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.
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.
Jarrod M. Patten reported multiple sales of Class A shares under Form 144. The filing lists a series of dispositions executed through Fidelity Brokerage Services, including sales on 04/13/2026 (3,400 shares for $444,193.00) and 04/30/2026 (1,750 shares for $285,555.00). The excerpt also shows an Option Granted entry for 1,500 Class A shares dated 05/31/2016 with a reported date of 05/01/2026.
Strategy Inc declared a monthly cash dividend on its Variable Rate Series A Perpetual Stretch Preferred Stock (ticker STRC) for the month ending May 31, 2026. The dividend is $0.958333333 per share, corresponding to a 11.50% per annum dividend rate.
The dividend is payable on May 31, 2026 to holders of record as of 5:00 p.m. New York City time on May 15, 2026. As of May 1, 2026, the company expects this dividend will be treated as a non-taxable return of capital for U.S. federal income tax purposes, subject to individual shareholder circumstances.
The company also highlights its website dashboard as a channel for broad public disclosure of information such as market prices of its securities, bitcoin holdings, certain KPI metrics and other supplemental data in line with Regulation FD.
Jarrod M. Patten filed a Form 144 reporting proposed sale of Class A shares and disclosing multiple recent transactions. The filing lists an intended sale of 1,750 Class A shares and records several open‑market sales between 03/26/2026 and 04/22/2026 with individual sale sizes and proceeds shown.
Vanguard Capital Management reported beneficial ownership of 16,802,319 shares of Strategy Inc common stock as of 03/31/2026. The filing shows a 5.34% stake in the class, with sole voting power over 2,724,807 shares and sole dispositive power over 16,802,319 shares. The statement clarifies these holdings reflect positions across Vanguard business units and funds. The form is signed on 04/30/2026 by a Vanguard officer.