SEC Form 4 · accession 0001444548-26-000002
Strategy Inc · MSTR
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Jeanine Montgomery
Officer — VP & CAO
Period of report
Jun 8, 2026
Accepted (ET)
Jun 9, 2026 · 6:22 pm EDT
Rule 10b5-1 plan
yes — trade under a plan
Issuer CIK
0001050446
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Class A Common StockF1 | Jun 8, 2026 | M | 1,140 | — | A | 11,563 | D | |
| Class A Common StockF3 | Jun 9, 2026 | S | 185 | $123.384 | D | 11,378 | D | |
| Class A Common StockF4 | Jun 9, 2026 | S | 165 | $124.326 | D | 11,213 | D | |
| Class A Common StockF5 | Jun 9, 2026 | S | 4 | $124.878 | D | 11,209 | D | |
| Series A Perpetual Stretch Preferred Stock | holding | — | — | — | 5,000 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Restricted Stock UnitsF1,F6 | — | Jun 8, 2026 | M | 1,140 | D | — | — | Class A Common Stock | 1,140 | 1,140 | D |
Explanation of responses
- F1Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").
- F2The sale was 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 restricted stock units on June 5, 2026 and their settlement on June 8, 2026.
- F3The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.84 to $123.82, 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.
- F4The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.84 to $124.83, 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.
- F5The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.85 to $124.94, 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.
- F6The remaining 1,140 restricted stock units will vest on June 5, 2027.