Strategy Inc·4

Mar 19, 5:40 PM ET

Montgomery Jeanine 4

4 · Strategy Inc · Filed Mar 19, 2026

Research Summary

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Strategy Inc (MSTR) VP & CAO Jeanine Montgomery Receives RSU Award

What Happened

  • Jeanine Montgomery, Vice President and Chief Accounting Officer of Strategy Inc (MSTR), was granted 2,240 restricted stock units (RSUs) on March 17, 2026. The grant is reported as an award/acquisition (derivative) at $0.00 per unit — no cash changed hands at grant.

Key Details

  • Transaction date: 2026-03-17; Form 4 filed: 2026-03-19 (timely).
  • Award type/code: A (grant/award of derivative securities); amount: 2,240 RSUs; price reported: $0.00.
  • Shares owned after transaction: not specified in the provided filing details.
  • Footnotes: F1 — each RSU equals a contingent right to one share of Strategy Inc class A common stock. F2 — vesting: 25% on the first anniversary, then 25% each year thereafter until fully vested (four-year vesting).
  • Filing timeliness: filed within the SEC’s two-business-day window (no late filing indicated).

Context

  • RSUs are a form of deferred compensation: they do not represent current stock ownership until vested and settled, and recipients do not pay cash at grant. Such awards are common for aligning employee incentives with shareholder value; they are not the same as an open-market purchase.

Insider Transaction Report

Form 4
Period: 2026-03-17
Transactions
  • Award

    Restricted Stock Units

    [F1][F2]
    2026-03-17+2,2402,240 total
    Class A Common Stock (2,240 underlying)
Holdings
  • Series A Perpetual Stretch Preferred Stock

    5,000
  • Class A Common Stock

    9,333
Footnotes (2)
  • [F1]Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc.
  • [F2]25 percent of these RSUs vest on the first anniversary of the grant date, and an additional 25 percent of the original number of RSUs vest on each anniversary thereafter until the RSUs are vested in full.
Signature
/s/ Allein Sabel, Attorney-in-Fact|2026-03-19

Documents

1 file
  • 4
    ownership.xmlPrimary

    4