STOCK TITAN

Director at Strategy Inc (MSTR) exercises options and sells 3,400 Class A shares

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

Rhea-AI Filing Summary

Strategy Inc director Jarrod M. Patten reported an exercise-and-sell transaction in Class A Common Stock. On April 13, 2026, he exercised options to acquire a total of 3,400 shares at an exercise price of $18.654 per share and sold the same 3,400 shares in open-market transactions at prices around $130 per share. Following these moves, he held 28,000 Class A Common shares directly. The filing also lists direct holdings of 10,000 shares of Series A Perpetual Strife Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 5,000 shares of Series A Perpetual Stride Preferred Stock.

Positive

  • None.

Negative

  • None.
Insider Patten Jarrod M
Role Director
Sold 3,400 shs ($444K)
Type Security Shares Price Value
Exercise Director Stock Option (Right to buy) 1,400 $0.00 --
Exercise Director Stock Option (Right to buy) 2,000 $0.00 --
Exercise Class A Common Stock 1,400 $18.654 $26K
Sale Class A Common Stock 1,400 $129.865 $182K
Exercise Class A Common Stock 2,000 $18.654 $37K
Sale Class A Common Stock 2,000 $131.191 $262K
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) — 41,800 shares (Direct); Class A Common Stock — 29,400 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 (1)
  1. The 1,400 shares exercised on April 13, 2026 pursuant to this option vested on May 31, 2017. Of the remaining 41,800 shares subject to this option, 4,300 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020. The 2,000 shares exercised on April 13, 2026 pursuant to this option vested on May 31, 2017. Of the remaining 39,800 shares subject to this option, 2,300 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020.
Options exercised 3,400 shares Director Stock Options exercised on April 13, 2026
Exercise price $18.654 per share Director Stock Option exercise price for Class A Common
Shares sold 3,400 shares Open-market sales of Class A Common Stock
Sale prices $129.865 and $131.191 Per-share prices for 1,400 and 2,000 share sales
Class A holdings 28,000 shares Direct Class A Common Stock held after transactions
Series A Strife Preferred 10,000 shares Direct preferred stock holdings as listed
Series A Stretch Preferred 29,335 shares Direct preferred stock holdings as listed
Series A Stride Preferred 5,000 shares Direct preferred stock holdings as listed
Director Stock Option (Right to buy) financial
"security_title: "Director Stock Option (Right to buy)""
Class A Common Stock financial
"underlying_security_title: "Class A Common Stock""
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.
open-market sale financial
"transaction_action: "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
Series A Perpetual Strife Preferred Stock financial
"security_title: "Series A Perpetual Strife Preferred Stock""
Series A Perpetual Stretch Preferred Stock financial
"security_title: "Series A Perpetual Stretch Preferred Stock""
Series A Perpetual Stride Preferred Stock financial
"security_title: "Series A Perpetual Stride Preferred Stock""
SEC Form 4
FORM 4UNITED 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*
Patten Jarrod M

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/13/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Class A Common Stock04/13/2026M1,400A$18.65429,400D
Class A Common Stock04/13/2026S1,400D$129.86528,000D
Class A Common Stock04/13/2026M2,000A$18.65430,000D
Class A Common Stock04/13/2026S2,000D$131.19128,000D
Series A Perpetual Strife Preferred Stock10,000D
Series A Perpetual Stretch Preferred Stock29,335D
Series A Perpetual Stride Preferred Stock5,000D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Director Stock Option (Right to buy)$18.65404/13/2026M1,400 (1)05/31/2026Class A Common Stock1,400$041,800D
Director Stock Option (Right to buy)$18.65404/13/2026M2,000 (2)05/31/2026Class A Common Stock2,000$039,800D
Explanation of Responses:
1. The 1,400 shares exercised on April 13, 2026 pursuant to this option vested on May 31, 2017. Of the remaining 41,800 shares subject to this option, 4,300 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020.
2. The 2,000 shares exercised on April 13, 2026 pursuant to this option vested on May 31, 2017. Of the remaining 39,800 shares subject to this option, 2,300 shares vested on May 31, 2017, 12,500 shares vested on May 31, 2018, 12,500 shares vested on May 31, 2019, and 12,500 shares vested on May 31, 2020.
/s/ Allein Sabel, Attorney-in-Fact04/15/2026
** Signature of Reporting PersonDate
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 director Jarrod M. Patten report?

Jarrod M. Patten exercised and sold shares. He exercised options to acquire 3,400 Strategy Inc Class A Common shares at $18.654, then sold all 3,400 shares in open-market trades at prices around $130 per share on April 13, 2026.

How many Strategy Inc (MSTR) shares did the director sell in this Form 4?

The director sold 3,400 Class A Common shares. These sales occurred in two open-market transactions of 1,400 and 2,000 shares at prices of $129.865 and $131.191 per share, respectively, on April 13, 2026.

What option exercise price is shown in the MSTR Form 4 filing?

The options were exercised at $18.654 per share. Jarrod M. Patten exercised Director Stock Options with a right to buy Strategy Inc Class A Common Stock at this fixed exercise price before subsequently selling the acquired shares.

How many Strategy Inc (MSTR) Class A shares does the director hold after the transactions?

Post-transaction, the director holds 28,000 Class A shares. After exercising options and selling 3,400 shares on April 13, 2026, the Form 4 reports a direct ownership balance of 28,000 Strategy Inc Class A Common shares.

Does the Form 4 show any preferred stock holdings for the MSTR director?

Yes, several preferred stock series are listed as holdings. The filing reports 10,000 shares of Series A Perpetual Strife Preferred, 29,335 shares of Series A Perpetual Stretch Preferred, and 5,000 shares of Series A Perpetual Stride Preferred Stock held directly.

Is the MSTR director’s transaction mainly an option exercise or a share sale?

The transaction combines option exercises and share sales. He exercised options to acquire 3,400 Strategy Inc Class A shares at $18.654 and then sold the same 3,400 shares in open-market transactions, resulting in no net change from these specific shares.