Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Strategy IncMSTR · Entity 3031 | EVP & CFO | 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 | 71,044 |
Ending reported balance
After 2026-06-09 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-06-08 · Exercise / conversion · Acquired 4,260 · Balance 72,993 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 1,019 · Balance 71,974 F2: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 910 · Balance 71,064 F2: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 20 · Balance 71,044 F2: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 | 4,260 |
Reported balance
After 2026-06-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-06-08 · Exercise / conversion · Disposed 4,260 · Balance 4,260 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 4,260 restricted stock units will vest on June 5, 2027. |
| Series A Perpetual Strife Preferred StockSEC Table I · non-derivative | Direct | 1,500 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,500 |
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | Direct | 2,800 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,800 |
| Series A Perpetual Stride Preferred StockSEC Table I · non-derivative | Direct | 2,250 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 2,250 |
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 2, 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 4,260 restricted stock units will vest on June 5, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GreenSky, Inc.
Report date March 29, 2022 · Filed March 29, 2022
Section 16 reporting ended · disclosed 2022-03-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-03-29 transaction · row 1
1 source rowRow 1 · 2022-03-29 · Disposition to issuer · Disposed 297,139 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 14, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, The Goldman Sachs Group, Inc. ("Goldman Sachs"), Goldman Sachs Bank USA ("GS Bank"), Glacier Merger Sub 1, LLC, a wholly owned subsidiary of GS Bank, Glacier Merger Sub 2, LLC, a wholly owned subsidiary of GS Bank, and GreenSky Holdings, LLC, a subsidiary of the Issuer, with each share of Class A common stock being converted into the right to receive 0.03 shares of Goldman Sachs common stock (the "Merger Consideration"), which had a market value of $335.30 per share at the close of trading on March 28, 2022, the last trading day immediately preceding the effective time of the mergers (the "Effective Time"), with cash paid in lieu of fractional shares. The amounts in Table I include 240,885 shares of Class A common stock subject to forfeiture conditions; which fully vested in connection with the merger. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.11 · Expires 2030-09-24 | Direct | 0 |
Reported balance
After 2022-03-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-29 · Disposition to issuer · Disposed 34,188 · Balance 0 F2: This option, which provided for vesting in four equal installments on September 24, 2021, September 24, 2022, September 24, 2023, and September 24, 2024, was canceled in the merger in exchange for the right to receive a lump-sum cash payment, without interest, equal to the product of (a) the number of shares of Issuer Class A common stock subject to the option immediately prior to the Effective Time and (b) the excess, if any, of (i) the cash value of the Merger Consideration over (ii) the per share exercise price of the option, less applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 14, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, The Goldman Sachs Group, Inc. ("Goldman Sachs"), Goldman Sachs Bank USA ("GS Bank"), Glacier Merger Sub 1, LLC, a wholly owned subsidiary of GS Bank, Glacier Merger Sub 2, LLC, a wholly owned subsidiary of GS Bank, and GreenSky Holdings, LLC, a subsidiary of the Issuer, with each share of Class A common stock being converted into the right to receive 0.03 shares of Goldman Sachs common stock (the "Merger Consideration"), which had a market value of $335.30 per share at the close of trading on March 28, 2022, the last trading day immediately preceding the effective time of the mergers (the "Effective Time"), with cash paid in lieu of fractional shares. The amounts in Table I include 240,885 shares of Class A common stock subject to forfeiture conditions; which fully vested in connection with the merger.
F2: This option, which provided for vesting in four equal installments on September 24, 2021, September 24, 2022, September 24, 2023, and September 24, 2024, was canceled in the merger in exchange for the right to receive a lump-sum cash payment, without interest, equal to the product of (a) the number of shares of Issuer Class A common stock subject to the option immediately prior to the Effective Time and (b) the excess, if any, of (i) the cash value of the Merger Consideration over (ii) the per share exercise price of the option, less applicable withholding taxes.
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 | 20 | $124.88 | $2,497.56 |
DisclosureSEC source: 0001825170-26-000008 · ownership.xml · nonDerivative · entry 4 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,044 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 | 910 | $124.33 | $113,136.66 |
DisclosureSEC source: 0001825170-26-000008 · ownership.xml · nonDerivative · entry 3 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,064 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 | 1,019 | $123.38 | $125,728.30 |
DisclosureSEC source: 0001825170-26-000008 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,974 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 | 4,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001825170-26-000008 · ownership.xml · derivative · entry 8 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,260 Underlying: Class A Common Stock · 4,260 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 4,260 restricted stock units will vest on June 5, 2027. F6 · derivative.expiration_date: The remaining 4,260 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 | 4,260 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001825170-26-000008 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 72,993 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 |
| June 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 96 | $125.14 | $12,013.25 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 13 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,733 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F15 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.00 to $125.19, 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 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,814 | $124.24 | $225,378.62 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 12 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,829 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F14 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.00 to $124.79, 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 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,320 | $123.39 | $162,873.48 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 11 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 70,643 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F13 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.00 to $123.98, 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 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,075 | $122.55 | $254,282.95 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 10 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,963 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F12 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.00 to $122.99, 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 at each price within the range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 413 | $121.59 | $50,215.02 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 9 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,038 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.11 to $121.98, 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 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,361 | $120.22 | $163,620.78 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 8 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,451 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.99, 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 at each price within the range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,750 | $119.53 | $687,291.75 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 7 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 75,812 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.00 to $119.99, 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 at each price within the range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,627 | $118.59 | $667,317.18 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 6 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,562 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.00 to $118.991, 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 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,605 | $117.53 | $658,761.26 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 5 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 87,189 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.00 to $117.99, 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 at each price within the range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4,638 | $116.57 | $540,647.02 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 4 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 92,794 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.00 to $116.99, 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 at each price within the range set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,781 | $115.35 | $436,142.13 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 3 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,432 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.00 to $115.96, 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 05, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 582 | $114.79 | $66,809.53 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,213 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of the PSUs. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.595 to $114.99, 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 at each price within the range set forth in this footnote. Read SEC document |
| June 03, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionPerformance Stock Unit · Derivative | 68,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · derivative · entry 17 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 68,120 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. F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of class A common stock of Strategy. F16 · derivative.exercise_date: The vesting of the PSUs was subject to satisfying both a performance-based requirement and a service-based requirement. The performance-based requirement was satisfied because Strategy's total stockholder return ("TSR") for the three-year performance period from June 1, 2023 through May 31, 2026 fell within the >75th percentile bucket of the companies comprising the Nasdaq Composite Index, resulting in a Payout Factor of 200%, as certified by Strategy's Compensation Committee on June 3, 2026. The service-based requirement was satisfied because the Reporting Person remained continuously employed by Strategy as an "Eligible Participant" (as defined in the PSU Agreement) through the certification date. All PSUs vested in full upon certification. F16 · derivative.expiration_date: The vesting of the PSUs was subject to satisfying both a performance-based requirement and a service-based requirement. The performance-based requirement was satisfied because Strategy's total stockholder return ("TSR") for the three-year performance period from June 1, 2023 through May 31, 2026 fell within the >75th percentile bucket of the companies comprising the Nasdaq Composite Index, resulting in a Payout Factor of 200%, as certified by Strategy's Compensation Committee on June 3, 2026. The service-based requirement was satisfied because the Reporting Person remained continuously employed by Strategy as an "Eligible Participant" (as defined in the PSU Agreement) through the certification date. All PSUs vested in full upon certification. Read SEC document |
| June 03, 2026 Filed Jun 6, 2026 00:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 68,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001825170-26-000006 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,795 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 · shares: Upon certification by Strategy Inc's ("Strategy") Compensation Committee on June 3, 2026 of achievement of certain performance criteria and the service-based requirement, 68,120 performance stock units ("PSUs") vested. The PSU share counts reflect Strategy's 10-for-1 stock split effected on August 2024. F2 · shares: Each PSU represents a contingent right to receive one share of class A common stock of Strategy. Read SEC document |
| May 19, 2026 Filed May 21, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,597 | $165.78 | $927,865.06 |
DisclosureSEC source: 0001825170-26-000002 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,675 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy the reporting person's tax withholding obligation upon the vesting of previously granted equity awards. Read SEC document |
| May 19, 2026 Filed May 21, 2026 22:04 UTC Amendment | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 5,032 | $165.98 | $835,216.39 |
DisclosureSEC source: 0001825170-26-000004 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,675 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy the reporting person's tax withholding obligation upon the vesting of previously granted equity awards. F2 · kind: This Amendment on Form 4/A (this "Amendment") is being filed to amend the Form 4 originally filed by the reporting person on May 20, 2026 (the "Original Form 4"). The Original Form 4 inadvertently reported that the 5,597 shares sold on May 19, 2026 to satisfy the reporting person's tax withholding obligation upon the vesting of previously granted equity awards were executed at a single price of $165.779. This Amendment is being filed solely to correct the transaction price to reflect that the sales were executed in multiple transactions at multiple prices, and to provide the weighted average sale price and the specific price ranges as set forth in the footnote below. Original Form 4 items otherwise remain unchanged. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.455 to $166.0, 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 |
| May 19, 2026 Filed May 21, 2026 22:04 UTC Amendment | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 565 | $163.98 | $92,648.70 |
DisclosureSEC source: 0001825170-26-000004 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,707 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy the reporting person's tax withholding obligation upon the vesting of previously granted equity awards. F2 · kind: This Amendment on Form 4/A (this "Amendment") is being filed to amend the Form 4 originally filed by the reporting person on May 20, 2026 (the "Original Form 4"). The Original Form 4 inadvertently reported that the 5,597 shares sold on May 19, 2026 to satisfy the reporting person's tax withholding obligation upon the vesting of previously granted equity awards were executed at a single price of $165.779. This Amendment is being filed solely to correct the transaction price to reflect that the sales were executed in multiple transactions at multiple prices, and to provide the weighted average sale price and the specific price ranges as set forth in the footnote below. Original Form 4 items otherwise remain unchanged. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001825170-26-000002 · ownership.xml · derivative · entry 6 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,500 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 ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F3 · derivative.exercise_date: The 12,500 RSUs vested in full on May 18, 2026. F3 · derivative.expiration_date: The 12,500 RSUs vested in full on May 18, 2026. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001825170-26-000002 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,272 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"). Read SEC document |
| March 24, 2026 Filed Mar 26, 2026 00:28 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 98 | $139.45 | $13,666.39 |
DisclosureSEC source: 0001193125-26-124638 · ownership.xml · nonDerivative · entry 4 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,772 F2 · kind: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 | 1,014 | $138.98 | $140,921.66 |
DisclosureSEC source: 0001193125-26-124638 · ownership.xml · nonDerivative · entry 3 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,870 F2 · kind: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 | 1,261 | $137.73 | $173,677.53 |
DisclosureSEC source: 0001193125-26-124638 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,884 F2 · kind: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 | 5,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-124638 · ownership.xml · derivative · entry 8 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,650 Underlying: Class A Common Stock · 5,330 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 10,650 RSUs will vest in equal annual installments over a two-year period, with 5,320 RSUs vesting on March 21, 2027 and 5,330 RSUs vesting on March 21, 2028. F6 · derivative.expiration_date: The remaining 10,650 RSUs will vest in equal annual installments over a two-year period, with 5,320 RSUs vesting on March 21, 2027 and 5,330 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 | 5,330 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-124638 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,145 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 21:39 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 6,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-116267 · ownership.xml · derivative · entry 7 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,722 Underlying: Class A Common Stock · 6,722 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive shares of Strategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on Strategy's relative total shareholder return ("TSR") as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 17, 2026 to March 16, 2029). Vesting is subject to certification by Strategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. F4 · derivative.exercise_date: Each performance stock unit ("PSU") represents a contingent right to receive shares of Strategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on Strategy's relative total shareholder return ("TSR") as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 17, 2026 to March 16, 2029). Vesting is subject to certification by Strategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. F4 · derivative.expiration_date: Each performance stock unit ("PSU") represents a contingent right to receive shares of Strategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on Strategy's relative total shareholder return ("TSR") as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 17, 2026 to March 16, 2029). Vesting is subject to certification by Strategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 21:39 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 18,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-116267 · ownership.xml · derivative · entry 6 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,298 Underlying: Class A Common Stock · 18,298 shares Expires not disclosed F2 · 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"). F3 · 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. F3 · 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 17, 2026 Filed Mar 19, 2026 21:39 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 8,391 | $0.00 Strike: $150.28 | $0.00 |
DisclosureSEC source: 0001193125-26-116267 · ownership.xml · derivative · entry 5 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,391 Underlying: Class A Common Stock · 8,391 shares Expires 2036-03-17 F1 · derivative.exercise_date: 25 percent of the shares subject to this option vest on the first anniversary of the grant date, and an additional 25 percent of the shares originally subject to this option vest on each anniversary thereafter until the option is 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 | 916 | $137.25 | $125,724.66 |
DisclosureSEC source: 0001193125-26-106110 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,815 F2 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 | 2,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-106110 · ownership.xml · derivative · entry 6 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,213 Underlying: Class A Common Stock · 2,071 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. F3 · derivative.exercise_date: The remaining 6,213 RSUs will vest in equal annual installments over a three-year period, with 2,071 RSUs vesting on March 11, 2027, 2,071 RSUs vesting on March 11, 2028 and 2,071 RSUs vesting on March 11, 2029. F3 · derivative.expiration_date: The remaining 6,213 RSUs will vest in equal annual installments over a three-year period, with 2,071 RSUs vesting on March 11, 2027, 2,071 RSUs vesting on March 11, 2028 and 2,071 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 | 2,071 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-106110 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,731 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. Read SEC document |
| December 19, 2025 Filed Dec 22, 2025 21:30 UTC | Strategy Inc MSTR · Entity 3031 | GiftClass A Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328819 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,660 F1 · kind: Represents a gift of Strategy Inc Class A common stock by the reporting person to a charitable donor-advised fund. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 21:19 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 18,750 | $0.00 Strike: $19.74 | $0.00 |
DisclosureSEC source: 0000950170-25-106676 · ownership.xml · derivative · entry 8 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,500 Underlying: Class A Common Stock · 18,750 shares Expires 2032-05-18 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 18,750 shares exercised on August 7, 2025 pursuant to this option vested on May 18, 2024. Of the remaining 87,500 shares subject to this option, 12,500 shares vested on May 18, 2024, 37,500 shares vested on May 18, 2025, and 37,500 shares are scheduled to vest on May 18, 2026. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 21:19 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,250 | $400.00 | $2,500,000.00 |
DisclosureSEC source: 0000950170-25-106676 · ownership.xml · nonDerivative · entry 4 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,460 Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 21:19 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,250 | $395.00 | $2,468,750.00 |
DisclosureSEC source: 0000950170-25-106676 · ownership.xml · nonDerivative · entry 3 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,710 Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 21:19 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,250 | $390.00 | $2,437,500.00 |
DisclosureSEC source: 0000950170-25-106676 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,960 Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 21:19 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 18,750 | $19.74 | $370,200.00 |
DisclosureSEC source: 0000950170-25-106676 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,210 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 20:30 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 6,250 | $0.00 Strike: $19.74 | $0.00 |
DisclosureSEC source: 0000950170-25-105105 · ownership.xml · derivative · entry 6 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,250 Underlying: Class A Common Stock · 6,250 shares Expires 2032-05-18 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 6,250 shares exercised on August 5, 2025 pursuant to this option vested on May 18, 2024. Of the remaining 106,250 shares subject to this option, 31,250 shares vested on May 18, 2024, 37,500 shares vested on May 18, 2025, and 37,500 shares are scheduled to vest on May 18, 2026. Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 20:30 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,250 | $386.32 | $2,414,500.00 |
DisclosureSEC source: 0000950170-25-105105 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,460 Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 20:30 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 6,250 | $19.74 | $123,400.00 |
DisclosureSEC source: 0000950170-25-105105 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,710 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 29, 2025 Filed Jul 29, 2025 20:52 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 2,800 | $90.00 | $252,000.00 |
DisclosureSEC source: 0000950170-25-099672 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,800 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 |
| June 06, 2025 Filed Jun 9, 2025 23:39 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 12 | $377.14 | $4,525.72 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 10 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,460 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F11 · 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 23:39 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 130 | $376.36 | $48,926.54 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 9 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,472 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F10 · 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 23:39 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 602 | $375.43 | $226,008.86 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 8 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,602 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 $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 23:39 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 708 | $374.61 | $265,225.30 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 7 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,204 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 $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 23:39 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 135 | $373.74 | $50,455.44 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 6 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,912 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 2, 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 $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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.