MSTR Strategy Inc

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon immediate Filed May 28, 2026 Processed 8d 5h ago
Insider cluster: 3 insiders, $0.3M total
Latest settled — T+5d
MSTR ▼ -20.45% at T+5d
NEUTRAL call ✗ call lost -20.45% · α vs SPY -20.16% · entry $159.09 → $126.55
Next anchor: T+20d in 20d
Currently $120.44 · -24.29% from $159.09 entry
Entry anchored
May 28, 04:04 PM ET
via Databento tick
T+1d
-5.85%
call -5.85% · α -6.13%
$149.78
settled 8d ago
T+5d
-20.45%
call -20.45% · α -20.16%
$126.55
settled yesterday
T+20d
call — · α —
in 20d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

A mixed insider cluster at MSTR shows CEO Le Phong buying $5K worth of stock at $99.41, while Director Patten and CFO Kang sold a combined $300K at higher prices ($163-$165). The CEO's purchase is symbolic in size (0.00001% of market cap), while the sales are modest relative to the $54B market cap. The cluster is dominated by a director's derivative exercise and immediate sale, a routine non-informative pattern.

Key Financial Metrics

Direction
mixed
Total Value
$304.0K
Insiders
3

Actionable Insight

This cluster is too small in dollar terms to have any meaningful signal. The CEO's $5K buy is symbolic, and the director's exercise-and-sell is a routine non-informative pattern. Ignore for trading purposes.

Key Facts

  • CEO Le Phong purchased 50 shares for $4,970.50 at $99.41 on 2026-05-22
  • Director Patten exercised 1,250 options at $0 and immediately sold 1,250 shares at $165.30 for $206,625 on 2026-05-26
  • Director Patten also exercised 1,250 options at $18.654 for $23,317.50 on 2026-05-26
  • CFO Kang sold 565 shares at $163.98 for $92,648.70 on 2026-05-19
  • Total open-market sales: $299,273.70; total open-market purchases: $4,970.50
  • Total cluster value of $304K represents ~0.0006% of MSTR's $54B market cap
  • Director Patten's sale is a same-day exercise-and-sell, a routine tax/vesting pattern

Financial Impact

Total insider sales of $299K and purchases of $5K are trivial relative to $54B market cap (0.0006%)

insider ownership

Risk Factors

  • No material risk signaled by this cluster given the trivial dollar amounts

Market Snapshot

Exchange
Nasdaq
Sector
Finance Services
Analyst Consensus
88% bullish (25 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MSTR-1779998805747
12 reports for MSTR
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +16.19%Feb 28, 2026
Filters
Rows
Reports for MSTR — sortable, filterable
Type Now
Jun 6, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 1, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$136.08 $126.55▼ −7.01%▼ −6.31%$120.44 (−11.49%)
May 28, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
$159.09 $149.78▼ −5.85%▼ −6.13%$120.44 (−24.29%)
May 26, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$154.20 $151.64▼ −1.66%▼ −2.21%$120.44 (−21.89%)
May 22, 2026
15d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 21, 2026
15d ago
Insider Cluster
NEUTRAL ★ 2/10
$159.89 $159.93▲ +0.03%▼ −0.56%$120.44 (−24.67%)
May 21, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Mar 24, 2026
10w ago
Insider Cluster
BEARISH ★ 7/10
$136.25 $139.13▼ −2.11%▼ −1.55%$120.44 (+11.60%)
Mar 24, 2026
10w ago
Insider Cluster
BEARISH ★ 6/10
$136.25 $139.13▼ −2.11%▼ −1.55%$120.44 (+11.60%)
Mar 12, 2026
12w ago
Insider Cluster
BULLISH ★ 6/10
$137.34 $139.67▲ +1.70%▲ +2.29%$120.44 (−12.31%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (35h 40m)

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