Transactions
17
Insider / Strategy Inc
Montgomery Jeanine
VP & CAO at Strategy Inc
- Company
- Strategy Inc
- Ticker
- MSTR
- First filing on record
- November 19, 2025
- Latest trade on record
- June 9, 2026
- SEC filings
- EDGAR ↗
Montgomery Jeanine, VP & CAO at Strategy Inc, has disclosed 17 transactions in MSTR since November 19, 2025: 0 purchases (0 open-market buys) and 8 sales, worth about $154K at the reported prices. The latest was filed June 9, 2026, 1 day after the trade.
Open-market buys
0
Sales
8
Avg. disclosure lag
1.2d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Montgomery Jeanine made no purchases and 8 sales worth $154K, plus 9 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Montgomery Jeanine has traded 1 stock on record; the largest by dollars is MSTR.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 5 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| M | Option exercise or conversion | 8 | 7,174 | — |
| S | Open-market sale | 8 | 1,127 | $154K |
| A | Grant or award | 1 | 2,240 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 14 | 0 | 7 · $145K |
| 2025 | 3 | 0 | 1 · $8,968 |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| MSTR | Option / conversion M | June 8, 2026 | June 9, 2026 | 1d | 1,140 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| MSTR | Sell S | June 9, 2026 | June 9, 2026 | 0d | 4 | $125 | $500 | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Sell S | June 9, 2026 | June 9, 2026 | 0d | 165 | $124 | $21K | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Sell S | June 9, 2026 | June 9, 2026 | 0d | 185 | $123 | $23K | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Option / conversion M | June 8, 2026 | June 9, 2026 | 1d | 1,140 | — | — | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Option / conversion M | March 23, 2026 | March 25, 2026 | 2d | 1,560 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| MSTR | Sell S | March 24, 2026 | March 25, 2026 | 1d | 19 | $139 | $2,650 | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Sell S | March 24, 2026 | March 25, 2026 | 1d | 201 | $139 | $28K | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Sell S | March 24, 2026 | March 25, 2026 | 1d | 250 | $138 | $34K | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Option / conversion M | March 23, 2026 | March 25, 2026 | 2d | 1,560 | — | — | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Other A | March 17, 2026 | March 19, 2026 | 2d | 2,240 | — | — | derivative | Form 4 ↗ | |
| MSTR | Option / conversion M | March 11, 2026 | March 13, 2026 | 2d | 787 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| MSTR | Sell S | March 12, 2026 | March 13, 2026 | 1d | 260 | $137 | $36K | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Option / conversion M | March 11, 2026 | March 13, 2026 | 2d | 787 | — | — | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Option / conversion M | November 17, 2025 | November 19, 2025 | 2d | 100 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| MSTR | Sell S | November 18, 2025 | November 19, 2025 | 1d | 43 | $209 | $8,968 | 10b5-1 plan | Form 4 ↗ | |
| MSTR | Option / conversion M | November 17, 2025 | November 19, 2025 | 2d | 100 | — | — | 10b5-1 plan | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| June 9, 2026 | Form 4 | 0001444548-26-000002 | 5 | published | EDGAR ↗ |
| March 25, 2026 | Form 4 | 0001193125-26-124639 | 5 | published | EDGAR ↗ |
| March 19, 2026 | Form 4 | 0001193125-26-116269 | 1 | published | EDGAR ↗ |
| March 13, 2026 | Form 4 | 0001193125-26-106112 | 3 | published | EDGAR ↗ |
| November 19, 2025 | Form 4 | 0001193125-25-288267 | 3 | published | EDGAR ↗ |
Other insiders at Strategy Inc
- Patten Jarrod M Director 177 rows
- Shao Wei-Ming EVP & General Counsel 48 rows
- Le Phong President & CEO 35 rows
- Kang Andrew EVP & CFO 34 rows
- Dietze Jane A Director 8 rows
- BROOKS BRIAN P Director 6 rows
- Chow Thomas C. EVP & General Counsel 6 rows
- WINIARSKI GREGG Director 6 rows
- RICKERTSEN CARL J Director 5 rows
- GRAHAM STEPHEN X Director 4 rows
Everyone on file, with contracts and lobbying under the company's name: Strategy Inc.
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Rule 10b5-1 trading plans The plan must be set up when the insider has no important non-public information.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 5 | 17 | November 19, 2025 | June 9, 2026 | Form 4 list on EDGAR |
Site built October 27, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.