Strategy Inc SEC Filings

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.

MicroStrategy files Supplement No. 2 to its base prospectus supplement to amend the Use of Proceeds disclosure and rename the Plan of Distribution section to Plan of Distribution (Conflicts of Interest). The supplement states offerings may include Class A common stock and series of preferred stock under an Omnibus Sales Agreement and reiterates that certain agents or their affiliates may hold the company's equity or convertible notes and could receive proceeds if repurchases occur. The supplement adds a Conflicts of Interest subsection referencing FINRA Rule 5121 and notes bitcoin price volatility in the prior 12 months, citing trades below $65,000 and above $120,000.

Strategy Inc. reported a sharp bitcoin-driven loss for the quarter ended March 31, 2026. Total revenues from its software business rose to $124.3 million from $111.1 million a year earlier, led by higher subscription services.

The company recorded an unrealized loss on digital assets of $14.46 billion, driving a net loss of $12.54 billion and a net loss attributable to common stockholders of $12.77 billion, or $38.25 per share. Strategy held 762,099 bitcoins with a fair value of $51.65 billion and a cost basis of $57.69 billion, after purchasing 89,599 bitcoins for $7.25 billion during the quarter.

To fund its strategy, the company raised $5.29 billion through at-the-market sales of 33.47 million class A shares and $2.06 billion via new STRC preferred stock, while paying $229.5 million in preferred dividends. Long-term debt, primarily Convertible Senior Notes, stood near $8.17 billion.

Strategy Inc director Patten Jarrod M reported multiple equity transactions involving the company’s Class A Common Stock and preferred shares. On May 4, 2026, he exercised a director stock option to acquire 2,000 Class A shares at $18.654 per share.

That same day, he reported open-market sales totaling 2,000 Class A shares in four 500‑share trades at prices between $181 and $186. He also reports direct holdings of Series A Perpetual Stride, Stretch, and Strife Preferred Stock, and a footnote indicates 29,800 shares remain subject to the director stock option after this exercise.

Strategy Inc reported first quarter 2026 results that are dominated by bitcoin mark-to-market swings. For the quarter ended March 31, 2026, operating loss was $14.47 billion, driven by an unrealized loss on digital assets of $14.46 billion, versus $5.91 billion a year earlier. Net loss was $12.54 billion, or $38.25 per diluted share, compared to a net loss of $4.22 billion, or $16.49 per share, in the prior-year period.

Core software and services operations showed modest growth. Total revenues reached $124.3 million, up 11.9% year over year, with gross profit of $83.4 million and a 67.1% gross margin. Subscription services revenue increased while product support declined.

Strategy continues to scale its bitcoin-centric balance sheet and financing strategy. As of May 3, 2026, the company held about 818,334 bitcoins with an original cost basis of $61.81 billion and a market value of $64.14 billion, reflecting a 22% increase in holdings year to date and a 9.4% BTC Yield. Year to date, Strategy reports raising $11.68 billion, including $7.37 billion of aggregate gross proceeds in Q1 2026 and $4.32 billion in Q2-to-date sales under its at-the-market equity offering program.

Strategy Inc director Jarrod M. Patten reported an exercise-and-sell sequence in Class A Common Stock. On April 30 and May 1, 2026, he sold a total of 4,000 shares in open-market transactions at prices between $161.61 and $178.08 per share. Over the same two days, he exercised director stock options to acquire 4,000 shares at an exercise price of $18.654 per share. Following these transactions, Patten directly holds 28,000 shares of Strategy Inc Class A Common Stock.

Jarrod M. Patten filed a Form 144 reporting proposed and recent sales of Class A shares. The notice lists an option grant of 2,000 shares (granted 05/31/2016) and multiple reported dispositions during March–May 2026, including sales of 700 shares on 03/26/2026 for $96,159 and 2,250 shares on 05/01/2026 for $391,145.

Strategy Inc reported recent activity under its at-the-market stock offering and provided an update on its bitcoin position. During the period from April 27, 2026 to May 3, 2026, the company sold 492,210 shares of its Class A common stock (MSTR), generating $82.0 million in net proceeds under its ATM program.

As of May 3, 2026, MSTR stock had $26,392.4 million of capacity remaining available for issuance and sale under its existing ATM structure and previously announced increase, while no preferred stock sales occurred in the period. The company’s bitcoin holdings totaled 818,334 BTC with an aggregate purchase price of $61.81 billion, implying an average purchase price of $75,537 per bitcoin. Strategy also highlighted its website dashboard as an ongoing channel for disclosures on securities prices, bitcoin holdings and other metrics.

MSTR submitted a Form 144 notice reporting proposed and recent sales of Class A shares. The filing lists an issuer-granted block of 750 Class A shares (Options Granted 05/31/2016) and multiple open-market sales by Jarrod M. Patten between 03/26/2026 and 04/30/2026.

The record shows individual sale transactions with specific share counts and gross proceeds for each sale date; the filing names Fidelity Brokerage Services LLC as a broker on the record.