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| Keyboard |
| Strategy Inc
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|---|---|
| CRD # | 290104 |
| SEC # | 801-130764 |
| CIK # | 0001050446 |
| AUM | 142.4 M (2026-02-04) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 806-794-3848 |
| Address | 12002 Trafalgar Avenue Lubbock, TX 79424 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 56.7 |
| (b) Individuals (high net worth individuals) | 35 | 84.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 542 | 142.4 |
| By Discretionary | ||
| Discretionary | 542 | 142.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 542 | 142.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.4 | |
| Total | 542 | 142.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001050446] | |
| 10-Q | [0001050446] | |
| 3 | [0001050446] | |
| 4 | [0001050446] | |
| 5 | [0001050446] | |
| 8-K | [0001050446] | |
| SC 13D | [0001050446] | |
| SC 13G | [0001050446] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Strategy Inc | |
| Patten Jarrod M | |
| Le Phong | |
| Chow Thomas C | |
| Kang Andrew | |
| Montgomery Jeanine | |
| Winiarski Gregg | |
| Dietze Jane A | |
| Rickertsen Carl J | |
| Briger Peter L JR | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-30 | Option exercise | 700 | $18.65 | 13,055 |
|
Strategy Inc MSTR
Director Stock Option (Right to buy) · derivative
|
2026-03-30 | Option exercise | 700 | $0.00 | |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-30 | Sell | 700 | $128.04 | 89,628 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-26 | Sell | 700 | $137.37 | 96,159 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-26 | Option exercise | 700 | $18.65 | 13,055 |
|
Strategy Inc MSTR
Director Stock Option (Right to buy) · derivative
|
2026-03-26 | Option exercise | 700 | $0.00 | |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-24 | Sell | 1,753 | $137.73 | 241,441 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-24 | Sell | 98 | $139.45 | 13,666 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-24 | Sell | 201 | $138.98 | 27,935 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-24 | Sell | 1,410 | $138.98 | 195,962 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-24 | Sell | 136 | $139.45 | 18,965 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-24 | Sell | 250 | $137.73 | 34,432 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-24 | Sell | 1,261 | $137.73 | 173,678 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-24 | Sell | 1,014 | $138.98 | 140,926 |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-24 | Sell | 19 | $139.45 | 2,650 |
|
Strategy Inc MSTR
Restricted Stock Units · derivative
|
2026-03-23 | Option exercise | 7,320 | $0.00 | |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-23 | Option exercise | 7,320 | ||
|
Strategy Inc MSTR
Restricted Stock Units · derivative
|
2026-03-23 | Option exercise | 1,560 | $0.00 | |
|
Strategy Inc MSTR
Class A Common Stock
|
2026-03-23 | Option exercise | 1,560 | ||
|
Strategy Inc MSTR
Restricted Stock Units · derivative
|
2026-03-23 | Option exercise | 5,330 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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