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 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.
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.
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.
MSTR affiliate Jarrod M. Patten reported proposed and recent sales of Class A shares under Form 144. The notice lists a planned sale of 1,500 shares with a sale method marked Cash and an option grant date of 05/31/2016. The filing also itemizes multiple open-market dispositions by Mr. Patten during March–May 2026, including sales of 2,750 shares on 05/11/2026 for $526,886.25 and 1,900 shares on 04/09/2026 for $248,105.00.
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.
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.
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.
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.
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.
Jarrod M. Patten reported multiple sales of Class A shares of MSTR under a Form 144 filing. The excerpt lists option-related activity with an option grant dated 05/31/2016 and a sale reporting line for 05/08/2026. Several market dispositions from March through May 2026 are itemized, with individual trades showing share counts and gross proceeds.