Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROS Holdings, Inc.PRO · Entity 71777 | Chief Operating Officer | January 11, 2022 | January 13, 2022 |
| Strategy IncMSTR · Entity 3031 | Director | May 31, 2025 | June 04, 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.
PROS Holdings, Inc.
Report date January 11, 2022 · Filed January 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,510 |
Ending reported balance
After 2022-01-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-11 · Grant · Acquired 9,935 · Balance 64,484 F1: Represents the price of the Issuer's common stock at the close of market on January 11, 2022. Row 2 · 2022-01-12 · Sale · Disposed 3,974 · Balance 60,510 F2: The sales reported in this Form 4 were sold solely to cover tax withholding obligations and were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 8, 2021. F3: These shares were sold in multiple transactions all at this price. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 129,113 |
Reported balance
After 2022-01-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-11 · Exercise / conversion · Acquired 9,935 · Balance 129,113 F4: Each restricted stock unit represents the contingent right to receive one share of PROS Holdings, Inc. common stock. F5: This is the first tranche of the grant awarded on January 11, 2021, which vests annually, in four equal installments each year. F6: Includes: (i) 99,305 unvested RSUs awarded on May 13, 2020 - the award vests in four equal annual installments which began on May 13, 2021, with a final lapse date of May 13, 2024; and (ii) 29,808 unvested RSUs awarded on January 11, 2021 - the award vests in four equal annual installments which began on January 13, 2022, with a final lapse date of January 11, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the price of the Issuer's common stock at the close of market on January 11, 2022.
F2: The sales reported in this Form 4 were sold solely to cover tax withholding obligations and were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 8, 2021.
F3: These shares were sold in multiple transactions all at this price.
F4: Each restricted stock unit represents the contingent right to receive one share of PROS Holdings, Inc. common stock.
F5: This is the first tranche of the grant awarded on January 11, 2021, which vests annually, in four equal installments each year.
F6: Includes: (i) 99,305 unvested RSUs awarded on May 13, 2020 - the award vests in four equal annual installments which began on May 13, 2021, with a final lapse date of May 13, 2024; and (ii) 29,808 unvested RSUs awarded on January 11, 2021 - the award vests in four equal annual installments which began on January 13, 2022, with a final lapse date of January 11, 2025.
Strategy Inc
Report date May 31, 2025 · Filed June 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 5,950 |
Reported balance
After 2025-05-31 transaction · row 1
1 source rowRow 1 · 2025-05-31 · Exercise / conversion · Acquired 980 · Balance 5,950 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-31 · Exercise / conversion · Disposed 980 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy. F3: The 980 RSUs vested in full on May 31, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 406 |
Reported balance
After 2025-05-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-05-31 · Grant · Acquired 406 · Balance 406 F4: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy. F6: These RSUs are scheduled to vest as to 406 shares on the first anniversary of the grant date. |
| Director Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $369.06 · Expires 2035-05-31 | Direct | 545 |
Reported balance
After 2025-05-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-05-31 · Grant · Acquired 545 · Balance 545 F4: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F5: This option is scheduled to vest as to 545 shares on the first anniversary of the grant date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Meredithe Rechan 2021 Family Trust | 20,000 |
Reported balance
Holding disclosure · report date 2025-05-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,000 F2: Shares are held directly by a family trust, of which Mr. Rechan and five of his children are beneficiaries and for which Mr. Rechan and two of his children serve as trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy.
F2: Shares are held directly by a family trust, of which Mr. Rechan and five of his children are beneficiaries and for which Mr. Rechan and two of his children serve as trustees.
F3: The 980 RSUs vested in full on May 31, 2025.
F4: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year.
F5: This option is scheduled to vest as to 545 shares on the first anniversary of the grant date.
F6: These RSUs are scheduled to vest as to 406 shares on the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| May 11, 2017 Filed May 15, 2017 17:15 UTC | PROS Holdings, Inc. PRO · Entity 71777 | PurchaseCommon Stock | 4,000 | $25.54 | $102,160.00 |
DisclosureSEC source: 0001392972-17-000074 · wf-form4_149488293855736.xml · nonDerivative · entry 1 RECHAN LESLIE J · CIK 0001333062 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Individual Retirement Account Disclosed balance after: 24,334 F1 · price: This sale was made in 2 transactions at the price shown. F2 · ownership.direct: Shares held in the Individual Retirement Account of Les Rechan. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 21:35 UTC | PROS Holdings, Inc. PRO · Entity 71777 | GrantRestricted Stock Units · Derivative | 6,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001392972-17-000004 · wf-form4_148349730761925.xml · derivative · entry 3 RECHAN LESLIE J · CIK 0001333062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,310 Underlying: Common Stock · 6,310 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of PROS Holdings, Inc. common stock. F5 · derivative.exercise_date: Includes 6,310 restricted stock units awarded on January 3, 2017 which fully vest on January 1, 2018. F5 · derivative.expiration_date: Includes 6,310 restricted stock units awarded on January 3, 2017 which fully vest on January 1, 2018. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 21:35 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionRestricted Stock Units · Derivative | 6,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001392972-17-000004 · wf-form4_148349730761925.xml · derivative · entry 2 RECHAN LESLIE J · CIK 0001333062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,274 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of PROS Holdings, Inc. common stock. F4 · derivative.exercise_date: Includes 6,274 restricted stock units awarded on January 20, 2016 which fully vested on January 1, 2017. F4 · derivative.expiration_date: Includes 6,274 restricted stock units awarded on January 20, 2016 which fully vested on January 1, 2017. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 21:35 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionRestricted Stock Units | 6,274 | $21.52 | $135,016.48 |
DisclosureSEC source: 0001392972-17-000004 · wf-form4_148349730761925.xml · nonDerivative · entry 1 RECHAN LESLIE J · CIK 0001333062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,334 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: The price represents the price of PROS Holdings, Inc. common stock at the close of market on December 30, 2016, the previous business day before the vest date of January 1, 2017. F2 · balance_after: This amount includes (i) RSU director grants; (ii) 5,000 shares held in Individual Retirement Account of Leslie J. Rechan, and (iii) 5,000 shares held in Individual Retirement Account of Meredithe B. Rechan. 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.