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.
Strategy Inc. filings document the company’s Bitcoin treasury strategy, enterprise analytics software business, and multi-security capital structure. Recent 8-K filings report financial results, Regulation FD disclosures, at-the-market offering activity, bitcoin-related updates, preferred-stock dividend declarations, and registered securities including Class A common stock and STRC, STRK, STRF, and STRD preferred stock.
Proxy materials describe shareholder voting matters, board governance, executive compensation, and other annual meeting disclosures. The filing record also covers capital-structure terms, dividend mechanics, risk and operating disclosures, and formal updates for the company’s Nasdaq-listed securities.
Strategy Inc (MSTR) director Jarrod M. Patten exercised options for 475 shares of Class A Common Stock on September 22, 2026, at an exercise price of $18.236 per share, and reported a sale of 475 shares at $171 per share. After the exercise, 24,850 shares remained under the option; the footnote says 12,350 vested May 31, 2020, and 12,500 vested May 31, 2021. No Rule 10b5-1 plan is reported.
Strategy Inc (MSTR) director Jarrod M. Patten reported several equity transactions on September 21, 2026. He exercised options to acquire 1,425 shares of Class A Common Stock at $18.236 per share and then sold 1,425 shares in three market transactions at prices between $165.984 and $169.00 per share. After the option exercise, he continued to hold options for 25,325 shares, all of which had previously vested, and he also reported direct holdings of three Series A perpetual preferred stock series totaling 44,335 shares.
Strategy Inc (MSTR) director Jarrod M. Patten has filed a notice of proposed sale under Rule 144 for 475 shares of Class A common stock, expected in connection with a stock option exercise on September 22, 2026, through Fidelity Brokerage Services LLC on NASDAQ.
The notice also lists multiple Class A sales by Patten during the prior three months, including 1,500 shares on June 23, 2026 for 159,120.00 and 3,800 shares on August 7, 2026 for 389,145.63.
Strategy Inc (MSTR) has a notice of proposed insider sales under Rule 144 by director Jarrod M. Patten. The filing covers a planned sale of 1,425 Class A shares of Strategy Inc, held at Fidelity Brokerage Services LLC, with an aggregate market value of $238,442.40 as of September 21, 2026, to be sold for cash following a stock option exercise.
The notice also lists multiple Class A share sales by Jarrod M. Patten during the prior three months, including transactions on June 23, July 22, July 24, July 27, August 7, August 24, August 25, and August 27, 2026, each with stated share counts and total sale values.
Strategy Inc (MSTR) reported that between September 14 and September 20, 2026 it made no sales under its at-the-market offering program. Over the same period it purchased 950 bitcoin for an aggregate $75.7 million, bringing aggregate holdings to 846,000 bitcoin acquired for $63.80 billion in total.
The company repurchased 1,771,238 shares of its STRC preferred stock for $174.0 million, with $875.1 million of preferred repurchase authorization and $1.0 billion of MSTR common stock repurchase authorization remaining. During the week it used $174.0 million of USD Cash for STRC repurchases, $75.7 million of USD Cash for bitcoin purchases, and $57.4 million from its USD Reserve for preferred dividends and interest, leaving balances of $5.04 billion in the USD Reserve and $1.05 billion in USD Cash as of September 20, 2026.
Strategy Inc (symbol: MSTR) is the issuer of record for a Form 8-K filing submitted to the SEC.
Strategy Inc (symbol: MSTR) is the issuer of record for a Form 4 filing submitted to the SEC.
Strategy Inc (MSTR) reported that between August 31 and September 7, 2026 it made no sales under its at-the-market equity program and conducted no bitcoin trades. As of September 7, it held 845,050 bitcoin acquired for $63.73 billion, an average of $75,412 per bitcoin including fees.
The board approved an increase in the authorized aggregate purchase price under the Digital Credit Securities Repurchase Program from $1.0 billion to $2.0 billion, with $1.19 billion still available for preferred stock repurchases. During the August 31–September 7 period, the company repurchased 1,810,885 shares of STRC preferred stock for $176.3 million, funded from USD Cash.
As of September 7, 2026, Strategy reported a USD Reserve of $5.10 billion to support dividends and interest and USD Cash of $1.44 billion for broader treasury purposes, including potential additional bitcoin purchases and capital management. The company also highlighted its public website dashboard as a key disclosure channel under Regulation FD.
Strategy Inc (MSTR) received a Rule 144 notice for a planned sale of its Class A common stock by officer Thomas C. Chow. The notice covers 106 shares, acquired on August 31, 2026 through an ESPP purchase for cash from the issuer, to be sold through Fidelity Brokerage Services LLC on or about September 4, 2026.
Strategy Inc (MSTR) reported dividend actions on its various preferred stock series and provided disclosure about its Strategy Dashboard information channel. The company will maintain the regular dividend rate per annum on its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) at 12.00% for semi-monthly periods commencing on or after September 16, 2026, a rate earlier announced via its website.
The board declared quarterly cash dividends payable on September 30, 2026 for STRF, STRE, STRK and STRD, and semi-monthly dividends on STRC payable on September 30, 2026 and October 15, 2026 to stockholders of record on September 15, 2026 and September 30, 2026, respectively. As of September 1, 2026, the company expects these dividends will be treated as non-taxable returns of capital for U.S. federal income tax purposes, subject to individual circumstances.
Strategy Inc also highlights its website dashboard as a channel for broad, non-exclusionary distribution of information, including market prices of its securities, bitcoin holdings, KPI metrics and other supplemental data, and as a means of making certain disclosures in line with Regulation FD.