| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| MicroStrategy Inc | |
|---|---|
| Ticker | STRK |
| CIK # | 0001050446 |
| CUSIP | 594972887 |
| Sector | Technology - Services-Prepackaged Software |
| Address | 1850 Towers Crescent Plaza, Tysons Corner, VA 22182 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001050446] | 10-K | |
| [0001050446] | 10-Q | |
| [0001050446] | 3 | |
| [0001050446] | 4 | |
| [0001050446] | 5 | |
| [0001050446] | 8-K | |
| [0001050446] | SC 13D | |
| [0001050446] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Patten Jarrod M
Director Stock Option (Right to buy) · derivative
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2026-03-30 | Option exercise | 700 | $0.00 | |
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Patten Jarrod M
Class A Common Stock
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2026-03-30 | Option exercise | 700 | $18.65 | 13,055 |
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Patten Jarrod M
Class A Common Stock
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2026-03-30 | Sell | 700 | $128.04 | 89,628 |
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Patten Jarrod M
Class A Common Stock
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2026-03-26 | Option exercise | 700 | $18.65 | 13,055 |
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Patten Jarrod M
Director Stock Option (Right to buy) · derivative
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2026-03-26 | Option exercise | 700 | $0.00 | |
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Patten Jarrod M
Class A Common Stock
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2026-03-26 | Sell | 700 | $137.37 | 96,159 |
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Le Phong
Class A Common Stock
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2026-03-24 | Sell | 1,753 | $137.73 | 241,441 |
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Kang Andrew
Class A Common Stock
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2026-03-24 | Sell | 1,261 | $137.73 | 173,678 |
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Montgomery Jeanine
Class A Common Stock
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2026-03-24 | Sell | 201 | $138.98 | 27,935 |
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Kang Andrew
Class A Common Stock
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2026-03-24 | Sell | 98 | $139.45 | 13,666 |
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Le Phong
Class A Common Stock
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2026-03-24 | Sell | 1,410 | $138.98 | 195,962 |
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Le Phong
Class A Common Stock
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2026-03-24 | Sell | 136 | $139.45 | 18,965 |
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Kang Andrew
Class A Common Stock
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2026-03-24 | Sell | 1,014 | $138.98 | 140,926 |
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Montgomery Jeanine
Class A Common Stock
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2026-03-24 | Sell | 250 | $137.73 | 34,432 |
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Montgomery Jeanine
Class A Common Stock
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2026-03-24 | Sell | 19 | $139.45 | 2,650 |
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Montgomery Jeanine
Restricted Stock Units · derivative
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2026-03-23 | Option exercise | 1,560 | $0.00 | |
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Kang Andrew
Class A Common Stock
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2026-03-23 | Option exercise | 5,330 | ||
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Montgomery Jeanine
Class A Common Stock
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2026-03-23 | Option exercise | 1,560 | ||
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Kang Andrew
Restricted Stock Units · derivative
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2026-03-23 | Option exercise | 5,330 | $0.00 | |
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Le Phong
Restricted Stock Units · derivative
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2026-03-23 | Option exercise | 7,320 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 94 | 6,133,957 |
| 2025-12-31 | 86 | 6,716,400 |
| 2025-09-30 | 94 | 6,906,373 |
| 2025-06-30 | 85 | 6,993,629 |
| 2025-03-31 | 57 | 5,696,398 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Wealthcare Advisory Partners LLC | [2026-06-30] | SOLE | 0 | 20,274 |
| Alliance Wealth Advisors LLC | [2026-06-30] | SOLE | 0 | 3,735 |
| Beaird Harris Wealth Management LLC | [2026-06-30] | SOLE | 0 | 1,113 |
| Moisand Fitzgerald Tamayo LLC | [2026-06-30] | SOLE | 716 | 716 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 157 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 105 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 88 | 88 |
| Ulland Investment Advisors LLC | [2026-06-30] | SOLE | 3,950 | 3 | Prev | Page 1 | Next |