Form 4 for MSTR Strategy Inc
Accepted 2025-06-03 00:00:00 ET · period of report 2025-05-31 · accession 0000950170-25-081295 · 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 | 2025-06-03 | 2025-05-31+ | MSTR | RICKERTSEN CARL J | Dir | M - OptEx | $42.83 | +27.4K | 26.0K | New | +$1.17M |
| DM | 2025-06-03 | 2025-06-02 | MSTR | RICKERTSEN CARL J | Dir | S - Sale+OE | $372.40 | -26.4K | 2,370 | -92% | -$9.83M |
| DM | 2025-06-03 | 2025-05-31+ | MSTR | RICKERTSEN CARL J | Dir | M - OptEx | $0.00 | -27.4K | 0 | -100% | $0 |
| DM | 2025-06-03 | 2025-05-31 | MSTR | RICKERTSEN CARL J | Dir | A - Grant | $0.00 | +951 | 545 | New | $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 | 2025-05-31 | M | A | 980 | — | 980 | D | — | — | (F1) Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of MicroStrategy d/b/a Strategy ("Strategy"). |
| 2 | Common | Class A Common Stock | 2025-06-02 | M | A | 12,500 | $47.00 | 13,480 | D | — | — | |
| 3 | Common | Class A Common Stock | 2025-06-02 | S | D | 1,390 | $373.70 | 980 | D | — | — | |
| 4 | Common | Class A Common Stock | 2025-06-02 | M | A | 1,390 | $152.45 | 27,370 | D | — | — | |
| 5 | Common | Class A Common Stock | 2025-06-02 | S | D | 25,000 | $372.33 | 2,370 | D | — | — | (F2) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $372.150 to $372.600, 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. |
| 6 | Common | Class A Common Stock | 2025-06-02 | M | A | 12,500 | $26.47 | 25,980 | D | — | — | |
| 7 | Derivative | Director Stock Option (Right to buy) | 2025-06-02 | M | D | 12,500 | $0.00 | 12,500 | D | $26.47 · — to 2032-05-31 | 12,500 Class A Common Stock | (F8) The 12,500 shares exercised on June 2, 2025 pursuant to this option vested on May 31, 2025. The remaining 12,500 shares subject to this option vest on May 31, 2026. |
| 8 | Derivative | Director Stock Option (Right to buy) | 2025-06-02 | M | D | 12,500 | $0.00 | 0 | D | $47.00 · — to 2031-05-31 | 12,500 Class A Common Stock | (F7) The 12,500 shares exercised on June 2, 2025 pursuant to this option vested on May 31, 2025. |
| 9 | Derivative | Restricted Stock Units | 2025-05-31 | A | A | 406 | $0.00 | 406 | D | — · — to — | 406 Class A Common Stock | (F4) These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan, as amended, 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. (F1) Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of MicroStrategy d/b/a Strategy ("Strategy"). (F6) These RSUs are scheduled to vest as to 406 shares on the first anniversary of the grant date. |
| 10 | Derivative | Director Stock Option (Right to buy) | 2025-05-31 | A | A | 545 | $0.00 | 545 | D | $369.06 · — to 2035-05-31 | 545 Class A Common Stock | (F4) These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan, as amended, 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. (F5) This option is scheduled to vest as to 545 shares on the first anniversary of the grant date. |
| 11 | Derivative | Restricted Stock Units | 2025-05-31 | M | D | 980 | $0.00 | 0 | D | — · — to — | 980 Class A Common Stock | (F1) Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of MicroStrategy d/b/a Strategy ("Strategy"). (F3) The 980 RSUs vested in full on May 31, 2025. |
| 12 | Derivative | Director Stock Option (Right to buy) | 2025-06-02 | M | D | 1,390 | $0.00 | 0 | D | $152.45 · — to 2034-05-31 | 1,390 Class A Common Stock | (F9) The 1,390 shares exercised on June 2, 2025 pursuant to this option vested on May 31, 2025. |