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 06, 2025 Filed Jun 9, 2025 23:39 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 153 | $372.31 | $56,962.67 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 5 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,047 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. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $372.00 to $372.521, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:39 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 130 | $371.64 | $48,312.81 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 4 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,200 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. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $371.24 to $371.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:39 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 7 | $370.70 | $2,594.92 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 3 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,330 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. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $370.66 to $370.72, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:39 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 4,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · derivative · entry 12 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,520 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 MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F12 · derivative.exercise_date: The remaining 8,520 restricted stock units will vest in equal annual installments over a two-year period, with 4,260 restricted stock units vesting on June 5, 2026 and 4,260 restricted stock units vesting on June 5, 2027. F12 · derivative.expiration_date: The remaining 8,520 restricted stock units will vest in equal annual installments over a two-year period, with 4,260 restricted stock units vesting on June 5, 2026 and 4,260 restricted stock units vesting on June 5, 2027. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:39 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stride Preferred Stock | 2,250 | $85.00 | $191,250.00 |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,250 F2 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of Strategy's 10.00% Series A Perpetual Stride Preferred Stock. These shares were purchased at the public offering price of $85.00 per share. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:39 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 4,260 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-083989 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,337 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). Read SEC document |
| May 20, 2025 Filed May 21, 2025 21:53 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 753 | $412.24 | $310,418.98 |
DisclosureSEC source: 0000950170-25-075900 · ownership.xml · nonDerivative · entry 5 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,077 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. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $412.12 to $412.375, 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 |
| May 20, 2025 Filed May 21, 2025 21:53 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 44 | $411.04 | $18,085.54 |
DisclosureSEC source: 0000950170-25-075900 · ownership.xml · nonDerivative · entry 4 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,830 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 20, 2025 Filed May 21, 2025 21:53 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,490 | $410.37 | $611,455.77 |
DisclosureSEC source: 0000950170-25-075900 · ownership.xml · nonDerivative · entry 3 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,874 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. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $410.00 to $410.94, 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 ateach price within the range set forth in this footnote. Read SEC document |
| May 20, 2025 Filed May 21, 2025 21:53 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,351 | $409.68 | $1,372,834.33 |
DisclosureSEC source: 0000950170-25-075900 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,364 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. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $409.11 to $409.985, 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 |
| May 19, 2025 Filed May 21, 2025 21:53 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-075900 · ownership.xml · derivative · entry 7 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,500 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 represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F6 · derivative.exercise_date: The remaining 12,500 restricted stock units will vest on May 18, 2026. F6 · derivative.expiration_date: The remaining 12,500 restricted stock units will vest on May 18, 2026. Read SEC document |
| May 19, 2025 Filed May 21, 2025 21:53 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-075900 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,715 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 5,320 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-045228 · ownership.xml · derivative · entry 5 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,980 Underlying: Class A Common Stock · 5,320 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F5 · derivative.exercise_date: The remaining 15,980 restricted stock units vest in annual installments over a three-year period, with 3,520 restricted stock units vesting on March 21, 2026, 5,330 restricted stock units vesting on March 21, 2027, and 5,330 restricted stock units vesting on March 21, 2028. F5 · derivative.expiration_date: The remaining 15,980 restricted stock units vest in annual installments over a three-year period, with 3,520 restricted stock units vesting on March 21, 2026, 5,330 restricted stock units vesting on March 21, 2027, and 5,330 restricted stock units vesting on March 21, 2028. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 680 | $329.67 | $224,175.60 |
DisclosureSEC source: 0000950170-25-045228 · ownership.xml · nonDerivative · entry 3 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,215 F2 · shares: 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. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $329.44 to $330.41, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,505 | $329.08 | $495,265.40 |
DisclosureSEC source: 0000950170-25-045228 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,895 F2 · shares: 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. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $328.43 to $329.42, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 5,320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-045228 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 20:09 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Strife Preferred Stock | 1,500 | $85.00 | $127,500.00 |
DisclosureSEC source: 0000950170-25-043836 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 F1 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of Strategy's 10.00% Series A Perpetual Strife Preferred Stock. These shares were purchased at the public offering price of $85.00 per share. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 3,313 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038720 · ownership.xml · derivative · entry 4 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,313 Underlying: Class A Common Stock · 3,313 shares Expires not disclosed F4 · derivative.exercise_price: Each 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 11, 2025 to March 10, 2028). 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 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 11, 2025 to March 10, 2028). 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 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 11, 2025 to March 10, 2028). 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 11, 2025 Filed Mar 13, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 8,284 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038720 · ownership.xml · derivative · entry 3 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,284 Underlying: Class A Common Stock · 8,284 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F3 · derivative.exercise_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F3 · derivative.expiration_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 4,359 | $0.00 Strike: $260.59 | $0.00 |
DisclosureSEC source: 0000950170-25-038720 · ownership.xml · derivative · entry 2 Kang Andrew · CIK 0001825170 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,359 Underlying: Class A Common Stock · 4,359 shares Expires 2035-03-11 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 |
| November 06, 2024 Filed Nov 8, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 676 | $260.40 | $176,030.40 |
DisclosureSEC source: 0000950170-24-124074 · ownership.xml · nonDerivative · entry 5 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,080 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $260.09 to $260.90, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 600 | $259.19 | $155,514.00 |
DisclosureSEC source: 0000950170-24-124074 · ownership.xml · nonDerivative · entry 4 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,756 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $258.99 to $259.86, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 600 | $257.71 | $154,626.00 |
DisclosureSEC source: 0000950170-24-124074 · ownership.xml · nonDerivative · entry 3 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,356 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $257.71 to $257.73, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 724 | $257.20 | $186,212.80 |
DisclosureSEC source: 0000950170-24-124074 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,956 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $256.68 to $257.57, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,100 | $255.93 | $793,383.00 |
DisclosureSEC source: 0000950170-24-124074 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,680 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $255.43 to $256.31, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. F2 · 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 01:22 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075826 · ownership.xml · derivative · entry 3 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,278 Underlying: Class A Common Stock · 425 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 1,278 restricted stock units will vest in equal annual installments over a three-year period, with 426 restricted stock units vesting on June 5, 2025, 426 restricted stock units vesting on June 5, 2026 and 426 restricted stock units vesting on June 5, 2027. F3 · derivative.expiration_date: The remaining 1,278 restricted stock units will vest in equal annual installments over a three-year period, with 426 restricted stock units vesting on June 5, 2025, 426 restricted stock units vesting on June 5, 2026 and 426 restricted stock units vesting on June 5, 2027. F4 · balance_after: See Exhibit A. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:22 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 209 | $1,441.81 | $301,338.29 |
DisclosureSEC source: 0000950170-24-075826 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,778 F2 · kind: The disposition of the shares reported on this form was made solely to permit the stockholder to pay MicroStrategy 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 01:22 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 425 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-075826 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,987 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 11, 2024 Filed Jun 12, 2024 20:27 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-072480 · ownership.xml · derivative · entry 3 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: Class A Common Stock · 1,250 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 2,500 restricted stock units will vest in equal annual installments over a two-year period, with 1,250 restricted stock units vesting on May 18, 2025 and 1,250 restricted stock units vesting on May 18, 2026. F3 · derivative.expiration_date: The remaining 2,500 restricted stock units will vest in equal annual installments over a two-year period, with 1,250 restricted stock units vesting on May 18, 2025 and 1,250 restricted stock units vesting on May 18, 2026. F4 · balance_after: See Exhibit A. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 20:27 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 561 | $1,540.00 | $863,940.00 |
DisclosureSEC source: 0000950170-24-072480 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,562 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 on May 18, 2024 and settlement of such restricted stock units on June 11, 2024. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 20:27 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-072480 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,123 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 00:16 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-036113 · ownership.xml · derivative · entry 4 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 666 Underlying: Class A Common Stock · 666 shares Expires not disclosed F5 · derivative.exercise_price: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy'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 21, 2024 to March 20, 2027). Vesting is subject to certification by MicroStrategy'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. F5 · derivative.exercise_date: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy'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 21, 2024 to March 20, 2027). Vesting is subject to certification by MicroStrategy'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. F5 · derivative.expiration_date: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy'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 21, 2024 to March 20, 2027). Vesting is subject to certification by MicroStrategy'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. F2 · balance_after: See Exhibit A. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 00:16 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 2,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-036113 · ownership.xml · derivative · entry 3 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,130 Underlying: Class A Common Stock · 2,130 shares Expires not disclosed F3 · 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: 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 · 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. F2 · balance_after: See Exhibit A. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 00:16 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 955 | $0.00 Strike: $1,599.29 | $0.00 |
DisclosureSEC source: 0000950170-24-036113 · ownership.xml · derivative · entry 2 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 955 Underlying: Class A Common Stock · 955 shares Expires 2034-03-21 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. F2 · balance_after: See Exhibit A. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:26 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 3,750 | $0.00 Strike: $197.44 | $0.00 |
DisclosureSEC source: 0000950170-24-022138 · ownership.xml · derivative · entry 5 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,250 Underlying: Class A Common Stock · 3,750 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. F3 · derivative.exercise_date: The 3,750 shares exercised on February 27, 2024 pursuant to this option vested on May 18, 2023. Of the remaining 11,250 shares subject to this option, 3,750 shares are scheduled to vest on May 18, 2024, 3,750 shares are scheduled to vest on May 18, 2025, and 3,750 shares are scheduled to vest on May 18, 2026. F4 · balance_after: See Exhibit A. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:26 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1 | $872.30 | $872.30 |
DisclosureSEC source: 0000950170-24-022138 · ownership.xml · nonDerivative · entry 4 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 873 Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:26 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 811 | $871.34 | $706,656.74 |
DisclosureSEC source: 0000950170-24-022138 · ownership.xml · nonDerivative · entry 3 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 874 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $871.02 to $871.48, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:26 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,938 | $870.02 | $2,556,118.76 |
DisclosureSEC source: 0000950170-24-022138 · ownership.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,685 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $870.00 to $870.98, 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 |
| February 27, 2024 Filed Feb 28, 2024 21:26 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,750 | $197.44 | $740,400.00 |
DisclosureSEC source: 0000950170-24-022138 · ownership.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,623 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 |
| June 05, 2023 Filed Jun 7, 2023 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 3,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035045 · doc4.xml · derivative · entry 4 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,406 Underlying: Class A Common Stock · 3,406 shares Expires not disclosed F5 · derivative.exercise_price: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy's relative total shareholder return (TSR) as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (June 1, 2023 to May 31, 2026). Vesting is subject to certification by MicroStrategy'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. F5 · derivative.exercise_date: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy's relative total shareholder return (TSR) as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (June 1, 2023 to May 31, 2026). Vesting is subject to certification by MicroStrategy'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. F5 · derivative.expiration_date: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy's relative total shareholder return (TSR) as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (June 1, 2023 to May 31, 2026). Vesting is subject to certification by MicroStrategy'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. F2 · balance_after: See Exhibit A. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 1,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035045 · doc4.xml · derivative · entry 3 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,703 Underlying: Class A Common Stock · 1,703 shares Expires not disclosed F3 · 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: 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 · 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. F2 · balance_after: See Exhibit A. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 20:06 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 4,949 | $0.00 Strike: $276.36 | $0.00 |
DisclosureSEC source: 0001209191-23-035045 · doc4.xml · derivative · entry 2 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,949 Underlying: Class A Common Stock · 4,949 shares Expires 2033-06-05 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. F2 · balance_after: See Exhibit A. Read SEC document |
| May 18, 2023 Filed May 19, 2023 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030977 · doc4.xml · derivative · entry 3 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,750 Underlying: Class A Common Stock · 1,250 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 3,750 restricted stock units will vest in equal annual installments over a three-year period, with 1,250 restricted stock units vesting on May 18, 2024, 1,250 restricted stock units vesting on May 18, 2025 and 1,250 restricted stock units vesting on May 18, 2026. F3 · derivative.expiration_date: The remaining 3,750 restricted stock units will vest in equal annual installments over a three-year period, with 1,250 restricted stock units vesting on May 18, 2024, 1,250 restricted stock units vesting on May 18, 2025 and 1,250 restricted stock units vesting on May 18, 2026. F4 · balance_after: See Exhibit A. Read SEC document |
| May 18, 2023 Filed May 19, 2023 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 377 | $287.58 | $108,417.66 |
DisclosureSEC source: 0001209191-23-030977 · doc4.xml · nonDerivative · entry 2 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 873 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 |
| May 18, 2023 Filed May 19, 2023 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-030977 · doc4.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| May 18, 2022 Filed May 19, 2022 20:30 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $197.44 | $0.00 |
DisclosureSEC source: 0001209191-22-030519 · doc4.xml · derivative · entry 2 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2032-05-18 F3 · derivative.exercise_date: This option vests as to 3,750 shares on the first anniversary of the grant date, and as to an additional 3,750 shares on each anniversary thereafter until the option is vested in full. Read SEC document |
| May 18, 2022 Filed May 19, 2022 20:30 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030519 · doc4.xml · derivative · entry 1 Kang Andrew · CIK 0001825170 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F2 · derivative.exercise_date: These restricted stock units vest 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 restricted stock units are vested in full. F2 · derivative.expiration_date: These restricted stock units vest 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 restricted stock units are vested in full. Read SEC document |
| March 29, 2022 Filed Mar 29, 2022 17:09 UTC | GreenSky, Inc. GSKY · Entity 109154 | Disposition to issuerStock Option (right to buy) · Derivative | 34,188 | Not disclosed Strike: $4.11 | Not disclosed |
DisclosureSEC source: 0001712923-22-000035 · wf-form4_164858814847783.xml · derivative · entry 2 Kang Andrew · CIK 0001825170 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A common stock · 34,188 shares Expires 2030-09-24 F2 · price: 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. F2 · derivative.exercise_date: 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. Read SEC document |
| March 29, 2022 Filed Mar 29, 2022 17:09 UTC | GreenSky, Inc. GSKY · Entity 109154 | Disposition to issuerClass A common stock | 297,139 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001712923-22-000035 · wf-form4_164858814847783.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 10:53 UTC | GreenSky, Inc. GSKY · Entity 109154 | Tax withholdingClass A common stock | 6,772 | $9.51 | $64,401.72 |
DisclosureSEC source: 0001712923-22-000018 · wf-form4_164752880437995.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,139 F1 · kind: Reflects shares of GreenSky, Inc. common stock withheld to satisfy tax withholding obligations upon vesting of restricted stock, based on the closing price of GreenSky, Inc. common stock on the date immediately preceding the vesting date. 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.