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 |
|---|---|---|---|---|---|---|
| March 09, 2021 Filed Mar 11, 2021 22:32 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,000 | $715.00 | $1,430,000.00 |
DisclosureSEC source: 0001209191-21-019864 · doc4.xml · nonDerivative · entry 8 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 22:32 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 218 | $711.17 | $155,035.06 |
DisclosureSEC source: 0001209191-21-019864 · doc4.xml · nonDerivative · entry 7 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,005 F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $711.11 to $711.21, 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 |
| March 09, 2021 Filed Mar 11, 2021 22:32 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 385 | $710.27 | $273,453.95 |
DisclosureSEC source: 0001209191-21-019864 · doc4.xml · nonDerivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,223 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $710.00 to $710.96, 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 |
| March 09, 2021 Filed Mar 11, 2021 22:32 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,397 | $709.19 | $990,738.43 |
DisclosureSEC source: 0001209191-21-019864 · doc4.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,608 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $709.00 to $709.90, 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 |
| March 09, 2021 Filed Mar 11, 2021 22:32 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 100 | $701.09 | $70,109.00 |
DisclosureSEC source: 0001209191-21-019864 · doc4.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,005 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 22:32 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,900 | $700.00 | $2,030,000.00 |
DisclosureSEC source: 0001209191-21-019864 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,105 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $700.00 to $700.04, 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 ranges set forth in this footnote. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 22:32 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,000 | $700.00 | $2,100,000.00 |
DisclosureSEC source: 0001209191-21-019864 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,005 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 22:32 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 10,000 | $131.53 | $1,315,300.00 |
DisclosureSEC source: 0001209191-21-019864 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,005 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 01, 2021 Filed Mar 4, 2021 00:34 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 5,000 | $0.00 Strike: $165.01 | $0.00 |
DisclosureSEC source: 0001209191-21-017366 · doc4.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,000 shares Expires 2025-02-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Of the 5,000 shares exercised on March 1, 2021 pursuant to this option, 2,500 shares vested on February 2, 2018 and 2,500 shares vested on February 2, 2019. F3 · balance_after: See Exhibit A. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:34 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 3,000 | $800.02 | $2,400,060.00 |
DisclosureSEC source: 0001209191-21-017366 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 F1 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $800.00 to $800.86 per share, inclusive. The reporting person undertakes to provide 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 purchased at each price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:34 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,000 | $800.00 | $1,600,000.00 |
DisclosureSEC source: 0001209191-21-017366 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,005 Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:34 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 5,000 | $165.01 | $825,050.00 |
DisclosureSEC source: 0001209191-21-017366 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,005 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 |
| February 23, 2021 Filed Feb 25, 2021 21:54 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $691.23 | $0.00 |
DisclosureSEC source: 0001209191-21-014381 · 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 2031-02-23 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 27, 2020 Filed Nov 30, 2020 22:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 5,000 | $0.00 Strike: $165.01 | $0.00 |
DisclosureSEC source: 0001209191-20-060746 · doc4.xml · derivative · entry 9 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 shares Expires 2025-02-02 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: Of the 5,000 shares exercised on November 27, 2020 pursuant to this option, 2,500 shares vested on February 2, 2016 and 2,500 shares vested on February 2, 2017. Of the remaining 5,000 shares subject to this option, 2,500 shares vested on February 2, 2018 and 2,500 shares vested on February 2, 2019. F5 · balance_after: See Exhibit A. Read SEC document |
| November 27, 2020 Filed Nov 30, 2020 22:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,500 | $277.21 | $693,025.00 |
DisclosureSEC source: 0001209191-20-060746 · doc4.xml · nonDerivative · entry 7 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $277.2055 to $277.2116 per share, inclusive. The reporting person undertakes to provide 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 27, 2020 Filed Nov 30, 2020 22:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,500 | $278.36 | $695,900.00 |
DisclosureSEC source: 0001209191-20-060746 · doc4.xml · nonDerivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,505 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $278.36 to $278.37 per share, inclusive. The reporting person undertakes to provide 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 27, 2020 Filed Nov 30, 2020 22:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 5,000 | $165.01 | $825,050.00 |
DisclosureSEC source: 0001209191-20-060746 · doc4.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,005 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 |
| November 25, 2020 Filed Nov 30, 2020 22:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 5,100 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001209191-20-060746 · doc4.xml · derivative · entry 8 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,100 shares Expires 2024-05-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Of the 5,100 shares exercised on November 25, 2020 pursuant to this option, 100 shares vested on May 4, 2017 and 5,000 shares vested on May 4, 2018. F5 · balance_after: See Exhibit A. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 22:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,100 | $273.58 | $300,938.00 |
DisclosureSEC source: 0001209191-20-060746 · 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 25, 2020 Filed Nov 30, 2020 22:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,500 | $272.30 | $408,450.00 |
DisclosureSEC source: 0001209191-20-060746 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,105 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $272.25 to $272.54 per share, inclusive. The reporting person undertakes to provide 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 25, 2020 Filed Nov 30, 2020 22:00 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,500 | $267.20 | $668,000.00 |
DisclosureSEC source: 0001209191-20-060746 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,605 Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 22:00 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 5,100 | $119.02 | $607,002.00 |
DisclosureSEC source: 0001209191-20-060746 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,105 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 24, 2020 Filed Nov 25, 2020 21:09 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001209191-20-060496 · doc4.xml · derivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 Underlying: Class A Common Stock · 1,000 shares Expires 2024-05-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The 1,000 shares exercised on November 24, 2020 pursuant to this option vested on May 4, 2017. Of the remaining 5,100 shares subject to this option, 100 shares vested on May 4, 2017 and 5,000 shares vested on May 4, 2018. F2 · balance_after: See Exhibit A. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 21:09 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $234.90 | $234,900.00 |
DisclosureSEC source: 0001209191-20-060496 · 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 |
| November 24, 2020 Filed Nov 25, 2020 21:09 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $119.02 | $119,020.00 |
DisclosureSEC source: 0001209191-20-060496 · 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 |
| November 23, 2020 Filed Nov 24, 2020 21:48 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001209191-20-060234 · doc4.xml · derivative · entry 7 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 Underlying: Class A Common Stock · 1,000 shares Expires 2024-05-04 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 20, 2020 and the 1,000 shares exercised on November 23, 2020 pursuant to this option vested on May 4, 2017. Of the remaining 6,100 shares subject to this option, 1,100 shares vested on May 4, 2017 and 5,000 shares vested on May 4, 2018. F3 · balance_after: See Exhibit A. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:48 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $220.38 | $110,190.00 |
DisclosureSEC source: 0001209191-20-060234 · doc4.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:48 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $218.55 | $109,275.00 |
DisclosureSEC source: 0001209191-20-060234 · doc4.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:48 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $119.02 | $119,020.00 |
DisclosureSEC source: 0001209191-20-060234 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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, 2020 Filed Nov 24, 2020 21:48 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 500 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001209191-20-060234 · doc4.xml · derivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,100 Underlying: Class A Common Stock · 500 shares Expires 2024-05-04 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 20, 2020 and the 1,000 shares exercised on November 23, 2020 pursuant to this option vested on May 4, 2017. Of the remaining 6,100 shares subject to this option, 1,100 shares vested on May 4, 2017 and 5,000 shares vested on May 4, 2018. F3 · balance_after: See Exhibit A. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 21:48 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $222.52 | $111,260.00 |
DisclosureSEC source: 0001209191-20-060234 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $222.50 to $222.55 per share, inclusive. The reporting person undertakes to provide 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, 2020 Filed Nov 24, 2020 21:48 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 500 | $119.02 | $59,510.00 |
DisclosureSEC source: 0001209191-20-060234 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 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 18, 2020 Filed Nov 19, 2020 22:45 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,000 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001209191-20-059482 · doc4.xml · derivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,600 Underlying: Class A Common Stock · 1,000 shares Expires 2024-05-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The 1,000 shares exercised on November 18, 2020 pursuant to this option vested on May 4, 2017. Of the remaining 7,600 shares subject to this option, 2,600 shares vested on May 4, 2017 and 5,000 shares vested on May 4, 2018. F4 · balance_after: See Exhibit A. Read SEC document |
| November 18, 2020 Filed Nov 19, 2020 22:45 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $220.27 | $110,135.00 |
DisclosureSEC source: 0001209191-20-059482 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $220.2657 to $220.2661 per share, inclusive. The reporting person undertakes to provide 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 18, 2020 Filed Nov 19, 2020 22:45 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 500 | $221.09 | $110,545.00 |
DisclosureSEC source: 0001209191-20-059482 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $221.00 to $221.47 per share, inclusive. The reporting person undertakes to provide 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 18, 2020 Filed Nov 19, 2020 22:45 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $119.02 | $119,020.00 |
DisclosureSEC source: 0001209191-20-059482 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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, 2020 Filed Nov 19, 2020 22:45 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059482 · doc4.xml · derivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Class A Common Stock · 1,000 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F6 · derivative.exercise_date: The restricted stock units will become vested in equal annual installments over a four-year period, with the first 25% of the restricted stock units vesting on November 13, 2021 and an additional 25% on each anniversary thereafter until the restricted stock units become fully vested. F6 · derivative.expiration_date: The restricted stock units will become vested in equal annual installments over a four-year period, with the first 25% of the restricted stock units vesting on November 13, 2021 and an additional 25% on each anniversary thereafter until the restricted stock units become fully vested. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001209191-20-058292 · doc4.xml · derivative · entry 7 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,600 Underlying: Class A Common Stock · 2,000 shares Expires 2024-05-04 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 10, 2020 pursuant to this option vested on May 4, 2016. Of the 2,000 shares exercised on November 11, 2020 pursuant to this option, 600 shares vested on May 4, 2016 and 1,400 shares vested on May 4, 2017. Of the remaining 8,600 shares subject to this option, 3,600 shares vested on May 4, 2017 and 5,000 shares vested on May 4, 2018. F5 · balance_after: See Exhibit A. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:21 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $190.25 | $190,250.00 |
DisclosureSEC source: 0001209191-20-058292 · doc4.xml · nonDerivative · entry 5 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $190.00 to $190.50 per share, inclusive. The reporting person undertakes to provide 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 11, 2020 Filed Nov 13, 2020 21:21 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $189.25 | $189,250.00 |
DisclosureSEC source: 0001209191-20-058292 · doc4.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $189.00 to $189.50 per share, inclusive. The reporting person undertakes to provide 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 11, 2020 Filed Nov 13, 2020 21:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $119.02 | $238,040.00 |
DisclosureSEC source: 0001209191-20-058292 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 10, 2020 Filed Nov 13, 2020 21:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 2,000 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001209191-20-058292 · doc4.xml · derivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,600 Underlying: Class A Common Stock · 2,000 shares Expires 2024-05-04 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 10, 2020 pursuant to this option vested on May 4, 2016. Of the 2,000 shares exercised on November 11, 2020 pursuant to this option, 600 shares vested on May 4, 2016 and 1,400 shares vested on May 4, 2017. Of the remaining 8,600 shares subject to this option, 3,600 shares vested on May 4, 2017 and 5,000 shares vested on May 4, 2018. F5 · balance_after: See Exhibit A. Read SEC document |
| November 10, 2020 Filed Nov 13, 2020 21:21 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 2,000 | $186.18 | $372,360.00 |
DisclosureSEC source: 0001209191-20-058292 · doc4.xml · nonDerivative · entry 2 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $185.96 to $186.21 per share, inclusive. The reporting person undertakes to provide 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 10, 2020 Filed Nov 13, 2020 21:21 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 2,000 | $119.02 | $238,040.00 |
DisclosureSEC source: 0001209191-20-058292 · doc4.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 03, 2020 Filed Feb 14, 2025 21:10 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 50 | $13.40 | $669.79 |
DisclosureSEC source: 0000950170-25-021178 · ownership.xml · nonDerivative · entry 1 Shao Wei-Ming · CIK 0001663488 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,658 F1 · kind: On February 12, 2025, the Reporting Person learned that, on March 3, 2020, the Reporting Person's broker erroneously sold five (5) shares held by the Reporting Person, at a price of $133.9574 per share. This sale was made without the Reporting Person's knowledge or authorization. The amount of shares sold and the per share sale price reported on this Form 5 have been adjusted to reflect a 10-for-1 forward stock split effected by the Issuer on August 7, 2024. F1 · shares: On February 12, 2025, the Reporting Person learned that, on March 3, 2020, the Reporting Person's broker erroneously sold five (5) shares held by the Reporting Person, at a price of $133.9574 per share. This sale was made without the Reporting Person's knowledge or authorization. The amount of shares sold and the per share sale price reported on this Form 5 have been adjusted to reflect a 10-for-1 forward stock split effected by the Issuer on August 7, 2024. F1 · price: On February 12, 2025, the Reporting Person learned that, on March 3, 2020, the Reporting Person's broker erroneously sold five (5) shares held by the Reporting Person, at a price of $133.9574 per share. This sale was made without the Reporting Person's knowledge or authorization. The amount of shares sold and the per share sale price reported on this Form 5 have been adjusted to reflect a 10-for-1 forward stock split effected by the Issuer on August 7, 2024. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 21:30 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $151.60 | $0.00 |
DisclosureSEC source: 0001209191-19-058120 · doc4.xml · derivative · entry 1 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 2029-11-22 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 |
| February 08, 2018 Filed Feb 12, 2018 23:46 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 25,000 | $0.00 Strike: $131.53 | $0.00 |
DisclosureSEC source: 0001209191-18-009367 · doc4.xml · derivative · entry 1 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires 2028-02-08 F1 · derivative.exercise_date: This option vests as to 6,250 shares on the first anniversary of the grant date, and as to an additional 6,250 shares on each anniversary thereafter until the option is vested in full. F2 · balance_after: Mr. Shao also directly owns an employee stock option to purchase 12,600 shares of Class A common stock with (i) an exercise price of $119.02 per share and (ii) an expiration date of May 4, 2024. Of the 12,600 shares subject to this option, 2,600 shares vested on May 4, 2016, 5,000 shares vested on May 4, 2017 and 5,000 shares are scheduled to vest on May 4, 2018. In addition, Mr. Shao directly owns an employee stock option to purchase 10,000 shares of Class A common stock with (i) an exercise price of $165.01 per share and (ii) an expiration date of February 2, 2025. Of the 10,000 shares subject to this option, 2,500 shares vested on February 2, 2016, 2,500 shares vested on February 2, 2017, 2,500 shares vested on February 2, 2018 and 2,500 shares are scheduled to vest on February 2, 2019. Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 21:17 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,400 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001209191-17-038931 · doc4.xml · derivative · entry 6 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,600 Underlying: Class A Common Stock · 1,400 shares Expires 2024-05-04 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 1,400 shares exercised on June 9, 2017 pursuant to this option vested on May 4, 2016. Of the remaining 12,600 shares subject to this option, 2,600 shares vested on May 4, 2016, 5,000 shares vested on May 4, 2017, and 5,000 shares are scheduled to vest on May 4, 2018. F3 · balance_after: Mr. Shao also directly owns an employee stock option to purchase 10,000 shares of Class A common stock with (i) an exercise price of $165.01 per share and (ii) an expiration date of February 2, 2025. Of the 10,000 shares subject to this option, 2,500 shares vested on February 2, 2016, 2,500 shares vested on February 2, 2017, 2,500 shares are scheduled to vest on February 2, 2018, and 2,500 shares are scheduled to vest on February 2, 2019. Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,400 | $184.66 | $258,524.00 |
DisclosureSEC source: 0001209191-17-038931 · doc4.xml · nonDerivative · entry 4 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $184.03 to $185.28, 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 |
| June 09, 2017 Filed Jun 9, 2017 21:17 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,400 | $119.02 | $166,628.00 |
DisclosureSEC source: 0001209191-17-038931 · doc4.xml · nonDerivative · entry 3 Shao Wei-Ming · CIK 0001663488 · SEVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,405 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.