Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Strategy IncMSTR · Entity 3031 | Director | May 31, 2026 | June 02, 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 May 31, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,356 |
Reported balance
After 2026-05-31 transaction · row 1
1 source rowRow 1 · 2026-05-31 · Exercise / conversion · Acquired 406 · Balance 8,356 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-31 · Exercise / conversion · Disposed 406 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F2: The 406 RSUs vested in full on May 31, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 943 |
Reported balance
After 2026-05-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-31 · Grant · Acquired 943 · Balance 943 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F5: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date. |
| Director Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $159.09 · Expires 2036-05-31 | Direct | 1,221 |
Reported balance
After 2026-05-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-31 · Grant · Acquired 1,221 · Balance 1,221 F3: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F4: This option is scheduled to vest as to 1,221 shares on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").
F2: The 406 RSUs vested in full on May 31, 2026.
F3: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year.
F4: This option is scheduled to vest as to 1,221 shares on the first anniversary of the grant date.
F5: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| May 31, 2026 Filed Jun 2, 2026 21:53 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001282917-26-000002 · ownership.xml · derivative · entry 4 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 943 Underlying: Class A Common Stock · 943 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F5 · derivative.exercise_date: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date. F5 · derivative.expiration_date: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date. Read SEC document |
| May 31, 2026 Filed Jun 2, 2026 21:53 UTC | Strategy Inc MSTR · Entity 3031 | GrantDirector Stock Option (Right to buy) · Derivative | 1,221 | $0.00 Strike: $159.09 | $0.00 |
DisclosureSEC source: 0001282917-26-000002 · ownership.xml · derivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,221 Underlying: Class A Common Stock · 1,221 shares Expires 2036-05-31 F3 · security: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F4 · derivative.exercise_date: This option is scheduled to vest as to 1,221 shares on the first anniversary of the grant date. Read SEC document |
| May 31, 2026 Filed Jun 2, 2026 21:53 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 406 | $0.00 | $0.00 |
DisclosureSEC source: 0001282917-26-000002 · ownership.xml · derivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 406 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"). F2 · derivative.exercise_date: The 406 RSUs vested in full on May 31, 2026. F2 · derivative.expiration_date: The 406 RSUs vested in full on May 31, 2026. Read SEC document |
| May 31, 2026 Filed Jun 2, 2026 21:53 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001282917-26-000002 · ownership.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,356 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · 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 |
| May 31, 2025 Filed Jun 4, 2025 00:21 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 406 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-081275 · ownership.xml · derivative · entry 4 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406 Underlying: Class A Common Stock · 406 shares Expires not disclosed F3 · security: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy. F5 · derivative.exercise_date: These RSUs are scheduled to vest as to 406 shares on the first anniversary of the grant date. F5 · derivative.expiration_date: These RSUs are scheduled to vest as to 406 shares on the first anniversary of the grant date. Read SEC document |
| May 31, 2025 Filed Jun 4, 2025 00:21 UTC | Strategy Inc MSTR · Entity 3031 | GrantDirector Stock Option (Right to buy) · Derivative | 545 | $0.00 Strike: $369.06 | $0.00 |
DisclosureSEC source: 0000950170-25-081275 · ownership.xml · derivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545 Underlying: Class A Common Stock · 545 shares Expires 2035-05-31 F3 · security: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F4 · derivative.exercise_date: This option is scheduled to vest as to 545 shares on the first anniversary of the grant date. Read SEC document |
| May 31, 2025 Filed Jun 4, 2025 00:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 980 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-081275 · ownership.xml · derivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 980 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 MicroStrategy Incorporated d/b/a Strategy. F2 · derivative.exercise_date: The 980 RSUs vested in full on May 31, 2025. F2 · derivative.expiration_date: The 980 RSUs vested in full on May 31, 2025. Read SEC document |
| May 31, 2025 Filed Jun 4, 2025 00:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 980 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-081275 · ownership.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,950 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 MicroStrategy Incorporated d/b/a Strategy. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0000950170-24-130546 · ownership.xml · derivative · entry 6 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 20,000 shares Expires 2027-05-31 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. F4 · derivative.exercise_date: Of the 20,000 shares exercised on November 21, 2024 pursuant to this option, 7,500 shares vested on May 31, 2020 and 12,500 shares vested on May 31, 2021. F5 · balance_after: See Exhibit A. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 99 | $453.16 | $44,862.84 |
DisclosureSEC source: 0000950170-24-130546 · ownership.xml · nonDerivative · entry 5 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,970 Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 8,208 | $452.10 | $3,710,836.80 |
DisclosureSEC source: 0000950170-24-130546 · ownership.xml · nonDerivative · entry 4 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,069 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $451.74 to $452.34, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 7,920 | $451.39 | $3,575,008.80 |
DisclosureSEC source: 0000950170-24-130546 · ownership.xml · nonDerivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,277 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $450.74 to $451.73, 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 range set forth in this footnote. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,773 | $449.66 | $1,696,567.18 |
DisclosureSEC source: 0000950170-24-130546 · ownership.xml · nonDerivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,197 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $449.31 to $450.11, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 20,000 | $18.24 | $364,720.00 |
DisclosureSEC source: 0000950170-24-130546 · ownership.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,970 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 30,000 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0000950170-24-127048 · ownership.xml · derivative · entry 6 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 30,000 shares Expires 2027-05-31 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. F5 · derivative.exercise_price: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $182.36 per share to $18.236 per share and the number of shares underlying this option increased from 5,000 shares to 50,000 shares. Of the 30,000 shares exercised on November 13, 2024 pursuant to this option, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 5,000 shares vested on May 31, 2020. Of the remaining 20,000 shares subject to this option, 7,500 shares vested on May 31, 2020 and 12,500 shares vested on May 31, 2021. F5 · shares: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $182.36 per share to $18.236 per share and the number of shares underlying this option increased from 5,000 shares to 50,000 shares. Of the 30,000 shares exercised on November 13, 2024 pursuant to this option, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 5,000 shares vested on May 31, 2020. Of the remaining 20,000 shares subject to this option, 7,500 shares vested on May 31, 2020 and 12,500 shares vested on May 31, 2021. F5 · derivative.exercise_date: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $182.36 per share to $18.236 per share and the number of shares underlying this option increased from 5,000 shares to 50,000 shares. Of the 30,000 shares exercised on November 13, 2024 pursuant to this option, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 5,000 shares vested on May 31, 2020. Of the remaining 20,000 shares subject to this option, 7,500 shares vested on May 31, 2020 and 12,500 shares vested on May 31, 2021. F6 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 63 | $382.47 | $24,095.61 |
DisclosureSEC source: 0000950170-24-127048 · ownership.xml · nonDerivative · entry 5 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,970 Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,037 | $381.90 | $2,305,530.30 |
DisclosureSEC source: 0000950170-24-127048 · ownership.xml · nonDerivative · entry 4 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,033 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $381.32 to $382.30, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 15,700 | $380.72 | $5,977,304.00 |
DisclosureSEC source: 0000950170-24-127048 · ownership.xml · nonDerivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,070 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $380.25 to $381.20, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 8,200 | $379.87 | $3,114,934.00 |
DisclosureSEC source: 0000950170-24-127048 · ownership.xml · nonDerivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,770 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $379.21 to $380.14, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 21:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 30,000 | $18.24 | $547,080.00 |
DisclosureSEC source: 0000950170-24-127048 · ownership.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,970 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: On August 7, 2024, the Issuer effected a 10-for-1 forward stock split. See Exhibit A for additional information. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:50 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-068781 · ownership.xml · derivative · entry 4 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98 Underlying: Class A Common Stock · 98 shares Expires not disclosed F4 · security: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan ("2023 Plan"), which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year, beginning in 2023. The 2023 Plan was approved by the stockholders of MicroStrategy Incorporated at the 2023 annual meeting. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F6 · derivative.exercise_date: These restricted stock units are scheduled to vest as to 98 shares on the first anniversary of the grant date. F6 · derivative.expiration_date: These restricted stock units are scheduled to vest as to 98 shares on the first anniversary of the grant date. F3 · balance_after: See Exhibit A. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:50 UTC | Strategy Inc MSTR · Entity 3031 | GrantDirector Stock Option (Right to buy) · Derivative | 139 | $0.00 Strike: $1,524.49 | $0.00 |
DisclosureSEC source: 0000950170-24-068781 · ownership.xml · derivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139 Underlying: Class A Common Stock · 139 shares Expires 2034-05-31 F4 · security: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan ("2023 Plan"), which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year, beginning in 2023. The 2023 Plan was approved by the stockholders of MicroStrategy Incorporated at the 2023 annual meeting. F5 · derivative.exercise_date: This option is scheduled to vest as to 139 shares on the first anniversary of the grant date. F3 · balance_after: See Exhibit A. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:50 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-068781 · ownership.xml · derivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 497 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. F2 · derivative.exercise_date: The 497 restricted stock units vested in full on May 31, 2024. F2 · derivative.expiration_date: The 497 restricted stock units vested in full on May 31, 2024. F3 · balance_after: See Exhibit A. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:50 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-068781 · ownership.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 697 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 |
| February 28, 2024 Filed Feb 29, 2024 21:19 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $186.54 | $0.00 |
DisclosureSEC source: 0000950170-24-023117 · ownership.xml · derivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,000 shares Expires 2026-05-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Of the 2,000 shares exercised on February 28, 2024 pursuant to this option, 750 shares vested on May 31, 2019 and 1,250 shares vested on May 31, 2020. F2 · balance_after: See Exhibit A. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 21:19 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,000 | $950.00 | $1,900,000.00 |
DisclosureSEC source: 0000950170-24-023117 · ownership.xml · nonDerivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 21:19 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $186.54 | $373,080.00 |
DisclosureSEC source: 0000950170-24-023117 · ownership.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:27 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $186.54 | $0.00 |
DisclosureSEC source: 0000950170-24-022142 · ownership.xml · derivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Underlying: Class A Common Stock · 1,000 shares Expires 2026-05-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Of the 1,000 shares exercised on February 27, 2024 pursuant to this option, 500 shares vested on May 31, 2018 and 500 shares vested on May 31, 2019. Of the remaining 2,000 shares subject to this option, 750 shares vested on May 31, 2019 and 1,250 shares vested on May 31, 2020. F2 · balance_after: See Exhibit A. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:27 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $890.00 | $890,000.00 |
DisclosureSEC source: 0000950170-24-022142 · ownership.xml · nonDerivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:27 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $186.54 | $186,540.00 |
DisclosureSEC source: 0000950170-24-022142 · ownership.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 22:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $186.54 | $0.00 |
DisclosureSEC source: 0000950170-24-021365 · ownership.xml · derivative · entry 6 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Class A Common Stock · 2,000 shares Expires 2026-05-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Of the 2,000 shares exercised on February 26, 2024 pursuant to this option, 1,250 shares vested on May 31, 2017 and 750 shares vested on May 31, 2018. Of the remaining 3,000 shares subject to this option, 500 shares vested on May 31, 2018, 1,250 shares vested on May 31, 2019 and 1,250 shares vested on May 31, 2020. F2 · balance_after: See Exhibit A. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 22:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $175.98 | $0.00 |
DisclosureSEC source: 0000950170-24-021365 · ownership.xml · derivative · entry 5 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,000 shares Expires 2025-05-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Of the 2,000 shares exercised on February 26, 2024 pursuant to this option, 750 shares vested on May 31, 2018 and 1,250 shares vested on May 31, 2019. F2 · balance_after: See Exhibit A. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 22:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,000 | $790.00 | $1,580,000.00 |
DisclosureSEC source: 0000950170-24-021365 · ownership.xml · nonDerivative · entry 4 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 22:07 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,000 | $750.00 | $1,500,000.00 |
DisclosureSEC source: 0000950170-24-021365 · ownership.xml · nonDerivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200 Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 22:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $186.54 | $373,080.00 |
DisclosureSEC source: 0000950170-24-021365 · ownership.xml · nonDerivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,200 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 22:07 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $175.98 | $351,960.00 |
DisclosureSEC source: 0000950170-24-021365 · ownership.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:44 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $175.98 | $0.00 |
DisclosureSEC source: 0000950170-24-016467 · ownership.xml · derivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Underlying: Class A Common Stock · 2,000 shares Expires 2025-05-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Of the 2,000 shares exercised on February 15, 2024 pursuant to this option, 250 shares vested on May 31, 2016, 1,250 shares vested on May 31, 2017 and 500 shares vested on May 31, 2018. Of the remaining 2,000 shares subject to this option, 750 shares vested on May 31, 2018 and 1,250 shares vested on May 31, 2019. F3 · balance_after: See Exhibit A. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:44 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,000 | $778.64 | $1,557,280.00 |
DisclosureSEC source: 0000950170-24-016467 · ownership.xml · nonDerivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $778.642 to $778.643, 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 15, 2024 Filed Feb 16, 2024 21:44 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $175.98 | $351,960.00 |
DisclosureSEC source: 0000950170-24-016467 · ownership.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200 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 |
| May 31, 2023 Filed Jun 2, 2023 20:14 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033686 · doc4.xml · derivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 497 Underlying: Class A Common Stock · 497 shares Expires not disclosed F1 · security: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan ("2023 Plan"), which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year, beginning in 2023. The 2023 Plan was approved by the stockholders of MicroStrategy Incorporated at the 2023 annual meeting. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F5 · derivative.exercise_date: These restricted stock units are scheduled to vest as to 497 shares on the first anniversary of the grant date. F5 · derivative.expiration_date: These restricted stock units are scheduled to vest as to 497 shares on the first anniversary of the grant date. F3 · balance_after: See Exhibit A. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 20:14 UTC | Strategy Inc MSTR · Entity 3031 | GrantDirector Stock Option (Right to buy) · Derivative | 761 | $0.00 Strike: $301.63 | $0.00 |
DisclosureSEC source: 0001209191-23-033686 · doc4.xml · derivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 761 Underlying: Class A Common Stock · 761 shares Expires 2033-05-31 F1 · security: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan ("2023 Plan"), which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year, beginning in 2023. The 2023 Plan was approved by the stockholders of MicroStrategy Incorporated at the 2023 annual meeting. F2 · derivative.exercise_date: This option is scheduled to vest as to 761 shares on the first anniversary of the grant date. F3 · balance_after: See Exhibit A. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 20:12 UTC | Strategy Inc MSTR · Entity 3031 | GrantDirector Stock Option (Right to buy) · Derivative | 5,000 | $0.00 Strike: $264.69 | $0.00 |
DisclosureSEC source: 0001209191-22-033501 · doc4.xml · derivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 shares Expires 2032-05-31 F1 · derivative.exercise_date: This option is scheduled to 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 option is vested in full. This option was granted pursuant to Amendment No. 2 to the MicroStrategy Incorporated 2013 Stock Incentive Plan ("Amendment No. 2"). Amendment No. 2 provides for the annual automatic grant of a stock option to purchase 5,000 shares of Class A common stock to each non-employee director on May 31 of each year, beginning in 2015. Amendment No. 2 was approved by the stockholders of MicroStrategy Incorporated at the 2015 annual meeting. F2 · balance_after: See Exhibit A. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:40 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $175.98 | $0.00 |
DisclosureSEC source: 0001209191-21-063914 · doc4.xml · derivative · entry 6 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Class A Common Stock · 1,000 shares Expires 2025-05-31 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 1,000 shares exercised on November 8, 2021 pursuant to this option vested on May 31, 2016. Of the remaining 4,000 shares subject to this option, 1,250 shares vested on May 31, 2016, 1,250 shares vested on May 31, 2017, 1,250 shares vested on May 31, 2018, and 1,250 shares vested on May 31, 2019. F2 · balance_after: See Exhibit A. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:40 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $121.43 | $0.00 |
DisclosureSEC source: 0001209191-21-063914 · doc4.xml · derivative · entry 5 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,000 shares Expires 2024-04-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The 1,000 shares exercised on November 8, 2021 pursuant to this option vested on April 30, 2018. F2 · balance_after: See Exhibit A. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:40 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $865.00 | $865,000.00 |
DisclosureSEC source: 0001209191-21-063914 · doc4.xml · nonDerivative · entry 4 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:40 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $850.00 | $850,000.00 |
DisclosureSEC source: 0001209191-21-063914 · doc4.xml · nonDerivative · entry 3 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:40 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $175.98 | $175,980.00 |
DisclosureSEC source: 0001209191-21-063914 · doc4.xml · nonDerivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:40 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $121.43 | $121,430.00 |
DisclosureSEC source: 0001209191-21-063914 · doc4.xml · nonDerivative · entry 1 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 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 |
| May 31, 2021 Filed Jun 3, 2021 01:00 UTC | Strategy Inc MSTR · Entity 3031 | GrantDirector Stock Option (Right to buy) · Derivative | 5,000 | $0.00 Strike: $470.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037462 · doc4.xml · derivative · entry 2 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 shares Expires 2031-05-31 F1 · derivative.exercise_date: This option is scheduled to 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 option is vested in full. This option was granted pursuant to Amendment No. 2 to the MicroStrategy Incorporated 2013 Stock Incentive Plan ("Amendment No. 2"). Amendment No. 2 provides for the annual automatic grant of a stock option to purchase 5,000 shares of Class A common stock to each non-employee director on May 31 of each year, beginning in 2015. Amendment No. 2 was approved by the stockholders of MicroStrategy Incorporated at the 2015 annual meeting. F2 · balance_after: See Exhibit A. Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 22:15 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $121.43 | $0.00 |
DisclosureSEC source: 0001209191-21-020546 · doc4.xml · derivative · entry 7 GRAHAM STEPHEN X · CIK 0001282917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Class A Common Stock · 2,000 shares Expires 2024-04-30 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 2,000 shares exercised on March 12, 2021 pursuant to this option vested on April 30, 2018. The remaining 1,000 shares subject to this option vested on April 30, 2018 F2 · balance_after: See Exhibit A. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.