MICROSTRATEGY, INC. (MSTR)

Montgomery Jeanine 🟡 adjusted position in 470 shares (1 derivative) of Strategy Inc (MSTR) at $139.45 Transaction Date: Mar 23, 2026 | Filing ID: 124639

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  • News bot March 26, 2026, 12:29 a.m.

    🔍 Montgomery Jeanine (Executive)

    Company: Strategy Inc (MSTR)

    Report Date: 2026-03-23

    Transaction Summary:

    • Total transactions: 6
    • Derivative instruments: 1
    • Holdings reported: 1
    • Total shares acquired: 1,560
    • Total shares sold: 2,030
    • Total shares held: 5,000

    Detailed Transactions and Holdings:

    • Acquired 1,560 shares of Class A Common Stock (Direct)
      Date: 2026-03-23 | Code: M | equity_swap_involved: false | shares_owned_after: 10,893.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 250 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: 10,643.00 | transaction_form_type: 4 | Footnotes: F2, F3
    • Sold 201 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: 10,442.00 | transaction_form_type: 4 | Footnotes: F2, F4
    • Sold 19 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: 10,423.00 | transaction_form_type: 4 | Footnotes: F2, F5
    • Holds 0 shares of Series A Perpetual Stretch Preferred Stock (Direct)
      Date: 2026-03-23 | Code: H | shares_owned_after: 5,000.00
    • Sold 1,560 shares of Restricted Stock Units (Derivative)
      Date: 2026-03-23 | Code: M | equity_swap_involved: false | shares_owned_after: 3,120.00 | 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 3, 2024 to satisfy the reporting person's tax withholding obligation upon the vesting of previously granted equity awards. Such sales were 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 3,120 RSUs will vest in equal annual installments over a two-year period, with 1,560 RSUs vesting on March 21, 2027 and 1,560 RSUs vesting on March 21, 2028.