Strategy Inc VP trades stock and RSUs

Strategy Inc VP & CAO Jeanine Montgomery exercised 787 restricted stock units into 787 shares of Class A common stock and then sold 260 shares at 137.254 per share.

Rhea-AI Filing Summary

Strategy Inc VP & CAO Jeanine Montgomery exercised 787 restricted stock units into 787 shares of Class A common stock and then sold 260 shares at 137.254 per share. The sale was made under a Rule 10b5-1 instruction letter to cover tax withholding on vesting. She now holds 9,333 Class A shares, 2,361 unvested RSUs scheduled to vest annually from March 11, 2027 through March 11, 2029, and 5,000 shares of Series A Perpetual Stretch Preferred Stock.

Insider Trade Summary 10b5-1

Exercise and sale activity reported; no spread calculated

Exercise and Sale 4 txns

Insider Montgomery Jeanine

Role VP & CAO

Sold 260 shs ($36K)

Approx. gross sale proceeds $36K

Approx. exercise cost $0.00

Type	Security	Shares	Price	Value
Sale	Class A Common Stock	260	$137.254	$36K
Exercise	Restricted Stock Units	787	$0.00	$0.00
Exercise	Class A Common Stock	787	$0.00	$0.00
holding	Series A Perpetual Stretch Preferred Stock	--	--	--

Holdings After Transaction: Restricted Stock Units — 2,361 contracts (Direct); Class A Common Stock — 9,333 shares (Direct); Series A Perpetual Stretch Preferred Stock — 5,000 shares (Direct)

Footnotes (4)

1. F1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").
2. F2. Includes 73 shares acquired under the Strategy Employee Stock Purchase Plan on February 27, 2026.
3. F3. 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 previously granted equity awards.
4. F4. The remaining 2,361 RSUs will vest in equal annual installments over a three-year period, with 787 RSUs vesting on March 11, 2027, 787 RSUs vesting on March 11, 2028 and 787 RSUs vesting on March 11, 2029.

FAQ

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

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

Strategy Inc reported that VP & CAO Jeanine Montgomery exercised 787 restricted stock units into Class A shares and sold 260 Class A shares. The sale was a small portion of her holdings and tied to equity award vesting activity, rather than a large discretionary trade.

How many Strategy Inc shares did Jeanine Montgomery sell and at what price?

Jeanine Montgomery sold 260 shares of Strategy Inc Class A common stock at an average price of 137.254 per share. This open-market sale was executed under a Rule 10b5-1 instruction letter connected to tax obligations from previously granted equity awards vesting.

Were Jeanine Montgomery’s Strategy Inc stock sales pre-planned under Rule 10b5-1?

Yes. The filing states the 260-share sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on May 3, 2024. The plan was designed to satisfy her tax withholding obligations when earlier equity awards vested, indicating a pre-arranged, routine transaction.

What RSU activity did Strategy Inc (MSTR) disclose for Jeanine Montgomery?

Strategy Inc disclosed that 787 restricted stock units converted into an equal number of Class A shares at no exercise price. She retains 2,361 RSUs, which will vest in three equal annual installments of 787 units each from 2027 through 2029, subject to continued service conditions.

What are Jeanine Montgomery’s Strategy Inc holdings after the reported transactions?

After the reported activity, Jeanine Montgomery holds 9,333 shares of Strategy Inc Class A common stock directly, plus 2,361 unvested restricted stock units with scheduled vesting dates. She also holds 5,000 shares of Series A Perpetual Stretch Preferred Stock as a separate class of security.

How significant is the 260-share sale relative to Jeanine Montgomery’s Strategy Inc position?

The 260-share sale is small compared with her 9,333 direct Class A shares reported after the transactions. Combined with the pre-planned Rule 10b5-1 structure and tax-withholding purpose, the filing presents it as a routine portfolio and tax-management move, not a major ownership shift.

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

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Accepted by SEC EDGAR 03/13/2026 - 04:05 PM 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).

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 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)

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

3. Date of Earliest Transaction (Month/Day/Year)
03/11/2026

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
Class A Common Stock	03/11/2026		M		787	A	(1)	9,593(2)	D
Class A Common Stock	03/12/2026		S(3)		260	D	$137.254	9,333	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)	03/11/2026		M			787	(4)	(4)	Class A Common Stock	787	$0	2,361	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 ("Strategy").

2. Includes 73 shares acquired under the Strategy Employee Stock Purchase Plan on February 27, 2026.

3. 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 previously granted equity awards.

4. The remaining 2,361 RSUs will vest in equal annual installments over a three-year period, with 787 RSUs vesting on March 11, 2027, 787 RSUs vesting on March 11, 2028 and 787 RSUs vesting on March 11, 2029.

Remarks:

Exhibit 24 - Power of Attorney

	/s/ Allein Sabel, Attorney-in-Fact	03/13/2026
	** 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.