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 a proposed sale of 1,350 Class A shares through Fidelity Brokerage Services LLC, with a listed aggregate market value of $210,811.50 and a sale date of October 9, 2026, on Nasdaq. The notice identifies the shares as acquired from Strategy Inc by stock option exercise on October 9, 2026, with cash payment. It also lists Patten’s Class A sales from July 22 through October 8, 2026.
Strategy Inc (MSTR) director Jarrod M. Patten reported an intended sale of 1,400 Class A shares through Fidelity Brokerage Services LLC, with an aggregate market value of $211,413 and an approximate sale date of October 8, 2026. The notice also lists the 1,400 shares as acquired from the issuer through a stock option exercise for cash on October 8, 2026, and includes prior Class A sales dated July 22 through September 22, 2026.
Strategy Inc reported activity under its at-the-market program, bitcoin purchases and share repurchases. From October 1 through October 4, 2026, it sold 92,894 Class A shares, generating $15.7 million in net proceeds used to fund bitcoin purchases. It acquired 334 BTC for $28.7 million, bringing holdings to 848,000 BTC as of October 4, with an aggregate purchase price of $63.97 billion and average purchase price of $75,440.7.
Strategy repurchased 1,033,168 STRC shares for $102.6 million from September 28 through September 30, and 740,634 shares for $73.7 million from October 1 through October 4. As of October 4, its USD Reserve was $4.88 billion and USD Cash was $833.4 million.
For the three months ended September 30, management estimated a $20.91 billion gain on digital assets and $1.88 billion in associated deferred tax expense. As of September 30, estimated digital-asset carrying value was $70.82 billion, with a $1.88 billion net deferred tax liability. Releasing the valuation allowance associated with a $4.12 billion bitcoin-related deferred tax asset resulted in an approximately $4.12 billion income tax benefit, reducing estimated deferred tax expense from approximately $6.00 billion to $1.88 billion. KPMG had not audited or reviewed these estimates.
Strategy Inc (MSTR) asks common stockholders to approve amendments to the terms of its STRF, STRC, STRK and STRD preferred stocks, changing regular dividend payments to a daily schedule. The vote is set for the virtual special meeting on October 28, 2026.
If approved and the amended certificates become effective, STRC’s regular dividend payment dates would be each Business Day beginning November 2, 2026, with calendar-day record dates beginning November 1. STRF, STRK and STRD would move to Business Day payments beginning January 4, 2027, with daily record dates beginning January 1. Regular dividends remain payable only when, as and if declared from funds legally available. The amendments would not change dividend rates, the total amount of regular dividends payable or the company’s overall dividend obligations.
A second proposal would permit one or more adjournments to solicit additional proxies if Proposal 1 lacks sufficient votes. Class A and Class B common stockholders may vote; each Class A share carries one vote and each Class B share carries ten. Proposal 1 requires a majority of the voting power of all outstanding common stock; Proposal 2 requires a majority of votes cast.
Strategy Inc (MSTR) declared semi-monthly cash dividends of $0.50 per share on its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) for periods ending October 31 and November 15, 2026, corresponding to an annual dividend rate of 12.00%. The company also announced it will maintain the 12.00% rate for semi-monthly periods commencing on or after October 16, 2026. The October 31 dividend is payable to holders of record on October 15.
The November 15 payment is payable unless stockholders approve the Daily Dividend Amendments by 5:00 p.m. on October 31, 2026, and the Second A&R STRC CoD is filed and effective by 12:01 a.m. on November 1, 2026. If both conditions are met, the November 15 dividend will not be payable; instead, subject to board approval, Strategy intends to declare November daily dividends with record dates beginning November 1 and payments on each subsequent business day, at a 12.00% annual rate. Strategy expects the dividends to be treated as non-taxable returns of capital to the extent of a shareholder’s U.S. federal tax basis in STRC.
Strategy Inc. sold 1,469,165 shares of MSTR Class A common stock through its at-the-market program from September 21, 2026 to September 27, 2026, generating $246.2 million in net proceeds. It used $142.7 million of those proceeds for bitcoin purchases and $103.5 million for STRC stock repurchases. Strategy purchased 1,665 bitcoin at an average price of $85,681, inclusive of fees and expenses. As of September 27, 2026, its holdings were 847,666 bitcoin, with an aggregate purchase price of $63.95 billion and an average purchase price of $75,437; both purchase-price figures include fees and expenses.
During the period, Strategy repurchased 1,534,530 STRC shares for $151.7 million. It also used $48.1 million of USD Cash for STRC repurchases and $22.1 million of its USD Reserve to pay preferred-stock dividends. As of September 27, 2026, the USD Reserve was $5.02 billion and USD Cash was $1.00 billion.
Strategy Inc’s Board approved submitting proposed amendments for STRF, STRC, STRK and STRD to stockholders. The amendments would provide for a regular dividend record date each calendar day, with the related dividend, if declared, payable on the next following business day.
Assuming stockholder approval and the filing and effectiveness of the amended certificates, and subject to declaration by the Board or an authorized committee, Strategy expects the first payment under the proposed daily schedule for STRC on November 2, 2026, and for STRF, STRK and STRD on January 4, 2027. The amendments would not change the preferred series’ dividend rates, total regular dividends payable or the company’s overall dividend payment obligations. The special meeting is expected to be held virtually on October 28, 2026.
Strategy Inc (MSTR) is asking common stockholders to approve amendments to the terms of its STRF, STRC, STRK and STRD preferred stock so regular dividends, if declared, would be payable on each Business Day, with a record date each calendar day. The proposed STRC payment schedule would begin November 2, 2026, and the STRF, STRK and STRD schedules would begin January 4, 2027; the changes are contingent on stockholder approval and effectiveness of the relevant amended certificates.
The amendments would not change the preferred stocks’ dividend rates, total regular dividends payable, or the company’s overall dividend obligations. Stockholders will also vote on allowing one or more meeting adjournments if needed to solicit votes for the first proposal. The virtual-only special meeting is scheduled for October 28, 2026. Proposal 1 requires a majority of the voting power of all outstanding common stock; Proposal 2 requires a majority of votes cast.
Strategy Inc (MSTR) director Jarrod M. Patten exercised options for 475 shares of Class A Common Stock on September 22, 2026, at an exercise price of $18.236 per share, and reported a sale of 475 shares at $171 per share. After the exercise, 24,850 shares remained under the option; the footnote says 12,350 vested May 31, 2020, and 12,500 vested May 31, 2021. No Rule 10b5-1 plan is reported.
Strategy Inc (MSTR) director Jarrod M. Patten reported several equity transactions on September 21, 2026. He exercised options to acquire 1,425 shares of Class A Common Stock at $18.236 per share and then sold 1,425 shares in three market transactions at prices between $165.984 and $169.00 per share. After the option exercise, he continued to hold options for 25,325 shares, all of which had previously vested, and he also reported direct holdings of three Series A perpetual preferred stock series totaling 44,335 shares.