Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Strategy IncMSTR · Entity 3031 | EVP & General Counsel | November 18, 2025 | November 20, 2025 |
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 November 18, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 32,726 |
Ending reported balance
After 2025-11-19 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-11-18 · Exercise / conversion · Acquired 2,600 · Balance 35,326 F1: The transactions reported were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on July 11, 2025. As previously disclosed in Strategy Inc's Current Report on Form 8-K filed with the Securities and Exchange Commission on July 1, 2025, the reporting person informed the issuer of his intention to retire effective December 31, 2025. Row 2 · 2025-11-18 · Sale · Disposed 2,600 · Balance 32,726 F1: The transactions reported were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on July 11, 2025. As previously disclosed in Strategy Inc's Current Report on Form 8-K filed with the Securities and Exchange Commission on July 1, 2025, the reporting person informed the issuer of his intention to retire effective December 31, 2025. Row 3 · 2025-11-19 · Exercise / conversion · Acquired 2,600 · Balance 35,326 F1: The transactions reported were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on July 11, 2025. As previously disclosed in Strategy Inc's Current Report on Form 8-K filed with the Securities and Exchange Commission on July 1, 2025, the reporting person informed the issuer of his intention to retire effective December 31, 2025. Row 4 · 2025-11-19 · Sale · Disposed 2,600 · Balance 32,726 F1: The transactions reported were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on July 11, 2025. As previously disclosed in Strategy Inc's Current Report on Form 8-K filed with the Securities and Exchange Commission on July 1, 2025, the reporting person informed the issuer of his intention to retire effective December 31, 2025. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $69.12 · Expires 2031-02-23 | Direct | 173,598 |
Reported balance
After 2025-11-18 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-11-18 · Exercise / conversion · Disposed 2,600 · Balance 173,598 F1: The transactions reported were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on July 11, 2025. As previously disclosed in Strategy Inc's Current Report on Form 8-K filed with the Securities and Exchange Commission on July 1, 2025, the reporting person informed the issuer of his intention to retire effective December 31, 2025. F2: The 2,600 shares exercised on November 18, 2025 pursuant to this option vested on February 23, 2022. Of the remaining 173,598 shares subject to this option, 23,598 shares vested on February 23, 2022, 50,000 shares vested on February 23, 2023, 50,000 shares vested on February 23, 2024 and 50,000 shares vested on February 23, 2025. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $69.12 · Expires 2031-02-23 | Direct | 170,998 |
Reported balance
After 2025-11-19 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-11-19 · Exercise / conversion · Disposed 2,600 · Balance 170,998 F1: The transactions reported were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on July 11, 2025. As previously disclosed in Strategy Inc's Current Report on Form 8-K filed with the Securities and Exchange Commission on July 1, 2025, the reporting person informed the issuer of his intention to retire effective December 31, 2025. F3: The 2,600 shares exercised on November 19, 2025 pursuant to this option vested on February 23, 2022. Of the remaining 170,998 shares subject to this option, 20,998 shares vested on February 23, 2022, 50,000 shares vested on February 23, 2023, 50,000 shares vested on February 23, 2024 and 50,000 shares vested on February 23, 2025. |
| Series A Perpetual Strife Preferred StockSEC Table I · non-derivative | Direct | 500 |
Reported balance
Holding disclosure · report date 2025-11-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 500 |
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | Direct | 15,000 |
Reported balance
Holding disclosure · report date 2025-11-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 15,000 |
| Series A Perpetual Stride Preferred StockSEC Table I · non-derivative | Direct | 3,527 |
Reported balance
Holding disclosure · report date 2025-11-18 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 3,527 |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on July 11, 2025. As previously disclosed in Strategy Inc's Current Report on Form 8-K filed with the Securities and Exchange Commission on July 1, 2025, the reporting person informed the issuer of his intention to retire effective December 31, 2025.
F2: The 2,600 shares exercised on November 18, 2025 pursuant to this option vested on February 23, 2022. Of the remaining 173,598 shares subject to this option, 23,598 shares vested on February 23, 2022, 50,000 shares vested on February 23, 2023, 50,000 shares vested on February 23, 2024 and 50,000 shares vested on February 23, 2025.
F3: The 2,600 shares exercised on November 19, 2025 pursuant to this option vested on February 23, 2022. Of the remaining 170,998 shares subject to this option, 20,998 shares vested on February 23, 2022, 50,000 shares vested on February 23, 2023, 50,000 shares vested on February 23, 2024 and 50,000 shares vested on February 23, 2025.
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 18, 2025 Filed Sep 22, 2025 20:30 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $40.46 | $404,600.00 |
DisclosureSEC source: 0001193125-25-211397 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,726 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 |
| September 15, 2025 Filed Sep 16, 2025 20:30 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 12,500 | $96.92 | $1,211,450.00 |
DisclosureSEC source: 0001193125-25-205032 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $96.905 to $96.93, inclusive. The reporting person undertakes to provide to Strategy Inc ("Strategy"), any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price within the ranges set forth in this footnote. Read SEC document |
| July 29, 2025 Filed Jul 29, 2025 20:52 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 2,500 | $90.00 | $225,000.00 |
DisclosureSEC source: 0000950170-25-099670 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 F1 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of MicroStrategy Incorporated d/b/a Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock. These shares were purchased at the public offering price of $90.00 per share. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,900 | $0.00 Strike: $40.46 | $0.00 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · derivative · entry 20 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,100 Underlying: Class A Common Stock · 10,900 shares Expires 2032-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F17 · derivative.exercise_date: The 10,900 shares exercised on July 14, 2025 pursuant to this option vested on February 17, 2024. Of the remaining 139,100 shares subject to this option, 39,100 shares vested on February 17, 2024, 50,000 shares vested on February 17, 2025 and 50,000 shares are scheduled to vest on February 17, 2026. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,104 | $455.14 | $502,473.46 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 17 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,726 F16 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $455.00 to $455.94, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 102 | $454.64 | $46,372.77 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 16 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,830 F15 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $454.241 to $454.994, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 231 | $453.34 | $104,721.08 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 15 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,932 F14 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $453.039 to $453.86, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 456 | $452.61 | $206,388.79 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 14 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,163 F13 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $452.051 to $452.95, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,022 | $451.37 | $461,304.23 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 13 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,619 F12 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $451.006 to $451.78, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,074 | $450.61 | $483,954.07 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 12 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,641 F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $450.00 to $450.976, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 951 | $449.37 | $427,350.87 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 11 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,715 F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $449.002 to $449.97, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,778 | $448.54 | $797,507.68 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 10 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,666 F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $448.00 to $448.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,016 | $447.59 | $454,749.41 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 9 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,444 F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $447.012 to $447.999, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 804 | $446.47 | $358,961.88 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 8 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,460 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $446.00 to $446.97, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 856 | $445.74 | $381,553.44 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 7 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,264 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $445.21 to $445.98, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 277 | $444.62 | $123,159.74 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 6 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,120 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $444.00 to $444.964, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 627 | $443.62 | $278,149.74 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,397 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $443.022 to $443.94, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 446 | $442.55 | $197,379.08 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,024 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $442.12 to $442.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 141 | $441.52 | $62,254.46 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,470 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $441.239 to $441.949, 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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 15 | $440.98 | $6,614.70 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,611 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $440.978 to $440.982, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated d/b/a Strategy ("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 ranges set forth in this footnote. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 23:08 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,900 | $40.46 | $441,014.00 |
DisclosureSEC source: 0000950170-25-096376 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,626 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $40.46 | $0.00 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · derivative · entry 16 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Class A Common Stock · 10,000 shares Expires 2032-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F13 · derivative.exercise_date: The 10,000 shares exercised on July 11, 2025 pursuant to this option vested on February 17, 2023. Of the remaining 150,000 shares subject to this option, 50,000 shares vested on February 17, 2024, 50,000 shares vested on February 17, 2025 and 50,000 shares are scheduled to vest on February 17, 2026. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 200 | $437.83 | $87,565.00 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 13 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,726 F12 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $437.82 to $437.83, 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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 488 | $436.93 | $213,220.38 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 12 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,926 F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $436.71 to $437.39, 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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,169 | $435.83 | $509,485.27 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 11 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,414 F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $435.50 to $436.24, 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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,104 | $434.51 | $479,703.46 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 10 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,583 F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $434.18 to $435.07, 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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,264 | $433.66 | $548,147.50 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 9 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,687 F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $433.18 to $433.96, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 480 | $432.37 | $207,536.16 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 8 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,951 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $432.14 to $432.95, 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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 592 | $431.24 | $255,294.67 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 7 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,431 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $430.92 to $431.70, 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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,235 | $430.36 | $961,863.54 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 6 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,023 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $429.91 to $430.90, 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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 981 | $429.33 | $421,176.65 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,528 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $428.90 to $429.88, 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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 886 | $428.43 | $379,592.52 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,239 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $427.81 to $428.79, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 401 | $427.04 | $171,244.64 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,125 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $426.72 to $427.55, 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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 200 | $425.08 | $85,016.00 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,526 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $425.00 to $425.16, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated d/b/a Strategy ("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 ranges set forth in this footnote. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $40.46 | $404,600.00 |
DisclosureSEC source: 0000950170-25-095867 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $40.46 | $0.00 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · derivative · entry 19 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,000 Underlying: Class A Common Stock · 20,000 shares Expires 2032-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F14 · derivative.exercise_date: The 20,000 shares exercised on July 10, 2025 pursuant to this option vested on February 17, 2023. Of the remaining 160,000 shares subject to this option, 10,000 shares vested on February 17, 2023, 50,000 shares vested on February 17, 2024, 50,000 shares vested on February 17, 2025 and 50,000 shares are scheduled to vest on February 17, 2026. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 418 | $422.14 | $176,452.85 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 14 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,726 F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $422.05 to $422.24, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 4,045 | $421.43 | $1,704,696.49 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 13 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,144 F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $421.00 to $421.95, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 7,088 | $420.40 | $2,979,788.11 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 12 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,189 F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $420.00 to $420.90, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,123 | $419.40 | $470,981.71 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 11 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,277 F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $419.00 to $419.76, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 600 | $418.34 | $251,001.00 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 10 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,400 F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $417.97 to $418.82, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,300 | $417.08 | $542,197.50 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 9 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,000 F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $416.94 to $417.24, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 600 | $415.95 | $249,568.80 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 8 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,300 F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $415.50 to $416.42, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,200 | $414.95 | $497,936.40 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 7 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,900 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $414.50 to $415.49, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,426 | $413.82 | $1,003,915.19 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 6 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,100 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $413.39 to $414.30, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,200 | $412.90 | $495,480.00 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,526 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $412.37 to $413.26, 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 ranges set forth in this footnote. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 20,000 | $40.46 | $809,200.00 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 09, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 12,500 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · derivative · entry 18 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 12,500 shares Expires 2032-11-10 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. F13 · derivative.exercise_date: The 12,500 shares exercised on July 9, 2025 pursuant to this option vested on November 10, 2024. Of the remaining 100,000 shares subject to this option, 50,000 shares are scheduled to vest on November 10, 2025 and 50,000 shares are scheduled to vest on November 10, 2026. Read SEC document |
| July 09, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $40.46 | $0.00 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · derivative · entry 17 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,000 Underlying: Class A Common Stock · 20,000 shares Expires 2032-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F12 · derivative.exercise_date: The 20,000 shares exercised on July 9, 2025 pursuant to this option vested on February 17, 2023. Of the remaining 180,000 shares subject to this option, 30,000 shares vested on February 17, 2023, 50,000 shares vested on February 17, 2024, 50,000 shares vested on February 17, 2025 and 50,000 shares are scheduled to vest on February 17, 2026. Read SEC document |
| July 09, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 32,500 | $401.47 | $13,047,677.50 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,726 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $401.31 to $402.00, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated d/b/a Strategy ("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 ranges set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.