Form 4 for MSTR Strategy Inc
Accepted 2024-11-08 00:00:00 ET · period of report 2024-11-06 · accession 0000950170-24-124087 · 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 | 2024-11-08 | 2024-11-06 | MSTR | Montgomery Jeanine | SVP, CAO | S - Sale+OE | $257.41 | -56.2K | 7,570 | -88% | -$14.48M |
| D | 2024-11-08 | 2024-11-06 | MSTR | Montgomery Jeanine | SVP, CAO | M - OptEx | $69.12 | +56.2K | 61.9K | +992% | +$3.89M |
| D | 2024-11-08 | 2024-11-06 | MSTR | Montgomery Jeanine | SVP, CAO | M - OptEx | $0.00 | -56.2K | 18.8K | -75% | $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 | 2024-11-06 | S | D | 11,124 | $255.54 | 50,796 | D | — | — | (F2) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $255.04 to $256.03, 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 | 2024-11-06 | S | D | 11,445 | $256.57 | 39,351 | D | — | — | (F3) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $256.06 to $257.02, 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. |
| 3 | Common | Class A Common Stock | 2024-11-06 | S | D | 12,831 | $257.53 | 26,520 | D | — | — | (F4) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $257.06 to $258.02, 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 | 2024-11-06 | M | A | 56,250 | $69.12 | 61,920 | D | — | — | (F1) On August 7, 2024, the Issuer effected a 10-for-1 forward stock split. See Exhibit A for additional information. |
| 5 | Common | Class A Common Stock | 2024-11-06 | S | D | 14,025 | $258.36 | 12,495 | D | — | — | (F5) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $258.06 to $259.03, 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. |
| 6 | Common | Class A Common Stock | 2024-11-06 | S | D | 1,900 | $260.60 | 5,670 | D | — | — | (F7) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $260.43 to $260.75, 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. |
| 7 | Common | Class A Common Stock | 2024-11-06 | S | D | 4,925 | $259.33 | 7,570 | D | — | — | (F6) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $259.14 to $260.05, 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. |
| 8 | Derivative | Employee Stock Option (Right to buy) | 2024-11-06 | M | D | 56,250 | $0.00 | 18,750 | D | $69.12 · — to 2031-02-23 | 56,250 Class A Common Stock | (F8) As a result of the Stock Dividend, effective August 7, 2024, the exercise price of this option decreased from $691.23 per share to $69.123 per share and the number of shares underlying this option increased from 7,500 shares to 75,000 shares. Of the 56,250 shares exercised on November 6, 2024 pursuant to this option, 18,750 shares vested on February 23, 2022, 18,750 shares vested on February 23, 2023, and 18,750 shares vested on February 23, 2024. The remaining 18,750 shares subject to this option are scheduled to vest on February 23, 2025. (F9) See Exhibit A. |