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Strategy Inc (MSTR) CEO discloses minor child preferred share buy

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Strategy Inc President & CEO Le Phong filed a Form 4 reporting an indirect purchase of preferred stock through a family account. On 01/08/2026, an account for Minor Child 3 acquired 12 shares of Series A Perpetual Stretch Preferred Stock at $99.99 per share, bringing that account’s holdings in this series to 28 shares. The filing also lists other beneficial holdings, including 6,000 shares of Series A Perpetual Strife Preferred Stock, 5,500 shares of Series A Perpetual Stretch Preferred Stock, 4,500 shares of Series A Perpetual Stride Preferred Stock, smaller indirect preferred holdings for two other minor children, and 16,390 shares of Class A common stock.

Positive

  • None.

Negative

  • None.
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).
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*
Le Phong

(Last) (First) (Middle)
C/O STRATEGY INC
1850 TOWERS CRESCENT PLAZA

(Street)
TYSONS CORNER VA 22182

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Strategy Inc [ MSTR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President & CEO
3. Date of Earliest Transaction (Month/Day/Year)
01/08/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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
Series A Perpetual Stretch Preferred Stock 01/08/2026 P 12 A $99.99 28 I By Minor Child 3
Series A Perpetual Strife Preferred Stock 6,000 D
Series A Perpetual Stretch Preferred Stock 5,500 D
Series A Perpetual Stretch Preferred Stock 71 I By Minor Child 1
Series A Perpetual Stretch Preferred Stock 32 I By Minor Child 2
Series A Perpetual Stride Preferred Stock 4,500 D
Class A Common Stock 16,390 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
Explanation of Responses:
Remarks:
Exhibit 24 - Power of Attorney
/s/ Allein Sabel, Attorney-in-Fact 01/09/2026
** 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.

FAQ

What insider transaction did Strategy Inc (MSTR) report in this Form 4?

The Form 4 reports that on 01/08/2026 an account for Minor Child 3 of President & CEO Le Phong acquired 12 shares of Series A Perpetual Stretch Preferred Stock at $99.99 per share, reported as indirectly owned.

Who is the reporting person in the Strategy Inc (MSTR) Form 4?

The reporting person is Le Phong, who serves as a Director and as President & CEO of Strategy Inc, filing the Form 4 as one reporting person.

How many shares does the minor child account hold after the reported purchase?

Following the 12-share purchase on 01/08/2026, the account for Minor Child 3 holds 28 shares of Series A Perpetual Stretch Preferred Stock, reported as indirect beneficial ownership.

What other preferred stock holdings for Le Phong are disclosed in this Form 4?

The filing lists additional beneficial holdings of 6,000 shares of Series A Perpetual Strife Preferred Stock, 5,500 shares of Series A Perpetual Stretch Preferred Stock, 4,500 shares of Series A Perpetual Stride Preferred Stock, plus smaller Series A Perpetual Stretch Preferred holdings indirectly owned by Minor Child 1 and Minor Child 2.

How many Strategy Inc Class A common shares are reported as owned?

The Form 4 shows 16,390 shares of Class A Common Stock of Strategy Inc as beneficially owned on a direct basis.

Is the reported insider transaction under a Rule 10b5-1 trading plan?

The form includes a checkbox for transactions made under a Rule 10b5-1(c) trading plan. The excerpt shows that this indicator can be used, but it does not provide additional detail about any specific plan terms.

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49.45B
267.16M
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Software - Application
Finance Services
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United States
TYSONS CORNER