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 (MSTR) received a notice under Rule 144 for a proposed sale of 1,850 Class A shares by director Jarrod M. Patten, to be sold through Fidelity Brokerage Services LLC on or about 08/27/2026, following a stock option exercise. The notice also lists multiple Class A sales by Patten over the prior three months, each with reported share counts and gross proceeds.
Strategy Inc (MSTR) received a Rule 144 notice that director Jarrod M. Patten intends to sell up to 2,775 Class A shares through Fidelity Brokerage Services LLC, with an approximate aggregate market value of $347,800.00. The sale, arising from a stock option exercise, is targeted for 08/25/2026 on NASDAQ. The notice also lists multiple prior Class A share sales by Patten over the past three months, providing recent trading history but not altering Strategy Inc’s capital structure disclosure that 364,585,501 shares were outstanding.
Strategy Inc (MSTR) received a notice under Rule 144 that director Jarrod M. Patten intends to sell 925 Class A shares of common stock. The shares are to be acquired through a stock option exercise on 08/24/2026, with Fidelity Brokerage Services LLC listed as broker.
The filing lists an estimated market value of $113,164.59 for the 925 shares. It also details prior open-market sales of Strategy Inc Class A shares by Jarrod M. Patten during the past three months, including 1,250 shares for $206,625.38 on 05/26/2026, 7,250 shares for $1,071,080.23 on 05/28/2026, and 15,050 shares for $2,331,812.78 on 05/29/2026, along with several smaller transactions through 08/07/2026.
Strategy Inc (MSTR) reported updates to its capital allocation, bitcoin holdings, and securities programs. The company established “USD Cash”, a new pool of U.S. dollar liquidity under its Digital Credit Capital Framework that may be used for bitcoin acquisitions, preferred dividends, interest payments, share repurchases, debt actions, and other Bitcoin Treasury Company purposes. The existing USD Reserve policy is unchanged and remains designated to support preferred dividends and interest.
As of August 23, 2026, the USD Reserve balance was $5.10 billion and USD Cash was $1.59 billion, including expected proceeds from at-the-market offerings. During August 17–23, 2026, the company sold 18,261,118 MSTR shares under its ATM program for net proceeds of $2,006.5 million840,447 BTC, acquired for an aggregate $63.36 billion at an average purchase price of $75,385 per bitcoin. Over the same week, Strategy repurchased 1,431,212 STRC preferred shares for $136.4 million, and noted remaining repurchase authorizations of $516.6 million for preferred stock and $1.0 billion for MSTR stock.
Strategy Inc. reported recent capital markets and balance sheet activity. Under its at-the-market program for Class A common stock (MSTR), it sold 3,458,866 shares during August 10–16, 2026, generating $333.7 million in net proceeds, with $21.7 billion of MSTR capacity remaining across its current and March 23, 2026 offerings. Of these proceeds, $52.4 million funded dividends on STRC preferred stock, $132.2 million funded repurchases of STRC under the Digital Credit Securities Repurchase Program, and $149.1 million was added to the USD Reserve.
Bitcoin holdings were unchanged for the week; Strategy held 840,447 BTC as of August 16, 2026, at an aggregate purchase price of $63.36 billion and an average purchase price of $75,385 per bitcoin. During the same week, the company repurchased 1,388,720 STRC preferred shares for $132.2 million. Remaining repurchase authorizations include $653.0 million for preferred stock and $1.0 billion for MSTR common stock. The USD Reserve balance stood at $4.80 billion, including expected cash from unsettled ATM sales.
Strategy Inc director Jarrod M Patten exercised stock options for a total of 3,800 shares of Class A Common Stock on August 7, 2026 at an exercise price of $18.236 per share, then sold the same 3,800 shares in three tranches at prices of $101.5000, $102.6900, and $104.0350 per share. The filing also reports direct holdings of 10,000, 29,335, and 5,000 shares of three Series A Perpetual Preferred Stock classes.
Strategy Inc reported activity in its capital markets, bitcoin holdings, and repurchase programs for the period August 3–9, 2026. Under its at-the-market offering program, it sold 6,585,682 shares of Class A common stock (MSTR), generating $653.1 million in net proceeds, with $22,036.8 million of MSTR capacity remaining for issuance and sale. Of these proceeds, $650.0 million were added to the USD Reserve and $3.1 million to cash. The company sold 1,690 bitcoin for $108.6 million at an average price of $64,262 per bitcoin and held 840,447 bitcoin at an aggregate purchase price of $63.36 billion, or $75,385 per bitcoin on average, as of August 9, 2026. It repurchased 1,152,020 shares of STRC preferred stock for $108.6 million, funded by the bitcoin sales. Remaining authorizations include $785.2 million for preferred stock and $1.0 billion for MSTR repurchases. The USD Reserve balance stood at $4.65 billion as of August 9, 2026.
MicroStrategy Incorporated insider Jarrod M. Patten filed a notice of proposed sale of 3,800 shares of Class A stock, expected to be sold on 08/07/2026 on NASDAQ following a Stock Option Exercise, with cash as the payment method.
The filing also lists multiple prior sales of Class A shares during May–July 2026, including 15,050 shares for $2,331,812.78 on 05/29/2026 and 7,250 shares for $1,071,080.23 on 05/28/2026, showing an ongoing disposition program by the same insider.
Strategy Inc reported modest growth in its Software segment while results were dominated by bitcoin volatility. Total revenues reached $122.4 million for the quarter and $246.7 million for the first half of 2026, up from $225.6 million a year earlier, led by higher subscription services.
Despite this, the company posted a net loss of approximately $8.2 billion for the quarter and $20.8 billion for the first half, versus prior-year profits. The swing was driven primarily by an $8.3 billion quarterly and $22.8 billion year‑to‑date unrealized loss on bitcoin measured at fair value, plus rapidly rising preferred dividends of $630.2 million year‑to‑date.
At June 30, 2026, Strategy held about 846,000 bitcoins with a fair value of $49.7 billion versus a cost basis of $63.9 billion, and management notes that bitcoin represents the vast majority of assets. Long‑term debt, net, declined to $6.7 billion after repurchasing $1.5 billion principal of 2029 Convertible Notes at a discount, generating a $113.9 million gain. Mezzanine preferred equity increased to $14.4 billion, with an aggregate liquidation preference of roughly $15.5 billion, while stockholders’ equity fell to $30.9 billion and accumulated a deficit of $15.2 billion. Operating cash flow was slightly positive, aided by non‑cash digital asset losses and tax effects, and the company continued to raise substantial capital through at‑the‑market issuances of common and preferred stock.
Strategy Inc updated recent capital markets activity. Between July 27 and August 2, 2026 it sold 3,011,361 MSTR shares under its at-the-market offering program, generating $290.6 million in net proceeds, with $22,690.5 million of MSTR Stock still available for issuance and sale across existing and previously announced offerings. Of these proceeds, $250.0 million increased the USD Reserve, $28.9 million funded STRC repurchases, and $11.7 million was added to cash.
The company sold 1,638 BTC for $104.73 million at an average price of $63,957, and held 842,138 BTC as of August 2, 2026 with an aggregate purchase price of $63.51 billion. During the same period it repurchased 912,143 STRC shares for $81.2 million, leaving $893.8 million of preferred and $1.0 billion of common stock repurchase capacity. Strategy will maintain the 12.00% per annum dividend rate on STRC, declared $0.50 per share semi-monthly cash dividends for periods ending August 31 and September 15, 2026, and expects these dividends to be treated as non-taxable returns of capital to the extent of shareholder tax basis. The USD Reserve balance was $4.0 billion as of August 2, 2026.