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Montgomery Jeanine's Form 4 filing

Strategy Inc (MSTR) · filed Jul 15, 2025

Accession no.
0000950170-25-095866
Filed
Jul 15, 2025
Trade date
Jul 11, 2025
Filing delay
4 days
Rule 10b5-1 plan
Not checked

This filing lists 3 non-derivative transactions and 2 derivative transactions. Open-market sales total $18.8M. It was filed 4 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Montgomery JeanineCIK 0001444548Officer (VP & CAO)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Jul 11, 2025Class A Common StockMOption exerciseAcquired+18,750$69.12+$1,296,00027,356Direct
Jul 11, 2025Class A Common StockMOption exerciseAcquired+25,000$40.46+$1,011,50052,356Direct
Jul 11, 2025Class A Common StockSSaleDisposed−43,750$430.54−$18,836,1258,606Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Jul 11, 2025Class A Common StockMOption exerciseDisposed−18,750$0.00$00Direct
Jul 11, 2025Class A Common StockMOption exerciseDisposed−25,000$0.00$015,000Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

No transaction price on this filing refers to a footnote.

Read the full filing on SEC EDGAR (opens in a new tab)