Insider Ledger
Strategy Inc (MSTR) insider buying and SEC filings
Strategy Inc · CIK 1050446
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- Exchanges
- Nasdaq, Nasdaq, Nasdaq, Nasdaq, Nasdaq
- Industry (SIC)
- Finance Services
- State of incorporation
- DE
- Fiscal year end
- Dec 31
- Former names
- MICROSTRATEGY INC; MICROSTRATEGY Inc
Insider activity in the last 12 months
Bought
$779K
Insiders who bought
1
Sold (not marked 10b5-1)
$15K
Planned sales (10b5-1)
$24.7M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Sep 4, 2026 | Sale | Thomas C. Chow (EVP & General Counsel) sold 106 shares at $138.75 ($15K). Holdings down 100% to 0 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 8, 2026 |
| Jun 22, 2026 | Other purchase | Phong Le (CEO and Director) bought 11,000 Series A Perpetual Stretch Preferred Stock indirectly (by trust) at about $90.80 ($999K), reported as a purchase (code P). New position of 11,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 22, 2026 |
| Jun 16, 2026 | Other purchase | Thomas C. Chow (EVP & General Counsel) bought 111 Series A Perpetual Stretch Preferred Stock in 2 share classes at about $90.07 ($10K), reported as a purchase (code P). New position of 100 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 17, 2026 |
| Jun 9, 2026 | Planned (10b5-1) | Andrew Kang (CFO) sold 1,949 shares at about $123.84 ($241K), marked as a 10b5-1 plan trade. Holdings down 3% to 71,044 shares. | SEC filing Filed Jun 9, 2026 |
| Jun 9, 2026 | Planned (10b5-1) | Phong Le (CEO and Director) sold 5,522 shares at about $123.84 ($684K), marked as a 10b5-1 plan trade. Holdings down 4% to 126,323 shares. | SEC filing Filed Jun 9, 2026 |
| Jun 9, 2026 | Planned (10b5-1) | Jeanine Montgomery (VP & CAO) sold 354 shares at about $123.84 ($44K), marked as a 10b5-1 plan trade. Holdings down 3% to 11,209 shares. | SEC filing Filed Jun 9, 2026 |
| Jun 5, 2026 | Planned (10b5-1) | Andrew Kang (CFO) sold 33,062 shares at about $118.73 ($3.9M), marked as a 10b5-1 plan trade. Holdings down 32% to 68,733 shares. | SEC filing Filed Jun 5, 2026 |
| Jun 5, 2026 | Planned (10b5-1) | Phong Le (CEO and Director) sold 93,738 shares at about $118.73 ($11.1M), marked as a 10b5-1 plan trade. Holdings down 44% to 119,925 shares. | SEC filing Filed Jun 5, 2026 |
| May 22, 2026 | Other purchase | Phong Le (CEO and Director) bought 55 Series A Perpetual Stretch Preferred Stock indirectly (by child) at about $99.41 ($5K), reported as a purchase (code P). Holdings by child up 70% to 121 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 26, 2026 |
| May 19, 2026 | Planned (10b5-1) Amended filing | Andrew Kang (CFO) sold 5,597 shares at about $165.78 ($928K), marked as a 10b5-1 plan trade. Holdings down 14% to 33,675 shares. This amends a filing from May 20. | SEC filing Filed May 21, 2026 |
| Mar 24, 2026 | Planned (10b5-1) | Jeanine Montgomery (VP & CAO) sold 470 shares at about $138.33 ($65K), marked as a 10b5-1 plan trade. Holdings down 4% to 10,423 shares. | SEC filing Filed Mar 25, 2026 |
| Mar 24, 2026 | Planned (10b5-1) | Andrew Kang (CFO) sold 2,373 shares at about $138.34 ($328K), marked as a 10b5-1 plan trade. Holdings down 8% to 26,772 shares. | SEC filing Filed Mar 25, 2026 |
| Mar 24, 2026 | Planned (10b5-1) | Phong Le (CEO and Director) sold 3,299 shares at about $138.34 ($456K), marked as a 10b5-1 plan trade. Holdings down 13% to 22,923 shares. | SEC filing Filed Mar 25, 2026 |
| Mar 19, 2026 | Other purchase | Phong Le (CEO and Director) bought 2,509 Series A Perpetual Stretch Preferred Stock at $99.62 ($250K), reported as a purchase (code P). Holdings up 46% to 8,009 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 23, 2026 |
| Mar 12, 2026 | Planned (10b5-1) | Jeanine Montgomery (VP & CAO) sold 260 shares at $137.25 ($36K), marked as a 10b5-1 plan trade. Holdings down 3% to 9,333 shares. | SEC filing Filed Mar 13, 2026 |
| Mar 12, 2026 | Planned (10b5-1) | Andrew Kang (CFO) sold 916 shares at $137.25 ($126K), marked as a 10b5-1 plan trade. Holdings down 4% to 23,815 shares. | SEC filing Filed Mar 13, 2026 |
| Mar 12, 2026 | Planned (10b5-1) | Phong Le (CEO and Director) sold 2,034 shares at $137.25 ($279K), marked as a 10b5-1 plan trade. Holdings down 10% to 18,902 shares. | SEC filing Filed Mar 13, 2026 |
| Jan 20, 2026 | Other purchase | Jane A Dietze (Director) bought 1,000 Series A Perpetual Stretch Preferred Stock at about $99.49 ($99K), reported as a purchase (code P). Holdings up 38% to 3,600 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 21, 2026 |
| Jan 12, 2026 | Purchase (code P) | Carl J. Rickertsen (Director) bought 5,000 shares at about $155.88 ($779K), reported as a purchase (code P). New position of 5,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 12, 2026 |
| Jan 8, 2026 | Other purchase | Phong Le (CEO and Director) bought 12 Series A Perpetual Stretch Preferred Stock indirectly (by child) at $99.99 ($1K), reported as a purchase (code P). Holdings by child up 75% to 28 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 9, 2026 |
| Nov 21, 2025 | Other purchase | Jane A Dietze (Director) bought 1,100 Series A Perpetual Stretch Preferred Stock at $95.28 ($105K), reported as a purchase (code P). Holdings up 73% to 2,600 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Nov 25, 2025 |
| Nov 18–19, 2025 | Planned (10b5-1) | Wei-Ming Shao (EVP & General Counsel) sold 5,200 shares between Nov 18, 2025 and Nov 19, 2025 at about $201.01 ($1.0M), marked as a 10b5-1 plan trade. Holdings down 14% to 32,726 shares. | SEC filing Filed Nov 20, 2025 |
| Nov 18, 2025 | Planned (10b5-1) | Jeanine Montgomery (VP & CAO) sold 43 shares at $208.55 ($9K), marked as a 10b5-1 plan trade. Holdings down <1% to 8,733 shares. | SEC filing Filed Nov 19, 2025 |
| Nov 14–17, 2025 | Planned (10b5-1) | Wei-Ming Shao (EVP & General Counsel) sold 5,200 shares between Nov 14, 2025 and Nov 17, 2025 at about $200.24 ($1.0M), marked as a 10b5-1 plan trade. Holdings down 14% to 32,726 shares. | SEC filing Filed Nov 18, 2025 |
| Nov 12–13, 2025 | Planned (10b5-1) | Wei-Ming Shao (EVP & General Counsel) sold 7,934 shares between Nov 12, 2025 and Nov 13, 2025 at about $225.48 ($1.8M), marked as a 10b5-1 plan trade. Holdings down 20% to 32,726 shares. | SEC filing Filed Nov 14, 2025 |
| Nov 10–11, 2025 | Planned (10b5-1) | Wei-Ming Shao (EVP & General Counsel) sold 10,668 shares between Nov 10, 2025 and Nov 11, 2025 at about $242.15 ($2.6M), marked as a 10b5-1 plan trade. Holdings down 46% to 12,726 shares. | SEC filing Filed Nov 12, 2025 |
87 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
| Tag | Items | Filed | Source |
|---|---|---|---|
| CFO departure Detected from the filing text | 8-K Item 5.02 | Oct 29, 2026, 4:03 PM ET | SEC filing |
8-K filings, last 12 months
| Filed | Items | Tag | Source |
|---|---|---|---|
| Nov 2, 2026, 8:00 AM ET 8-K | Reg FD disclosure (Item 7.01) Other event (Item 8.01) | SEC filing | |
| Oct 29, 2026, 4:05 PM ET 8-K | Change to shareholder rights (Item 3.03) Bylaws or fiscal-year change (Item 5.03) Shareholder vote results (Item 5.07) Reg FD disclosure (Item 7.01) Other event (Item 8.01) | SEC filing | |
| Oct 29, 2026, 4:03 PM ET 8-K | Earnings released (Item 2.02) Executive or director change (Item 5.02) Reg FD disclosure (Item 7.01) | CFO departure Detected from the filing text | SEC filing |
| Oct 28, 2026, 10:28 AM ET 8-K | Other event (Item 8.01) | SEC filing |
Red flags are objective triggers only: the item or form filed, never an opinion.
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