Form 4 for MSTR Strategy Inc
Accepted 2023-08-07 00:00:00 ET · period of report 2023-08-03 · accession 0001209191-23-044770 · 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 | 2023-08-07 | 2023-08-03+ | MSTR | Patten Jarrod M | Dir | S - Sale+OE | $390.95 | -1,500 | 0 | -100% | -$586.4K |
| DM | 2023-08-07 | 2023-08-03+ | MSTR | Patten Jarrod M | Dir | M - OptEx | $121.43 | +1,500 | 1,000 | New | +$182.1K |
| DM | 2023-08-07 | 2023-08-03+ | MSTR | Patten Jarrod M | Dir | M - OptEx | $0.00 | -1,500 | 22.5K | -6% | $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 | 2023-08-03 | S | D | 500 | $393.11 | 0 | D | — | — | |
| 2 | Common | Class A Common Stock | 2023-08-03 | M | A | 500 | $121.43 | 500 | D | — | — | |
| 3 | Common | Class A Common Stock | 2023-08-04 | S | D | 1,000 | $389.87 | 0 | D | — | — | (F1) The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $389.34 to $390.18, 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 | 2023-08-04 | M | A | 1,000 | $121.43 | 1,000 | D | — | — | |
| 5 | Derivative | Director Stock Option (Right to buy) | 2023-08-03 | M | D | 500 | $0.00 | 23,500 | D | $121.43 · — to 2024-04-30 | 500 Class A Common Stock | (F3) See Exhibit A. (F2) The 500 shares exercised on August 3, 2023 pursuant to this option vested on April 30, 2016. Of the remaining 23,500 shares subject to this option, 6,000 shares vested on April 30, 2016, 8,750 shares vested on April 30, 2017, and 8,750 shares vested on April 30, 2018. |
| 6 | Derivative | Director Stock Option (Right to buy) | 2023-08-04 | M | D | 1,000 | $0.00 | 22,500 | D | $121.43 · — to 2024-04-30 | 1,000 Class A Common Stock | (F3) See Exhibit A. (F4) The 1,000 shares exercised on August 4, 2023 pursuant to this option vested on April 30, 2016. Of the remaining 22,500 shares subject to this option, 5,000 shares vested on April 30, 2016, 8,750 shares vested on April 30, 2017, and 8,750 shares vested on April 30, 2018. |