MSTR CLUSTER SEC Filing Analysis

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 13d

Currently $123.97 · -22.08% 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 15d ago

T+5d

-20.45%

call -20.45% · α -20.16%

$126.55

settled 9d ago

T+20d

—

call — · α —

—

in 13d

T+60d

—

call — · α —

—

in 2mo

Price Chart

Loading chart...

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.

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-MSTR-1779998805747

15 reports for MSTR

T+1T+5T+20T+60

100% Hit rate 4 of 4 directional calls best @ T+60▲ +16.19%Feb 28, 2026

Filters

Reports for MSTR — sortable, filterable
	Type				Now
Jun 12, 2026 1d ago	Institutional Cluster BULLISH ★ 5/10	$121.00 awaiting T+1	awaiting T+1	—	$123.97 (+2.45%)
Jun 11, 2026 2d ago	Institutional Cluster NEUTRAL ★ 3/10	$119.50 awaiting T+1	awaiting T+1	—	$123.97 (+3.74%)
Jun 6, 2026 7d ago	Insider Cluster NEUTRAL ★ 2/10	$120.00 awaiting T+1	awaiting T+1	—	$123.97 (+3.31%)
Jun 6, 2026 7d ago	Insider Cluster NEUTRAL ★ 3/10	$124.25 awaiting T+1	awaiting T+1	—	$123.97 (−0.23%)
Jun 1, 2026 11d ago	Insider Cluster NEUTRAL ★ 2/10	$136.08 $126.55	▼ −7.01%	▼ −6.31%	$123.97 (−8.90%)
May 28, 2026 15d ago	Insider Cluster NEUTRAL ★ 2/10	$159.09 $149.78	▼ −5.85%	▼ −6.13%	$123.97 (−22.08%)
May 26, 2026 17d ago	Insider Cluster NEUTRAL ★ 3/10	$154.20 $151.64	▼ −1.66%	▼ −2.21%	$123.97 (−19.60%)
May 22, 2026 22d ago	Insider Cluster NEUTRAL ★ 2/10	$159.89 $159.93	▲ +0.03%	▼ −0.56%	$123.97 (−22.47%)
May 21, 2026 22d ago	Insider Cluster NEUTRAL ★ 2/10	$159.89 $159.93	▲ +0.03%	▼ −0.56%	$123.97 (−22.47%)
May 21, 2026 23d ago	Insider Cluster NEUTRAL ★ 2/10	$164.85 $159.89	▼ −3.01%	▼ −3.45%	$123.97 (−24.80%)

US Market Status

Market Closed — Opens Mon (48h 4m)

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access