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.
Jarrod M. Patten reported multiple dispositions of Class A shares under a Form 144. The filing lists a planned sale of 1,250 Class A shares on 05/26/2026 (option granted 05/31/2016) and a series of open-market sales across March–May 2026. The excerpt lists individual sale dates, share counts, and gross proceeds per trade.
Strategy Inc reports recent capital and bitcoin actions alongside balance sheet metrics. Between May 18 and May 25, 2026, the company neither sold shares under its at-the-market programs nor purchased additional bitcoin, and as of May 25 holds approximately 843,738 bitcoin bought for an aggregate $63.87 billion at an average of about $75,700 per bitcoin. The company repurchased $1.5 billion principal of its 0% Convertible Senior Notes due 2029 for roughly $1.38 billion in cash, reducing total convertible notes outstanding from $8.2 billion to $6.7 billion and realizing an 8% discount to par.
Strategy also issued an additional $2.0 billion notional of Variable Rate Series A Perpetual Stretch Preferred Stock and $84 million of Class A common stock, using the proceeds to acquire 24,869 bitcoin. As of May 25, 2026, it reports year-to-date BTC Yield of 13.3%, BTC Gain of 89,378 bitcoin, BTC $ Gain of $6.8 billion, Bitcoin Per Share of 220,900 sats, and a USD Reserve balance of $871 million earmarked to support preferred dividends and interest payments.
Strategy Inc director Jarrod M. Patten reported an exercise-and-sell sequence in Class A Common Stock. On May 19–20, 2026, he sold a total of 5,250 shares in multiple open-market trades at prices between $165.87 and $167.00 per share. On the same dates, he exercised director stock options to acquire an equal 5,250 shares at a $18.654 exercise price. After these transactions, he directly held 28,000 shares of Class A Common Stock. The option exercises relate to awards that vested in prior years, and no remaining derivative holdings are listed in this filing.
Strategy Inc EVP & CFO Andrew Kang reported an amended insider transaction reflecting a tax-related sale of company stock. On May 19, 2026, he sold 5,597 shares of Class A Common Stock under a pre-arranged Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy tax withholding tied to vesting equity awards.
This amendment does not change the number of shares sold, but corrects the pricing details. The filing states a weighted average sale price of $165.981 per share, with individual trades executed in a price range from $165.455 to $166.00 per share.
Strategy Inc EVP & CFO Andrew Kang reported an RSU vesting and related share sale. On May 18, 2026, 12,500 restricted stock units converted into the same number of Class A common shares at a stated price of $0.00 per share, fully vesting that RSU grant.
On May 19, 2026, Kang sold 5,597 shares of Class A common stock in an open-market transaction at an average price of $165.779 per share, under a Rule 10b5-1 instruction letter entered on May 2, 2024 to satisfy tax withholding obligations tied to previously granted equity awards. After these transactions, he directly holds 33,675 Class A shares.
As of May 18, 2026, he also directly holds 2,250 shares of Series A Perpetual Stride Preferred Stock, 2,800 shares of Series A Perpetual Stretch Preferred Stock, and 1,500 shares of Series A Perpetual Strife Preferred Stock.
Jarrod M. Patten reported multiple Class A share sales of MicroStrategy (MSTR) over March–May 2026. The filing lists repeated dispositions by date and share count (examples include 700 shares on 03/26/2026, 2,250 shares recorded with Fidelity on 05/20/2026, and 3,000 shares on 05/19/2026). The transactions list Fidelity Brokerage Services LLC as broker and indicate cash as the sale method.
Strategy Inc (MSTR) officer Andrew Kang reported a proposed sale of 5,597 Class A shares, with an approximate sale date of May 19, 2026. The shares were acquired through restricted stock vesting on May 18, 2026, and the notice says the sale includes an amount necessary to cover a tax obligation resulting from settlement of a vested equity award distribution.
The stated aggregate market value is $927,866.18; Class A shares outstanding are listed as 330,807,622. Kang's prior sales included 916 shares for $125,724.57 on March 12, 2026, and 2,373 shares for $328,266.34 on March 24, 2026. The notice lists May 2, 2024 as the Rule 10b5-1 plan adoption date.
Jarrod M. Patten reported multiple sales of Class A shares of MSTR. The filing lists a series of open-market dispositions between 03/26/2026 and 05/14/2026, with individual trades such as 3,400 shares for $444,193.00 on 04/13/2026 and 2,750 shares for $526,886.25 on 05/11/2026. The filing also references 1000 shares tied to an option (granted 05/31/2016) with a sale date noted as 05/19/2026.
Jarrod M. Patten submitted a Form 144 reporting an intended sale of 2,000 Class A shares on 05/19/2026, described as an Option Granted - 05/31/2016 transaction to be settled for cash. The filing also lists multiple Class A sales by Patten during the prior three months with dates and share quantities as disclosed.
Strategy Inc director Jarrod M. Patten reported option exercises and related share sales in Class A Common Stock. He exercised a total of 1,500 shares through director stock options at an exercise price of $18.654 per share, then sold 1,500 shares in open-market transactions at prices of $192.00 and $190.28 per share. After these transactions, he directly holds 28,000 shares of Class A Common Stock, along with 5,000 shares of Series A Perpetual Stride Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 10,000 shares of Series A Perpetual Strife Preferred Stock. He also retains director stock options covering 25,050 and 24,550 underlying Class A shares, both with an exercise price of $18.654 and expiring on May 31, 2026.