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.
For Strategy Inc (MSTR), director Jarrod M. Patten reported an option exercise and related share sales. On August 27, 2026, he exercised 1,850 Director Stock Options at an exercise price of $18.236 per share into Class A common stock, leaving 26,750 options outstanding under that grant. He then sold 1,850 Class A shares in two transactions of 925 shares each at $129.00 and $131.00 per share. He also reports continuing direct holdings of several Series A perpetual preferred stock classes.
Strategy Inc (MSTR) reported activity under its at-the-market equity program, bitcoin treasury strategy, share repurchase programs, and U.S. dollar reserves for the period August 24–30, 2026 and as of August 30, 2026. During the period, it sold 4,531,421 MSTR shares for net proceeds of $602.8 million.
Of these proceeds, $369.7 million funded purchases of 4,603 bitcoin, bringing total holdings to 845,050 BTC at an aggregate purchase price of $63.73 billion. Strategy also repurchased 1,557,177 STRC preferred shares for $151.8 million. As of August 30, 2026, the USD Reserve was $5.10 billion and USD Cash was $1.61 billion. The company also highlighted remaining repurchase authorizations and its public dashboard used as a Regulation FD disclosure channel.
Strategy Inc (MSTR) received a notice under Rule 144 for a proposed sale of 1,850 Class A shares by director Jarrod M. Patten, to be sold through Fidelity Brokerage Services LLC on or about 08/27/2026, following a stock option exercise. The notice also lists multiple Class A sales by Patten over the prior three months, each with reported share counts and gross proceeds.
Strategy Inc (MSTR) director Jarrod M. Patten reported option exercises and related stock sales. On August 24–25, 2026, he exercised options for a total of 3,700 Class A Common shares at an exercise price of $18.236 per share and sold those 3,700 shares in multiple trades at prices between $122.34 and $127.00 per share. The filing also lists direct holdings of 10,000, 29,335, and 5,000 shares of three Series A Perpetual Preferred Stock issues following the reported date.
Strategy Inc (MSTR) received a Rule 144 notice that director Jarrod M. Patten intends to sell up to 2,775 Class A shares through Fidelity Brokerage Services LLC, with an approximate aggregate market value of $347,800.00. The sale, arising from a stock option exercise, is targeted for 08/25/2026 on NASDAQ. The notice also lists multiple prior Class A share sales by Patten over the past three months, providing recent trading history but not altering Strategy Inc’s capital structure disclosure that 364,585,501 shares were outstanding.
Strategy Inc (MSTR) received a notice under Rule 144 that director Jarrod M. Patten intends to sell 925 Class A shares of common stock. The shares are to be acquired through a stock option exercise on 08/24/2026, with Fidelity Brokerage Services LLC listed as broker.
The filing lists an estimated market value of $113,164.59 for the 925 shares. It also details prior open-market sales of Strategy Inc Class A shares by Jarrod M. Patten during the past three months, including 1,250 shares for $206,625.38 on 05/26/2026, 7,250 shares for $1,071,080.23 on 05/28/2026, and 15,050 shares for $2,331,812.78 on 05/29/2026, along with several smaller transactions through 08/07/2026.
Strategy Inc (MSTR) reported updates to its capital allocation, bitcoin holdings, and securities programs. The company established “USD Cash”, a new pool of U.S. dollar liquidity under its Digital Credit Capital Framework that may be used for bitcoin acquisitions, preferred dividends, interest payments, share repurchases, debt actions, and other Bitcoin Treasury Company purposes. The existing USD Reserve policy is unchanged and remains designated to support preferred dividends and interest.
As of August 23, 2026, the USD Reserve balance was $5.10 billion and USD Cash was $1.59 billion, including expected proceeds from at-the-market offerings. During August 17–23, 2026, the company sold 18,261,118 MSTR shares under its ATM program for net proceeds of $2,006.5 million840,447 BTC, acquired for an aggregate $63.36 billion at an average purchase price of $75,385 per bitcoin. Over the same week, Strategy repurchased 1,431,212 STRC preferred shares for $136.4 million, and noted remaining repurchase authorizations of $516.6 million for preferred stock and $1.0 billion for MSTR stock.
Strategy Inc. reported recent capital markets and balance sheet activity. Under its at-the-market program for Class A common stock (MSTR), it sold 3,458,866 shares during August 10–16, 2026, generating $333.7 million in net proceeds, with $21.7 billion of MSTR capacity remaining across its current and March 23, 2026 offerings. Of these proceeds, $52.4 million funded dividends on STRC preferred stock, $132.2 million funded repurchases of STRC under the Digital Credit Securities Repurchase Program, and $149.1 million was added to the USD Reserve.
Bitcoin holdings were unchanged for the week; Strategy held 840,447 BTC as of August 16, 2026, at an aggregate purchase price of $63.36 billion and an average purchase price of $75,385 per bitcoin. During the same week, the company repurchased 1,388,720 STRC preferred shares for $132.2 million. Remaining repurchase authorizations include $653.0 million for preferred stock and $1.0 billion for MSTR common stock. The USD Reserve balance stood at $4.80 billion, including expected cash from unsettled ATM sales.
Strategy Inc director Jarrod M Patten exercised stock options for a total of 3,800 shares of Class A Common Stock on August 7, 2026 at an exercise price of $18.236 per share, then sold the same 3,800 shares in three tranches at prices of $101.5000, $102.6900, and $104.0350 per share. The filing also reports direct holdings of 10,000, 29,335, and 5,000 shares of three Series A Perpetual Preferred Stock classes.
Strategy Inc reported activity in its capital markets, bitcoin holdings, and repurchase programs for the period August 3–9, 2026. Under its at-the-market offering program, it sold 6,585,682 shares of Class A common stock (MSTR), generating $653.1 million in net proceeds, with $22,036.8 million of MSTR capacity remaining for issuance and sale. Of these proceeds, $650.0 million were added to the USD Reserve and $3.1 million to cash. The company sold 1,690 bitcoin for $108.6 million at an average price of $64,262 per bitcoin and held 840,447 bitcoin at an aggregate purchase price of $63.36 billion, or $75,385 per bitcoin on average, as of August 9, 2026. It repurchased 1,152,020 shares of STRC preferred stock for $108.6 million, funded by the bitcoin sales. Remaining authorizations include $785.2 million for preferred stock and $1.0 billion for MSTR repurchases. The USD Reserve balance stood at $4.65 billion as of August 9, 2026.