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Strategy SEC Filings

STRC NASDAQ

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.

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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.

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Rhea-AI Summary

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.

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Filing
Rhea-AI Summary

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.

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Rhea-AI Summary

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.

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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.

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Rhea-AI Summary

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.

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Rhea-AI Summary

MSTR affiliate Jarrod M. Patten reported proposed and recent sales of Class A shares under Form 144. The notice lists a planned sale of 1,500 shares with a sale method marked Cash and an option grant date of 05/31/2016. The filing also itemizes multiple open-market dispositions by Mr. Patten during March–May 2026, including sales of 2,750 shares on 05/11/2026 for $526,886.25 and 1,900 shares on 04/09/2026 for $248,105.00.

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Rhea-AI Summary

MSTR affiliate Jarrod M. Patten reported proposed and recent sales of Class A shares under Form 144. The notice lists a planned sale of 1,500 shares with a sale method marked Cash and an option grant date of 05/31/2016. The filing also itemizes multiple open-market dispositions by Mr. Patten during March–May 2026, including sales of 2,750 shares on 05/11/2026 for $526,886.25 and 1,900 shares on 04/09/2026 for $248,105.00.

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Capital International Investors reports beneficial ownership of 31,642,100 shares of Strategy Inc common stock, representing 10.1% of the 314,264,726 shares believed to be outstanding. The filing states 31,621,215 shares are held with sole voting power and 31,642,100 with sole dispositive power. The schedule notes that reported shares include convertible preferreds equal to 152,268 common shares and corporate convertible/exchangeable debt equal to 21,732 common shares. The amendment is signed by Aaron Espin on 05/13/2026.

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Rhea-AI Summary

Capital International Investors reports beneficial ownership of 31,642,100 shares of Strategy Inc common stock, representing 10.1% of the 314,264,726 shares believed to be outstanding. The filing states 31,621,215 shares are held with sole voting power and 31,642,100 with sole dispositive power. The schedule notes that reported shares include convertible preferreds equal to 152,268 common shares and corporate convertible/exchangeable debt equal to 21,732 common shares. The amendment is signed by Aaron Espin on 05/13/2026.

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Jane Street Group and affiliated entities disclosed beneficial ownership of Strategy Inc Class A common stock totaling 13,064,661.40 shares, representing 4.0% of the class. The filing reports shared voting and shared dispositive power over 13,064,661.40 shares; sole voting and dispositive power are reported as 0.

The Schedule 13G/A lists related entities (Jane Street Capital, Jane Street Options, Jane Street Global Trading, Jane Street Singapore) and shows Jane Street Capital beneficially holding 12,945,072.40 shares and Jane Street Options holding 108,500.00 shares as part of the combined position. The filing is signed by an authorized signatory on 05/11/2026.

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Rhea-AI Summary

Jane Street Group and affiliated entities disclosed beneficial ownership of Strategy Inc Class A common stock totaling 13,064,661.40 shares, representing 4.0% of the class. The filing reports shared voting and shared dispositive power over 13,064,661.40 shares; sole voting and dispositive power are reported as 0.

The Schedule 13G/A lists related entities (Jane Street Capital, Jane Street Options, Jane Street Global Trading, Jane Street Singapore) and shows Jane Street Capital beneficially holding 12,945,072.40 shares and Jane Street Options holding 108,500.00 shares as part of the combined position. The filing is signed by an authorized signatory on 05/11/2026.

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Rhea-AI Summary

MSTR affiliate filed a Notice of Proposed Sale of 2,750 Class A shares. The filing lists 05/11/2026 and identifies Fidelity Brokerage Services LLC as the broker and cash as the proposed method. The record also shows multiple open‑market sales by Jarrod M. Patten during March–May 2026, including 1,900 shares on 04/09/2026 and 1,400 shares on 04/08/2026.

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Rhea-AI Summary

MSTR affiliate filed a Notice of Proposed Sale of 2,750 Class A shares. The filing lists 05/11/2026 and identifies Fidelity Brokerage Services LLC as the broker and cash as the proposed method. The record also shows multiple open‑market sales by Jarrod M. Patten during March–May 2026, including 1,900 shares on 04/09/2026 and 1,400 shares on 04/08/2026.

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Strategy Inc. reported recent activity under its at-the-market stock offering and related bitcoin purchases. Between May 4 and May 10, 2026, the company sold 231,324 shares of its MSTR Class A common stock, generating net proceeds of about $43.0 million, including small sales of STRC preferred shares.

During the same period, Strategy used these proceeds to acquire 535 bitcoin at an aggregate purchase price of $43.0 million, or an average of $80,340 per bitcoin. As of May 10, 2026, it held 818,869 bitcoin with an aggregate purchase price of $61.86 billion and an average purchase price of $75,540 per bitcoin. The filing also notes substantial remaining ATM capacity across its preferred and common stock classes.

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Rhea-AI Summary

Strategy Inc. reported recent activity under its at-the-market stock offering and related bitcoin purchases. Between May 4 and May 10, 2026, the company sold 231,324 shares of its MSTR Class A common stock, generating net proceeds of about $43.0 million, including small sales of STRC preferred shares.

During the same period, Strategy used these proceeds to acquire 535 bitcoin at an aggregate purchase price of $43.0 million, or an average of $80,340 per bitcoin. As of May 10, 2026, it held 818,869 bitcoin with an aggregate purchase price of $61.86 billion and an average purchase price of $75,540 per bitcoin. The filing also notes substantial remaining ATM capacity across its preferred and common stock classes.

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Rhea-AI Summary

Jarrod M. Patten reported multiple sales of Class A shares of MSTR under a Form 144 filing. The excerpt lists option-related activity with an option grant dated 05/31/2016 and a sale reporting line for 05/08/2026. Several market dispositions from March through May 2026 are itemized, with individual trades showing share counts and gross proceeds.

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Jarrod M. Patten reported multiple sales of Class A shares of MSTR under a Form 144 filing. The excerpt lists option-related activity with an option grant dated 05/31/2016 and a sale reporting line for 05/08/2026. Several market dispositions from March through May 2026 are itemized, with individual trades showing share counts and gross proceeds.

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Rhea-AI Summary

Strategy Inc. reported a sharp bitcoin-driven loss for the quarter ended March 31, 2026. Total revenues from its software business rose to $124.3 million from $111.1 million a year earlier, led by higher subscription services.

The company recorded an unrealized loss on digital assets of $14.46 billion, driving a net loss of $12.54 billion and a net loss attributable to common stockholders of $12.77 billion, or $38.25 per share. Strategy held 762,099 bitcoins with a fair value of $51.65 billion and a cost basis of $57.69 billion, after purchasing 89,599 bitcoins for $7.25 billion during the quarter.

To fund its strategy, the company raised $5.29 billion through at-the-market sales of 33.47 million class A shares and $2.06 billion via new STRC preferred stock, while paying $229.5 million in preferred dividends. Long-term debt, primarily Convertible Senior Notes, stood near $8.17 billion.

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Rhea-AI Summary

Strategy Inc. reported a sharp bitcoin-driven loss for the quarter ended March 31, 2026. Total revenues from its software business rose to $124.3 million from $111.1 million a year earlier, led by higher subscription services.

The company recorded an unrealized loss on digital assets of $14.46 billion, driving a net loss of $12.54 billion and a net loss attributable to common stockholders of $12.77 billion, or $38.25 per share. Strategy held 762,099 bitcoins with a fair value of $51.65 billion and a cost basis of $57.69 billion, after purchasing 89,599 bitcoins for $7.25 billion during the quarter.

To fund its strategy, the company raised $5.29 billion through at-the-market sales of 33.47 million class A shares and $2.06 billion via new STRC preferred stock, while paying $229.5 million in preferred dividends. Long-term debt, primarily Convertible Senior Notes, stood near $8.17 billion.

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FAQ

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

StockTitan tracks 222 SEC filings for Strategy (STRC), 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 (STRC)?

The most recent SEC filing for Strategy (STRC) was filed on May 19, 2026.