Form 4 for MSTR Strategy Inc
Accepted 2024-11-15 00:00:00 ET · period of report 2024-11-13 · accession 0000950170-24-127690 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMT | 2024-11-15 | 2024-11-13+ | MSTR | Shao Wei-Ming | GC, SEVP | S - Sale+OE | $365.04 | -19.3K | 6,460 | -75% | -$7.03M |
| DMT | 2024-11-15 | 2024-11-13+ | MSTR | Shao Wei-Ming | GC, SEVP | M - OptEx | $17.50 | +20.5K | 8,960 | New | +$358.8K |
| DMT | 2024-11-15 | 2024-11-13+ | MSTR | Shao Wei-Ming | GC, SEVP | M - OptEx | $0.00 | -20.5K | 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 | 2024-11-14 | S | D | 1,252 | $322.45 | 7,708 | D | — | — | (F4) The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 4, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. (F5) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $322.37 to $322.63, 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 | 2024-11-13 | M | A | 18,000 | $17.50 | 24,460 | D | — | — | |
| 3 | Common | Class A Common Stock | 2024-11-13 | S | D | 7,300 | $367.30 | 17,160 | D | — | — | (F1) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $366.84 to $367.64, 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 | 2024-11-13 | S | D | 10,700 | $368.49 | 6,460 | D | — | — | (F2) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $368.19 to $368.99, 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. |
| 5 | Common | Class A Common Stock | 2024-11-14 | M | A | 2,500 | — | 8,960 | D | — | — | (F3) Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. |
| 6 | Derivative | Class A Common Stock | 2024-11-13 | M | D | 18,000 | $0.00 | 150,000 | D | $17.50 · — to 2032-11-10 | 18,000 Class A Common Stock | (F7) See Exhibit A. (F6) The 18,000 shares exercised on November 13, 2024 pursuant to this option vested on November 10, 2023. Of the remaining 150,000 shares subject to this option, 50,000 shares vested on November 10, 2024, 50,000 shares are scheduled to vest on November 10, 2025, and 50,000 shares are scheduled to vest on November 10, 2026. |
| 7 | Derivative | Restricted Stock Units | 2024-11-14 | M | D | 2,500 | $0.00 | 0 | D | — · — to — | 2,500 Class A Common Stock | (F7) See Exhibit A. (F3) Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. (F8) The 2,500 restricted stock units vested in full on November 13, 2024. |