Insider and congress filings

Strategy Inc (MSTR)

NASDAQ · Technology · 307 insider transactions · 9 congress trades · last filed 13 days agoNasdaq 100

20
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·20 sells
Purchases and sales in the filings shown
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About Strategy Inc

from the company's filings and listing, as of Oct 24, 2026
Exchange
NASDAQ
Sector
Technology
Industry
Software - Application
Chief executive
Phong Q. Le
Employees
1,539
Listed since
Jun 11, 1998
Market value
$58.8B
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-$88.60
Dividend yield
-

www.strategy.com

Company news

2 articles · newest first
HeadlineSourceDate
Strategy raises digital credit securities repurchase program to $3 billionStrategy said it bought 267 bitcoin from October 12 to October 18, 2026, and held 848,517 bitcoin as of October 18, 2026.Form 8-KOct 19, 2026
Strategy buys 250 bitcoin and repurchases $192 million of STRC preferred stockStrategy sold 125,183 MSTR shares for net proceeds of $21 million, which were used to fund the bitcoin purchases.Form 8-KOct 13, 2026

Written by GetSignal with AI from the company's own SEC filings and press releases; each article links to its source. Not investment advice. Company news from every company we cover

Earnings

6 reported quarters · next on Oct 29, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 30, 2026-$24.45-$2.19$122.4M$123.0MEPS miss, GAAPRevenue in line
Q1 FY2026reported May 5, 2026-$38.25-$0.86$124.3M$120.8MEPS miss, GAAPRevenue beat
Q4 FY2025reported Feb 5, 2026-$42.93-$0.08$123.0M$119.1MEPS missRevenue beat
Q3 FY2025reported Oct 30, 2025$8.42-$0.10$128.7M$116.7MEPS beat, GAAPRevenue beat
Q2 FY2025reported Jul 31, 2025$32.60-$0.10$114.5M$113.5MEPS beat, GAAPRevenue in line
Q1 FY2025reported May 1, 2025-$16.49-$2.44$111.1M$116.2MEPS miss, GAAPRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 28, 2026
ExecutiveSalaryStock awardsOtherTotal
Phong Q. LePresident & Chief Executive Officer$1.1M$8.8M$3.9M$13.8M
Andrew KangExecutive Vice President & Chief Financial Officer$700K$3.6M$1.4M$5.7M
Thomas C. ChowExecutive Vice President, General Counsel & Secretary$50K$2.1M$1.7M$3.9M
Michael J. SaylorChairman of the Board & Executive Chairman$1$0$781K$781K

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
Capital International Investors$3.0B34,902,002+11.0%10.17%
BlackRock, Inc.$1.7B19,394,284+9.2%5.65%
Vanguard Portfolio Management LLC$1.3B15,353,408+4.1%4.47%
Vanguard Capital Management LLC$1.3B14,938,599+6.1%4.35%
Invesco Ltd.$812.0M9,340,682+41.7%2.72%
Morgan Stanley$811.1M9,330,454+0.5%2.72%
State Street Corp$654.4M7,527,561+7.2%2.19%
Goldman Sachs Group Inc$505.1M5,810,162+225.2%1.69%
UBS Group AG$429.7M4,943,411-21.7%1.44%
Geode Capital Management, LLC$399.3M4,606,751-1.1%1.34%
Capital World Investors$374.8M4,310,934+0.7%1.26%
Norges Bank$345.9M3,979,476New1.16%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Open-market insider trades

20 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Jarrod M. PattenDirectorSold450$154.47$70KOct 9, 2026filed Oct 13, 20261d
Jarrod M. PattenDirectorSold · 2 lines1,400$151.01$211KOct 8, 2026filed Oct 13, 20262d
Jarrod M. PattenDirectorSold475$171.00$81KSep 22, 2026filed Sep 23, 20261d
Jarrod M. PattenDirectorSold475$165.98$79KSep 21, 2026filed Sep 22, 20261d
Thomas C. ChowEVP & General CounselSold106$138.75$15KSep 4, 2026filed Sep 8, 20261d
Jarrod M. PattenDirectorSold925$129.00$119KAug 27, 2026filed Aug 31, 20262d
Jarrod M. PattenDirectorSold925$124.00$115KAug 25, 2026filed Aug 26, 20261d
Jarrod M. PattenDirectorSold925$122.34$113KAug 24, 2026filed Aug 26, 20262d
Jarrod M. PattenDirectorSold · 2 lines2,875$101.88$293KAug 7, 2026filed Aug 10, 20261d
Jarrod M. PattenDirectorSold1,950$98.48$192KJul 27, 2026filed Jul 28, 20261d
Jarrod M. PattenDirectorSold1,950$92.45$180KJul 24, 2026filed Jul 28, 20262d
Jarrod M. PattenDirectorSold1,250$100.00$125KJul 22, 2026filed Jul 23, 20261d
Jarrod M. PattenDirectorSold1,500$106.08$159KJun 23, 2026filed Jun 24, 20261d
Jarrod M. PattenDirectorSold1,500$121.31$182KJun 17, 2026filed Jun 18, 20261d
Jarrod M. PattenDirectorSold1,500$133.97$201KJun 15, 2026filed Jun 17, 20262d
Jeanine MontgomeryVP & CAOSold · scheduled · 3 lines354$123.84$44KJun 9, 2026filed Jun 9, 20260d
Andrew KangEVP & CFOSold · scheduled · 3 lines1,949$123.84$241KJun 9, 2026filed Jun 9, 20260d
Phong LePresident & CEOSold · scheduled · 3 lines5,522$123.84$684KJun 9, 2026filed Jun 9, 20260d
Andrew KangEVP & CFOSold · scheduled · 12 lines33,062$118.73$3.9MJun 5, 2026filed Jun 5, 20260d
Phong LePresident & CEOSold · scheduled · 12 lines93,738$118.73$11.1MJun 5, 2026filed Jun 5, 20260d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Jarrod M. PattenDirectorOption exercise1,350Oct 9, 2026
Jarrod M. PattenDirectorOption exercise1,400Oct 8, 2026
Jarrod M. PattenDirectorOption exercise475Sep 22, 2026
Jarrod M. PattenDirectorOption exercise1,425Sep 21, 2026
Jarrod M. PattenDirectorOption exercise1,850Aug 27, 2026
Jarrod M. PattenDirectorOption exercise2,775Aug 25, 2026
Jarrod M. PattenDirectorOption exercise925Aug 24, 2026
Jarrod M. PattenDirectorOption exercise925Aug 25, 2026
Jarrod M. PattenDirectorOption exercise2,875Aug 7, 2026
Jarrod M. PattenDirectorOption exercise1,950Jul 24, 2026
Jarrod M. PattenDirectorOption exercise1,950Jul 27, 2026
Jarrod M. PattenDirectorOption exercise1,250Jul 22, 2026
Jarrod M. PattenDirectorOption exercise1,500Jun 23, 2026
Phong LePresident & CEOPreferred stock bought11,000Jun 22, 2026
Jarrod M. PattenDirectorOption exercise1,500Jun 17, 2026
Thomas C. ChowEVP & General CounselPreferred stock bought111Jun 16, 2026
Jarrod M. PattenDirectorOption exercise1,500Jun 15, 2026
Jeanine MontgomeryVP & CAOOption exercise1,140Jun 8, 2026
Andrew KangEVP & CFOOption exercise4,260Jun 8, 2026
Phong LePresident & CEOOption exercise11,920Jun 8, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are. Purchases and sales of options, warrants, preferred stock or another share class are listed here too, by what was traded. They are not trades in this stock, so no price is given for them.

Congress trades in MSTR

9 disclosures of 9 on record · median 35d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Shri ThanedarStockSale$15,001 - $50,000-51.6%After the saleS&P 500 +13.2% · -64.8 pts vs S&P 500Oct 21, 2025Aug 13, 2026296d
Gilbert Ray Cisneros, Jr.StockPurchase$15,001 - $50,000+21.2%S&P 500 +3.0% · +18.2 pts vs S&P 500Jun 5, 2026Jul 2, 202627d
Shri ThanedarStockPurchase$15,001 - $50,000+6.9%S&P 500 +39.4% · -32.5 pts vs S&P 500Jul 1, 2024Aug 11, 2025406d
Jefferson ShreveStockSale$15,001 - $50,000-63.9%After the saleS&P 500 +30.4% · -94.3 pts vs S&P 500May 12, 2025Jun 22, 202541d
Jefferson ShreveStockPurchase$15,001 - $50,000-48.4%S&P 500 +27.2% · -75.6 pts vs S&P 500Feb 24, 2025Mar 9, 202513d
Neal P. DunnSpouseStockPurchase$15,001 - $50,000-59.2%S&P 500 +26.4% · -85.6 pts vs S&P 500Dec 24, 2024Not in our data
Lois FrankelStockSale$1,001 - $15,000+1066.1%After the saleS&P 500 +213.1% · +853.1 pts vs S&P 500Aug 21, 2017Oct 2, 201742d
Lois FrankelStockPurchase$1,001 - $15,000+691.0%S&P 500 +211.9% · +479.1 pts vs S&P 500Jun 22, 2017Jul 21, 201729d
Lois FrankelStockPurchase$1,001 - $15,000+689.5%S&P 500 +212.8% · +476.7 pts vs S&P 500Jun 23, 2017Jul 21, 201728d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in MSTR, filterable by party, chamber, type and account.

Members of Congress reporting a position

1 member · estimate, as of Oct 23, 2026

1 member reports a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$100,001 - $250,0000.5%

Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling MSTR?

Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales. 5 were scheduled in advance under a Rule 10b5-1 plan.

Which members of Congress have traded MSTR?

Shri Thanedar, Gilbert Ray Cisneros, Jr., Jefferson Shreve, Neal P. Dunn and Lois Frankel disclosed MSTR transactions in the filings shown here.

Which members of Congress hold MSTR?

1 member of Congress reports a position in MSTR in the estimate we hold as of Oct 23, 2026. The estimated position belongs to Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is MSTR in the S&P 500 or the Nasdaq 100?

Strategy Inc is a current member of the Nasdaq 100, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are MSTR trades disclosed?

Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 35 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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