
Insider and congress filings
Strategy Inc (MSTR)
NASDAQ · Technology · 307 insider transactions · 9 congress trades · last filed 13 days agoNasdaq 100
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
- -
Company news
2 articles · newest first| Headline | Source | Date |
|---|---|---|
| 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-K | Oct 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-K | Oct 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| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | -$24.45 | -$2.19 | $122.4M | $123.0M | EPS miss, GAAPRevenue in line |
| Q1 FY2026reported May 5, 2026 | -$38.25 | -$0.86 | $124.3M | $120.8M | EPS miss, GAAPRevenue beat |
| Q4 FY2025reported Feb 5, 2026 | -$42.93 | -$0.08 | $123.0M | $119.1M | EPS missRevenue beat |
| Q3 FY2025reported Oct 30, 2025 | $8.42 | -$0.10 | $128.7M | $116.7M | EPS beat, GAAPRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $32.60 | -$0.10 | $114.5M | $113.5M | EPS beat, GAAPRevenue in line |
| Q1 FY2025reported May 1, 2025 | -$16.49 | -$2.44 | $111.1M | $116.2M | EPS 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| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Capital International Investors | $3.0B | 34,902,002 | +11.0% | 10.17% |
| BlackRock, Inc. | $1.7B | 19,394,284 | +9.2% | 5.65% |
| Vanguard Portfolio Management LLC | $1.3B | 15,353,408 | +4.1% | 4.47% |
| Vanguard Capital Management LLC | $1.3B | 14,938,599 | +6.1% | 4.35% |
| Invesco Ltd. | $812.0M | 9,340,682 | +41.7% | 2.72% |
| Morgan Stanley | $811.1M | 9,330,454 | +0.5% | 2.72% |
| State Street Corp | $654.4M | 7,527,561 | +7.2% | 2.19% |
| Goldman Sachs Group Inc | $505.1M | 5,810,162 | +225.2% | 1.69% |
| UBS Group AG | $429.7M | 4,943,411 | -21.7% | 1.44% |
| Geode Capital Management, LLC | $399.3M | 4,606,751 | -1.1% | 1.34% |
| Capital World Investors | $374.8M | 4,310,934 | +0.7% | 1.26% |
| Norges Bank | $345.9M | 3,979,476 | New | 1.16% |
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.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Jarrod M. PattenDirector | Sold | 450 | $154.47 | $70K | Oct 9, 2026filed Oct 13, 2026 | 1d |
| Jarrod M. PattenDirector | Sold · 2 lines | 1,400 | $151.01 | $211K | Oct 8, 2026filed Oct 13, 2026 | 2d |
| Jarrod M. PattenDirector | Sold | 475 | $171.00 | $81K | Sep 22, 2026filed Sep 23, 2026 | 1d |
| Jarrod M. PattenDirector | Sold | 475 | $165.98 | $79K | Sep 21, 2026filed Sep 22, 2026 | 1d |
| Thomas C. ChowEVP & General Counsel | Sold | 106 | $138.75 | $15K | Sep 4, 2026filed Sep 8, 2026 | 1d |
| Jarrod M. PattenDirector | Sold | 925 | $129.00 | $119K | Aug 27, 2026filed Aug 31, 2026 | 2d |
| Jarrod M. PattenDirector | Sold | 925 | $124.00 | $115K | Aug 25, 2026filed Aug 26, 2026 | 1d |
| Jarrod M. PattenDirector | Sold | 925 | $122.34 | $113K | Aug 24, 2026filed Aug 26, 2026 | 2d |
| Jarrod M. PattenDirector | Sold · 2 lines | 2,875 | $101.88 | $293K | Aug 7, 2026filed Aug 10, 2026 | 1d |
| Jarrod M. PattenDirector | Sold | 1,950 | $98.48 | $192K | Jul 27, 2026filed Jul 28, 2026 | 1d |
| Jarrod M. PattenDirector | Sold | 1,950 | $92.45 | $180K | Jul 24, 2026filed Jul 28, 2026 | 2d |
| Jarrod M. PattenDirector | Sold | 1,250 | $100.00 | $125K | Jul 22, 2026filed Jul 23, 2026 | 1d |
| Jarrod M. PattenDirector | Sold | 1,500 | $106.08 | $159K | Jun 23, 2026filed Jun 24, 2026 | 1d |
| Jarrod M. PattenDirector | Sold | 1,500 | $121.31 | $182K | Jun 17, 2026filed Jun 18, 2026 | 1d |
| Jarrod M. PattenDirector | Sold | 1,500 | $133.97 | $201K | Jun 15, 2026filed Jun 17, 2026 | 2d |
| Jeanine MontgomeryVP & CAO | Sold · scheduled · 3 lines | 354 | $123.84 | $44K | Jun 9, 2026filed Jun 9, 2026 | 0d |
| Andrew KangEVP & CFO | Sold · scheduled · 3 lines | 1,949 | $123.84 | $241K | Jun 9, 2026filed Jun 9, 2026 | 0d |
| Phong LePresident & CEO | Sold · scheduled · 3 lines | 5,522 | $123.84 | $684K | Jun 9, 2026filed Jun 9, 2026 | 0d |
| Andrew KangEVP & CFO | Sold · scheduled · 12 lines | 33,062 | $118.73 | $3.9M | Jun 5, 2026filed Jun 5, 2026 | 0d |
| Phong LePresident & CEO | Sold · scheduled · 12 lines | 93,738 | $118.73 | $11.1M | Jun 5, 2026filed Jun 5, 2026 | 0d |
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)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Jarrod M. PattenDirector | Option exercise | 1,350 | Oct 9, 2026 |
| Jarrod M. PattenDirector | Option exercise | 1,400 | Oct 8, 2026 |
| Jarrod M. PattenDirector | Option exercise | 475 | Sep 22, 2026 |
| Jarrod M. PattenDirector | Option exercise | 1,425 | Sep 21, 2026 |
| Jarrod M. PattenDirector | Option exercise | 1,850 | Aug 27, 2026 |
| Jarrod M. PattenDirector | Option exercise | 2,775 | Aug 25, 2026 |
| Jarrod M. PattenDirector | Option exercise | 925 | Aug 24, 2026 |
| Jarrod M. PattenDirector | Option exercise | 925 | Aug 25, 2026 |
| Jarrod M. PattenDirector | Option exercise | 2,875 | Aug 7, 2026 |
| Jarrod M. PattenDirector | Option exercise | 1,950 | Jul 24, 2026 |
| Jarrod M. PattenDirector | Option exercise | 1,950 | Jul 27, 2026 |
| Jarrod M. PattenDirector | Option exercise | 1,250 | Jul 22, 2026 |
| Jarrod M. PattenDirector | Option exercise | 1,500 | Jun 23, 2026 |
| Phong LePresident & CEO | Preferred stock bought | 11,000 | Jun 22, 2026 |
| Jarrod M. PattenDirector | Option exercise | 1,500 | Jun 17, 2026 |
| Thomas C. ChowEVP & General Counsel | Preferred stock bought | 111 | Jun 16, 2026 |
| Jarrod M. PattenDirector | Option exercise | 1,500 | Jun 15, 2026 |
| Jeanine MontgomeryVP & CAO | Option exercise | 1,140 | Jun 8, 2026 |
| Andrew KangEVP & CFO | Option exercise | 4,260 | Jun 8, 2026 |
| Phong LePresident & CEO | Option exercise | 11,920 | Jun 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 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Shri Thanedar | Stock | Sale | $15,001 - $50,000 | -51.6%After the saleS&P 500 +13.2% · -64.8 pts vs S&P 500 | Oct 21, 2025 | Aug 13, 2026 | 296d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $15,001 - $50,000 | +21.2%S&P 500 +3.0% · +18.2 pts vs S&P 500 | Jun 5, 2026 | Jul 2, 2026 | 27d |
| Shri Thanedar | Stock | Purchase | $15,001 - $50,000 | +6.9%S&P 500 +39.4% · -32.5 pts vs S&P 500 | Jul 1, 2024 | Aug 11, 2025 | 406d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | -63.9%After the saleS&P 500 +30.4% · -94.3 pts vs S&P 500 | May 12, 2025 | Jun 22, 2025 | 41d |
| Jefferson Shreve | Stock | Purchase | $15,001 - $50,000 | -48.4%S&P 500 +27.2% · -75.6 pts vs S&P 500 | Feb 24, 2025 | Mar 9, 2025 | 13d |
| Neal P. DunnSpouse | Stock | Purchase | $15,001 - $50,000 | -59.2%S&P 500 +26.4% · -85.6 pts vs S&P 500 | Dec 24, 2024 | Not in our data | |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +1066.1%After the saleS&P 500 +213.1% · +853.1 pts vs S&P 500 | Aug 21, 2017 | Oct 2, 2017 | 42d |
| Lois Frankel | Stock | Purchase | $1,001 - $15,000 | +691.0%S&P 500 +211.9% · +479.1 pts vs S&P 500 | Jun 22, 2017 | Jul 21, 2017 | 29d |
| Lois Frankel | Stock | Purchase | $1,001 - $15,000 | +689.5%S&P 500 +212.8% · +476.7 pts vs S&P 500 | Jun 23, 2017 | Jul 21, 2017 | 28d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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, 20261 member reports a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $100,001 - $250,000 | 0.5% |
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
COMPENSATION PLUMBING
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.
