Carl J. Rickertsen is Director at Strategy Inc (MSTR). They have made 35 open-market trades across 9 companies since 2006, most recently 2026-05-31.
CIK 0001203479
14 open-market purchases totalling $4.2M since 2006, against 21 sales. Across 9 scored buys the stock is up 0.5% at ninety days, and 4.2 points behind the S&P over the same stretch.
9 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 11% | 44% | 56% |
| Avg Move | -4.9% | -1.3% | +0.5% |
| Alpha | -0.4% | -1.8% | -4.2% |
| Scored | 9 | 9 | 9 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| MSTR | BUY | 2026-01-12 | 2026-01-12 | $155.88 | $779K | -0.8% | -23.3% | -19.5% |
| MSTR | SELL | 2025-06-03 | 2025-06-05 | $379.07 | $743K | -0.6% | +4.8% | -12.5% |
| MSTR | SELL | 2025-06-02 | 2025-06-03 | $372.40 | $9.8M | -0.8% | +4.7% | -11.5% |
| MAGN | BUY | 2025-05-15 | 2025-05-15 | $13.65 | $273K | -13.8% | -1.5% | +2.0% |
| MAGN | BUY | 2025-02-27 | 2025-02-28 | $20.33 | $813K | -4.2% | -11.7% | -42.6% |
| MSTR | SELL | 2024-08-13 | 2024-08-15 | $132.10 | $13.2M | +5.1% | +1.0% | +146.4% |
| MSTR | SELL | 2024-02-12 | 2024-02-14 | $696.35 | $12.7M | +10.0% | +124.9% | +63.8% |
| BERY | SELL | 2023-11-29 | 2023-12-01 | $64.96 | $2.5M | +1.7% | +0.1% | -12.8% |
| BERY | SELL | 2023-11-24 | 2023-11-28 | $64.81 | $509K | +1.1% | +5.3% | -10.1% |
| BERY | SELL | 2023-11-21 | 2023-11-22 | $65.00 | $13K | +2.1% | +6.7% | -7.9% |
| MSTR | SELL | 2023-11-09 | 2023-11-13 | $503.98 | $1.0M | +2.7% | +15.7% | +41.6% |
| MSTR | BUY | 2022-06-13 | 2022-06-14 | $152.00 | $608K | +22.8% | +27.7% | +64.2% |
| PrivateApollo Debt Solutions BDC | BUY | 2022-01-07 | 2022-01-25 | $25.00 | $100K | N/A | N/A | N/A |
| MSTR | SELL | 2021-11-09 | 2021-11-12 | $880.52 | $440K | -14.5% | -30.3% | -47.4% |
| MSTR | SELL | 2021-11-02 | 2021-11-04 | $806.81 | $12.6M | -6.5% | -25.8% | -56.6% |
| BERY | SELL | 2021-05-06 | 2021-05-07 | $67.02 | $737K | +1.3% | -2.1% | -8.2% |
| MSTR | SELL | 2021-03-01 | 2021-03-03 | $798.97 | $40.6M | +7.9% | +1.1% | -33.0% |
| MSTR | SELL | 2020-11-24 | 2020-11-25 | $238.55 | $4.5M | +13.5% | +45.1% | +171.1% |
| BERY | SELL | 2020-08-12 | 2020-08-14 | $54.21 | $759K | -5.5% | -3.6% | -3.5% |
| MSTR | BUY | 2020-03-09 | 2020-03-11 | $130.08 | $520K | -14.6% | +1.8% | +4.8% |
| BERY | SELL | 2017-05-16 | 2017-05-17 | $56.45 | $790K | +4.0% | +3.7% | +4.2% |
| BERY | SELL | 2017-05-15 | 2017-05-17 | $56.32 | $2.5M | +4.0% | +3.7% | +4.2% |
| BERY | SELL | 2017-05-15 | 2017-05-17 | $56.26 | $851K | +4.0% | +3.7% | +4.2% |
| NOR | BUY | 2015-05-12 | 2015-05-13 | $2.14 | $86K | N/A | N/A | N/A |
| AFT | BUY | 2014-05-20 | 2014-05-22 | $17.78 | $53K | -1.9% | +0.4% | +0.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| — |
| NOR | 26,093 | — |
| UAPH | 74,927 | — |
| Total | $1.8M |
Shares reported on the most recent Form 4, priced at the 2026-06-02 close. 4 holdings could not be priced and are excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.