Carl J. Rickertsen

Board Member · Strategy Inc

Rank #24,957 SEC EDGAR (United States) ↗ Files from United States

Details

Member of the boardBanks & Consumer FinanceMSTRSEC CIK 0001203479

Computed from SEC EDGAR filings and closing prices — not copied from any wealth ranking. Dataset . How we calculate this.

Disclosed holdings
$1.4M
1-day change
▼ 0.22%
Positions on file
3
issuers disclosed in Forms 3/4/5 and Schedules 13D/G

Disclosed holdings over time 53 weekly points

What the 2 currently disclosed positions would have been worth at each week’s closing price. A rising line means the shares got more valuable, not that this person bought more.

How the line is built

Share counts are as last reported to the SEC and held constant; only prices move.

2025-09-05$1.0M – $2.4M2026-09-04

Insider activity May 31, 2024 – Jan 12, 2026

Carl J. Rickertsen is recorded in filings to the U.S. SEC via EDGAR as member of the board, and reported 22 transactions between May 31, 2024 and Jan 12, 2026. The buy and sell totals below count only codes P, S.

Why the other codes are excluded

Share awards (A), shares withheld to pay tax (F), option exercises (M) and gifts (G) also appear in the table, but they are consequences of a pay package or a private transfer, not a decision to buy or sell on the open market. Counting them would turn this into a compensation ranking.

Open-market buys (code P)
$1.46M
3 purchases on file priced rows only
Open-market sales (code S)
$16.81M
8 sales on file priced rows only
All reported transactions
22
every code, including awards and exercises
Pattern
Net seller in the final 12 months of the window
last 12 months of the window

Events from filings

Detected automatically in the filings linked below. Each headline is built from the numbers in those filings, not written by a model. Newest first; events older than 45 days stay listed and are marked as older.

3 insiders bought Strategy Inc (MSTR) shares worth $880,090 between Jan 8, 2026 and Jan 20, 2026

Cluster buying

3 different insiders made 3 open-market purchases of this company’s shares within a short window. Each row below is one reported trade.

3 insiders bought Strategy Inc (MSTR) shares worth $880,090 between Jan 8, 2026 and Jan 20, 2026
Date Insider Transaction Shares Price Value Filing
Jan 8, 2026 Phong Le P Open-market purchase 12 held after: 28 $99.99 $1,200 SEC filing ↗
Jan 12, 2026 Carl J. Rickertsen P Open-market purchase 5,000 held after: 5,000 $155.88 $779,400 SEC filing ↗
Jan 20, 2026 Jane A Dietze P Open-market purchase 1,000 held after: 3,600 $99.49 $99,490 SEC filing ↗

Total of the rows above: $880,090, in the currency the filings report.

Source: SEC EDGAR (United States); every row links to where it was published. Event computed Sep 14, 2026.

Carl J. Rickertsen sold 25,000 Strategy Inc (MSTR) shares for $9,308,250 on Jun 2, 2025

Large trade for this person

Flagged because this trade was large compared with this person’s own earlier open-market trades in the same currency — not because it is large in absolute terms. A trade that is routine for one insider can be flagged for another.

Carl J. Rickertsen sold 25,000 Strategy Inc (MSTR) shares for $9,308,250 on Jun 2, 2025
Date Insider Transaction Shares Price Value Filing
Jun 2, 2025 Carl J. Rickertsen S Open-market sale 25,000 held after: 2,370 $372.33 $9,308,250 SEC filing ↗

Source: SEC EDGAR (United States); every row links to where it was published. Event computed Sep 14, 2026.

Reported transactions

Price 0.00 is a real reported figure on gifts (G) and share awards (A) — not a missing number. The 23 most recent rows are grouped into 13 lines by date, company and transaction type — open a line to see every lot with its own source link.

How to read this list

Every row is one line of one Form 4 or Form 5, with the filing it came from. Where the record carries no price at all we leave the cell empty instead of guessing one.

The shares and money on a grouped line add up only the lots listed inside that line, and only when every one of them carries the figure. Where a group mixes more than one reporting currency we leave the money blank rather than convert — no source publishes the rate that conversion would need.

  1. Strategy Inc MSTR M Option exercise or conversionnot a buy/sell decisionreported at zero 406 shares $0 at $0.00 SEC filing ↗
  2. Strategy Inc MSTR P Open-market purchase 5,000 shares $779.4K at $155.88 SEC filing ↗
  3. Magnera Corp MAGN M Option exercise or conversionnot a buy/sell decision 9,501 shares $81.0K at $8.53 SEC filing ↗
  4. MICROSTRATEGY Inc MSTR S Open-market sale 980 shares $371.5K at $379.07 SEC filing ↗
  5. MICROSTRATEGY Inc MSTR M Option exercise or conversion × 3not a buy/sell decision 26,390 shares $1.13M
    The 3 lots that make up this line, each with the source behind it.
    Shares Price Value Filing
    12,500 $26.47 $330.9K SEC filing ↗
    1,390 $152.45 $211.9K SEC filing ↗
    12,500 $47.00 $587.5K SEC filing ↗
  6. MICROSTRATEGY Inc MSTR S Open-market sale × 2 26,390 shares $9.83M
    The 2 lots that make up this line, each with the source behind it.
    Shares Price Value Filing
    25,000 $372.33 $9.31M SEC filing ↗
    1,390 $373.70 $519.4K SEC filing ↗
  7. MICROSTRATEGY Inc MSTR M Option exercise or conversionnot a buy/sell decisionreported at zero 980 shares $0 at $0.00 SEC filing ↗
  8. Magnera Corp MAGN P Open-market purchase 20,000 shares $273.0K at $13.65 SEC filing ↗
  9. Magnera Corp MAGN P Open-market purchase 20,000 shares $406.6K at $20.33 SEC filing ↗
  10. BERRY GLOBAL GROUP, INC. BERY M Option exercise or conversionnot a buy/sell decisionreported at zero 1,393 shares $0 at $0.00 SEC filing ↗
  11. MICROSTRATEGY Inc MSTR S Open-market sale × 5 50,080 shares $6.62M
    The 5 lots that make up this line, each with the source behind it.
    Shares Price Value Filing
    4,607 $131.53 $606.0K SEC filing ↗
    4,745 $133.22 $632.1K SEC filing ↗
    20,651 $132.55 $2.74M SEC filing ↗
    19,714 $131.48 $2.59M SEC filing ↗
    363 $132.13 $48.0K SEC filing ↗
  12. MICROSTRATEGY Inc MSTR M Option exercise or conversion × 4not a buy/sell decision 45,110 shares $1.30M
    The 4 lots that make up this line, each with the source behind it.
    Shares Price Value Filing
    7,610 $30.16 $229.5K SEC filing ↗
    12,500 $26.47 $330.9K SEC filing ↗
    12,500 $47.00 $587.5K SEC filing ↗
    12,500 $12.45 $155.6K SEC filing ↗
  13. MICROSTRATEGY Inc MSTR M Option exercise or conversionnot a buy/sell decisionreported at zero 497 shares $0 at $0.00 SEC filing ↗

Disclosed holdings

Shares is the amount on the form; value is that amount times the closing price shown. Rows with no closing price are left blank, so they may add up to less than the headline figure.

What is not counted here

Each row is one filing you can open. Private companies, real estate, bonds and crypto are not in SEC insider filings and are therefore not counted here.

Equity positions disclosed to the SEC, with the source filing behind each row.
Issuer Ticker Security Shares Close Value Form Reported Filing
Strategy Inc MSTR Class A Common Stock 5,000 $142.80 $714.0K 4 EDGAR ↗
Magnera Corp MAGN Common Stock, Par Value $.01 50,807 $12.54 $637.1K 4 EDGAR ↗
BERRY GLOBAL GROUP, INC. BERY Common Stock 6,121 — — 4 EDGAR ↗

Other insiders at the same companies

People who also file with the SEC at a company where Carl J. Rickertsen reports shares.

Sharing a filing does not mean they work together day to day — it means both names appear on the same issuer’s insider record.

Sources

The filings linked in the tables above are the sources for every figure on this page.

Think a number here is wrong? Open the linked filing and compare — how to report it.

Profile record last refreshed Sep 8, 2026.