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.
MSTR reported proposed sales of Class A shares under Form 144 by insiders. The filing lists a proposed sale event tied to restricted stock vesting on 06/04/2026 and individual prior sales by Phong Le on 03/12/2026 and 03/24/2026.
Strategy Inc director Peter L. Briger Jr. reported new equity awards and existing indirect holdings. He received a grant of 943 restricted stock units and 1,221 director stock options under the Strategy Inc Equity Incentive Plan, which provides annual automatic equity awards with an aggregate fair value of $300,000 to each non-employee director.
The RSUs and options each relate to Class A common stock, with each RSU representing a right to one share. Both the 943 RSUs and 1,221 options are scheduled to vest on the first anniversary of the grant date, and the options carry a $159.09 exercise price and expire on May 31, 2036.
The filing also notes 220,000 shares of Series A Perpetual Stretch Preferred Stock held indirectly through 726 BF LLC. Briger is the manager of that LLC and disclaims beneficial ownership of those preferred shares except to the extent of his pecuniary interest.
Strategy Inc director Gregg Winiarski reported equity compensation activity and a routine option exercise. He exercised 406 Restricted Stock Units (RSUs) that vested in full on May 31, 2026, receiving 406 shares of Class A common stock and bringing his direct common stock holdings to 1,092 shares.
On the same date, he received new awards under the Strategy Inc Equity Incentive Plan: 943 RSUs and a director stock option for 1,221 shares of Class A common stock at an exercise price of $159.09 per share, both scheduled to vest on the first anniversary of the grant date. Following these grants, he holds 943 RSUs and 1,221 options directly, along with 10,000 shares of Series A Perpetual Stretch Preferred Stock.
Strategy Inc director Carl J. Rickertsen reported equity-related transactions involving company stock. He exercised 406 vested restricted stock units, receiving 406 shares of Class A common stock and bringing his direct holdings to 5,406 shares.
He was also granted 943 new restricted stock units and a director stock option for 1,221 shares of Class A common stock at an exercise price of $159.09 per share. According to the equity incentive plan, these annual automatic awards have an aggregate fair value of $300,000, split evenly between RSUs and options, and the new RSUs and options are scheduled to vest on the first anniversary of the grant date.
Strategy Inc director Jarrod M. Patten reported routine equity compensation activity, with no open‑market buying or selling. On May 31, 2026, 406 restricted stock units vested in full and were settled into 406 shares of Class A common stock, increasing his direct holdings to 28,406 Class A shares.
Patten also received new awards under Strategy Inc’s Equity Incentive Plan: 943 restricted stock units and a director stock option for 1,221 shares of Class A common stock at an exercise price of $159.09 per share, expiring on May 31, 2036. Following these awards, he directly holds the new RSUs and options in addition to existing preferred stock positions.
Strategy Inc director Stephen X. Graham reported routine equity compensation activity. On May 31, 2026, 406 restricted stock units vested in full and were settled into 406 shares of Class A common stock, bringing his direct holdings to 8,356 shares.
On the same date, he received new annual equity awards under the Strategy Inc Equity Incentive Plan, which targets an aggregate fair value of $300,000 split evenly between restricted stock units and options for each non-employee director. The awards included 943 RSUs and 1,221 stock options with a $159.0900 exercise price, each scheduled to vest in full on the first anniversary of the grant date.
Strategy Inc director Jane A. Dietze reported routine equity compensation and related vesting for May 31, 2026. She acquired 406 shares of Class A common stock through the exercise of previously granted Restricted Stock Units (RSUs) that vested in full on that date, bringing her direct common stock holdings to 1,092 shares.
On the same date, she received new awards under the Strategy Inc Equity Incentive Plan, which provides annual automatic equity grants with an aggregate fair value of $300,000 split evenly between RSUs and options for each non-employee director. The awards included 943 RSUs, each representing one share of Class A common stock, and a director stock option for 1,221 shares at an exercise price of $159.09 per share. Both the 943 RSUs and the 1,221-share option are scheduled to vest on the first anniversary of the grant date. She also reported a direct holding of 3,600 shares of Series A Perpetual Stretch Preferred Stock as of the same date.
Strategy Inc director Brian P. Brooks increased his equity-based compensation exposure through routine awards and an option-related share delivery. He received 943 restricted stock units and 1,221 director stock options with a $159.09 exercise price, both scheduled to vest on the first anniversary of the May 31, 2026 grant date. On the same date, 406 previously granted RSUs vested and were converted into 406 shares of Class A common stock, bringing his direct holdings of common stock to 1,092 shares.
Strategy Inc director Jarrod M. Patten reported a series of option exercises and stock sales in Class A Common Stock. On May 28–29, 2026, he exercised stock options to acquire a total of 22,300 shares at exercise prices of $18.236 and $18.654 per share, then sold 22,300 shares in open-market transactions.
The sales occurred at weighted-average prices with ranges including $145.280–$146.200, $150.620–$151.120, and $161.610–$162.000, as disclosed in footnotes. The filing also notes direct holdings of several Series A perpetual preferred stock classes. Patten continues to hold a direct equity stake in Strategy Inc following these transactions.
Strategy Inc reports recent activity in its at-the-market stock program, bitcoin holdings, liquidity reserves, and preferred dividends. Between May 26 and May 31, 2026, it sold 801,994 shares of MSTR Class A common stock, generating net proceeds of $128.3M while leaving $26,137.2M of MSTR capacity available for future issuance.
Over the same period, Strategy sold 32 bitcoin for an aggregate sale price of $2.5M at an average price of $77,135 per bitcoin and held 843,706 bitcoin as of May 31, 2026 with an aggregate purchase price of $63.87B. The USD Reserve balance stood at $900M.
The company will maintain an 11.50% per annum dividend rate on its Variable Rate Series A Perpetual Stretch Preferred Stock and declared June 30, 2026 cash dividends, including $2.50 per share on STRF, $0.958333333 per share on STRC, €2.50 on STRE, $2.00 on STRK, and $2.50 on STRD. It currently expects these June 30 dividends to be treated as non-taxable return of capital for U.S. federal income tax purposes to the extent of a shareholder’s tax basis.