Strategy Inc director awarded RSUs and options
Strategy Inc director Jarrod M. Patten reported routine equity compensation activity, with no open‑market buying or selling.
Rhea-AI Filing Summary
Strategy Inc director Jarrod M. Patten reported routine equity compensation activity, with no open‑market buying or selling. On May 31, 2026, 406 restricted stock units vested in full and were settled into 406 shares of Class A common stock, increasing his direct holdings to 28,406 Class A shares.
Patten also received new awards under Strategy Inc’s Equity Incentive Plan: 943 restricted stock units and a director stock option for 1,221 shares of Class A common stock at an exercise price of $159.09 per share, expiring on May 31, 2036. Following these awards, he directly holds the new RSUs and options in addition to existing preferred stock positions.
Positive
- None.
Negative
- None.
Insider Trade Summary
406 shares exercised/converted
Exercise
7 txns
Insider
Patten Jarrod M
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 406 | $0.00 | $0.00 |
| Grant/Award | Director Stock Option (Right to buy) | 1,221 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units | 943 | $0.00 | $0.00 |
| Exercise | Class A Common Stock | 406 | $0.00 | $0.00 |
| holding | Series A Perpetual Strife Preferred Stock | -- | -- | -- |
| holding | Series A Perpetual Stretch Preferred Stock | -- | -- | -- |
| holding | Series A Perpetual Stride Preferred Stock | -- | -- | -- |
Holdings After Transaction:
Director Stock Option (Right to buy) — 1,221 contracts (Direct);
Restricted Stock Units — 943 contracts (Direct);
Class A Common Stock — 28,406 shares (Direct);
Series A Perpetual Strife Preferred Stock — 10,000 shares (Direct);
Series A Perpetual Stretch Preferred Stock — 29,335 shares (Direct);
Series A Perpetual Stride Preferred Stock — 5,000 shares (Direct)
Footnotes (5)
- F1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").
- F2. The 406 RSUs vested in full on May 31, 2026.
- F3. These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year.
- F4. This option is scheduled to vest as to 1,221 shares on the first anniversary of the grant date.
- F5. These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date.
Key Figures
RSUs vested: 406 shares
Class A shares after vesting: 28,406 shares
New RSU grant: 943 units
+5 more
8 metrics
RSUs vested
406 shares
Restricted stock units vested in full on May 31, 2026
Class A shares after vesting
28,406 shares
Direct Class A common stock holdings following RSU settlement
New RSU grant
943 units
Restricted stock units granted on May 31, 2026
New option grant
1,221 options
Director stock option granted on May 31, 2026
Option exercise price
$159.09 per share
Exercise price for director stock option expiring May 31, 2036
Annual director equity value
$300,000
Aggregate fair value of automatic annual equity awards per director
Stride preferred holdings
5,000 shares
Series A Perpetual Stride Preferred Stock held directly
Stretch preferred holdings
29,335 shares
Series A Perpetual Stretch Preferred Stock held directly
Key Terms
Restricted Stock Units, Director Stock Option (Right to buy), Equity Incentive Plan, Perpetual Preferred Stock, +1 more
5 terms
Restricted Stock Units financial
"Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock"
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.
Director Stock Option (Right to buy) financial
"Director Stock Option (Right to buy) ... exercise price of 159.0900"
Equity Incentive Plan financial
"These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended"
An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.
Perpetual Preferred Stock financial
"Series A Perpetual Stride Preferred Stock ... Series A Perpetual Stretch Preferred Stock"
A perpetual preferred stock is a type of share that behaves like a forever-lasting, fixed-income investment: it pays regular dividends and has no set maturity date, yet it represents ownership rather than a loan. It ranks ahead of common stock for dividend payments and in liquidation, so investors treat it as a mix between a bond and an equity stake; its value depends largely on the issuer’s credit and prevailing interest rates.
Exercise or conversion of derivative security financial
"transaction_code_description": "Exercise or conversion of derivative security""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did Strategy Inc (MSTR) report for Jarrod Patten?
Strategy Inc reported that director Jarrod M. Patten had 406 restricted stock units vest into Class A common shares and received new grants of 943 RSUs and 1,221 stock options as part of his annual director equity compensation.
What new equity awards did Strategy Inc (MSTR) grant to Jarrod Patten?
Strategy Inc granted Jarrod M. Patten 943 restricted stock units and a director stock option for 1,221 Class A common shares at a $159.09 exercise price. These awards were issued under the company’s Equity Incentive Plan for non-employee directors.
When do Jarrod Patten’s new Strategy Inc (MSTR) awards vest and expire?
The filing states that 1,221 option shares and 943 restricted stock units are scheduled to vest on the first anniversary of the May 31, 2026 grant date. The director stock option expires on May 31, 2036, if not exercised earlier.
What is the value of Strategy Inc (MSTR) director equity awards?
The Equity Incentive Plan provides for annual automatic equity awards with an aggregate fair value of $300,000 to each non-employee director. These awards are split evenly between restricted stock units and stock options, according to the Form 4 footnotes.
AI-generated analysis. How Rhea-AI works. Not financial advice.
