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 |
|---|---|---|---|---|---|---|
| June 20, 2023 Filed Jun 21, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 6,289 | $299.96 | $1,886,448.44 |
DisclosureSEC source: 0001209191-23-038750 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,027 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $299.37 to $300.30, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,750 | $151.60 | $568,500.00 |
DisclosureSEC source: 0001209191-23-038750 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,316 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 20, 2023 Filed Jun 21, 2023 20:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 6,250 | $131.53 | $822,062.50 |
DisclosureSEC source: 0001209191-23-038750 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,566 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. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 20:05 UTC | Strategy Inc MSTR · Entity 3031 | GrantPerformance Stock Units · Derivative | 3,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035040 · doc4.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,065 Underlying: Class A Common Stock · 3,065 shares Expires not disclosed F4 · 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 (June 1, 2023 to May 31, 2026). 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. F4 · 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 (June 1, 2023 to May 31, 2026). 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. F4 · 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 (June 1, 2023 to May 31, 2026). 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. F3 · balance_after: See Exhibit A. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 20:05 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 1,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035040 · doc4.xml · derivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,533 Underlying: Class A Common Stock · 1,533 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F2 · derivative.exercise_date: 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 · 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. F3 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2022 Filed Nov 14, 2022 22:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-056674 · doc4.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 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. F5 · derivative.exercise_date: The remaining 500 restricted stock units will vest in equal annual installments over a two-year period, with 250 restricted stock units vesting on November 13, 2023 and 250 restricted stock units vesting on November 13, 2024. F5 · derivative.expiration_date: The remaining 500 restricted stock units will vest in equal annual installments over a two-year period, with 250 restricted stock units vesting on November 13, 2023 and 250 restricted stock units vesting on November 13, 2024. F4 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2022 Filed Nov 14, 2022 22:12 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 76 | $175.18 | $13,313.68 |
DisclosureSEC source: 0001209191-22-056674 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316 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, 2022 Filed Nov 14, 2022 22:12 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-056674 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392 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 |
| November 10, 2022 Filed Nov 14, 2022 22:12 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $175.00 | $0.00 |
DisclosureSEC source: 0001209191-22-056674 · doc4.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2032-11-10 F3 · derivative.exercise_date: This option vests as to 5,000 shares on the first anniversary of the grant date, and as to an additional 5,000 shares on each anniversary thereafter until the option is vested in full. F4 · balance_after: See Exhibit A. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:17 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $404.60 | $0.00 |
DisclosureSEC source: 0001209191-22-011648 · doc4.xml · derivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2032-02-17 F1 · derivative.exercise_date: This option vests as to 5,000 shares on the first anniversary of the grant date, and as to an additional 5,000 shares on each anniversary thereafter until the option is vested in full. F2 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2021 Filed Nov 16, 2021 22:45 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064833 · doc4.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 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 750 restricted stock units will vest in equal annual installments over a three-year period, with 250 restricted stock units vesting on November 13, 2022, 250 restricted stock units vesting on November 13, 2023, and 250 restricted stock units vesting on November 13, 2024. F3 · derivative.expiration_date: The remaining 750 restricted stock units will vest in equal annual installments over a three-year period, with 250 restricted stock units vesting on November 13, 2022, 250 restricted stock units vesting on November 13, 2023, and 250 restricted stock units vesting on November 13, 2024. F4 · balance_after: See Exhibit A. Read SEC document |
| November 13, 2021 Filed Nov 16, 2021 22:45 UTC | Strategy Inc MSTR · Entity 3031 | Tax withholdingClass A Common Stock | 113 | $811.73 | $91,725.49 |
DisclosureSEC source: 0001209191-21-064833 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142 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, 2021 Filed Nov 16, 2021 22:45 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-064833 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255 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 |
| November 08, 2021 Filed Nov 10, 2021 22:50 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,500 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-21-063924 · doc4.xml · derivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,250 Underlying: Class A Common Stock · 1,500 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. F1 · derivative.exercise_date: The 1,500 shares exercised on November 8, 2021 pursuant to this option vested on November 22, 2020. Of the remaining 18,250 shares subject to this option, 3,250 shares vested on November 22, 2020, 5,000 shares are scheduled to vest on November 22, 2021, 5,000 shares are scheduled to vest on November 22, 2022, and 5,000 shares are scheduled to vest on November 22, 2023. F2 · balance_after: See Exhibit A. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:50 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $868.22 | $434,110.00 |
DisclosureSEC source: 0001209191-21-063924 · doc4.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:50 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $865.00 | $432,500.00 |
DisclosureSEC source: 0001209191-21-063924 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505 Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:50 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $851.44 | $425,720.00 |
DisclosureSEC source: 0001209191-21-063924 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 22:50 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,500 | $151.60 | $227,400.00 |
DisclosureSEC source: 0001209191-21-063924 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,505 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 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 250 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · derivative · entry 19 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,750 Underlying: Class A Common Stock · 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. F7 · derivative.exercise_date: The 250 shares exercised on November 2, 2021 pursuant to this option vested on November 22, 2020. Of the remaining 19,750 shares subject to this option, 4,750 shares vested on November 22, 2020, 5,000 shares are scheduled to vest on November 22, 2021, 5,000 shares are scheduled to vest on November 22, 2022, and 5,000 shares are scheduled to vest on November 22, 2023. F5 · balance_after: See Exhibit A. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 3,750 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · derivative · entry 18 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Class A Common Stock · 3,750 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. F6 · derivative.exercise_date: The 3,750 shares exercised on November 2, 2021 pursuant to this option vested on February 8, 2021. The remaining 6,250 shares subject to this option are scheduled to vest on February 8, 2022. F5 · balance_after: See Exhibit A. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 225 | $826.75 | $186,018.75 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 16 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 25 | $829.90 | $20,747.50 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 15 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 250 | $151.60 | $37,900.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 14 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255 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 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 750 | $829.90 | $622,425.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 13 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $760.00 | $380,000.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 12 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $752.01 | $752,010.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 11 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,255 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $755.00 | $377,500.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 10 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,255 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $770.00 | $385,000.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 9 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,755 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $765.00 | $382,500.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 8 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,255 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 3,750 | $131.53 | $493,237.50 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 7 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,755 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 01, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · derivative · entry 17 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 2,000 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. F4 · derivative.exercise_date: The 2,000 shares exercised on November 1, 2021 pursuant to this option vested on February 8, 2021. Of the remaining 10,000 shares subject to this option, 3,750 shares vested on February 8, 2021, and 6,250 shares are scheduled to vest on February 8, 2022. F5 · balance_after: See Exhibit A. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $740.00 | $370,000.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $739.20 | $369,600.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $738.80 to $739.63, 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 ranges set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $741.53 | $370,765.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 301 | $742.69 | $223,549.69 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,505 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $742.02 to $743.01, 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 ranges set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 199 | $741.63 | $147,584.37 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,806 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $740.850 to $741.845, 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 ranges set forth in this footnote. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:03 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $131.53 | $263,060.00 |
DisclosureSEC source: 0001209191-21-062811 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,005 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 06, 2021 Filed Aug 10, 2021 00:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-21-050511 · doc4.xml · derivative · entry 9 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Class A Common Stock · 1,000 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: Of the 1,000 shares exercised on August 6, 2021 pursuant to this option 500 shares vested on February 8, 2020 and 500 shares vested on February 8, 2021. Of the remaining 12,000 shares subject to this option, 5,750 shares vested on February 8, 2021, and 6,250 shares are scheduled to vest on February 8, 2022. F4 · balance_after: See Exhibit A. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 00:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 100 | $750.00 | $75,000.00 |
DisclosureSEC source: 0001209191-21-050511 · doc4.xml · nonDerivative · entry 7 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 00:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 100 | $744.24 | $74,424.00 |
DisclosureSEC source: 0001209191-21-050511 · doc4.xml · nonDerivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105 Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 00:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 400 | $743.18 | $297,272.00 |
DisclosureSEC source: 0001209191-21-050511 · doc4.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $743.00 to $743.50, 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 ranges set forth in this footnote. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 00:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 400 | $742.54 | $297,016.00 |
DisclosureSEC source: 0001209191-21-050511 · doc4.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $742.00 to $742.90, 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 ranges set forth in this footnote. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 00:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $131.53 | $131,530.00 |
DisclosureSEC source: 0001209191-21-050511 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 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 05, 2021 Filed Aug 10, 2021 00:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-21-050511 · doc4.xml · derivative · entry 8 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Underlying: Class A Common Stock · 1,000 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. F3 · derivative.exercise_date: The 1,000 shares exercised on August 5, 2021 pursuant to this option vested on February 8, 2020. Of the remaining 13,000 shares subject to this option, 500 shares vested on February 8, 2020, 6,250 shares vested on February 8, 2021, and 6,250 shares are scheduled to vest on February 8, 2022. F4 · balance_after: See Exhibit A. Read SEC document |
| August 05, 2021 Filed Aug 10, 2021 00:37 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $700.00 | $700,000.00 |
DisclosureSEC source: 0001209191-21-050511 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| August 05, 2021 Filed Aug 10, 2021 00:37 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $131.53 | $131,530.00 |
DisclosureSEC source: 0001209191-21-050511 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 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 04, 2021 Filed Aug 6, 2021 23:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-21-050251 · doc4.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Class A Common Stock · 1,000 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. F1 · derivative.exercise_date: The 1,000 shares exercised on August 4, 2021 pursuant to this option vested on February 8, 2020. Of the remaining 14,000 shares subject to this option, 1,500 shares vested on February 8, 2020, 6,250 shares vested on February 8, 2021, and 6,250 shares are scheduled to vest on February 8, 2022. F2 · balance_after: See Exhibit A. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 23:43 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $654.50 | $654,500.00 |
DisclosureSEC source: 0001209191-21-050251 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 23:43 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $131.53 | $131,530.00 |
DisclosureSEC source: 0001209191-21-050251 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 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 09, 2021 Filed Mar 11, 2021 22:32 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 10,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-21-019864 · doc4.xml · derivative · entry 9 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 10,000 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: Of the 10,000 shares exercised on March 9, 2021 pursuant to this option, 6,250 shares vested on February 8, 2019 and 3,750 shares vested on February 8, 2020. Of the remaining 15,000 shares subject to this option, 2,500 shares vested on February 8, 2020, 6,250 shares vested on February 8, 2021, and 6,250 shares are scheduled to vest on February 8, 2022. F6 · balance_after: See Exhibit A. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.