Strategy Inc (MSTR) VP & CAO exercises RSUs, sells 354 shares under 10b5-1

Rhea-AI Filing Summary

Strategy Inc VP & CAO Jeanine Montgomery reported RSU vesting and related share sales in Class A common stock of Strategy Inc (MSTR). On June 8, 2026, she exercised 1,140 restricted stock units, receiving the same number of Class A shares at a stated price of $0.0000 per share, bringing her direct holdings to 11,563 shares.

On June 9, 2026, she executed three open-market sales totaling 354 shares at weighted-average prices of $123.3840, $124.3260, and $124.8780 per share, under a Rule 10b5-1 instruction letter entered on May 3, 2024 to satisfy tax withholding obligations tied to the RSU vesting and settlement. After these transactions, she directly owns 11,209 Class A shares and has 1,140 restricted stock units scheduled to vest on June 5, 2027.

Insider Trade Summary 10b5-1

Net Seller: 354 shares ($43,839)

Net Sell 6 txns

Insider Montgomery Jeanine

Role VP & CAO

Sold 354 shs ($44K)

Type	Security	Shares	Price	Value
Sale	Class A Common Stock	185	$123.384	$23K
Sale	Class A Common Stock	165	$124.326	$21K
Sale	Class A Common Stock	4	$124.878	$499.51
Exercise	Restricted Stock Units	1,140	$0.00	--
Exercise	Class A Common Stock	1,140	$0.00	--
holding	Series A Perpetual Stretch Preferred Stock	--	--	--

Holdings After Transaction: Class A Common Stock — 11,378 shares (Direct, null); Restricted Stock Units — 1,140 shares (Direct, null); Series A Perpetual Stretch Preferred Stock — 5,000 shares (Direct, null)

Footnotes (1)

1. Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). The 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. The 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. The 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. The 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. The remaining 1,140 restricted stock units will vest on June 5, 2027.

Key Figures

RSUs exercised: 1,140 shares Shares sold: 354 shares Sale price 1: $123.3840/share +4 more

7 metrics

RSUs exercised 1,140 shares Restricted stock units converted to Class A common stock on June 8, 2026

Shares sold 354 shares Open-market sales on June 9, 2026

Sale price 1 $123.3840/share One of three weighted-average sale prices for Class A shares

Sale price 2 $124.3260/share One of three weighted-average sale prices for Class A shares

Sale price 3 $124.8780/share One of three weighted-average sale prices for Class A shares

Shares owned after 11,209 shares Direct Class A common stock ownership following transactions

Unvested RSUs 1,140 units Restricted stock units scheduled to vest on June 5, 2027

Key Terms

Restricted Stock Units, Rule 10b5-1 instruction letter, weighted average price, Series A Perpetual Stretch Preferred Stock, +1 more

5 terms

Restricted Stock Units financial

"Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Rule 10b5-1 instruction letter regulatory

"The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024"

weighted average price financial

"The reported price is a weighted average price. These shares were sold in multiple transactions"

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

Series A Perpetual Stretch Preferred Stock financial

"Series A Perpetual Stretch Preferred Stock"

Class A Common Stock financial

"Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc"

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

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Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Montgomery Jeanine

(Last) (First) (Middle)

C/O STRATEGY INC

1850 TOWERS CRESCENT PLAZA

(Street)

TYSONS CORNER VIRGINIA 22182

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Strategy Inc [ MSTR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	VP & CAO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/08/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	06/08/2026		M		1,140	A	(1)	11,563	D
Class A Common Stock	06/09/2026		S(2)		185	D	$123.384(3)	11,378	D
Class A Common Stock	06/09/2026		S(2)		165	D	$124.326(4)	11,213	D
Class A Common Stock	06/09/2026		S(2)		4	D	$124.878(5)	11,209	D
Series A Perpetual Stretch Preferred Stock								5,000	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(1)	06/08/2026		M			1,140	(6)	(6)	Class A Common Stock	1,140	$0	1,140	D

Explanation of Responses:

1. Each restricted stock unit represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").

2. The 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.

3. The 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.

4. The 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.

5. The 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.

6. The remaining 1,140 restricted stock units will vest on June 5, 2027.

	/s/ Allein Sabel, Attorney-in-Fact	06/09/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did MSTR executive Jeanine Montgomery report?

Jeanine Montgomery reported RSU vesting and related share activity. She exercised 1,140 restricted stock units into Class A common stock, then sold 354 shares in open-market transactions, leaving her with 11,209 directly owned shares after the trades.

How many MSTR shares did the VP & CAO sell in this Form 4?

She sold 354 shares of Strategy Inc Class A common stock. The sales occurred in three open-market transactions at weighted-average prices between roughly $123 and $125 per share, all executed on June 9, 2026 under a pre-arranged instruction letter.

Were the MSTR insider sales made under a Rule 10b5-1 plan?

Yes. The filing states the sales were effected pursuant to a Rule 10b5-1 instruction letter entered on May 3, 2024. That plan was designed to satisfy tax withholding obligations arising from RSU vesting on June 5, 2026 and settlement on June 8, 2026.

How many Strategy Inc shares does the insider own after these transactions?

Following the reported transactions, Jeanine Montgomery directly owns 11,209 shares of Strategy Inc Class A common stock. This reflects her position after exercising 1,140 restricted stock units and then selling 354 shares in open-market transactions on June 9, 2026.

What happened to the restricted stock units in this MSTR Form 4?

The insider exercised 1,140 restricted stock units into an equal number of Class A shares on June 8, 2026. A separate footnote states another 1,140 restricted stock units remain outstanding and are scheduled to vest on June 5, 2027, providing additional future equity exposure.

What prices were received in the MSTR insider share sales?

The reported per-share prices are weighted averages of $123.3840, $124.3260 and $124.8780. Footnotes explain each price reflects multiple trades within specified ranges, and full breakdowns are available on request to Strategy Inc, its holders, or SEC staff.