0000950170-24-035411.txt : 20240322 0000950170-24-035411.hdr.sgml : 20240322 20240322163605 ACCESSION NUMBER: 0000950170-24-035411 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240320 FILED AS OF DATE: 20240322 DATE AS OF CHANGE: 20240322 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Patten Jarrod M CENTRAL INDEX KEY: 0001309191 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-24435 FILM NUMBER: 24775802 MAIL ADDRESS: STREET 1: MICROSTRATEGY INCORPORATED STREET 2: 1850 TOWERS CRESCENT PLAZA CITY: TYSONS CORNER STATE: VA ZIP: 22182 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: MICROSTRATEGY Inc CENTRAL INDEX KEY: 0001050446 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology IRS NUMBER: 510323571 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1850 TOWERS CRESCENT PLAZA CITY: TYSONS CORNER STATE: VA ZIP: 22182 BUSINESS PHONE: 703-848-8600 MAIL ADDRESS: STREET 1: 1850 TOWERS CRESCENT PLAZA CITY: TYSONS CORNER STATE: VA ZIP: 22182 FORMER COMPANY: FORMER CONFORMED NAME: MICROSTRATEGY INC DATE OF NAME CHANGE: 19971126 4 1 ownership.xml 4 X0508 4 2024-03-20 0001050446 MICROSTRATEGY Inc MSTR 0001309191 Patten Jarrod M C/O MICROSTRATEGY INCORPORATED 1850 TOWERS CRESCENT PLAZA TYSONS CORNER VA 22182 true false false false false Class A Common Stock 2024-03-20 4 M false 1425 121.43 A 1425 D Class A Common Stock 2024-03-20 4 S false 150 1443.64 D 1275 D Class A Common Stock 2024-03-20 4 S false 200 1450.00 D 1075 D Class A Common Stock 2024-03-20 4 S false 200 1470.00 D 875 D Class A Common Stock 2024-03-20 4 S false 250 1417.22 D 625 D Class A Common Stock 2024-03-20 4 S false 250 1531.54 D 375 D Class A Common Stock 2024-03-20 4 S false 375 1406.00 D 0 D Class A Common Stock 2024-03-21 4 M false 3675 121.43 A 3675 D Class A Common Stock 2024-03-21 4 S false 150 1602.06 D 3525 D Class A Common Stock 2024-03-21 4 S false 100 1640.00 D 3425 D Class A Common Stock 2024-03-21 4 S false 100 1620.00 D 3325 D Class A Common Stock 2024-03-21 4 S false 150 1640.00 D 3175 D Class A Common Stock 2024-03-21 4 S false 150 1660.00 D 3025 D Class A Common Stock 2024-03-21 4 S false 150 1680.00 D 2875 D Class A Common Stock 2024-03-21 4 S false 150 1697.45 D 2725 D Class A Common Stock 2024-03-21 4 S false 150 1700.00 D 2575 D Class A Common Stock 2024-03-21 4 S false 200 1612.22 D 2375 D Class A Common Stock 2024-03-21 4 S false 200 1669.53 D 2175 D Class A Common Stock 2024-03-21 4 S false 150 1690.00 D 2025 D Class A Common Stock 2024-03-21 4 S false 200 1670.46 D 1825 D Class A Common Stock 2024-03-21 4 S false 150 1648.50 D 1675 D Class A Common Stock 2024-03-21 4 S false 800 1598.61 D 875 D Class A Common Stock 2024-03-21 4 S false 700 1603.60 D 175 D Class A Common Stock 2024-03-21 4 S false 175 1623.35 D 0 D Director Stock Option (Right to buy) 121.43 2024-03-20 4 M false 1425 0 D 2024-04-30 Class A Common Stock 1425 3675 D Director Stock Option (Right to buy) 121.43 2024-03-21 4 M false 3675 0 D 2024-04-30 Class A Common Stock 3675 0 D The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,598.32 to $1,598.75, inclusive. The reporting person undertakes to provide to MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. The 1,425 shares exercised on March 20, 2024 pursuant to this option vested on April 30, 2018. The remaining 3,675 shares subject to this option vested on April 30, 2018. See Exhibit A. The 3,675 shares exercised on March 21, 2024 pursuant to this option vested on April 30, 2018. /s/ Joseph Phillips, Attorney-in-Fact 2024-03-22 EX-99 2 mstr-ex99.htm EX-99 EX-99


Exhibit A:

Mr. Patten also directly owns a director stock option to purchase 5,000 shares of Class A common stock with (i) an exercise price of $175.98 per share and (ii) an expiration date of May 31, 2025. Of the 5,000 shares subject to this option, 1,250 shares vested on May 31, 2016, 1,250 shares vested on May 31, 2017, 1,250 shares vested on May 31, 2018, and 1,250 shares vested on May 31, 2019.

Mr. Patten also directly owns a director stock option to purchase 5,000 shares of Class A common stock with (i) an exercise price of $186.54 per share and (ii) an expiration date of May 31, 2026. Of the 5,000 shares subject to this option, 1,250 shares vested on May 31, 2017, 1,250 shares vested on May 31, 2018, 1,250 shares vested on May 31, 2019, and 1,250 shares vested on May 31, 2020.

Mr. Patten also directly owns a director stock option to purchase 5,000 shares of Class A common stock with (i) an exercise price of $182.36 per share and (ii) an expiration date of May 31, 2027. Of the 5,000 shares subject to this option, 1,250 shares vested on May 31, 2018, 1,250 shares vested on May 31, 2019, 1,250 shares vested on May 31, 2020, and 1,250 shares vested on May 31, 2021.

Mr. Patten also directly owns a director stock option to purchase 5,000 shares of Class A common stock with (i) an exercise price of $129.57 per share and (ii) an expiration date of May 31, 2028. Of the 5,000 shares subject to this option, 1,250 shares vested on May 31, 2019, 1,250 shares vested on May 31, 2020, 1,250 shares vested on May 31, 2021, and 1,250 shares vested on May 31, 2022.

Mr. Patten also directly owns a director stock option to purchase 5,000 shares of Class A common stock with (i) an exercise price of $132.91 per share and (ii) an expiration date of May 31, 2029. Of the 5,000 shares subject to this option, 1,250 shares vested on May 31, 2020, 1,250 shares vested on May 31, 2021, 1,250 shares vested on May 31, 2022, and 1,250 shares vested on May 31, 2023.

Mr. Patten also directly owns a director stock option to purchase 5,000 shares of Class A common stock with (i) an exercise price of $124.48 per share and (ii) an expiration date of May 31, 2030. Of the 5,000 shares subject to this option, 1,250 shares vested on May 31, 2021, 1,250 shares vested on May 31, 2022, 1,250 shares vested on May 31, 2023, and 1,250 shares are scheduled to vest on May 31, 2024.

Mr. Patten also directly owns a director stock option to purchase 5,000 shares of Class A common stock with (i) an exercise price of $470.00 per share and (ii) an expiration date of May 31, 2031. Of the 5,000 shares subject to this option, 1,250 shares vested on May 31, 2022, 1,250 shares vested on May 31, 2023, 1,250 shares are scheduled to vest on May 31, 2024, and 1,250 shares are scheduled to vest on May 31, 2025.

Mr. Patten also directly owns a director stock option to purchase 5,000 shares of Class A common stock with (i) an exercise price of $264.69 per share and (ii) an expiration date of May 31, 2032. Of the 5,000 shares subject to this option, 1,250 shares vested on May 31, 2023, 1,250 shares are scheduled to vest on May 31, 2024, 1,250 shares are scheduled to vest on May 31, 2025, and 1,250 shares are scheduled to vest on May 31, 2026.

Mr. Patten also directly owns a director stock option to purchase 761 shares of Class A common stock with (i) an exercise price of $301.63 per share and (ii) an expiration date of May 31, 2033. The 761 shares subject to this option are scheduled to vest on May 31, 2024.

Mr. Patten also directly owns restricted stock units with the contingent right to receive 497 shares of Class A common stock. These 497 shares are scheduled to vest on May 31, 2024.