Form 4 for MSTR Strategy Inc
Accepted 2024-02-16 00:00:00 ET · period of report 2024-02-15 · accession 0000950170-24-016530 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2024-02-16 | 2024-02-15+ | MSTR | Patten Jarrod M | Dir | S - Sale+OE | $778.56 | -1,125 | 400 | -74% | -$875.9K |
| DM | 2024-02-16 | 2024-02-15+ | MSTR | Patten Jarrod M | Dir | M - OptEx | $121.43 | +1,125 | 850 | New | +$136.6K |
| DM | 2024-02-16 | 2024-02-15+ | MSTR | Patten Jarrod M | Dir | M - OptEx | $0.00 | -1,125 | 14.0K | -7% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2024-02-15 | S | D | 400 | $801.61 | 0 | D | — | — | (F1) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $801.57 to $801.62, 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. |
| 2 | Common | Class A Common Stock | 2024-02-16 | M | A | 275 | $121.43 | 275 | D | — | — | |
| 3 | Common | Class A Common Stock | 2024-02-16 | S | D | 275 | $722.34 | 0 | D | — | — | (F2) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $722.12 to $722.35, 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. |
| 4 | Common | Class A Common Stock | 2024-02-15 | M | A | 850 | $121.43 | 850 | D | — | — | |
| 5 | Common | Class A Common Stock | 2024-02-15 | S | D | 450 | $792.44 | 400 | D | — | — | |
| 6 | Derivative | Director Stock Option (Right to buy) | 2024-02-16 | M | D | 275 | $0.00 | 13,705 | D | $121.43 · — to 2024-04-30 | 275 Class A Common Stock | (F4) See Exhibit A. (F5) The 275 shares exercised on February 16, 2024 pursuant to this option vested on April 30, 2017. Of the remaining 13,705 shares subject to this option, 4,955 shares vested on April 30, 2017 and 8,750 shares vested on April 30, 2018. |
| 7 | Derivative | Director Stock Option (Right to buy) | 2024-02-15 | M | D | 850 | $0.00 | 13,980 | D | $121.43 · — to 2024-04-30 | 850 Class A Common Stock | (F4) See Exhibit A. (F3) The 850 shares exercised on February 15, 2024 pursuant to this option vested on April 30, 2017. Of the remaining 13,980 shares subject to this option, 5,230 shares vested on April 30, 2017 and 8,750 shares vested on April 30, 2018. |