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Strategy (MSTR) SEC Filings, May 6-18, 2026

MSTR NASDAQ

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.

Form 8-K
Rhea-AI Summary

Strategy Inc reported recent activity under its at-the‑market offering program and related bitcoin purchases. Between May 11 and May 17, 2026, it sold 19,519,801 shares of its STRC preferred stock for net proceeds of $1,949.0 million and 430,344 shares of MSTR common stock for net proceeds of $83.7 million, contributing to total net proceeds of $2,032.7 million for the period.

As of May 17, 2026, $17,510.8 million of STRC, $1,619.3 million of STRF, $2,100.0 million of STRK, $4,014.8 million of STRD and $26,265.7 million of MSTR stock remained available for issuance and sale under the ATM. Using ATM proceeds, Strategy acquired 24,869 bitcoin for an aggregate purchase price of $2.01 billion at an average price of $80,985 per bitcoin, bringing its total holdings to 843,738 bitcoin acquired for $63.87 billion at an average price of $75,700.

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Rhea-AI Summary

Strategy Inc has agreed to repurchase approximately $1.50 billion aggregate principal amount of its 0% Convertible Senior Notes due 2029 for an estimated cash price of about $1.38 billion, with the final price tied to the volume-weighted average price of its Class A common stock over a defined measurement period.

The company plans to fund these repurchases using available cash, sales under its at-the-market equity program, and/or bitcoin sales. Settlement is expected on or about May 19, 2026, after which the repurchased notes will be cancelled and about $1.50 billion principal amount of the 2029 notes will remain outstanding.

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Rhea-AI Summary

Strategy Inc (MSTR) director Jarrod M. Patten reported a proposed sale of 1,500 Class A shares through Fidelity Brokerage Services LLC, with an approximate sale date of May 14, 2026. The notice lists an aggregate market value of $286,280.00 and 330,807,622 Class A shares outstanding.

The shares are listed as acquired through an option grant dated May 31, 2016, with a cash payment dated May 14, 2026. Prior reported sales include 2,750 Class A shares on May 11, 2026, for gross proceeds of $526,886.25.

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5.02%
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other
Rhea-AI Summary

Capital International Investors reports beneficial ownership of 31,642,100 shares of Strategy Inc common stock, representing 10.1% of the 314,264,726 shares believed to be outstanding. The filing states 31,621,215 shares are held with sole voting power and 31,642,100 with sole dispositive power. The schedule notes that reported shares include convertible preferreds equal to 152,268 common shares and corporate convertible/exchangeable debt equal to 21,732 common shares. The amendment is signed by Aaron Espin on 05/13/2026.

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5.02%
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ownership
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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten reported mixed activity in Class A Common Stock. He sold a total of 3,750 shares in open-market transactions on May 8 and May 11, 2026 at prices between $186.685 and $196.00 per share. He also exercised stock options covering 3,750 shares at a conversion price of $18.654 per share, turning option awards into common stock. After these transactions, he directly holds 28,000 shares of Class A Common Stock. Footnotes indicate additional vested option awards remain outstanding under director stock option grants.

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-3.46%
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Rhea-AI Summary

Jane Street Group and affiliated entities disclosed beneficial ownership of Strategy Inc Class A common stock totaling 13,064,661.40 shares, representing 4.0% of the class. The filing reports shared voting and shared dispositive power over 13,064,661.40 shares; sole voting and dispositive power are reported as 0.

The Schedule 13G/A lists related entities (Jane Street Capital, Jane Street Options, Jane Street Global Trading, Jane Street Singapore) and shows Jane Street Capital beneficially holding 12,945,072.40 shares and Jane Street Options holding 108,500.00 shares as part of the combined position. The filing is signed by an authorized signatory on 05/11/2026.

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Rhea-AI Summary

MSTR affiliate filed a Notice of Proposed Sale of 2,750 Class A shares. The filing lists 05/11/2026 and identifies Fidelity Brokerage Services LLC as the broker and cash as the proposed method. The record also shows multiple open‑market sales by Jarrod M. Patten during March–May 2026, including 1,900 shares on 04/09/2026 and 1,400 shares on 04/08/2026.

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other
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Form 8-K
Rhea-AI Summary

Strategy Inc. reported recent activity under its at-the-market stock offering and related bitcoin purchases. Between May 4 and May 10, 2026, the company sold 231,324 shares of its MSTR Class A common stock, generating net proceeds of about $43.0 million, including small sales of STRC preferred shares.

During the same period, Strategy used these proceeds to acquire 535 bitcoin at an aggregate purchase price of $43.0 million, or an average of $80,340 per bitcoin. As of May 10, 2026, it held 818,869 bitcoin with an aggregate purchase price of $61.86 billion and an average purchase price of $75,540 per bitcoin. The filing also notes substantial remaining ATM capacity across its preferred and common stock classes.

Rhea-AI Impact
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4.45%
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current report
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Rhea-AI Summary

Strategy Inc (MSTR) director Jarrod M. Patten reports a proposed sale of 1,000 Class A shares, with an aggregate market value of $186,685.00 and an approximate sale date of May 8, 2026. The notice also lists prior Class A sales dated March 26, 2026, through May 4, 2026, including 3,400 shares on April 13, 2026, and 2,250 shares on May 1, 2026.

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MicroStrategy files Supplement No. 2 to its base prospectus supplement to amend the Use of Proceeds disclosure and rename the Plan of Distribution section to Plan of Distribution (Conflicts of Interest). The supplement states offerings may include Class A common stock and series of preferred stock under an Omnibus Sales Agreement and reiterates that certain agents or their affiliates may hold the company's equity or convertible notes and could receive proceeds if repurchases occur. The supplement adds a Conflicts of Interest subsection referencing FINRA Rule 5121 and notes bitcoin price volatility in the prior 12 months, citing trades below $65,000 and above $120,000.

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prospectus

FAQ

How many Strategy (MSTR) SEC filings are available on StockTitan?

StockTitan tracks 265 SEC filings for Strategy (MSTR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Strategy (MSTR)?

The most recent SEC filing for Strategy (MSTR) was filed on May 18, 2026.