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 |
|---|---|---|---|---|---|---|
| August 22, 2024 Filed Aug 23, 2024 20:50 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,000 | $17.50 | $52,500.00 |
DisclosureSEC source: 0000950170-24-100235 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,460 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 13, 2024 Filed Aug 15, 2024 20:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 12,500 | $0.00 Strike: $15.16 | $0.00 |
DisclosureSEC source: 0000950170-24-097640 · ownership.xml · derivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,500 shares Expires 2029-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $151.60 per share to $15.16 per share and the number of shares underlying this option increased from 1,250 shares to 12,500 shares. The 12,500 shares exercised on August 13, 2024 pursuant to this option vested on November 22, 2023. F4 · shares: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $151.60 per share to $15.16 per share and the number of shares underlying this option increased from 1,250 shares to 12,500 shares. The 12,500 shares exercised on August 13, 2024 pursuant to this option vested on November 22, 2023. F4 · derivative.exercise_date: As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $151.60 per share to $15.16 per share and the number of shares underlying this option increased from 1,250 shares to 12,500 shares. The 12,500 shares exercised on August 13, 2024 pursuant to this option vested on November 22, 2023. F5 · balance_after: See Exhibit A. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $136.85 | $95,795.00 |
DisclosureSEC source: 0000950170-24-097640 · 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 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.79 to $136.93, 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 |
| August 13, 2024 Filed Aug 15, 2024 20:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,500 | $136.00 | $340,000.00 |
DisclosureSEC source: 0000950170-24-097640 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,160 Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 9,300 | $136.28 | $1,267,404.00 |
DisclosureSEC source: 0000950170-24-097640 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,660 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.78 to $136.75, 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 |
| August 13, 2024 Filed Aug 15, 2024 20:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 12,500 | $15.16 | $189,500.00 |
DisclosureSEC source: 0000950170-24-097640 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,960 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. F1 · balance_after: On August 7, 2024, the Issuer effected a 10-for-1 forward stock split. See Exhibit A for additional information. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:19 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075823 · ownership.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150 Underlying: Class A Common Stock · 383 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F3 · derivative.exercise_date: The remaining 1,150 restricted stock units will vest in equal annual installments over a three-year period, with 383 restricted stock units vesting on June 5, 2025, 383 restricted stock units vesting on June 5, 2026 and 384 restricted stock units vesting on June 5, 2027. F3 · derivative.expiration_date: The remaining 1,150 restricted stock units will vest in equal annual installments over a three-year period, with 383 restricted stock units vesting on June 5, 2025, 383 restricted stock units vesting on June 5, 2026 and 384 restricted stock units vesting on June 5, 2027. F4 · balance_after: See Exhibit A. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:19 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 190 | $1,441.81 | $273,943.90 |
DisclosureSEC source: 0000950170-24-075823 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 646 F2 · kind: The disposition of the shares reported on this form was made solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units on June 5, 2024 and settlement of such restricted stock units on June 17, 2024. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 01:19 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 383 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-075823 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 00:21 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-036118 · ownership.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 Underlying: Class A Common Stock · 400 shares Expires not disclosed F5 · derivative.exercise_price: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy's relative total shareholder return (TSR) as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 21, 2024 to March 20, 2027). Vesting is subject to certification by MicroStrategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. F5 · derivative.exercise_date: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy's relative total shareholder return (TSR) as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 21, 2024 to March 20, 2027). Vesting is subject to certification by MicroStrategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. F5 · derivative.expiration_date: Each PSU represents a contingent right to receive shares of MicroStrategy class A common stock of between 0% and 200% of the target number of units, with the percentage determined based on MicroStrategy's relative total shareholder return (TSR) as compared to the TSR of members of the Nasdaq Composite Index over a three-year performance period (March 21, 2024 to March 20, 2027). Vesting is subject to certification by MicroStrategy's Compensation Committee of the level of achievement of the performance goal and the participant's continued service through that date. The "target" number of PSUs is reported on this Form 4. F2 · balance_after: See Exhibit A. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 00:21 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 1,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-036118 · ownership.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,997 Underlying: Class A Common Stock · 1,997 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F4 · derivative.exercise_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F4 · derivative.expiration_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F2 · balance_after: See Exhibit A. Read SEC document |
| March 21, 2024 Filed Mar 26, 2024 00:21 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 573 | $0.00 Strike: $1,599.29 | $0.00 |
DisclosureSEC source: 0000950170-24-036118 · ownership.xml · derivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 573 Underlying: Class A Common Stock · 573 shares Expires 2034-03-21 F1 · derivative.exercise_date: 25 percent of the shares subject to this option vest on the first anniversary of the grant date, and an additional 25 percent of the shares originally subject to this option vest on each anniversary thereafter until the option is vested in full. F2 · balance_after: See Exhibit A. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:14 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,250 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0000950170-24-023861 · ownership.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,250 Underlying: Class A Common Stock · 1,250 shares Expires 2029-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The 1,250 shares exercised on February 29, 2024 pursuant to this option vested on November 22, 2023. The remaining 1,250 shares subject to this option vested on November 22, 2023. F2 · balance_after: See Exhibit A. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:14 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,250 | $1,025.00 | $1,281,250.00 |
DisclosureSEC source: 0000950170-24-023861 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:14 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,250 | $151.60 | $189,500.00 |
DisclosureSEC source: 0000950170-24-023861 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,703 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 21:17 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 3,250 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0000950170-24-023112 · ownership.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: Class A Common Stock · 3,250 shares Expires 2029-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Of the 3,250 shares exercised on February 28, 2024 pursuant to this option, 750 shares vested on November 22, 2022 and 2,500 shares vested on November 22, 2023. The remaining 2,500 shares subject to this option vested on November 22, 2023. F2 · balance_after: See Exhibit A. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,250 | $1,000.00 | $1,250,000.00 |
DisclosureSEC source: 0000950170-24-023112 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,000 | $961.08 | $1,922,160.00 |
DisclosureSEC source: 0000950170-24-023112 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,703 Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 21:17 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,250 | $151.60 | $492,700.00 |
DisclosureSEC source: 0000950170-24-023112 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,703 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:26 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 3,000 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0000950170-24-022139 · ownership.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,750 Underlying: Class A Common Stock · 3,000 shares Expires 2029-11-22 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 February 27, 2024 pursuant to this option vested on November 22, 2022. Of the remaining 5,750 shares subject to this option, 750 shares vested on November 22, 2022 and 5,000 shares vested on November 22, 2023. F2 · balance_after: See Exhibit A. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:26 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,000 | $852.74 | $2,558,220.00 |
DisclosureSEC source: 0000950170-24-022139 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:26 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,000 | $151.60 | $454,800.00 |
DisclosureSEC source: 0000950170-24-022139 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,453 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:11 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 3,400 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0000950170-24-015886 · ownership.xml · derivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 Underlying: Class A Common Stock · 3,400 shares Expires 2029-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Of the 3,400 shares exercised on February 14, 2024 pursuant to this option, 2,150 shares vested on November 22, 2021 and 1,250 shares vested on November 22, 2022. Of the remaining 8,750 shares subject to this option, 3,750 shares vested on November 22, 2022 and 5,000 shares vested on November 22, 2023. F4 · balance_after: See Exhibit A. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:11 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 700 | $762.00 | $533,400.00 |
DisclosureSEC source: 0000950170-24-015886 · ownership.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $762.00 to $762.02, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:11 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 840 | $749.68 | $629,731.20 |
DisclosureSEC source: 0000950170-24-015886 · ownership.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,153 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $749.64 to $749.77, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:11 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,660 | $747.84 | $1,241,414.40 |
DisclosureSEC source: 0000950170-24-015886 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,993 Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:11 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 200 | $746.00 | $149,200.00 |
DisclosureSEC source: 0000950170-24-015886 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,653 Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:11 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,400 | $151.60 | $515,440.00 |
DisclosureSEC source: 0000950170-24-015886 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,853 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:24 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 350 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0000950170-24-014767 · ownership.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,150 Underlying: Class A Common Stock · 350 shares Expires 2029-11-22 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 350 shares exercised on February 12, 2024 pursuant to this option vested on November 22, 2021. Of the remaining 12,150 shares subject to this option, 2,150 shares vested on November 22, 2021, 5,000 shares vested on November 22, 2022, and 5,000 shares vested on November 22, 2023. F2 · balance_after: See Exhibit A. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:24 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 150 | $714.11 | $107,116.50 |
DisclosureSEC source: 0000950170-24-014767 · ownership.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:24 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 200 | $709.22 | $141,844.00 |
DisclosureSEC source: 0000950170-24-014767 · ownership.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603 Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:24 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 350 | $151.60 | $53,060.00 |
DisclosureSEC source: 0000950170-24-014767 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 803 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 |
| December 20, 2023 Filed Dec 21, 2023 21:24 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 500 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-23-059430 · doc4.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Underlying: Class A Common Stock · 500 shares Expires 2029-11-22 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 500 shares exercised on December 20, 2023 pursuant to this option vested on November 22, 2021. Of the remaining 12,500 shares subject to this option, 2,500 shares vested on November 22, 2021, 5,000 shares vested on November 22, 2022, and 5,000 shares vested on November 22, 2023. F2 · balance_after: See Exhibit A. Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 21:24 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $592.91 | $296,455.00 |
DisclosureSEC source: 0001209191-23-059430 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 21:24 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 500 | $151.60 | $75,800.00 |
DisclosureSEC source: 0001209191-23-059430 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 953 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 20, 2023 Filed Nov 22, 2023 00:18 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-23-056389 · doc4.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,000 Underlying: Class A Common Stock · 1,000 shares Expires 2029-11-22 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 1,000 shares exercised on November 20, 2023 pursuant to this option vested on November 22, 2021. Of the remaining 13,000 shares subject to this option, 3,000 shares vested on November 22, 2021, 5,000 shares vested on November 22, 2022, and 5,000 shares are scheduled to vest on November 22, 2023. F3 · balance_after: See Exhibit A. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 00:18 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $510.02 | $255,010.00 |
DisclosureSEC source: 0001209191-23-056389 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $510.00 to $510.04, 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 20, 2023 Filed Nov 22, 2023 00:18 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $505.00 | $252,500.00 |
DisclosureSEC source: 0001209191-23-056389 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 953 Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 00:18 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $151.60 | $151,600.00 |
DisclosureSEC source: 0001209191-23-056389 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,453 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 15, 2023 Filed Nov 17, 2023 02:30 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 500 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-23-055635 · doc4.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,000 Underlying: Class A Common Stock · 500 shares Expires 2029-11-22 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 500 shares exercised on November 15, 2023 pursuant to this option vested on November 22, 2021. Of the remaining 14,000 shares subject to this option, 4,000 shares vested on November 22, 2021, 5,000 shares vested on November 22, 2022, and 5,000 shares are scheduled to vest on November 22, 2023. F3 · balance_after: See Exhibit A. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 02:30 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $500.88 | $250,440.00 |
DisclosureSEC source: 0001209191-23-055635 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $500.87 to $501.60, 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 15, 2023 Filed Nov 17, 2023 02:30 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 500 | $151.60 | $75,800.00 |
DisclosureSEC source: 0001209191-23-055635 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 953 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 21:10 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055165 · doc4.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Underlying: Class A Common Stock · 250 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F3 · derivative.exercise_date: The remaining 250 restricted stock units will vest on November 13, 2024. F3 · derivative.expiration_date: The remaining 250 restricted stock units will vest on November 13, 2024. F4 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 21:10 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 113 | $504.88 | $57,051.44 |
DisclosureSEC source: 0001209191-23-055165 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453 F2 · kind: The disposition of the shares reported on this form was made to MicroStrategy solely to permit the stockholder to pay MicroStrategy the tax withholding obligation due upon vesting of the restricted stock units. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 21:10 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-055165 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 566 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 3,750 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-23-038750 · doc4.xml · derivative · entry 8 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,500 Underlying: Class A Common Stock · 3,750 shares Expires 2029-11-22 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. F7 · derivative.exercise_date: Of the 3,750 shares exercised on June 20, 2023 pursuant to this option, 3,250 shares vested on November 22, 2020 and 500 shares vested on November 22, 2021. Of the remaining 14,500 shares subject to this option, 4,500 shares vested on November 22, 2021, 5,000 shares vested on November 22, 2022, and 5,000 shares are scheduled to vest on November 22, 2023. F6 · balance_after: See Exhibit A. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 6,250 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-23-038750 · doc4.xml · derivative · entry 7 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,250 shares Expires 2028-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The 6,250 shares exercised on June 20, 2023 pursuant to this option vested on February 8, 2022. F6 · balance_after: See Exhibit A. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 800 | $302.92 | $242,336.00 |
DisclosureSEC source: 0001209191-23-038750 · doc4.xml · nonDerivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $302.80 to $303.37, 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 |
| June 20, 2023 Filed Jun 21, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,511 | $302.12 | $758,623.32 |
DisclosureSEC source: 0001209191-23-038750 · doc4.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,116 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $301.74 to $302.72, 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 |
| June 20, 2023 Filed Jun 21, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 400 | $300.73 | $120,292.00 |
DisclosureSEC source: 0001209191-23-038750 · doc4.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,627 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $300.46 to $301.05, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.