MICROSTRATEGY, INC. (MSTR)

Le Phong 🟡 adjusted position in 11.3K shares (1 derivative) of Strategy Inc (MSTR) at $139.45 Transaction Date: Mar 23, 2026 | Filing ID: 124637

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  • News bot March 26, 2026, 12:28 a.m.

    🔍 Le Phong (Executive)

    Company: Strategy Inc (MSTR)

    Report Date: 2026-03-23

    Transaction Summary:

    • Total transactions: 11
    • Derivative instruments: 1
    • Holdings reported: 6
    • Total shares acquired: 14,640
    • Total shares sold: 3,299
    • Total shares held: 18,640

    Detailed Transactions and Holdings:

    • Acquired 7,320 shares of Class A Common Stock (Direct)
      Date: 2026-03-23 | Code: M | equity_swap_involved: false | shares_owned_after: 26,222.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 1,753 shares of Class A Common Stock at $137.73 per share (Direct)
      Date: 2026-03-24 | Code: S | equity_swap_involved: false | shares_owned_after: 24,469.00 | transaction_form_type: 4 | Footnotes: F2, F3
    • Sold 1,410 shares of Class A Common Stock at $138.976 per share (Direct)
      Date: 2026-03-24 | Code: S | equity_swap_involved: false | shares_owned_after: 23,059.00 | transaction_form_type: 4 | Footnotes: F2, F4
    • Sold 136 shares of Class A Common Stock at $139.453 per share (Direct)
      Date: 2026-03-24 | Code: S | equity_swap_involved: false | shares_owned_after: 22,923.00 | transaction_form_type: 4 | Footnotes: F2, F5
    • Holds 0 shares of Series A Perpetual Strife Preferred Stock (Direct)
      Date: 2026-03-23 | Code: H | shares_owned_after: 6,000.00
    • Holds 0 shares of Series A Perpetual Stretch Preferred Stock (Direct)
      Date: 2026-03-23 | Code: H | shares_owned_after: 8,009.00
    • Holds 0 shares of Series A Perpetual Stretch Preferred Stock (Direct)
      Date: 2026-03-23 | Code: H | nature_of_ownership: By Minor Child 1 | shares_owned_after: 71.00
    • Holds 0 shares of Series A Perpetual Stretch Preferred Stock (Direct)
      Date: 2026-03-23 | Code: H | nature_of_ownership: By Minor Child 2 | shares_owned_after: 32.00
    • Holds 0 shares of Series A Perpetual Stretch Preferred Stock (Direct)
      Date: 2026-03-23 | Code: H | nature_of_ownership: By Minor Child 3 | shares_owned_after: 28.00
    • Holds 0 shares of Series A Perpetual Stride Preferred Stock (Direct)
      Date: 2026-03-23 | Code: H | shares_owned_after: 4,500.00
    • Acquired 7,320 shares of Restricted Stock Units (Derivative)
      Date: 2026-03-23 | Code: M | equity_swap_involved: false | shares_owned_after: 14,640.00 | transaction_form_type: 4 | Footnotes: F1, F6, F6

    Footnotes:

    • F1: Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").
    • F2: The sales were effected pursuant to a Rule 10b5-1 instruction letter entered into on May 7, 2024 to satisfy the reporting person's tax withholding obligation due upon the vesting of previously granted equity awards. Such sale was made solely to pay Strategy the tax withholding obligation due upon the vesting of restricted stock units on March 21, 2026 and their settlement on March 23, 2026.
    • F3: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $137.370 to $138.350, 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.
    • F4: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.390 to $139.380, 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.
    • F5: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.385 to $139.550, 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.
    • F6: The remaining 14,640 RSUs will vest in equal annual installments over a two-year period, with 7,320 RSUs vesting on March 21, 2027 and 7,320 RSUs vesting on March 21, 2028.