Montgomery Jeanine's Form 4 filing
Strategy Inc (MSTR) · filed Mar 25, 2026
- Accession no.
- 0001193125-26-124639
- Filed
- Mar 25, 2026
- Trade date
- Mar 23-24, 2026
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 4 non-derivative transactions and 1 derivative transaction. Open-market sales total $65.0K. It was filed 2 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.
| Owner | Relationship to the company |
|---|---|
| Montgomery JeanineCIK 0001444548 | Officer (VP & CAO) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 23, 2026 | Class A Common Stock | MOption exerciseAcquired | +1,560 | –F1 | – | 10,893 | Direct | |
| Mar 24, 2026 | Class A Common Stock | SSaleDisposed | −250 | $137.73F3 | −$34,432.5 | 10,643 | Direct | |
| Mar 24, 2026 | Class A Common Stock | SSaleDisposed | −201 | $138.98F4 | −$27,934.98 | 10,442 | Direct | |
| Mar 24, 2026 | Class A Common Stock | SSaleDisposed | −19 | $139.45F5 | −$2,649.55 | 10,423 | Direct |
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.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 23, 2026 | Class A Common Stock | MOption exerciseDisposed | −1,560 | $0.00 | $0 | 3,120 | Direct |
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.
- F1
Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").
Referenced by the price of 1 transaction in Table I.
- 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.
Referenced by the price of 1 transaction in Table I.
- 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.
Referenced by the price of 1 transaction in Table I.
- 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.
Referenced by the price of 1 transaction in Table I.