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 |
|---|---|---|---|---|---|---|
| September 24, 2021 Filed Sep 27, 2021 14:38 UTC | GreenSky, Inc. GSKY · Entity 109154 | Tax withholdingClass A common stock | 2,344 | $11.51 | $26,979.44 |
DisclosureSEC source: 0001712923-21-000081 · wf-form4_163276787832946.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,911 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 |
| September 14, 2021 Filed Sep 15, 2021 17:17 UTC | GreenSky, Inc. GSKY · Entity 109154 | Tax withholdingClass A common stock | 14,925 | $8.85 | $132,086.25 |
DisclosureSEC source: 0001712923-21-000079 · wf-form4_163174061481642.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,255 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 |
| March 15, 2021 Filed Mar 17, 2021 16:50 UTC | GreenSky, Inc. GSKY · Entity 109154 | GrantClass A common stock | 89,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001712923-21-000028 · wf-form4_161601423098561.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,180 F1 · shares: Grant of restricted stock, which will vest in four equal installments on March 15, 2022, March 15, 2023, March 15, 2024, and March 15, 2025. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 17:36 UTC | GreenSky, Inc. GSKY · Entity 109154 | GrantStock Option (right to buy) · Derivative | 34,188 | $0.00 Strike: $4.11 | $0.00 |
DisclosureSEC source: 0001712923-20-000120 · wf-form4_160132897292667.xml · derivative · entry 2 Kang Andrew · CIK 0001825170 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,188 Underlying: Class A common stock · 34,188 shares Expires 2030-09-24 F2 · derivative.exercise_date: Grant of stock options that will vest in four equal installments on September 24, 2021, September 24, 2022, September 24, 2023, and September 24, 2024. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 17:36 UTC | GreenSky, Inc. GSKY · Entity 109154 | GrantClass A common stock | 231,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001712923-20-000120 · wf-form4_160132897292667.xml · nonDerivative · entry 1 Kang Andrew · CIK 0001825170 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,400 F1 · shares: Includes (i) a grant of 200,000 shares of restricted stock that will vest in four equal installments on September 14, 2021, September 14, 2022, September 14, 2023, and September 14, 2024, and (ii) a grant of 31,400 shares of restricted stock that will vest in four equal installments on September 24, 2021, September 24, 2022, September 24, 2023, and September 24, 2024. 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.