0000950170-24-036117.txt : 20240325 0000950170-24-036117.hdr.sgml : 20240325 20240325201852 ACCESSION NUMBER: 0000950170-24-036117 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240321 FILED AS OF DATE: 20240325 DATE AS OF CHANGE: 20240325 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Montgomery Jeanine CENTRAL INDEX KEY: 0001444548 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-24435 FILM NUMBER: 24780666 MAIL ADDRESS: STREET 1: C/O BEACON ROOFING SUPPLY, INC. STREET 2: 505 HUNTMAR PARK DRIVE SUITE 300 CITY: HERNDON STATE: VA ZIP: 20170 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 2024-03-21 0001050446 MICROSTRATEGY Inc MSTR 0001444548 Montgomery Jeanine C/O MICROSTRATEGY INCORPORATED 1850 TOWERS CRESCENT PLAZA TYSONS CORNER VA 22182 false true false false SVP & CAO false Class A Common Stock 491 D Restricted Stock Units 2024-03-21 4 A false 623 0.00 A Class A Common Stock 623 623 D Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. See Exhibit A. /s/ Joseph Phillips, Attorney-in-Fact 2024-03-25 EX-99 2 mstr-ex99.htm EX-99 EX-99

 

Exhibit A:

 

Ms. Montgomery also directly owns an employee stock option to purchase 7,500 shares of Class A common stock with (i) an exercise price of $691.23 per share and (ii) an expiration date of February 23, 2031. Of the 7,500 shares subject to this option, 1,875 shares vested on February 23, 2022, 1,875 shares vested on February 23, 2023, 1,875 shares vested on February 23, 2024, and 1,875 shares are scheduled to vest on February 23, 2025.

 

Ms. Montgomery also directly owns an employee stock option to purchase 4,000 shares of Class A common stock with (i) an exercise price of $404.60 per share and (ii) an expiration date of February 17, 2032. Of the 4,000 shares subject to this option, 250 shares vested on February 17, 2023, 1,250 shares vested on February 17, 2024, 1,250 shares are scheduled to vest on February 17, 2025, and 1,250 shares are scheduled to vest on February 17, 2026.

 

Ms. Montgomery also directly owns restricted stock units with the contingent right to receive 150 shares of Class A common stock. These 150 shares are scheduled to vest on November 13, 2024.

 

Ms. Montgomery also directly owns restricted stock units with the contingent right to receive 20 shares of Class A common stock. Of these 20 shares, 10 shares are scheduled to vest on November 15, 2024 and 10 shares are scheduled to vest on November 15, 2025.

 

Ms. Montgomery also directly owns restricted stock units with the contingent right to receive 457 shares of Class A common stock. Of these 457 shares, 114 shares are scheduled to vest on June 5, 2024, 114 shares are scheduled to vest on June 5, 2025, 114 shares are scheduled to vest on June 5, 2026, and 115 shares are scheduled to vest on June 5, 2027.