Form 4 for MSTR Strategy Inc
Accepted 2024-06-04 00:00:00 ET · period of report 2024-05-31 · accession 0000950170-24-068788 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-06-04 | 2024-05-31 | MSTR | Patten Jarrod M | Dir | M - OptEx | — | +497 | 497 | New | — |
| DM | 2024-06-04 | 2024-05-31 | MSTR | Patten Jarrod M | Dir | A - Grant | $0.00 | +237 | 139 | New | $0 |
| D | 2024-06-04 | 2024-05-31 | MSTR | Patten Jarrod M | Dir | M - OptEx | $0.00 | -497 | 0 | -100% | $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 | 2024-05-31 | M | A | 497 | — | 497 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. |
| 2 | Derivative | Restricted Stock Units | 2024-05-31 | A | A | 98 | $0.00 | 98 | D | — · — to — | 98 Class A Common Stock | (F4) These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan ("2023 Plan"), 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, beginning in 2023. The 2023 Plan was approved by the stockholders of MicroStrategy Incorporated at the 2023 annual meeting. (F3) See Exhibit A. (F1) Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. (F6) These restricted stock units are scheduled to vest as to 98 shares on the first anniversary of the grant date. |
| 3 | Derivative | Director Stock Option (Right to buy) | 2024-05-31 | A | A | 139 | $0.00 | 139 | D | $1,524.49 · — to 2034-05-31 | 139 Class A Common Stock | (F4) These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan ("2023 Plan"), 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, beginning in 2023. The 2023 Plan was approved by the stockholders of MicroStrategy Incorporated at the 2023 annual meeting. (F3) See Exhibit A. (F5) This option is scheduled to vest as to 139 shares on the first anniversary of the grant date. |
| 4 | Derivative | Restricted Stock Units | 2024-05-31 | M | D | 497 | $0.00 | 0 | D | — · — to — | 497 Class A Common Stock | (F3) See Exhibit A. (F1) Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. (F2) The 497 restricted stock units vested in full on May 31, 2024. |