Jeanine Montgomery - Nov 18, 2024 Form 4 Insider Report for MICROSTRATEGY Inc (MSTR)

Role
SVP & CAO
Signature
/s/ Joseph Phillips, Attorney-in-Fact
Stock symbol
MSTR
Transactions as of
Nov 18, 2024
Transactions value $
-$16,540
Form type
4
Date filed
11/19/2024, 04:05 PM
Previous filing
Nov 15, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MSTR Class A Common Stock Options Exercise +100 +1.56% 6.52K Nov 18, 2024 Direct F1
transaction MSTR Class A Common Stock Sale -$16.5K -46 -0.71% $359.56 6.47K Nov 18, 2024 Direct F2

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 -46 -31.51% $0.00 100 Nov 18, 2024 Class A Common Stock 46 Direct F1, F3, F4
* 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 MicroStrategy class A common stock.
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 remaining 100 restricted stock units will vest on November 15, 2025.
F4 See Exhibit A.