Form 4 for MSTR Strategy Inc
Accepted 2025-03-26 00:00:00 ET · period of report 2025-03-24 · accession 0000950170-25-045235 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DT | 2025-03-26 | 2025-03-24 | MSTR | Montgomery Jeanine | VP, CAO | M - OptEx | — | +1,550 | 8,286 | +23% | — |
| DMT | 2025-03-26 | 2025-03-24 | MSTR | Montgomery Jeanine | VP, CAO | S - Sale+OE | $329.27 | -481 | 7,805 | -6% | -$158.4K |
| DT | 2025-03-26 | 2025-03-24 | MSTR | Montgomery Jeanine | VP, CAO | M - OptEx | $0.00 | -1,550 | 4,680 | -25% | $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 | 2025-03-24 | M | A | 1,550 | — | 8,286 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). |
| 2 | Common | Class A Common Stock | 2025-03-24 | S | D | 331 | $329.09 | 7,955 | D | — | — | (F2) The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. (F3) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $328.43 to $329.42, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, 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 | 2025-03-24 | S | D | 150 | $329.67 | 7,805 | D | — | — | (F2) The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024 to satisfy the Reporting Person's tax withholding obligation upon the vesting of previously granted equity awards. (F4) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $329.44 to $330.41, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, 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 | Derivative | Restricted Stock Units | 2025-03-24 | M | D | 1,550 | $0.00 | 4,680 | D | — · — to — | 1,550 Class A Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy"). (F5) The remaining 4,680 restricted stock units will vest in equal annual installments over a three-year period, with 1,560 restricted stock units vesting on March 21, 2026, 1,560 restricted stock units vesting on March 21, 2027, and 1,560 restricted stock units vesting on March 21, 2028. |