Welcome to our dedicated page for Strategy SEC filings (Ticker: STRC), 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.
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Strategy Inc director Jarrod M. Patten exercised stock options for 700 shares of Class A Common Stock on March 31, 2026 and another 700 shares on April 1, 2026 at an exercise price of $18.654 per share.
On the same dates he sold 700 shares at a weighted average price of about $122.007 and 700 shares at $124.640 in open-market transactions. Following these trades, he directly held 28,000 Class A Common shares, along with disclosed holdings of Series A Perpetual preferred stock classes.
MicroStrategy (MSTR) submitted a Form 144 notice indicating proposed sales of 700 Class A shares tied to an option grant dated 05/31/2016. The filing lists multiple sale dates in March 2026 (03/26, 03/30, 03/31) and shows dollar figures adjacent to those entries.
Strategy Inc is maintaining the regular dividend rate on its Variable Rate Series A Perpetual Stretch Preferred Stock (ticker STRC) at 11.50% per annum for monthly periods beginning on or after April 1, 2026. The board declared a monthly cash dividend of $0.958333333 per STRC share, payable on April 30, 2026 to stockholders of record as of 5:00 p.m. New York City time on April 15, 2026.
The company currently expects the April 30, 2026 STRC dividend to be treated as a non-taxable return of capital for U.S. federal income tax purposes, to the extent of a shareholder’s tax basis. Strategy Inc also highlights its website dashboard as a channel for broad public disclosure of information, including market prices, bitcoin holdings, KPI metrics and other supplemental data.
Jarrod M. Patten reported proposed sales of Class A common stock under Rule 144. The notice lists two proposed transactions of 700 shares each with trade dates 03/26/2026 and 03/30/2026. The filing identifies Fidelity Brokerage Services LLC as the broker and notes an earlier option grant date of 05/31/2016.
Strategy Inc director Patten Jarrod M exercised stock options and made a small related share sale. On March 30, 2026, he exercised options for 700 shares of Class A Common Stock at $18.654 per share, then sold 700 shares in an open-market transaction at $128.04 per share, a typical exercise-and-sell pattern that converts options into cash.
After these transactions, he directly holds 28,000 shares of Class A Common Stock and retains an option covering 48,600 additional shares. The footnote explains that the option shares vest in tranches between May 31, 2017 and May 31, 2020. The filing also lists direct holdings of several Series A perpetual preferred stock classes as of the same date.
Strategy Inc director Jarrod M. Patten exercised stock options and sold shares on the same day. He exercised options to acquire 700 shares of Class A Common Stock at $18.654 per share, then sold 700 shares in an open-market transaction at $137.37 per share. Following these transactions, he directly holds 28,000 shares of Class A Common Stock. A related option award remains outstanding for 49,300 shares, with tranches that vested between May 31, 2017 and May 31, 2020. He also reports direct holdings of several Series A Perpetual Preferred Stock classes.
Jarrod Patten reported an intended sale of 700 Class A shares of MSTR. The filing lists the sale date as 03/26/2026 and shows broker Fidelity Brokerage Services LLC. The record references options granted on 05/31/2016 and cash as the method.
Strategy Inc reported that between March 23 and March 29, 2026 it did not sell any shares under its at-the-market stock offering program and did not purchase additional bitcoin. As of March 29, 2026, it holds approximately 762,099 bitcoin, acquired for about $57.69 billion at an average cost of roughly $75,694 per bitcoin, including fees.
The company also provided an update on a previously disclosed stockholder class action in Delaware concerning an amendment to the certificate of designations for its 8.00% Series A Perpetual Strike Preferred Stock. The parties agreed to dismiss the case as moot, with prejudice as to the named plaintiff and without prejudice to others, and Strategy will seek stockholder ratification of the amendment under Section 204 of the Delaware General Corporation Law at its next annual meeting. Strategy agreed to pay $550,000 for the plaintiff’s attorneys’ fees and expenses. The company further highlighted that it maintains a public dashboard on its website with information on its securities, bitcoin holdings, and key metrics, which it uses as a Regulation FD-compliant disclosure channel.
The Vanguard Group filed an amended Schedule 13G/A reporting no beneficial ownership in Strategy Inc. The filing states 0 shares beneficially owned and 0 percent of the class, following an internal realignment described in the filing. The disclosure explains certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998), and that The Vanguard Group no longer is deemed to beneficially own securities held by those subsidiaries. The filing lists The Vanguard Group's principal office in Malvern, PA and is signed by Ashley Grim on 03/27/2026.