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 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.
Strategy Inc is asking stockholders to vote at its June 8, 2026 virtual annual meeting on eight director nominees, ratification of KPMG as auditor, an advisory say-on-pay vote, ratification of an earlier amendment to its STRK preferred stock, and an amendment to STRC preferred dividends to be paid twice per month.
The company highlights 2025 as an inflection point in its role as a Bitcoin Treasury Company, raising $25.3 billion of capital and increasing its bitcoin holdings to 713,502. Its flagship STRC preferred stock reached a mid-April 2026 market cap of $6.4 billion, with about $339 million in 30‑day average daily trading volume and 1.7% 30‑day historical volatility.
Alongside its bitcoin and “Digital Credit” strategies, Strategy underscores its enterprise software business, citing 2025 subscription services revenue growth of 64.5% and total revenue growth of 3.0% as it advances AI-enabled, cloud-based data analytics products. The proxy also details board independence, committee structures, ownership concentrations, executive pay philosophy, and clawback and insider trading policies.
Strategy Inc disclosed updated activity in its at-the-market offering and bitcoin strategy. Between April 20 and April 26, 2026, it sold 1,451,601 shares of its Class A common stock (MSTR) under its ATM program, generating net proceeds of $255.0 million. No shares of its various Series A perpetual preferred stocks were sold in this period.
The company used these proceeds to acquire 3,273 bitcoin for an aggregate purchase price of $255.0 million, at an average price of $77,906 per bitcoin. As of April 26, 2026, Strategy held 818,334 bitcoin acquired for an aggregate $61.81 billion, reflecting an average purchase price of $75,537 per bitcoin. Strategy also highlighted an online dashboard providing ongoing data on its securities, bitcoin holdings, and other metrics.
Strategy Inc director Patten Jarrod M reported a mix of stock option exercises and share sales. On April 22, 2026, he exercised a director stock option to acquire 2,000 shares of Class A Common Stock at an exercise price of $18.654 per share, then reported open-market sales totaling 2,000 shares at prices between $175.00 and $180.00 per share. A footnote states that this option still covers 35,800 shares after the exercise, reflecting a substantial remaining derivative position. The filing also lists direct holdings of 5,000 shares of Series A Perpetual Stride Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 10,000 shares of Series A Perpetual Strife Preferred Stock.
Director Jarrod M. Patten of Strategy Inc exercised stock options for a total of 2,000 shares of Class A Common Stock at an exercise price of $18.654 per share and sold 2,000 shares in open-market transactions at prices between $165.42 and $172.00 per share. After these transactions, he directly holds 28,000 shares of Class A Common Stock. Footnotes indicate that a director stock option with an exercise price of $18.654 remains outstanding for 37,800 shares following the latest exercise.