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 07, 2017 Filed Jun 9, 2017 21:17 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: 0001209191-17-038931 · doc4.xml · derivative · entry 5 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 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 1,000 shares exercised on June 7, 2017 pursuant to this option vested on May 4, 2016. Of the remaining 14,000 shares subject to this option, 4,000 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 07, 2017 Filed Jun 9, 2017 21:17 UTC | Strategy Inc MSTR · Entity 3031 | SaleClass A Common Stock | 1,000 | $181.97 | $181,970.00 |
DisclosureSEC source: 0001209191-17-038931 · 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 |
| June 07, 2017 Filed Jun 9, 2017 21:17 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 1,000 | $119.02 | $119,020.00 |
DisclosureSEC source: 0001209191-17-038931 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.