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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Strategy's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Strategy's regulatory disclosures and financial reporting.
Strategy Inc director Jarrod M. Patten reported an exercise-and-sell sequence in Class A Common Stock. On May 19–20, 2026, he sold a total of 5,250 shares in multiple open-market trades at prices between $165.87 and $167.00 per share. On the same dates, he exercised director stock options to acquire an equal 5,250 shares at a $18.654 exercise price. After these transactions, he directly held 28,000 shares of Class A Common Stock. The option exercises relate to awards that vested in prior years, and no remaining derivative holdings are listed in this filing.
Strategy Inc director Jarrod M. Patten reported an exercise-and-sell sequence in Class A Common Stock. On May 19–20, 2026, he sold a total of 5,250 shares in multiple open-market trades at prices between $165.87 and $167.00 per share. On the same dates, he exercised director stock options to acquire an equal 5,250 shares at a $18.654 exercise price. After these transactions, he directly held 28,000 shares of Class A Common Stock. The option exercises relate to awards that vested in prior years, and no remaining derivative holdings are listed in this filing.
Strategy Inc EVP & CFO Andrew Kang reported an amended insider transaction reflecting a tax-related sale of company stock. On May 19, 2026, he sold 5,597 shares of Class A Common Stock under a pre-arranged Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy tax withholding tied to vesting equity awards.
This amendment does not change the number of shares sold, but corrects the pricing details. The filing states a weighted average sale price of $165.981 per share, with individual trades executed in a price range from $165.455 to $166.00 per share.
Strategy Inc EVP & CFO Andrew Kang reported an amended insider transaction reflecting a tax-related sale of company stock. On May 19, 2026, he sold 5,597 shares of Class A Common Stock under a pre-arranged Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy tax withholding tied to vesting equity awards.
This amendment does not change the number of shares sold, but corrects the pricing details. The filing states a weighted average sale price of $165.981 per share, with individual trades executed in a price range from $165.455 to $166.00 per share.
Strategy Inc EVP & CFO Andrew Kang reported an RSU vesting and related share sale. On May 18, 2026, 12,500 restricted stock units converted into the same number of Class A common shares at a stated price of $0.00 per share, fully vesting that RSU grant.
On May 19, 2026, Kang sold 5,597 shares of Class A common stock in an open-market transaction at an average price of $165.779 per share, under a Rule 10b5-1 instruction letter entered on May 2, 2024 to satisfy tax withholding obligations tied to previously granted equity awards. After these transactions, he directly holds 33,675 Class A shares.
As of May 18, 2026, he also directly holds 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.
Strategy Inc EVP & CFO Andrew Kang reported an RSU vesting and related share sale. On May 18, 2026, 12,500 restricted stock units converted into the same number of Class A common shares at a stated price of $0.00 per share, fully vesting that RSU grant.
On May 19, 2026, Kang sold 5,597 shares of Class A common stock in an open-market transaction at an average price of $165.779 per share, under a Rule 10b5-1 instruction letter entered on May 2, 2024 to satisfy tax withholding obligations tied to previously granted equity awards. After these transactions, he directly holds 33,675 Class A shares.
As of May 18, 2026, he also directly holds 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.
Jarrod M. Patten reported multiple Class A share sales of MicroStrategy (MSTR) over March–May 2026. The filing lists repeated dispositions by date and share count (examples include 700 shares on 03/26/2026, 2,250 shares recorded with Fidelity on 05/20/2026, and 3,000 shares on 05/19/2026). The transactions list Fidelity Brokerage Services LLC as broker and indicate cash as the sale method.
Jarrod M. Patten reported multiple Class A share sales of MicroStrategy (MSTR) over March–May 2026. The filing lists repeated dispositions by date and share count (examples include 700 shares on 03/26/2026, 2,250 shares recorded with Fidelity on 05/20/2026, and 3,000 shares on 05/19/2026). The transactions list Fidelity Brokerage Services LLC as broker and indicate cash as the sale method.
Issuer filed a Form 144 indicating 5,597 Class A shares are planned for sale on 05/18/2026 in connection with restricted stock vesting. The filing also reports prior dispositions by Andrew Kang: 03/12/2026 sale of 916 shares ($125,724.57) and 03/24/2026 sale of 2,373 shares ($328,266.34).
The listed broker is Fidelity Brokerage Services LLC. The filing characterizes the 5,597 shares as resulting from compensation (restricted stock vesting).
Issuer filed a Form 144 indicating 5,597 Class A shares are planned for sale on 05/18/2026 in connection with restricted stock vesting. The filing also reports prior dispositions by Andrew Kang: 03/12/2026 sale of 916 shares ($125,724.57) and 03/24/2026 sale of 2,373 shares ($328,266.34).
The listed broker is Fidelity Brokerage Services LLC. The filing characterizes the 5,597 shares as resulting from compensation (restricted stock vesting).
Jarrod M. Patten reported multiple sales of Class A shares of MSTR. The filing lists a series of open-market dispositions between 03/26/2026 and 05/14/2026, with individual trades such as 3,400 shares for $444,193.00 on 04/13/2026 and 2,750 shares for $526,886.25 on 05/11/2026. The filing also references 1000 shares tied to an option (granted 05/31/2016) with a sale date noted as 05/19/2026.
Jarrod M. Patten reported multiple sales of Class A shares of MSTR. The filing lists a series of open-market dispositions between 03/26/2026 and 05/14/2026, with individual trades such as 3,400 shares for $444,193.00 on 04/13/2026 and 2,750 shares for $526,886.25 on 05/11/2026. The filing also references 1000 shares tied to an option (granted 05/31/2016) with a sale date noted as 05/19/2026.
Jarrod M. Patten submitted a Form 144 reporting an intended sale of 2,000 Class A shares on 05/19/2026, described as an Option Granted - 05/31/2016 transaction to be settled for cash. The filing also lists multiple Class A sales by Patten during the prior three months with dates and share quantities as disclosed.
Jarrod M. Patten submitted a Form 144 reporting an intended sale of 2,000 Class A shares on 05/19/2026, described as an Option Granted - 05/31/2016 transaction to be settled for cash. The filing also lists multiple Class A sales by Patten during the prior three months with dates and share quantities as disclosed.
Strategy Inc director Jarrod M. Patten reported option exercises and related share sales in Class A Common Stock. He exercised a total of 1,500 shares through director stock options at an exercise price of $18.654 per share, then sold 1,500 shares in open-market transactions at prices of $192.00 and $190.28 per share. After these transactions, he directly holds 28,000 shares of Class A Common Stock, along with 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. He also retains director stock options covering 25,050 and 24,550 underlying Class A shares, both with an exercise price of $18.654 and expiring on May 31, 2026.
Strategy Inc director Jarrod M. Patten reported option exercises and related share sales in Class A Common Stock. He exercised a total of 1,500 shares through director stock options at an exercise price of $18.654 per share, then sold 1,500 shares in open-market transactions at prices of $192.00 and $190.28 per share. After these transactions, he directly holds 28,000 shares of Class A Common Stock, along with 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. He also retains director stock options covering 25,050 and 24,550 underlying Class A shares, both with an exercise price of $18.654 and expiring on May 31, 2026.
Strategy Inc reported recent activity under its at-the‑market offering program and related bitcoin purchases. Between May 11 and May 17, 2026, it sold 19,519,801 shares of its STRC preferred stock for net proceeds of $1,949.0 million and 430,344 shares of MSTR common stock for net proceeds of $83.7 million, contributing to total net proceeds of $2,032.7 million for the period.
As of May 17, 2026, $17,510.8 million of STRC, $1,619.3 million of STRF, $2,100.0 million of STRK, $4,014.8 million of STRD and $26,265.7 million of MSTR stock remained available for issuance and sale under the ATM. Using ATM proceeds, Strategy acquired 24,869 bitcoin for an aggregate purchase price of $2.01 billion at an average price of $80,985 per bitcoin, bringing its total holdings to 843,738 bitcoin acquired for $63.87 billion at an average price of $75,700.
Strategy Inc reported recent activity under its at-the‑market offering program and related bitcoin purchases. Between May 11 and May 17, 2026, it sold 19,519,801 shares of its STRC preferred stock for net proceeds of $1,949.0 million and 430,344 shares of MSTR common stock for net proceeds of $83.7 million, contributing to total net proceeds of $2,032.7 million for the period.
As of May 17, 2026, $17,510.8 million of STRC, $1,619.3 million of STRF, $2,100.0 million of STRK, $4,014.8 million of STRD and $26,265.7 million of MSTR stock remained available for issuance and sale under the ATM. Using ATM proceeds, Strategy acquired 24,869 bitcoin for an aggregate purchase price of $2.01 billion at an average price of $80,985 per bitcoin, bringing its total holdings to 843,738 bitcoin acquired for $63.87 billion at an average price of $75,700.
Strategy Inc has agreed to repurchase approximately $1.50 billion aggregate principal amount of its 0% Convertible Senior Notes due 2029 for an estimated cash price of about $1.38 billion, with the final price tied to the volume-weighted average price of its Class A common stock over a defined measurement period.
The company plans to fund these repurchases using available cash, sales under its at-the-market equity program, and/or bitcoin sales. Settlement is expected on or about May 19, 2026, after which the repurchased notes will be cancelled and about $1.50 billion principal amount of the 2029 notes will remain outstanding.
Strategy Inc has agreed to repurchase approximately $1.50 billion aggregate principal amount of its 0% Convertible Senior Notes due 2029 for an estimated cash price of about $1.38 billion, with the final price tied to the volume-weighted average price of its Class A common stock over a defined measurement period.
The company plans to fund these repurchases using available cash, sales under its at-the-market equity program, and/or bitcoin sales. Settlement is expected on or about May 19, 2026, after which the repurchased notes will be cancelled and about $1.50 billion principal amount of the 2029 notes will remain outstanding.