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.
Jarrod M. Patten filed a Form 144 indicating an intention to sell 1,950 Class A shares of MSTR through Fidelity Brokerage Services LLC on 07/24/2026, following acquisition via stock option exercise. The notice also lists multiple prior open-market sales of Class A shares between April and July 2026 with individual transactions as large as 15,050 shares and proceeds up to $2,331,812.78.
Strategy Inc director Jarrod M Patten exercised options for 1,250 shares of Class A Common Stock at $18.236 per share on July 22, 2026, then sold 1,250 shares at $100 per share. He retains options on 40,000 shares and direct holdings in several Series A perpetual preferred stocks.
Jarrod M. Patten indicates an intention to sell 1,250 Class A shares of MicroStrategy Incorporated through Fidelity Brokerage Services on July 22, 2026, with an aggregate value of $125,000.00. The shares are tied to a stock option exercise with settlement in cash.
Over the prior three months, Patten reported multiple open-market sales of Class A shares, including 15,050 shares on May 29, 2026 for $2,331,812.78 and 7,250 shares on May 28, 2026 for $1,071,080.23, along with several smaller transactions.
Strategy Inc. reported activity in its at-the-market offering and digital-asset strategy for the week of July 13–19, 2026. The company sold 2,732,318 shares of its MSTR Class A common stock under the ATM program, generating $263.5 million in net proceeds.
After these sales, $23,526.5 million of MSTR Stock remains available for issuance and sale under the ATM, reflecting capacity from the existing authorization and the previously announced $21.0 billion increase. No preferred shares were sold and no shares were repurchased during the period.
As of July 19, 2026, Strategy held 843,775 bitcoin, acquired for an aggregate purchase price of $63.69 billion and an average purchase price of $75,476. The company also reported a US dollar reserve balance of $3.225 billion, intended to support preferred dividends and interest payments.
Strategy Inc. reported activity in its at-the-market offering program and updates on digital asset and cash reserves for the period July 6–12, 2026. Over that week, Strategy sold 4,818,781 shares of its Class A common stock (MSTR) under the ATM, generating $466.7 million in net proceeds. As of July 12, 2026, the company had remaining ATM capacity for MSTR of $23.79 billion, alongside undrawn preferred stock capacities of $1,619.3 million (STRF), $17,510.8 million (STRC), $2,100.0 million (STRK), and $4,014.8 million (STRD).
During the same period, Strategy did not repurchase any shares under its share repurchase programs and made no bitcoin purchases. As of July 12, 2026, it held 843,775 bitcoin, acquired at an aggregate purchase price of $63.69 billion, implying an average purchase price of $75,476 per bitcoin, inclusive of fees and expenses. The company also maintained a $3.0 billion USD Reserve intended to support preferred stock dividends and interest on indebtedness, which includes expected cash proceeds from unsettled ATM sales. Strategy continues to use its website dashboard as a primary channel for broad public disclosure of market, bitcoin, and key performance information.
Strategy Inc reported significant bitcoin-related activity and leadership changes. Between June 29 and July 5, 2026, the company neither sold shares under its at-the-market stock program nor repurchased any shares under its buyback programs.
During June 29–30, it sold 1,363 bitcoin for $80.8 million at an average price of $59,256, and during July 1–5 it sold 2,225 bitcoin for $135.2 million at an average price of $60,773. As of July 5, 2026, Strategy held 843,775 bitcoin with an aggregate purchase price of $63.69 billion and an average purchase price of $75,476, while maintaining a $2.55 billion USD reserve.
For Q2 2026, the company expects an $8.32 billion loss on digital assets, almost entirely unrealized, and a digital asset carrying value of $49.67 billion. Because the cost basis of its bitcoin exceeded fair value as of June 30, 2026, Strategy will record a valuation allowance fully offsetting its deferred tax benefit and deferred tax asset tied to this unrealized loss. The board also designated CFO Andrew Kang as principal accounting officer following the retirement of Chief Accounting Officer Jeanine Montgomery.
Strategy Inc introduced a new Digital Credit Capital Framework that links its bitcoin holdings, preferred securities, and equity capital structure. The company set a Board-approved USD Reserve policy, with a reserve balance of $2.55 billion as of June 28, 2026, dedicated to preferred dividends and interest.
Strategy authorized repurchase programs of up to $1.0 billion for its Digital Credit Securities and up to $1.0 billion for its class A common stock, alongside a BTC Monetization Program to raise up to $1.25 billion for the reserve, servicing obligations, and funding repurchases. It held 847,363 BTC at an aggregate purchase price of $64.10 billion.
The company revised its STRC dividend policy and increased the STRC dividend rate to 12.00% per annum for periods with record dates on or after July 1, 2026. The board conditionally declared semi-monthly STRC cash dividends of $0.50 per share for periods ending July 31 and August 15, 2026, which it currently expects to be treated as non-taxable returns of capital for many U.S. holders.
Strategy Inc director Jarrod M. Patten reported an option exercise and related share sale. He exercised 1,500 shares of Class A common stock at $18.236 per share through a director stock option, then sold 1,500 shares in an open-market transaction at $106.08 per share, leaving 28,406 Class A shares held directly and 41,250 director stock options outstanding.
MSTR amends its STRC preferred stock prospectus to permit semi-monthly dividends and confirm an at-the-market shelf. The supplement updates the Variable Rate Series A Perpetual Stretch Preferred Stock Annex to reflect an Amended and Restated Certificate of Designations filed June 15, 2026 and effective June 30, 2026, changing declared regular dividends to be payable semi-monthly on the 15th and last calendar day of each month. The supplement references an at-the-market program to offer up to $21,000,000,000 of STRC Stock and states the last reported sale price of STRC Stock was $87.31 per share on June 23, 2026.
MSTR reported insider sales via a Form 144 notice: the filing lists multiple Class A share dispositions by Jarrod M. Patten, primarily as stock option exercise cash sales. The excerpts show individual sales such as 05/29/2026 of 15,050 shares for $2,331,812.78 and 05/28/2026 of 7,250 shares for $1,071,080.23. The filing lists many additional sale dates and amounts from 03/26/2026 through 06/23/2026, indicating ongoing dispositions reported under the Form 144 process.