Strategy Inc SEC Filings

Strategy Inc EVP & CFO Andrew Kang reported a mix of stock sales and equity awards in this Form 4. He sold a total of 1,949 shares of Class A common stock in open-market transactions on June 9, 2026 at weighted average prices around $123–$125 per share, leaving him with 71,044 shares held directly.

These sales were made under a pre-arranged Rule 10b5-1 instruction letter dated May 2, 2024 to cover tax withholding tied to restricted stock units that vested on June 5, 2026 and were settled into 4,260 shares on June 8, 2026. An additional 4,260 restricted stock units are scheduled to vest on June 5, 2027, indicating ongoing equity-based compensation.

Strategy Inc VP & CAO Jeanine Montgomery reported RSU vesting and related share sales in Class A common stock of Strategy Inc (MSTR). On June 8, 2026, she exercised 1,140 restricted stock units, receiving the same number of Class A shares at a stated price of $0.0000 per share, bringing her direct holdings to 11,563 shares.

On June 9, 2026, she executed three open-market sales totaling 354 shares at weighted-average prices of $123.3840, $124.3260, and $124.8780 per share, under a Rule 10b5-1 instruction letter entered on May 3, 2024 to satisfy tax withholding obligations tied to the RSU vesting and settlement. After these transactions, she directly owns 11,209 Class A shares and has 1,140 restricted stock units scheduled to vest on June 5, 2027.

MicroStrategy (MSTR) insider sale notice (Form 144): The excerpt lists proposed or completed sales of Class A shares tied to restricted stock vesting and compensation. Multiple sales by Andrew Kang are recorded: 916, 2,373, 5,597, and 33,062 Class A shares on various dates in 2026, with reported proceeds attached to each trade.

MicroStrategy reports a proposed sale of Class A common stock totaling 5,522 shares under a Form 144 notice. The filing shows 5,522 shares with an aggregate amount of $683,837.30 and CUSIP 330807622. The shares are tied to restricted stock vesting dated 06/08/2026 and listed as compensation.

Strategy Inc reported that stockholders approved a change to the dividend timing on its Variable Rate Series A Perpetual Stretch Preferred Stock (trading symbol STRC). At the 2026 Annual Meeting of Stockholders held on June 8, 2026, the requisite vote from issued and outstanding common stock and STRC shares, as of the April 17, 2026 record date, supported an amendment to STRC’s terms. This amendment changes the dividend record dates and dividend payment dates for STRC from monthly to semi-monthly, altering how often holders are recorded and paid while keeping the security in place.

Strategy Inc reported recent activity in its at-the-market stock offering, bitcoin acquisitions, and U.S. dollar reserve levels. Between June 1 and June 7, 2026, it sold 1,409,600 shares of MSTR Stock under its ATM program, generating net proceeds of $181.0M, with $25,956.1M of MSTR Stock capacity still available for issuance and sale as of June 7, 2026.

Over the same period, Strategy acquired 1,550 bitcoin for an aggregate purchase price of $101.3M, at an average price of $65,332 per bitcoin. As of June 7, 2026, it held 845,256 bitcoin purchased for an aggregate $63.97B, an average price of $75,680 per bitcoin. The company also reported a USD Reserve balance of $1.0B as of June 7, 2026, designated to support preferred dividends and interest on outstanding debt.

Strategy Inc President & CEO Le Phong exercised equity awards and sold shares primarily to cover taxes. On June 3, 2026, 190,740 performance stock units vested and were converted into the same number of Class A common shares after Strategy’s 10-for-1 stock split. This vesting followed the Compensation Committee’s certification that total stockholder return for the three-year period from June 1, 2023 through May 31, 2026 exceeded the 75th percentile of companies in the Nasdaq Composite Index, producing a 200% payout factor.

On June 5, 2026, he sold 93,738 Class A common shares in multiple open-market transactions at weighted average prices generally between $114.595 and $125.19. According to the disclosure, these sales were executed under a pre-arranged Rule 10b5-1 instruction letter dated May 7, 2024 and were made solely to satisfy tax withholding obligations arising from the PSU vesting. Following the transactions, Phong directly held 119,925 Class A common shares.

Strategy Inc EVP & CFO Andrew Kang reported a mix of equity vesting and related share sales. On June 3, 2026, 68,120 performance stock units (PSUs) vested after Strategy’s three-year total stockholder return exceeded the >75th percentile of Nasdaq Composite companies, triggering a 200% Payout Factor. Each PSU converted into one share of Class A common stock at a price of $0.00. On June 5, 2026, he sold 33,062 shares of Class A common stock in open-market transactions at weighted-average prices generally ranging from about $114.595 to $125.19. According to the footnotes, these sales were executed under a pre-arranged Rule 10b5-1 instruction letter and were made solely to cover tax withholding obligations arising from the PSU vesting. After these transactions, Kang directly holds 68,733 shares of Class A common stock, along with 2,250 shares of Series A Perpetual Stride Preferred Stock, 2,800 shares of Series A Perpetual Stretch Preferred Stock, and 1,500 shares of Series A Perpetual Strife Preferred Stock.

MicroStrategy Inc. reports a Rule 144 notice for intended sales of Class A common stock. The filing lists 33,062 Class A shares linked to a restricted stock vesting event on 06/04/2026 described as issuer compensation. The filing also discloses three prior sales by Andrew Kang totaling 9,886 shares during March–May 2026.