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.
The Strategy Inc (MSTR) SEC filings page on Stock Titan brings together the company’s regulatory disclosures, which are central for understanding its bitcoin treasury strategy, capital structure, and software operations. Strategy, also known as MicroStrategy Incorporated d/b/a Strategy, files current reports on Form 8-K and other documents that describe material events affecting its securities and digital asset holdings.
For investors focused on bitcoin exposure, Strategy’s 8-K filings provide detailed tables on bitcoin acquired during specific periods, aggregate purchase prices, average purchase prices, and total holdings. These filings often explain that bitcoin purchases were funded with proceeds from at-the-market offerings of common stock and several series of preferred stock. They also discuss the company’s adoption of fair value accounting for bitcoin, which influences how gains and losses on digital assets are reported.
Filings related to capital markets and preferred stock are equally important. Strategy’s 8-Ks and related exhibits outline the terms of its 10.00% Series A Perpetual Strife Preferred Stock (STRF), 8.00% Series A Perpetual Strike Preferred Stock (STRK), 10.00% Series A Perpetual Stride Preferred Stock (STRD), Variable Rate Series A Perpetual Stretch Preferred Stock (STRC), and 10.00% Series A Perpetual Stream Preferred Stock (STRE). These documents describe dividend structures, liquidation preferences, redemption rights, and investor repurchase options upon certain “fundamental change” events.
Strategy also files agreements and prospectus supplements covering its at-the-market offering programs and Omnibus Sales Agreement with multiple sales agents. These filings explain how the company may issue and sell common and preferred shares over time, and they disclose remaining capacity under each program.
On Stock Titan, users can access these filings as they are released through EDGAR and use AI-powered summaries to interpret complex sections, such as preferred stock terms, capital markets transactions, and digital asset accounting. This helps readers quickly understand how new filings may affect Strategy’s bitcoin holdings, outstanding securities, and overall risk profile.
Strategy Inc director Jarrod M. Patten exercised stock options and sold shares on the same day. He exercised options to acquire 700 shares of Class A Common Stock at $18.654 per share, then sold 700 shares in an open-market transaction at $137.37 per share. Following these transactions, he directly holds 28,000 shares of Class A Common Stock. A related option award remains outstanding for 49,300 shares, with tranches that vested between May 31, 2017 and May 31, 2020. He also reports direct holdings of several Series A Perpetual Preferred Stock classes.
Jarrod Patten reported an intended sale of 700 Class A shares of MSTR. The filing lists the sale date as 03/26/2026 and shows broker Fidelity Brokerage Services LLC. The record references options granted on 05/31/2016 and cash as the method.
Strategy Inc reported that between March 23 and March 29, 2026 it did not sell any shares under its at-the-market stock offering program and did not purchase additional bitcoin. As of March 29, 2026, it holds approximately 762,099 bitcoin, acquired for about $57.69 billion at an average cost of roughly $75,694 per bitcoin, including fees.
The company also provided an update on a previously disclosed stockholder class action in Delaware concerning an amendment to the certificate of designations for its 8.00% Series A Perpetual Strike Preferred Stock. The parties agreed to dismiss the case as moot, with prejudice as to the named plaintiff and without prejudice to others, and Strategy will seek stockholder ratification of the amendment under Section 204 of the Delaware General Corporation Law at its next annual meeting. Strategy agreed to pay $550,000 for the plaintiff’s attorneys’ fees and expenses. The company further highlighted that it maintains a public dashboard on its website with information on its securities, bitcoin holdings, and key metrics, which it uses as a Regulation FD-compliant disclosure channel.
The Vanguard Group filed an amended Schedule 13G/A reporting no beneficial ownership in Strategy Inc. The filing states 0 shares beneficially owned and 0 percent of the class, following an internal realignment described in the filing. The disclosure explains certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998), and that The Vanguard Group no longer is deemed to beneficially own securities held by those subsidiaries. The filing lists The Vanguard Group's principal office in Malvern, PA and is signed by Ashley Grim on 03/27/2026.
Strategy Inc VP & CAO Jeanine Montgomery reported routine equity transactions linked to restricted stock units (RSUs). On March 23, 2026, she acquired 1,560 shares of Class A common stock at $0.00 per share through the vesting and settlement of RSUs. The next day, she sold a total of 470 shares of Class A common stock in open-market transactions at weighted average prices between $137.370 and $139.550. According to the disclosure, these sales were made under a pre-arranged Rule 10b5-1 instruction letter solely to satisfy tax withholding obligations from the RSU vesting. After the transactions, she directly held 10,423 shares of Class A common stock, 3,120 RSUs scheduled to vest in equal installments in 2027 and 2028, and 5,000 shares of Series A perpetual preferred stock.
Strategy Inc EVP & CFO Andrew Kang exercised restricted stock units and sold shares in linked transactions. On March 23, 2026, 5,330 restricted stock units converted into the same number of shares of Class A common stock at a conversion price of $0.00. On March 24, 2026, he sold a total of 2,373 Class A shares in open-market trades at weighted-average prices between approximately $137.37 and $139.55 to satisfy tax withholding obligations tied to the RSU vesting, under a pre-established Rule 10b5-1 instruction letter. After these transactions, he directly holds 26,772 Class A shares and has 10,650 RSUs scheduled to vest in equal annual installments on March 21, 2027 and March 21, 2028.
Strategy Inc President & CEO Le Phong reported a mix of stock sales and equity vesting transactions. On March 24, 2026, Le Phong sold 3,299 shares of Class A Common Stock in open-market transactions at weighted average prices ranging from $137.37 to $139.55. According to the disclosure, these sales were executed under a Rule 10b5-1 instruction letter and were made solely to pay Strategy Inc the tax withholding obligation arising from restricted stock units that vested on March 21, 2026 and settled on March 23, 2026. On that settlement date, 7,320 restricted stock units were converted into an equal number of Class A shares at no cash exercise price, increasing Le Phong’s direct common share holdings before the tax-driven sales. Following the reported transactions, Le Phong directly holds 22,923 shares of Class A Common Stock and continues to hold several series of preferred stock, while an additional 14,640 restricted stock units are scheduled to vest in two equal annual installments on March 21, 2027 and March 21, 2028.
MSTR affiliate files Form 144 to sell 3,299 Class A shares following a restricted stock vesting event. The filing lists 3,299 Class A shares tied to a Restricted Stock Vesting entry dated 03/23/2026. It also discloses prior dispositions of 2,034 Class A shares on 03/12/2026 for $279,174.43.
Andrew Kang filed a notice under Form 144 to sell 2,373 shares of Class A common stock. The filing lists a broker-dealer Fidelity Brokerage Services LLC and a proposed sale date of 03/24/2026.
The record shows 916 Class A shares sold in the prior three months and a vesting-related entry for 03/23/2026 (restricted stock vesting, listed as compensation).