IPO registrations (S-1, F-1) · Registrants
Strategy Inc
- SEC CIK
- 1050446 · filings on EDGAR ↗
- Name on the registration
- MICROSTRATEGY INC
- Former names
- MICROSTRATEGY INC (2018–2025); MICROSTRATEGY Inc (2018–2025)
- Registration
- Form S-1, first filed 1998-04-10, last 1999-02-10; 2 initial registrations, 6 amendments
- Outcome
- Withdrawal requested 2000-03-22
- Industry (SIC)
- Finance Services 6199
- Incorporated in
- DE
- Business address
- 1850 TOWERS CRESCENT PLAZA, Tysons Corner, VA 22182
- EIN
- 51-0323571
- Ticker
- MSTR, STRC, STRD, STRF, STRK (Nasdaq, Nasdaq, Nasdaq, Nasdaq, Nasdaq)
- EDGAR entity type
- operating
- Insiders and CEO pay
- Strategy Inc on the corporate pages
Offering terms
- Shares offered
- 2,000,000
- Listing
- Nasdaq under the symbol MSTR
- Lead underwriters
- Merrill Lynch; Hambrecht & Quist (600,000 shares); FBR (300,000 shares)
- Syndicate
- Barrington Research Associates, Inc (50,000); First Albany Corporation (50,000); Scott & Stringfellow, Inc (50,000)
Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.
On this site
- Business registration: Strategy, LLC Fuzzy (name and state)
- Form 5500 plan sponsor: MICROSTRATEGY EXACT (EIN (EXACT))
- Lobbying client: STRATEGY INC Fuzzy (name and state)
- Lobbying registrant: STRATEGY INC Fuzzy (name and state)
- SEC filer: MICROSTRATEGY Inc EXACT (CIK (EXACT))
- Person page: Sanju K Bansal Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director,Officer))
- Person page: Thomas P Spahr Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director))
Filings 9
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 1998-04-10 | S-1 | S-1 (registration) | MICROSTRATEGY INC | 0000950109-98-002523 ↗ |
| 1998-05-22 | S-1/A | S-1/A (amendment) | MICROSTRATEGY INC | 0000950109-98-003429 ↗ |
| 1998-06-04 | S-1/A | S-1/A (amendment) | MICROSTRATEGY INC | 0000950109-98-003567 ↗ |
| 1998-06-10 | S-1/A | S-1/A (amendment) | MICROSTRATEGY INC | 0001021408-98-000392 ↗ |
| 1999-01-21 | S-1 | S-1 (registration) | MICROSTRATEGY INC | 0000928385-99-000135 ↗ |
| 1999-01-29 | S-1/A | S-1/A (amendment) | MICROSTRATEGY INC | 0000928385-99-000194 ↗ |
| 1999-02-09 | S-1/A | S-1/A (amendment) | MICROSTRATEGY INC | 0000928385-99-000264 ↗ |
| 1999-02-10 | S-1/A | S-1/A (amendment) | MICROSTRATEGY INC | 0000928385-99-000282 ↗ |
| 2000-03-22 | RW | RW (withdrawal request) | MICROSTRATEGY INC | 0000928385-00-000811 ↗ |
Prospectus pages read 1
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 1999-02-10 | S-1/A | registration statement | $27.00 | 2,000,000 | $54,000,000 | Nasdaq MSTR | 6 | from the submission text; price sentence, shares headline, proceeds table, underwriting table 5, cover names 3 | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| Epstein Robert H | Director | 16 | 2006–2018 | ||
| SPAHR THOMAS P | Director | 9 | 2006–2012 | person page Fuzzy | |
| RICKERTSEN CARL J | Director | 30 | 2006–2026 | ||
| McDonald Adam M | Officer | EVP, Worldwide Services; VP, Worldwide Services; VP, WORLDWIDE SERVICES | 3 | 2006–2008 | |
| SANCHEZ EDUARDO S | Officer | VP, Worldwide Sales | 3 | 2006 | |
| LaRue David W | Director | 1 | 2006 | ||
| FOWLER F DAVID | Director | 2 | 2006 | ||
| KLEIN JONATHAN F | Officer | EVP, Law & General Counsel; President & CLO; VP, Law and General Counsel | 16 | 2006–2013 | |
| Zolfaghari Paul N | Officer | EVP, Worldwide Sales & Ops; President; VP, Worldwide Sales&Operations; VP, WORLDWIDE SALES&OPERATIONS | 6 | 2006–2013 | |
| ALCANTARA LLC | TenPercentOwner | 58 | 2006–2020 | ||
| SAYLOR MICHAEL J | Director,Officer,TenPercentOwner | Chairman and CEO; Chairman, President and CEO; Executive Chairman | 184 | 2006–2024 | |
| BANSAL SANJU K | Director,Officer | Vice Chairman, EVP and COO | 30 | 2007–2012 | person page Fuzzy |
| Thede Douglas King | Officer | * See Remarks; Senior EVP & CFO | 4 | 2009–2015 | |
| BEDELL JEFFREY A | Officer | EVP, Technology and CTO | 6 | 2010–2012 | |
| Hunt Donald W | Officer | EVP, Worldwide Sales & Ops | 1 | 2011 | |
| WATTS BOB | Officer | EVP, Worldwide Prof Svcs | 1 | 2012 | |
| Xiao Peng | Officer | Senior EVP & CTO | 3 | 2012–2013 | |
| GRAHAM STEPHEN X | Director | 27 | 2014–2026 | ||
| Patten Jarrod M | Director | 74 | 2014–2026 | ||
| Starke Marcus H | Officer | SEVP & Chief Marketing Officer | 2 | 2014 | |
| Lang Timothy Edwin | Officer | SEVP & CTO | 25 | 2014–2023 | |
| Le Phong | Director,Officer; Officer | President & CEO; President & CFO; SEVP & CFO; SEVP & COO | 47 | 2015–2026 | |
| Rennyson David J | Officer | SEVP, Worldwide Sales | 3 | 2016–2018 | |
| Shao Wei-Ming | Officer | EVP & General Counsel; SEVP & General Counsel | 56 | 2016–2025 | |
| Tae Michael S | Officer | SEVP, Worldwide Services | 1 | 2016 | |
| Holdridge Stephen H. | Officer | SEVP, Worldwide Services | 2 | 2017 | |
| Breya Margaret Anne | Director; Officer | SEVP & CMO | 5 | 2018 | |
| Norlin Kevin | Officer | SEVP, Worldwide Sales | 3 | 2018–2019 | |
| RECHAN LESLIE J | Director | 17 | 2018–2025 | ||
| Mayr Lisa | Officer | SEVP & CFO | 2 | 2019 | |
| Montgomery Jeanine | Officer | Senior VP & CAO; SVP & CAO; VP & CAO | 28 | 2020–2026 | |
| Adkisson Kevin | Officer | SEVP & CRO | 6 | 2022–2023 | |
| Kang Andrew | Officer | EVP & CFO; SEVP & CFO | 25 | 2022–2026 | |
| BROOKS BRIAN P | Director | 5 | 2024–2026 | ||
| Dietze Jane A | Director | 8 | 2024–2026 | ||
| WINIARSKI GREGG | Director | 6 | 2024–2026 | ||
| Briger Peter L JR | Director | 4 | 2025–2026 | ||
| Chow Thomas C. | Officer | EVP & General Counsel | 5 | 2025–2026 |
Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.
Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Investment adviser | CLARENDON CAPITAL, LLC | VA | Investment advisers (Form ADV) | same street address and ZIP code, 1850 TOWERS CRESCENT PLAZA 22182 (FUZZY: a shared address, not proof of a shared organization) |
| Business registration | Strategy, LLC | VA | State business registries | name and state |
| Plan sponsor | STRATEGY INC | VA | Form 5500 (employee benefit plans) | EIN (EXACT) |
| Lobbying client | STRATEGY INC | VA | Federal lobbying (LDA) | name and state |
| Lobbying registrant | STRATEGY INC | VA | Federal lobbying (LDA) | name and state |
| Patent assignee | Strategy Inc | VA | Patents (USPTO) | name and state |
| SEC filer | Strategy Inc | SEC filers (EDGAR) | CIK (EXACT) | |
| Trademark owner | STRATEGY INC | VA | Trademarks (USPTO) | name and state |
| Form 5500 plan sponsor | MICROSTRATEGY | EIN (EXACT) | ||
| Person page | Sanju K Bansal | People (Form 990 officers, directors and employees) | officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director,Officer) | |
| Person page | Thomas P Spahr | People (Form 990 officers, directors and employees) | officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director) |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.
Others with the same interests
SIC industry Finance Services, VA first:
- Sono Group N.V. 2M
- Digi Power X Inc. A6
- THC Farmaceuticals, Inc. AZ
- Social Leverage Acquisition Corp I AZ
- Fold Holdings, Inc. AZ
- Marygold Companies, Inc. CA
- Lite Strategy, Inc. CA
- NATE'S FOOD CO. CA
- BLACKHAWK NETWORK HOLDINGS, INC CA
- Yueda Digital Holding CA
In other datasets, the same topic (Finance) in VA:
- Lobbying client: 60 PLUS ASSOCIATION (Federal lobbying (LDA))
Interests: Finance Services · Finance