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 |
|---|---|---|---|---|---|---|
| November 06, 2024 Filed Nov 8, 2024 21:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 11,124 | $255.54 | $2,842,626.96 |
DisclosureSEC source: 0000950170-24-124087 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,796 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $255.04 to $256.03, 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 | Exercise / conversionClass A Common Stock | 56,250 | $69.12 | $3,888,168.75 |
DisclosureSEC source: 0000950170-24-124087 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,920 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: On August 7, 2024, the Issuer effected a 10-for-1 forward stock split. See Exhibit A for additional information. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:25 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075829 · ownership.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343 Underlying: Class A Common Stock · 114 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 343 restricted stock units will vest in equal annual installments over a three-year period, with 114 restricted stock units vesting on June 5, 2025, 114 restricted stock units vesting on June 5, 2026, and 115 restricted stock units vesting on June 5, 2027. F3 · derivative.expiration_date: The remaining 343 restricted stock units will vest in equal annual installments over a three-year period, with 114 restricted stock units vesting on June 5, 2025, 114 restricted stock units vesting on June 5, 2026, and 115 restricted stock units vesting on June 5, 2027. F4 · balance_after: See Exhibit A. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 38 | $1,441.81 | $54,788.78 |
DisclosureSEC source: 0000950170-24-075829 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 567 F2 · kind: The disposition of the shares reported on this form was made solely to permit the stockholder to meet the tax withholding obligation due upon vesting of the restricted stock units on June 5, 2024 and settlement of such restricted stock units on June 17, 2024. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:25 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-075829 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 00:18 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 623 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-036117 · ownership.xml · derivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 623 Underlying: Class A Common Stock · 623 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: 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. F2 · derivative.expiration_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F3 · balance_after: See Exhibit A. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $404.60 | $0.00 |
DisclosureSEC source: 0000950170-24-023874 · ownership.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Underlying: Class A Common Stock · 1,000 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. F1 · derivative.exercise_date: The 1,000 shares exercised on February 29, 2024 pursuant to this option vested on February 17, 2023. Of the remaining 4,000 shares subject to this option, 250 shares vested on February 17, 2023, 1,250 shares vested on February 17, 2024, 1,250 shares are scheduled to vest on February 17, 2025, and 1,250 shares are scheduled to vest on February 17, 2026. F2 · balance_after: See Exhibit A. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $1,000.00 | $1,000,000.00 |
DisclosureSEC source: 0000950170-24-023874 · ownership.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491 Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $404.60 | $404,600.00 |
DisclosureSEC source: 0000950170-24-023874 · ownership.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,491 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 5,000 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · derivative · entry 13 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,000 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. F10 · derivative.exercise_date: Of the 5,000 shares exercised on December 4, 2023 pursuant to this option, 1,250 shares vested on November 22, 2020, 1,250 shares vested on November 22, 2021, 1,250 shares vested on November 22, 2022, and 1,250 shares vested on November 22, 2023 F9 · balance_after: See Exhibit A. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 2,500 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · derivative · entry 12 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,500 shares Expires 2028-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: Of the 2,500 shares exercised on December 4, 2023 pursuant to this option, 1,250 shares vested on February 8, 2021 and 1,250 shares vested on February 8, 2022. F9 · balance_after: See Exhibit A. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2 | $571.03 | $1,142.06 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 11 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 300 | $570.02 | $171,006.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 10 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $569.99 to $570.04, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,911 | $568.42 | $1,654,670.62 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 9 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 793 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $568.05 to $568.94, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 600 | $567.79 | $340,674.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 8 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,704 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $567.04 to $567.95, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 800 | $565.79 | $452,632.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 7 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,304 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $565.58 to $566.17, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,237 | $564.87 | $698,744.19 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 6 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,104 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $564.50 to $565.13, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 200 | $561.27 | $112,254.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 5 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,341 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $561.26 to $561.29, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,350 | $560.52 | $756,702.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 4 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,541 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $560.04 to $560.56, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 100 | $558.80 | $55,880.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,891 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 5,000 | $151.60 | $758,000.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,991 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,500 | $131.53 | $328,825.00 |
DisclosureSEC source: 0001209191-23-057544 · doc4.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,991 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 15, 2023 Filed Nov 17, 2023 02:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055637 · doc4.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20 Underlying: Class A Common Stock · 10 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 20 restricted stock units will vest in equal annual installments over a two-year period, with 10 restricted stock units vesting on November 15, 2024 and 10 restricted stock units vesting on November 15, 2025. F3 · derivative.expiration_date: The remaining 20 restricted stock units will vest in equal annual installments over a two-year period, with 10 restricted stock units vesting on November 15, 2024 and 10 restricted stock units vesting on November 15, 2025. F4 · balance_after: See Exhibit A. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 02:37 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 4 | $505.95 | $2,023.80 |
DisclosureSEC source: 0001209191-23-055637 · doc4.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491 F2 · kind: The disposition of the shares reported on this form was made to MicroStrategy solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 02:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-055637 · doc4.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495 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 13, 2023 Filed Nov 14, 2023 21:13 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055172 · doc4.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150 Underlying: Class A Common Stock · 150 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 150 restricted stock units will vest on November 13, 2024. F3 · derivative.expiration_date: The remaining 150 restricted stock units will vest on November 13, 2024. F4 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 21:13 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 46 | $504.88 | $23,224.48 |
DisclosureSEC source: 0001209191-23-055172 · doc4.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 485 F2 · kind: The disposition of the shares reported on this form was made to MicroStrategy solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 21:13 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-055172 · doc4.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531 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 |
| June 05, 2023 Filed Jun 7, 2023 20:07 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035047 · doc4.xml · derivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 457 Underlying: Class A Common Stock · 457 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F3 · derivative.exercise_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F3 · derivative.expiration_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F4 · balance_after: See Exhibit A. Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 21:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057295 · doc4.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30 Underlying: Class A Common Stock · 10 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 30 restricted stock units will vest in equal annual installments over a three-year period, with 10 restricted stock units vesting on November 15, 2023, 10 restricted stock units vesting on November 15, 2024, and 10 restricted stock units vesting on November 15, 2025. F3 · derivative.expiration_date: The remaining 30 restricted stock units will vest in equal annual installments over a three-year period, with 10 restricted stock units vesting on November 15, 2023, 10 restricted stock units vesting on November 15, 2024, and 10 restricted stock units vesting on November 15, 2025. F4 · balance_after: See Exhibit A. Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 21:05 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 4 | $171.53 | $686.12 |
DisclosureSEC source: 0001209191-22-057295 · doc4.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261 F2 · kind: The disposition of the shares reported on this form was made to MicroStrategy solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units. Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 21:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-057295 · doc4.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265 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 13, 2022 Filed Nov 14, 2022 22:18 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-056688 · doc4.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Underlying: Class A Common Stock · 150 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 remaining 300 restricted stock units will vest in equal annual installments over a two-year period, with 150 restricted stock units vesting on November 13, 2023 and 150 restricted stock units vesting on November 13, 2024. F4 · derivative.expiration_date: The remaining 300 restricted stock units will vest in equal annual installments over a two-year period, with 150 restricted stock units vesting on November 13, 2023 and 150 restricted stock units vesting on November 13, 2024. F5 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2022 Filed Nov 14, 2022 22:18 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 46 | $175.18 | $8,058.28 |
DisclosureSEC source: 0001209191-22-056688 · doc4.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255 F3 · kind: The disposition of the shares reported on this form was made to MicroStrategy solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units. Read SEC document |
| November 13, 2022 Filed Nov 14, 2022 22:18 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-056688 · doc4.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301 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. F2 · balance_after: Includes 69 shares acquired under MicroStrategy's Employee Stock Purchase Plan on February 28, 2022. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:24 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 5,000 | $0.00 Strike: $404.60 | $0.00 |
DisclosureSEC source: 0001209191-22-011661 · doc4.xml · derivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 shares Expires 2032-02-17 F1 · derivative.exercise_date: This option vests as to 1,250 shares on the first anniversary of the grant date, and as to an additional 1,250 shares on each anniversary thereafter until the option is vested in full. F2 · balance_after: See Exhibit A. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 22:50 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064840 · doc4.xml · derivative · entry 4 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40 Underlying: Class A Common Stock · 40 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. F5 · derivative.exercise_date: The restricted stock units will vest in equal annual installments over a four-year period, with the first 25% of the restricted stock units vesting on November 15, 2022 and an additional 25% vesting on each anniversary thereafter until fully vested. F5 · derivative.expiration_date: The restricted stock units will vest in equal annual installments over a four-year period, with the first 25% of the restricted stock units vesting on November 15, 2022 and an additional 25% vesting on each anniversary thereafter until fully vested. F4 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2021 Filed Nov 16, 2021 22:50 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064840 · doc4.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 Underlying: Class A Common Stock · 150 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 450 restricted stock units will vest in equal annual installments over a three-year period, with 150 restricted stock units vesting on November 13, 2022, 150 restricted stock units vesting on November 13, 2023, and 150 restricted stock units vesting on November 13, 2024. F3 · derivative.expiration_date: The remaining 450 restricted stock units will vest in equal annual installments over a three-year period, with 150 restricted stock units vesting on November 13, 2022, 150 restricted stock units vesting on November 13, 2023, and 150 restricted stock units vesting on November 13, 2024. F4 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2021 Filed Nov 16, 2021 22:50 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 68 | $811.73 | $55,197.64 |
DisclosureSEC source: 0001209191-21-064840 · doc4.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82 F2 · kind: The disposition of the shares reported on this form was made to MicroStrategy solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units. Read SEC document |
| November 13, 2021 Filed Nov 16, 2021 22:50 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064840 · doc4.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| August 05, 2021 Filed Aug 10, 2021 00:32 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 2,500 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-21-050508 · doc4.xml · derivative · entry 3 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Class A Common Stock · 2,500 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. F1 · derivative.exercise_date: Of the 2,500 shares exercised on August 5, 2021 pursuant to this option, 1,250 shares vested on February 8, 2019 and 1,250 shares vested on February 8, 2020. Of the remaining 2,500 shares subject to this option, 1,250 shares vested on February 8, 2021 and 1,250 shares are scheduled to vest on February 8, 2022. F2 · balance_after: See Exhibit A. Read SEC document |
| August 05, 2021 Filed Aug 10, 2021 00:32 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,500 | $675.00 | $1,687,500.00 |
DisclosureSEC source: 0001209191-21-050508 · doc4.xml · nonDerivative · entry 2 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 05, 2021 Filed Aug 10, 2021 00:32 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,500 | $131.53 | $328,825.00 |
DisclosureSEC source: 0001209191-21-050508 · doc4.xml · nonDerivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 21:39 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 7,500 | $0.00 Strike: $691.23 | $0.00 |
DisclosureSEC source: 0001209191-21-014348 · doc4.xml · derivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Class A Common Stock · 7,500 shares Expires 2031-02-23 F1 · derivative.exercise_date: This option vests as to 1,875 shares on the first anniversary of the grant date, and as to an additional 1,875 shares on each anniversary thereafter until the option is vested in full. F2 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2020 Filed Nov 19, 2020 23:34 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059508 · doc4.xml · derivative · entry 1 Montgomery Jeanine · CIK 0001444548 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Underlying: Class A Common Stock · 600 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.