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 reported new activity under its at-the-market offering program and in its bitcoin holdings. Between March 9 and March 15, 2026, the company sold 11,818,467 shares of its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) for notional value of $1.1818 billion, generating net proceeds of $1.1804 billion. Over the same period, it also sold 2,833,668 shares of its Class A common stock (MSTR) under the ATM, contributing to total net proceeds of $1.5764 billion.
Using proceeds from ATM share sales, Strategy acquired 22,337 bitcoin during the same period for an aggregate purchase price of $1.57 billion, at an average price of $70,194 per bitcoin, inclusive of fees and expenses. As of March 15, 2026, the company held 761,068 bitcoin with an aggregate purchase price of $57.61 billion and an average purchase price of $75,696 per bitcoin. Strategy also highlighted that it maintains a public dashboard on its website showing security prices, bitcoin activity, key metrics and other supplemental information.
Strategy Inc VP & CAO Jeanine Montgomery exercised 787 restricted stock units into 787 shares of Class A common stock and then sold 260 shares at 137.254 per share. The sale was made under a Rule 10b5-1 instruction letter to cover tax withholding on vesting. She now holds 9,333 Class A shares, 2,361 unvested RSUs scheduled to vest annually from March 11, 2027 through March 11, 2029, and 5,000 shares of Series A Perpetual Stretch Preferred Stock.
Strategy Inc EVP & CFO Andrew Kang reported both an equity award vest and a small stock sale. On March 11, 2026, he exercised 2,071 restricted stock units (RSUs), receiving the same number of Class A Common shares at a conversion price of $0.00 per share.
On March 12, 2026, he completed an open-market sale of 916 Class A shares at an average price of $137.254 per share. According to the disclosure, this sale was made under a Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy tax withholding obligations from previously granted equity awards.
Following these transactions, Kang directly holds 23,815 Class A Common shares and 6,213 RSUs, which are scheduled to vest in three equal annual installments of 2,071 RSUs each on March 11, 2027, March 11, 2028, and March 11, 2029.
Strategy Inc President & CEO Le Phong reported routine equity activity involving restricted stock units and a small share sale. On March 11, 2026, 4,473 restricted stock units were exercised, delivering 4,473 shares of Class A common stock at a conversion price of $0.00 per share. On March 12, 2026, Phong then sold 2,034 Class A shares at an average price of $137.254 per share in an open-market transaction.
According to the footnotes, this sale was executed under a pre-arranged Rule 10b5-1 instruction letter dated May 7, 2024 to satisfy tax withholding obligations from prior equity award vesting. Following the sale, Phong directly holds 18,902 shares of Class A common stock. The filing also notes 13,419 remaining RSUs, scheduled to vest in three equal annual installments of 4,473 units on March 11, 2027, March 11, 2028, and March 11, 2029, maintaining significant ongoing equity exposure.
Strategy Inc reports recent activity under its at-the-market offering and in bitcoin. Between March 2 and March 8, 2026, it sold 3,776,205 shares of its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) for a notional value of $377.6 in millions, generating net proceeds of $377.1 in millions. Over the same period, it sold 6,327,541 shares of its Class A common stock (MSTR) for net proceeds of $899.5 in millions.
During that period, Strategy acquired 17,994 bitcoin for an aggregate purchase price of $1.28 in billions at an average price of $70,946 per bitcoin. As of March 8, 2026, it held 738,731 bitcoin with an aggregate purchase price of $56.04 in billions and an average purchase price of $75,862 per bitcoin.
The company amended its Omnibus Sales Agreement so that more than one agent can sell a single class or series of securities outside regular market hours, while still permitting additional agents to execute block sale transactions after 4:00 p.m. New York City time. Strategy also highlights its website dashboard as a key channel for ongoing disclosure, including security prices, bitcoin activity, key performance indicators and other supplemental information.
Wei‑Ming Shao filed a Form 144 reporting the proposed sale of 2,500 Class A shares on 03/02/2026. The filing lists numerous Class A transactions executed during January–February 2026 as prior sales. Examples shown include a 22,500 share sale on 02/06/2026 for $2,837,050.00 and a 12,500 share sale on 02/20/2026 for $1,680,339.25. The notice identifies Fidelity Brokerage Services LLC and lists cash as the consideration for the proposed sale.
Strategy Inc. reported recent use of its at-the-market stock offering and related bitcoin purchases. Between February 23 and March 1, 2026, it sold 71,590 STRC shares and 1,730,563 MSTR shares, generating net proceeds of about $237.1 million.
Using these proceeds, Strategy acquired 3,015 bitcoin for $204.1 million at an average price of $67,700, bringing holdings to 720,737 bitcoin with a total purchase cost of $54.77 billion and an average price of $75,985. The company raised the dividend rate on STRC to 11.50% per year and declared March 31, 2026 cash dividends on STRF, STRC, STRE, STRK, and STRD, which it currently expects to be treated as non-taxable return of capital for many U.S. holders.
MSTR insider Wei-Ming Shao reported multiple sales of Class A common stock between 01/14/2026 and 02/26/2026. The notice lists numerous transactions with individual trade dates, share counts, and aggregate proceeds, including significant lot examples on 02/06/2026 (22500 shares, 2837050.00) and 02/20/2026 (12500 shares, 1680339.25).