Jeanine Montgomery - Jun 5, 2025 Form 4 Insider Report for MICROSTRATEGY Inc (MSTR)

Role
VP & CAO
Signature
/s/ Allein Sabel, Attorney-in-Fact
Stock symbol
MSTR
Transactions as of
Jun 5, 2025
Transactions value $
-$127,343
Form type
4
Date filed
6/9/2025, 07:42 PM
Previous filing
Mar 26, 2025
Next filing
Jul 15, 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Montgomery Jeanine VP & CAO C/O MICROSTRATEGY INCORPORATED, 1850 TOWERS CRESCENT PLAZA, TYSONS CORNER /s/ Allein Sabel, Attorney-in-Fact 2025-06-09 0001444548

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MSTR Class A Common Stock Options Exercise +1.14K +14.61% 8.95K Jun 5, 2025 Direct F1
transaction MSTR Class A Common Stock Sale -$371 -1 -0.01% $370.70 8.94K Jun 5, 2025 Direct F2
transaction MSTR Class A Common Stock Sale -$8.92K -24 -0.27% $371.64 8.92K Jun 6, 2025 Direct F2, F3
transaction MSTR Class A Common Stock Sale -$10.4K -28 -0.31% $372.31 8.89K Jun 6, 2025 Direct F2, F4
transaction MSTR Class A Common Stock Sale -$8.97K -24 -0.27% $373.74 8.87K Jun 6, 2025 Direct F2, F5
transaction MSTR Class A Common Stock Sale -$48K -128 -1.44% $374.61 8.74K Jun 6, 2025 Direct F2, F6
transaction MSTR Class A Common Stock Sale -$40.9K -109 -1.25% $375.43 8.63K Jun 6, 2025 Direct F2, F7
transaction MSTR Class A Common Stock Sale -$9.03K -24 -0.28% $376.36 8.61K Jun 6, 2025 Direct F2, F8
transaction MSTR Class A Common Stock Sale -$754 -2 -0.02% $377.14 8.61K Jun 6, 2025 Direct F2, F9

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MSTR Restricted Stock Units Options Exercise $0 -1.14K -33.24% $0.00 2.29K Jun 5, 2025 Class A Common Stock 1.14K Direct F1, F10
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

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).

Explanation of Responses:

Id Content
F1 Each restricted stock unit represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy ("Strategy").
F2 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.
F3 The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $371.24 to $371.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote.
F4 The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $372.00 to $372.521, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote.
F5 The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $373.35 to $373.995, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote.
F6 The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $374.00 to $374.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote.
F7 The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $375.00 to $375.99, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote.
F8 The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $376.00 to $376.91, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote.
F9 The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $377.02 to $377.32, inclusive. The reporting person undertakes to provide to Strategy, any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold ateach price within the range set forth in this footnote.
F10 The remaining 2,290 restricted stock units will vest over a two-year period, with 1,140 restricted stock units vesting on June 5, 2026 and 1,150 restricted stock units vesting on June 5, 2027.