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 |
|---|---|---|---|---|---|---|
| July 09, 2025 Filed Jul 12, 2025 00:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 12,500 | $17.50 | $218,750.00 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,226 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 / conversionClass A Common Stock | 20,000 | $40.46 | $809,200.00 |
DisclosureSEC source: 0000950170-25-095415 · ownership.xml · nonDerivative · entry 1 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 |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 11 | $377.14 | $4,148.57 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 10 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,726 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F11 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $377.02 to $377.32, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 118 | $376.36 | $44,410.24 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 9 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,737 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F10 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $376.00 to $376.91, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 546 | $375.43 | $204,984.78 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 8 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,855 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F9 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $375.00 to $375.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 641 | $374.61 | $240,126.29 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 7 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,401 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F8 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $374.00 to $374.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 122 | $373.74 | $45,596.77 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 6 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,042 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F7 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $373.35 to $373.995, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 139 | $372.31 | $51,750.40 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,164 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $372.00 to $372.521, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 118 | $371.64 | $43,853.17 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,303 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $371.24 to $371.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6 | $370.70 | $2,224.22 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,421 F3 · kind: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $370.66 to $370.72, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 3,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · derivative · entry 12 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,670 Underlying: Class A Common Stock · 3,830 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F12 · derivative.exercise_date: The remaining 7,670 restricted stock units will vest over a two-year period, with 3,830 restricted stock units vesting on June 5, 2026 and 3,840 restricted stock units vesting on June 5, 2027. F12 · derivative.expiration_date: The remaining 7,670 restricted stock units will vest over a two-year period, with 3,830 restricted stock units vesting on June 5, 2026 and 3,840 restricted stock units vesting on June 5, 2027. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stride Preferred Stock | 3,527 | $85.00 | $299,795.00 |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,527 F2 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of Strategy's 10.00% Series A Perpetual Stride Preferred Stock. These shares were purchased at the public offering price of $85.00 per share. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:41 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,830 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-083995 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,427 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 7,500 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0000950170-25-073512 · ownership.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,500 Underlying: Class A Common Stock · 7,500 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. F1 · derivative.exercise_date: The 7,500 shares exercised on May 14, 2025 pursuant to this option vested on November 10, 2024. Of the remaining 112,500 shares subject to this option, 12,500 shares vested on November 10, 2024, 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 |
| May 14, 2025 Filed May 16, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 7,500 | $425.00 | $3,187,500.00 |
DisclosureSEC source: 0000950170-25-073512 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,597 Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 7,500 | $17.50 | $131,250.00 |
DisclosureSEC source: 0000950170-25-073512 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,097 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 12, 2025 Filed May 14, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0000950170-25-071359 · ownership.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,000 Underlying: Class A Common Stock · 10,000 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. F1 · derivative.exercise_date: The 10,000 shares exercised on May 12, 2025 pursuant to this option vested on November 10, 2024. Of the remaining 120,000 shares subject to this option, 20,000 shares vested on November 10, 2024, 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 |
| May 12, 2025 Filed May 14, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 10,000 | $420.79 | $4,207,900.00 |
DisclosureSEC source: 0000950170-25-071359 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,597 Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $17.50 | $175,000.00 |
DisclosureSEC source: 0000950170-25-071359 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,597 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 |
| April 15, 2025 Filed Apr 16, 2025 20:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0000950170-25-054755 · ownership.xml · derivative · entry 7 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,000 Underlying: Class A Common Stock · 10,000 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. F3 · derivative.exercise_date: The 10,000 shares exercised on April 15, 2025 pursuant to this option vested on November 10, 2024. Of the remaining 130,000 shares subject to this option, 30,000 shares vested on November 10, 2024, 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 |
| April 15, 2025 Filed Apr 16, 2025 20:21 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 10,000 | $315.00 | $3,150,000.00 |
DisclosureSEC source: 0000950170-25-054755 · ownership.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,597 Read SEC document |
| April 15, 2025 Filed Apr 16, 2025 20:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $17.50 | $175,000.00 |
DisclosureSEC source: 0000950170-25-054755 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,597 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 |
| April 14, 2025 Filed Apr 16, 2025 20:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0000950170-25-054755 · ownership.xml · derivative · entry 6 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,000 Underlying: Class A Common Stock · 10,000 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. F2 · derivative.exercise_date: The 10,000 shares exercised on April 14, 2025 pursuant to this option vested on November 10, 2024. Of the remaining 140,000 shares subject to this option, 40,000 shares vested on November 10, 2024, 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 |
| April 14, 2025 Filed Apr 16, 2025 20:21 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 10,000 | $314.16 | $3,141,600.00 |
DisclosureSEC source: 0000950170-25-054755 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,597 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $314.13 to $314.44, 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 |
| April 14, 2025 Filed Apr 16, 2025 20:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $17.50 | $175,000.00 |
DisclosureSEC source: 0000950170-25-054755 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,597 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 |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 4,990 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-045230 · ownership.xml · derivative · entry 5 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,980 Underlying: Class A Common Stock · 4,990 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F5 · derivative.exercise_date: The remaining 14,980 restricted stock units will vest in annual installments over a three-year period, with 4,990 restricted stock units vesting on March 21, 2026, 4,990 restricted stock units vesting on March 21, 2027, and 5,000 restricted stock units vesting on March 21, 2028. F5 · derivative.expiration_date: The remaining 14,980 restricted stock units will vest in annual installments over a three-year period, with 4,990 restricted stock units vesting on March 21, 2026, 4,990 restricted stock units vesting on March 21, 2027, and 5,000 restricted stock units vesting on March 21, 2028. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 631 | $329.67 | $208,021.77 |
DisclosureSEC source: 0000950170-25-045230 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,597 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $329.44 to $330.41, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,420 | $329.08 | $467,293.60 |
DisclosureSEC source: 0000950170-25-045230 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,228 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $328.43 to $329.42, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 4,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-045230 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,648 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 20:07 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Strife Preferred Stock | 500 | $85.00 | $42,500.00 |
DisclosureSEC source: 0000950170-25-043830 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 F1 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of Strategy's 10.00% Series A Perpetual Strife Preferred Stock. These shares were purchased at the public offering price of $85.00 per share. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 1,988 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038716 · ownership.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,988 Underlying: Class A Common Stock · 1,988 shares Expires not disclosed F4 · derivative.exercise_price: Each PSU represents a contingent right to receive shares of Strategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on Strategy's relative total shareholder return (TSR) as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 11, 2025 to March 10, 2028). Vesting is subject to certification by Strategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. F4 · derivative.exercise_date: Each PSU represents a contingent right to receive shares of Strategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on Strategy's relative total shareholder return (TSR) as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 11, 2025 to March 10, 2028). Vesting is subject to certification by Strategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. F4 · derivative.expiration_date: Each PSU represents a contingent right to receive shares of Strategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on Strategy's relative total shareholder return (TSR) as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 11, 2025 to March 10, 2028). Vesting is subject to certification by Strategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 7,621 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038716 · ownership.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,621 Underlying: Class A Common Stock · 7,621 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). F3 · derivative.exercise_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F3 · derivative.expiration_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:05 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 2,616 | $0.00 Strike: $260.59 | $0.00 |
DisclosureSEC source: 0000950170-25-038716 · ownership.xml · derivative · entry 2 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,616 Underlying: Class A Common Stock · 2,616 shares Expires 2035-03-11 F1 · derivative.exercise_date: 25 percent of the shares subject to this option vest on the first anniversary of the grant date, and an additional 25 percent of the shares originally subject to this option vest on each anniversary thereafter until the option is vested in full. Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 22:16 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-127690 · ownership.xml · derivative · entry 7 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F8 · derivative.exercise_date: The 2,500 restricted stock units vested in full on November 13, 2024. F8 · derivative.expiration_date: The 2,500 restricted stock units vested in full on November 13, 2024. F7 · balance_after: See Exhibit A. Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 22:16 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,252 | $322.45 | $403,707.40 |
DisclosureSEC source: 0000950170-24-127690 · ownership.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,708 F4 · shares: The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $322.37 to $322.63, 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 14, 2024 Filed Nov 15, 2024 22:16 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-127690 · ownership.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,960 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 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 22:16 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock · Derivative | 18,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0000950170-24-127690 · ownership.xml · derivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 150,000 Underlying: Class A Common Stock · 18,000 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. F6 · derivative.exercise_date: The 18,000 shares exercised on November 13, 2024 pursuant to this option vested on November 10, 2023. Of the remaining 150,000 shares subject to this option, 50,000 shares vested on November 10, 2024, 50,000 shares are scheduled to vest on November 10, 2025, and 50,000 shares are scheduled to vest on November 10, 2026. F7 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 22:16 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 10,700 | $368.49 | $3,942,843.00 |
DisclosureSEC source: 0000950170-24-127690 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,460 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $368.19 to $368.99, 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 15, 2024 22:16 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 7,300 | $367.30 | $2,681,290.00 |
DisclosureSEC source: 0000950170-24-127690 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,160 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $366.84 to $367.64, 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 15, 2024 22:16 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 18,000 | $17.50 | $315,000.00 |
DisclosureSEC source: 0000950170-24-127690 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,460 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 07, 2024 Filed Nov 12, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0000950170-24-125343 · ownership.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,000 Underlying: Class A Common Stock · 20,000 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. F2 · derivative.exercise_date: The 20,000 shares exercised on November 7, 2024 pursuant to this option vested on November 10, 2023. Of the remaining 168,000 shares subject to this option, 18,000 shares vested on November 10, 2023, 50,000 shares vested on November 10, 2024, 50,000 shares are scheduled to vest on November 10, 2025, and 50,000 shares are scheduled to vest on November 10, 2026. F3 · balance_after: See Exhibit A. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 20,000 | $271.98 | $5,439,600.00 |
DisclosureSEC source: 0000950170-24-125343 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,460 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $271.50 to $272.47, 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 07, 2024 Filed Nov 12, 2024 21:05 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 20,000 | $17.50 | $350,000.00 |
DisclosureSEC source: 0000950170-24-125343 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,460 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 20:25 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 9,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0000950170-24-100548 · ownership.xml · derivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,000 Underlying: Class A Common Stock · 9,000 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. F1 · derivative.exercise_date: The 9,000 shares exercised on August 23, 2024 pursuant to this option vested on November 10, 2023. Of the remaining 188,000 shares subject to this option, 38,000 shares vested on November 10, 2023, 50,000 shares are scheduled to vest on November 10, 2024, 50,000 shares are scheduled to vest on November 10, 2025, and 50,000 shares are scheduled to vest on November 10, 2026. F2 · balance_after: See Exhibit A. Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 20:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,000 | $146.00 | $438,000.00 |
DisclosureSEC source: 0000950170-24-100548 · ownership.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,460 Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 20:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,000 | $144.00 | $432,000.00 |
DisclosureSEC source: 0000950170-24-100548 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,460 Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 20:25 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,000 | $142.00 | $426,000.00 |
DisclosureSEC source: 0000950170-24-100548 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,460 Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 20:25 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 9,000 | $17.50 | $157,500.00 |
DisclosureSEC source: 0000950170-24-100548 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,460 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 20:50 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy · Derivative | 3,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0000950170-24-100235 · ownership.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,000 Underlying: Class A Common Stock · 3,000 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. F1 · derivative.exercise_date: The 3,000 shares exercised on August 22, 2024 pursuant to this option vested on November 10, 2023. Of the remaining 197,000 shares subject to this option, 47,000 shares vested on November 10, 2023, 50,000 shares are scheduled to vest on November 10, 2024, 50,000 shares are scheduled to vest on November 10, 2025, and 50,000 shares are scheduled to vest on November 10, 2026. F2 · balance_after: See Exhibit A. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 20:50 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,000 | $141.20 | $423,600.00 |
DisclosureSEC source: 0000950170-24-100235 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,460 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.