Welcome to our dedicated page for Strategy SEC filings (Ticker: MSTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Strategy Inc (MSTR) SEC filings page on Stock Titan brings together the company’s regulatory disclosures, which are central for understanding its bitcoin treasury strategy, capital structure, and software operations. Strategy, also known as MicroStrategy Incorporated d/b/a Strategy, files current reports on Form 8-K and other documents that describe material events affecting its securities and digital asset holdings.
For investors focused on bitcoin exposure, Strategy’s 8-K filings provide detailed tables on bitcoin acquired during specific periods, aggregate purchase prices, average purchase prices, and total holdings. These filings often explain that bitcoin purchases were funded with proceeds from at-the-market offerings of common stock and several series of preferred stock. They also discuss the company’s adoption of fair value accounting for bitcoin, which influences how gains and losses on digital assets are reported.
Filings related to capital markets and preferred stock are equally important. Strategy’s 8-Ks and related exhibits outline the terms of its 10.00% Series A Perpetual Strife Preferred Stock (STRF), 8.00% Series A Perpetual Strike Preferred Stock (STRK), 10.00% Series A Perpetual Stride Preferred Stock (STRD), Variable Rate Series A Perpetual Stretch Preferred Stock (STRC), and 10.00% Series A Perpetual Stream Preferred Stock (STRE). These documents describe dividend structures, liquidation preferences, redemption rights, and investor repurchase options upon certain “fundamental change” events.
Strategy also files agreements and prospectus supplements covering its at-the-market offering programs and Omnibus Sales Agreement with multiple sales agents. These filings explain how the company may issue and sell common and preferred shares over time, and they disclose remaining capacity under each program.
On Stock Titan, users can access these filings as they are released through EDGAR and use AI-powered summaries to interpret complex sections, such as preferred stock terms, capital markets transactions, and digital asset accounting. This helps readers quickly understand how new filings may affect Strategy’s bitcoin holdings, outstanding securities, and overall risk profile.
Wei-Ming Shao has filed a notice to sell 22,500 Class A shares of MSTR on NASDAQ, with an aggregate market value of $2,837,050.00. The shares relate to an option granted on 02/23/2021 and are scheduled for sale around 02/06/2026.
The issuer had 267,713,485 shares outstanding at the time referenced. Over the prior three months, Wei-Ming Shao reported multiple Class A share sales on the open market, each with disclosed amounts and gross proceeds, indicating an ongoing selling program under Rule 144.
Strategy Inc. reported that it has released financial results for the quarter ended December 31, 2025 via a press release furnished as an exhibit, while using this filing mainly to describe policy and disclosure updates rather than detailed numbers.
The company outlined a revised, rules-based Dividend Adjustment Framework for its Variable Rate Series A Perpetual Stretch Preferred Stock (ticker STRC). Each month, management plans to recommend dividend rate changes based on the stock’s volume-weighted average price: larger increases when STRC trades below $95, smaller increases between $95 and $98.99, generally no change between $99 and $100.99, and rate decreases or potential follow-on offerings when the price is at or above $101, subject to existing caps and board approval. The framework is intended to keep STRC trading near its $100 stated amount, but the company warns this outcome is not assured and that the framework may be changed or suspended at any time.
Strategy Inc. also highlighted its online Strategy Dashboard as a regular disclosure channel for market data on its securities, bitcoin holdings and purchases, key performance indicators, and other supplemental information, noting this site is one way it provides broad public access to information under Regulation FD.
Wei-Ming Shao has filed a notice of proposed sale of the issuer’s Class A common stock under Rule 144. The filing covers 3,000 Class A shares to be sold through Fidelity Brokerage Services LLC on NASDAQ, with an aggregate market value of 360,360.00 and 267,713,485 shares outstanding.
The 3,000 shares were acquired on 02/05/2026 via an option granted on 02/23/2021, with the purchase price paid in cash. The notice also lists multiple prior Class A sales by Wei-Ming Shao from November 2025 through early February 2026, each showing trade dates, share counts, and gross proceeds.
Wei-Ming Shao has filed a notice of proposed sale under Rule 144 to sell 2,500 Class A shares through Fidelity Brokerage Services LLC on or about 02/04/2026, to be traded on NASDAQ. The class has 267,713,485 shares outstanding.
The 2,500 shares were acquired on 02/04/2026 via an option granted on 02/23/2021, paid in cash. The notice also lists multiple prior sales of Class A shares by Wei‑Ming Shao over the past three months, each with specified share amounts and gross proceeds.
The filing indicates that a holder of MSTR Class A common stock has filed a Form 144 to potentially sell 2,500 Class A shares through Fidelity Brokerage Services LLC on the NASDAQ, with an indicated aggregate market value of $350,150.00. The issuer has 267,713,485 Class A shares outstanding. The shares to be sold were acquired on 02/03/2026 by cash exercise of a stock option originally granted on 02/23/2021.
Over the prior three months, the same seller, Wei-Ming Shao, executed multiple sales of Class A shares, including 5,334 shares on 11/10/2025 for gross proceeds of $1,328,819.42 and 5,000 shares on 01/14/2026 for $933,250.50. The seller represents that they are not aware of undisclosed material adverse information about the issuer’s operations.
Strategy Inc reported that it has issued a press release describing the U.S. tax treatment of its 2025 preferred stock distributions and its expectations for future accumulated earnings and profits. The update focuses on the potential tax-deferred return of capital treatment of dividends on its preferred stock.
The company also included detailed forward-looking statement language, noting that actual outcomes may differ due to factors such as future operating results, changes in tax benefits or provisions, assumptions behind its projections, and the broader risk factors previously disclosed in its other SEC reports.
Shareholder Wei-Ming Shao has filed a Form 144 notice to sell 2,500 Class A shares, with an aggregate market value of $350,804, through Fidelity Brokerage Services on or about 02/02/2026 on the NASDAQ market. The issuer had 267,713,485 Class A shares outstanding at the time referenced.
The 2,500 shares to be sold were acquired on 02/02/2026 via an option granted on 02/23/2021, paid in cash. The filing also lists multiple prior Class A sales over the past three months, including several blocks of 5,334 shares in November 2025 and 5,000 shares on 01/14/2026.
Strategy Inc used its at-the-market stock offering to raise cash and buy more bitcoin, and also increased the dividend rate on one of its preferred stocks. During January 26 to February 1, 2026, it sold 673,527 shares of Class A common stock under the program, generating net proceeds of $106.1 million.
Over the same period, Strategy acquired 855 bitcoin for a total purchase price of $75.3 million, at an average price of $87,974 per bitcoin. As of February 1, 2026, it held 713,502 bitcoin bought for an aggregate $54.26 billion, at an average price of $76,052 per bitcoin.
The company raised the regular dividend rate on its Variable Rate Series A Perpetual Stretch Preferred Stock from 11.00% to 11.25% per year, and declared a monthly cash dividend of $0.9375 per STRC share for the month ending February 28, 2026, which it currently expects to be treated as a non-taxable return of capital for many U.S. holders.
The Vanguard Group filed an amended Schedule 13G reporting a significant passive ownership stake in Strategy Inc. Vanguard beneficially owns 24,062,886 shares of Strategy Inc common stock, representing 8.98% of the class as of the event date 12/31/2025.
Vanguard reports no sole voting or dispositive power, with 2,327,429 shares subject to shared voting power and 24,062,886 shares subject to shared dispositive power. The filing states the shares are held in the ordinary course of business and not for the purpose of changing or influencing control.
The document notes an internal realignment effective 01/12/2026, after which certain Vanguard subsidiaries or business divisions that pursue the same investment strategies may report beneficial ownership separately on a disaggregated basis.
MicroStrategy Class A shareholder Wei-Ming Shao has filed a Rule 144 notice to sell 2,000 shares on NASDAQ. The planned sale, through Fidelity Brokerage Services LLC, has an aggregate market value of $280,400.00, with the issuer reporting 267,713,485 shares outstanding for this class.
The 2,000 shares to be sold are Class A shares acquired on 01/30/2026 via an option originally granted on 02/23/2021, with the purchase price paid in cash. The filing also lists prior Class A sales by Shao over the past three months, including several transactions of 5,334, 2,600, and 2,000 shares on multiple dates in November 2025 and January 2026, with individual gross proceeds such as $1,328,819.42 on 11/10/2025 and $933,250.50 on 01/14/2026. By signing the notice, the seller represents that he is not aware of undisclosed material adverse information about the issuer’s operations.
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