STOCK TITAN

Strategy (MSTR) SEC Filings, Jun 2-9, 2026

MSTR NASDAQ

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.

Rhea-AI Summary

MicroStrategy reports a proposed sale of Class A common stock totaling 5,522 shares under a Form 144 notice. The filing shows 5,522 shares with an aggregate amount of $683,837.30 and CUSIP 330807622. The shares are tied to restricted stock vesting dated 06/08/2026 and listed as compensation.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-8.00%
Tags
other
-
Rhea-AI Summary

Strategy Inc reported that stockholders approved a change to the dividend timing on its Variable Rate Series A Perpetual Stretch Preferred Stock (trading symbol STRC). At the 2026 Annual Meeting of Stockholders held on June 8, 2026, the requisite vote from issued and outstanding common stock and STRC shares, as of the April 17, 2026 record date, supported an amendment to STRC’s terms. This amendment changes the dividend record dates and dividend payment dates for STRC from monthly to semi-monthly, altering how often holders are recorded and paid while keeping the security in place.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.61%
Tags
current report
-
Rhea-AI Summary

Strategy Inc reported recent activity in its at-the-market stock offering, bitcoin acquisitions, and U.S. dollar reserve levels. Between June 1 and June 7, 2026, it sold 1,409,600 shares of MSTR Stock under its ATM program, generating net proceeds of $181.0M, with $25,956.1M of MSTR Stock capacity still available for issuance and sale as of June 7, 2026.

Over the same period, Strategy acquired 1,550 bitcoin for an aggregate purchase price of $101.3M, at an average price of $65,332 per bitcoin. As of June 7, 2026, it held 845,256 bitcoin purchased for an aggregate $63.97B, an average price of $75,680 per bitcoin. The company also reported a USD Reserve balance of $1.0B as of June 7, 2026, designated to support preferred dividends and interest on outstanding debt.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.61%
Tags
current report
Rhea-AI Summary

Strategy Inc President & CEO Le Phong exercised equity awards and sold shares primarily to cover taxes. On June 3, 2026, 190,740 performance stock units vested and were converted into the same number of Class A common shares after Strategy’s 10-for-1 stock split. This vesting followed the Compensation Committee’s certification that total stockholder return for the three-year period from June 1, 2023 through May 31, 2026 exceeded the 75th percentile of companies in the Nasdaq Composite Index, producing a 200% payout factor.

On June 5, 2026, he sold 93,738 Class A common shares in multiple open-market transactions at weighted average prices generally between $114.595 and $125.19. According to the disclosure, these sales were executed under a pre-arranged Rule 10b5-1 instruction letter dated May 7, 2024 and were made solely to satisfy tax withholding obligations arising from the PSU vesting. Following the transactions, Phong directly held 119,925 Class A common shares.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.61%
Tags
insider
-
Rhea-AI Summary

Strategy Inc EVP & CFO Andrew Kang reported a mix of equity vesting and related share sales. On June 3, 2026, 68,120 performance stock units (PSUs) vested after Strategy’s three-year total stockholder return exceeded the >75th percentile of Nasdaq Composite companies, triggering a 200% Payout Factor. Each PSU converted into one share of Class A common stock at a price of $0.00. On June 5, 2026, he sold 33,062 shares of Class A common stock in open-market transactions at weighted-average prices generally ranging from about $114.595 to $125.19. According to the footnotes, these sales were executed under a pre-arranged Rule 10b5-1 instruction letter and were made solely to cover tax withholding obligations arising from the PSU vesting. After these transactions, Kang directly holds 68,733 shares of Class A common stock, along with 2,250 shares of Series A Perpetual Stride Preferred Stock, 2,800 shares of Series A Perpetual Stretch Preferred Stock, and 1,500 shares of Series A Perpetual Strife Preferred Stock.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.61%
Tags
insider
-
Rhea-AI Summary

Andrew Kang, an officer of Strategy Inc, gave notice of a proposed sale of 33,062 Class A shares, with an approximate sale date of June 5, 2026, and an aggregate market value of $3,925,361.99.

The shares were acquired through restricted stock vesting on June 4, 2026, as compensation from the issuer. The proposed sale includes an amount necessary to cover a tax obligation resulting from settlement of a vested equity award distribution. The reported Rule 10b5-1 plan adoption or instruction date is May 2, 2024. The notice also lists sales during the prior three months of 916 shares on March 12, 2,373 shares on March 24, and 5,597 shares on May 19, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-6.90%
Tags
other
Rhea-AI Summary

Strategy Inc officer and director Phong Le gave notice of a proposed sale of 93,738 Class A shares, with an aggregate market value of $11,129,259.65 and an approximate sale date of June 5, 2026. The shares were acquired through restricted stock vesting on June 4, 2026. The sale includes an amount necessary to cover a tax obligation resulting from settlement of a vested equity award distribution. The notice reports May 7, 2024 as the Rule 10b5-1 plan adoption or instruction date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-6.90%
Tags
other
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-7.01%
Tags
insider
-
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-7.01%
Tags
insider
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-7.01%
Tags
insider

FAQ

How many Strategy (MSTR) SEC filings are available on StockTitan?

StockTitan tracks 265 SEC filings for Strategy (MSTR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Strategy (MSTR)?

The most recent SEC filing for Strategy (MSTR) was filed on June 9, 2026.