with 1,560 restricted stock units vesting on March 21, 2026, 1,560 restricted stock units vesting on March 21, 2027, and 1,560 restricted stock units vesting on March 21, 2028. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:13 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 150 | $329.67 | $49,450.50 |
DisclosureSEC source: 0000950170-25-045235 · ownership.xml · nonDerivative · entry 3 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,805 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $329.44 to $330.41, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:13 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 331 | $329.09 | $108,928.79 |
DisclosureSEC source: 0000950170-25-045235 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,955 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $328.43 to $329.42, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:13 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-045235 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,286 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 3,148 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038718 · ownership.xml · derivative · entry 2 Montgomery Jeanine · CIK 0001444548 · VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,148 Underlying: Class A Common Stock · 3,148 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Strategy 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. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128569 · ownership.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100 Underlying: Class A Common Stock · 46 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 100 restricted stock units will vest on November 15, 2025. F3 · derivative.expiration_date: The remaining 100 restricted stock units will vest on November 15, 2025. F4 · balance_after: See Exhibit A. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 46 | $359.56 | $16,539.76 |
DisclosureSEC source: 0000950170-24-128569 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,472 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-128569 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,518 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 14, 2024 Filed Nov 15, 2024 22:14 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-127686 · ownership.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F4 · derivative.exercise_date: The 2,500 restricted stock units vested in full on November 13, 2024. F4 · derivative.expiration_date: The 2,500 restricted stock units vested in full on November 13, 2024. F5 · balance_after: See Exhibit A. Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 22:14 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 752 | $322.45 | $242,482.40 |
DisclosureSEC source: 0000950170-24-127686 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,418 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $322.37 to $322.63, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 22:14 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-127686 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,170 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:10 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 56,250 | $0.00 Strike: $69.12 | $0.00 |
DisclosureSEC source: 0000950170-24-124087 · ownership.xml · derivative · entry 8 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,750 Underlying: Class A Common Stock · 56,250 shares Expires 2031-02-23 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 · shares: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $691.23 per share to $69.123 per share and the number of shares underlying this option increased from 7,500 shares to 75,000 shares. Of the 56,250 shares exercised on November 6, 2024 pursuant to this option, 18,750 shares vested on February 23, 2022, 18,750 shares vested on February 23, 2023, and 18,750 shares vested on February 23, 2024. The remaining 18,750 shares subject to this option are scheduled to vest on February 23, 2025. F8 · derivative.exercise_date: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $691.23 per share to $69.123 per share and the number of shares underlying this option increased from 7,500 shares to 75,000 shares. Of the 56,250 shares exercised on November 6, 2024 pursuant to this option, 18,750 shares vested on February 23, 2022, 18,750 shares vested on February 23, 2023, and 18,750 shares vested on February 23, 2024. The remaining 18,750 shares subject to this option are scheduled to vest on February 23, 2025. F9 · balance_after: See Exhibit A. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,900 | $260.60 | $495,140.00 |
DisclosureSEC source: 0000950170-24-124087 · ownership.xml · nonDerivative · entry 7 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,670 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $260.43 to $260.75, 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 |
| November 06, 2024 Filed Nov 8, 2024 21:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4,925 | $259.33 | $1,277,200.25 |
DisclosureSEC source: 0000950170-24-124087 · ownership.xml · nonDerivative · entry 6 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,570 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $259.14 to $260.05, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 14,025 | $258.36 | $3,623,499.00 |
DisclosureSEC source: 0000950170-24-124087 · ownership.xml · nonDerivative · entry 5 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,495 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $258.06 to $259.03, 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 |
| November 06, 2024 Filed Nov 8, 2024 21:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 12,831 | $257.53 | $3,304,367.43 |
DisclosureSEC source: 0000950170-24-124087 · ownership.xml · nonDerivative · entry 4 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,520 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $257.06 to $258.02, 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 06, 2024 Filed Nov 8, 2024 21:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 11,445 | $256.57 | $2,936,443.65 |
DisclosureSEC source: 0000950170-24-124087 · ownership.xml · nonDerivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,351 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $256.06 to $257.02, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.