Strategy Inc VP gets 2,240 RSU award

Montgomery Jeanine reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Montgomery Jeanine reported acquisition or exercise transactions in this Form 4 filing.

Strategy Inc VP & CAO Jeanine Montgomery received a grant of 2,240 restricted stock units, each representing one share of Class A common stock. The RSUs vest 25 percent on the first anniversary of the grant date and 25 percent on each anniversary thereafter until fully vested.

After this award, she holds 9,333 shares of Class A common stock directly, 5,000 shares of Series A Perpetual Stretch Preferred Stock, and 2,240 RSUs subject to vesting.

Insider Trade Summary

Grant/Award: 2,240 shares

Grant/Award 3 txns

Insider Montgomery Jeanine

Role VP & CAO

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	2,240	$0.00	$0.00
holding	Series A Perpetual Stretch Preferred Stock	--	--	--
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Restricted Stock Units — 2,240 contracts (Direct); Series A Perpetual Stretch Preferred Stock — 5,000 shares (Direct); Class A Common Stock — 9,333 shares (Direct)

Footnotes (2)

1. F1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc.
2. F2. 25 percent of these RSUs vest on the first anniversary of the grant date, and an additional 25 percent of the original number of RSUs vest on each anniversary thereafter until the RSUs are vested in full.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Strategy Inc (MSTR) report for Jeanine Montgomery?

Strategy Inc reported that VP & CAO Jeanine Montgomery received a grant of 2,240 restricted stock units. Each unit represents a contingent right to receive one share of Class A common stock, subject to a multi-year vesting schedule tied to service.

How many restricted stock units did the Strategy Inc (MSTR) executive receive?

Jeanine Montgomery received 2,240 restricted stock units. These RSUs are a form of equity compensation that convert into shares of Class A common stock as they vest over time, aligning her interests with those of shareholders.

What is the vesting schedule for the 2,240 RSUs at Strategy Inc (MSTR)?

The 2,240 RSUs vest over four years. Twenty-five percent vest on the first anniversary of the grant date, with an additional 25 percent of the original amount vesting on each anniversary until the award is fully vested.

What does each restricted stock unit represent for Strategy Inc (MSTR)?

Each restricted stock unit represents a contingent right to receive one share of Strategy Inc Class A common stock. The units do not become actual shares until they vest, typically contingent on continued employment or other conditions.

What are Jeanine Montgomery’s reported holdings in Strategy Inc (MSTR) after this filing?

After this filing, Jeanine Montgomery holds 9,333 shares of Class A common stock, 5,000 shares of Series A Perpetual Stretch Preferred Stock, and 2,240 restricted stock units, giving her a mix of direct equity and time-vested compensation exposure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/19/2026 - 05:40 PM EDT Learn about SEC filing dates

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^*

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)
03/17/2026

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
Series A Perpetual Stretch Preferred Stock								5,000	D
Class A Common Stock								9,333	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)	03/17/2026		A		2,240		(2)	(2)	Class A Common Stock	2,240	$0	2,240	D

Explanation of Responses:

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

2. 25 percent of these RSUs vest on the first anniversary of the grant date, and an additional 25 percent of the original number of RSUs vest on each anniversary thereafter until the RSUs are vested in full.

	/s/ Allein Sabel, Attorney-in-Fact	03/19/2026
	** 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)