Phong Le

CEO Phong Le purchases 11,000 MSTR shares at $90.80 on 2026-06-22; stock now at $109.46, down 76.1% from 52-week high.

Phong Le, President & CEO, purchased 11,000 shares at $90.80 on 2026-06-22, establishing a new position in MSTR valued at $998,756.00 at transaction. The stock has since declined 31.5% over 30 days and 19.7% over 90 days from transaction date, with current price of $109.46 representing 76.1% decline from its 52-week high of $457.22. This purchase occurs just 13 days after Le sold shares on 2026-06-09 (three separate sales on that date) and 2026-06-05 (two additional sales), creating a pattern of recent selling followed by buying. While Le's cross-ticker track record shows 5 prior buys with an average 90-day return of +62.1% and a 100% win rate, his same-ticker history at MSTR shows 5 prior trades consisting only of sales, with measurable outcomes not yet available. The company reported negative net income of $-12,542,670,000.00 over its most recent full fiscal year and quarterly revenue of $124,300,000.00 with 3.0% annual growth, signaling continued fundamental challenges.

CEO Le Phong buys 2,509 shares of MSTR at $99.62; holds 8,009 post-trade; stock down -69.7% from 52-week high but up +5.5% in 30 days.

Le Phong (President & CEO) acquired 2,509 shares at $99.62 on 2026-03-19, increasing his holdings by 45.6% from 5,500 to 8,009 shares, a discretionary open-market purchase. His prior trades at MSTR show exceptional timing: all 4 measurable prior buys at this ticker delivered positive 90-day returns, ranging from +34.9% to +276.5%, with a cross-ticker track record of 7 prior buys averaging +229.9% 30-day and +186.0% 90-day returns at a 100% win rate. However, the company's financial condition is mixed: the latest quarter shows revenue of $128,691,000 but net income of $2,785,024,000 (a quarterly anomaly likely driven by gains or one-time items), yet the company was unprofitable over its most recent full fiscal year. The stock is currently trading at $138.20, down -69.7% from the 52-week high of $455.90, and while it has recovered +5.5% in the 30 days since this purchase, the 90-day measurable outcome remains uncertain. This purchase by the CEO occurs when the stock is substantially depressed from recent peaks, and the insider's demonstrated consistency at timing entries to this security contrasts sharply with the company's underlying unprofitability.

MSTR CEO Le Phong sold 50,000 shares (79.8% of holdings) for $6,914,086.77 on 2024-08-22.

Le Phong executed 4 separate sales totaling 50,000 shares for $6,914,086.77, reducing his stake from 62,670 shares to 12,670 shares—a substantial 79.8% reduction. The blended average price of $138.28 was achieved just 11 days before the current price of $150.01, meaning the stock has risen 8.5% since the sales. His cross-ticker track record shows a 100.00% well-timed rate on 20 prior sells with an average 90-day return of -82.2%, yet at MSTR specifically, timing outcomes remain limited with only 2 prior 90-day measurable results. The company faces significant headwinds: net income of -$102.6M against revenue of $111.4M, flat annual revenue growth at -0.6%, and a P/E of only 4.78. The recent stock decline of 21.8% from its 52-week high of $191.92 provides context for a near-complete position exit by the CEO.

CEO Le Phong sold 48,838 shares for $6,612,677.30 at $135.40; holds 12,670 shares post-sale (-79.4% reduction).

Le Phong executed 2 separate sales totaling 48,838 shares on 2024-08-16, reducing his holdings from 61,508 to 12,670 shares—a -79.4% reduction. The sales occurred at prices of $135.39 and $136.07 per share, just prior to a subsequent 23.9% 30-day decline and 29.5% retreat from the 52-week high of $191.92. His cross-ticker track record shows a 100.00% well-timed rate on prior sells (avg 90d return -82.1%), and his same-ticker history at MSTR demonstrates 4 of 4 prior sells were well-timed at the 90-day mark, including a sell on 2024-06-17 that subsequently fell -89.0% over 30 days. The CEO's substantial liquidation during a period of negative operating results (Q revenue $111.4M with net income $-102.6M) combined with a demonstrated pattern of selling before declines signals material reduction in his equity position.