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 is offering, through an at-the-market program, up to $2,100,000,000 aggregate offering price of its 8.00% Series A Perpetual Strike Preferred Stock ("STRK Stock") pursuant to an omnibus sales agreement and an additional program addendum.
The offering would constitute a further issuance in addition to the 14,020,744 shares of STRK Stock outstanding as of March 19, 2026. The STRK Stock carries an initial liquidation preference of $100 per share and an 8.00% cumulative dividend rate, and the company states it intends to seek common stockholder ratification of a certificate amendment that adjusts the liquidation preference formula; investors should treat that amendment as subject to ratification.
MSTR entered into joinders dated March 23, 2026 that add Moelis & Company LLC, A.G.P./Alliance Global Partners and StoneX Financial Inc. as additional sales agents under its Omnibus Sales Agreement to permit at-the-market offerings of Class A common stock and several series of preferred stock.
The supplement amends references to “Agent” or “Agents” to include those firms and reiterates that sales under the agreement will be conducted by a single Selling Agent per class or series on any trading day, with limited exceptions for pre-market, post-market or block transactions as described in the agreement. Risk factors and other disclosures in the base prospectus supplement and prospectus remain unchanged.
Strategy Inc$76.5 million.
Using proceeds from these ATM sales, the company acquired 1,031 bitcoin for an aggregate purchase price of $76.6 million, or an average of $74,326 per bitcoin. As of March 22, 2026, Strategy held 762,099 bitcoin with an aggregate purchase price of $57.69 billion, reflecting an average purchase price of $75,694 per bitcoin. The company also disclosed remaining ATM capacity for its various preferred and common stock series.
Chow Thomas C. reported acquisition or exercise transactions in this Form 4 filing.
Strategy Inc EVP & General Counsel Thomas C. Chow received a grant of 4,481 performance stock units (PSUs). Each PSU is a contingent right to Strategy class A common shares, with the actual number earned ranging from 0% to 200% of this target amount.
The final payout will depend on Strategy’s total shareholder return compared with members of the Nasdaq Composite Index over a three-year period from March 17, 2026 to March 16, 2029. Vesting also requires the Compensation Committee to certify performance and Mr. Chow to remain in service through that date.
Montgomery Jeanine reported acquisition or exercise transactions in this Form 4 filing.
Strategy Inc VP & CAO Jeanine Montgomery received a grant of 2,240 restricted stock units, each representing one share of Class A common stock. The RSUs vest 25 percent on the first anniversary of the grant date and 25 percent on each anniversary thereafter until fully vested.
After this award, she holds 9,333 shares of Class A common stock directly, 5,000 shares of Series A Perpetual Stretch Preferred Stock, and 2,240 RSUs subject to vesting.
Strategy Inc President & CEO Le Phong received new equity awards on March 17, 2026. He was granted options for 26,105 shares of Class A common stock at an exercise price of $150.28 per share, expiring on March 17, 2036. These options vest 25% on the first anniversary of the grant and 25% each year thereafter until fully vested.
Le Phong also received 36,595 restricted stock units, each representing one share of Class A common, vesting 25% annually over four years. In addition, he was granted a target of 20,911 performance stock units, which can pay out between 0% and 200% of the target based on Strategy’s relative total shareholder return versus the Nasdaq Composite Index over a three-year period from March 17, 2026 to March 16, 2029, subject to Compensation Committee certification and continued service.
Strategy Inc EVP & CFO Andrew Kang reported new equity awards, not open-market trades. He received an option grant for 8,391 shares of Class A common stock at an exercise price of $150.28 per share, plus 18,298 restricted stock units and 6,722 target performance stock units.
The option and RSUs each vest 25% on the first anniversary of the March 17, 2026 grant date and 25% on each of the next three anniversaries until fully vested. The performance stock units can settle into 0%–200% of the 6,722 target units based on Strategy’s relative total shareholder return versus the Nasdaq Composite Index over a three-year period from March 17, 2026 to March 16, 2029, subject to Compensation Committee certification and continued service.
Following these awards, Kang directly holds derivative awards tied to Strategy Class A common stock and 23,815 shares of Class A common stock, along with several series of preferred stock reported as direct holdings.
Strategy Inc reported new activity under its at-the-market offering program and in its bitcoin holdings. Between March 9 and March 15, 2026, the company sold 11,818,467 shares of its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) for notional value of $1.1818 billion, generating net proceeds of $1.1804 billion. Over the same period, it also sold 2,833,668 shares of its Class A common stock (MSTR) under the ATM, contributing to total net proceeds of $1.5764 billion.
Using proceeds from ATM share sales, Strategy acquired 22,337 bitcoin during the same period for an aggregate purchase price of $1.57 billion, at an average price of $70,194 per bitcoin, inclusive of fees and expenses. As of March 15, 2026, the company held 761,068 bitcoin with an aggregate purchase price of $57.61 billion and an average purchase price of $75,696 per bitcoin. Strategy also highlighted that it maintains a public dashboard on its website showing security prices, bitcoin activity, key metrics and other supplemental information.
Strategy Inc VP & CAO Jeanine Montgomery exercised 787 restricted stock units into 787 shares of Class A common stock and then sold 260 shares at 137.254 per share. The sale was made under a Rule 10b5-1 instruction letter to cover tax withholding on vesting. She now holds 9,333 Class A shares, 2,361 unvested RSUs scheduled to vest annually from March 11, 2027 through March 11, 2029, and 5,000 shares of Series A Perpetual Stretch Preferred Stock.
Strategy Inc EVP & CFO Andrew Kang reported both an equity award vest and a small stock sale. On March 11, 2026, he exercised 2,071 restricted stock units (RSUs), receiving the same number of Class A Common shares at a conversion price of $0.00 per share.
On March 12, 2026, he completed an open-market sale of 916 Class A shares at an average price of $137.254 per share. According to the disclosure, this sale was made under a Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy tax withholding obligations from previously granted equity awards.
Following these transactions, Kang directly holds 23,815 Class A Common shares and 6,213 RSUs, which are scheduled to vest in three equal annual installments of 2,071 RSUs each on March 11, 2027, March 11, 2028, and March 11, 2029.