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Strategy SEC Filings

STRD NASDAQ

Welcome to our dedicated page for Strategy SEC filings (Ticker: STRD), 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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MSTR amends its STRC preferred stock prospectus to permit semi-monthly dividends and confirm an at-the-market shelf. The supplement updates the Variable Rate Series A Perpetual Stretch Preferred Stock Annex to reflect an Amended and Restated Certificate of Designations filed June 15, 2026 and effective June 30, 2026, changing declared regular dividends to be payable semi-monthly on the 15th and last calendar day of each month. The supplement references an at-the-market program to offer up to $21,000,000,000 of STRC Stock and states the last reported sale price of STRC Stock was $87.31 per share on June 23, 2026.

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Rhea-AI Summary

MSTR amends its STRC preferred stock prospectus to permit semi-monthly dividends and confirm an at-the-market shelf. The supplement updates the Variable Rate Series A Perpetual Stretch Preferred Stock Annex to reflect an Amended and Restated Certificate of Designations filed June 15, 2026 and effective June 30, 2026, changing declared regular dividends to be payable semi-monthly on the 15th and last calendar day of each month. The supplement references an at-the-market program to offer up to $21,000,000,000 of STRC Stock and states the last reported sale price of STRC Stock was $87.31 per share on June 23, 2026.

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Rhea-AI Summary

MSTR reported insider sales via a Form 144 notice: the filing lists multiple Class A share dispositions by Jarrod M. Patten, primarily as stock option exercise cash sales. The excerpts show individual sales such as 05/29/2026 of 15,050 shares for $2,331,812.78 and 05/28/2026 of 7,250 shares for $1,071,080.23. The filing lists many additional sale dates and amounts from 03/26/2026 through 06/23/2026, indicating ongoing dispositions reported under the Form 144 process.

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Rhea-AI Summary

MSTR reported insider sales via a Form 144 notice: the filing lists multiple Class A share dispositions by Jarrod M. Patten, primarily as stock option exercise cash sales. The excerpts show individual sales such as 05/29/2026 of 15,050 shares for $2,331,812.78 and 05/28/2026 of 7,250 shares for $1,071,080.23. The filing lists many additional sale dates and amounts from 03/26/2026 through 06/23/2026, indicating ongoing dispositions reported under the Form 144 process.

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Rhea-AI Summary

Strategy Inc President & CEO Phong Le, through the Phong Le Revocable Trust, reported an open-market purchase of 11,000 shares of Series A Perpetual Stretch Preferred Stock at a weighted average price of $90.796 per share. The shares were bought in multiple trades between $90.66 and $90.87. After this transaction, the trust holds 11,000 Stretch preferred shares. Separately, Le directly holds 126,323 shares of Class A Common Stock, 8,009 shares of Stretch preferred, 6,000 shares of Strife preferred, and 4,500 shares of Stride preferred, plus smaller indirect Stretch preferred holdings for three minor children.

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Rhea-AI Summary

Strategy Inc President & CEO Phong Le, through the Phong Le Revocable Trust, reported an open-market purchase of 11,000 shares of Series A Perpetual Stretch Preferred Stock at a weighted average price of $90.796 per share. The shares were bought in multiple trades between $90.66 and $90.87. After this transaction, the trust holds 11,000 Stretch preferred shares. Separately, Le directly holds 126,323 shares of Class A Common Stock, 8,009 shares of Stretch preferred, 6,000 shares of Strife preferred, and 4,500 shares of Stride preferred, plus smaller indirect Stretch preferred holdings for three minor children.

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Rhea-AI Summary

Strategy Inc provided an update on its at-the-market stock offering, bitcoin purchases, and cash reserves. Between June 15 and June 21, 2026, the company sold 2,714,839 shares of its Class A common stock (MSTR) under its ATM program, generating net proceeds of $335.5 million. As of June 21, 2026, $25.411 billion of MSTR stock remained available for issuance and sale across its current ATM and the previously announced MSTR Increase.

Over the same period, Strategy acquired 520 bitcoin for an aggregate purchase price of $34.9 million, at an average price of $67,068 per bitcoin. As of June 21, 2026, the company held 847,363 bitcoin with an aggregate purchase price of $64.10 billion and an average cost of $75,651 per bitcoin, including fees and expenses. The filing also notes that the company’s US dollar reserve balance was $1.4 billion as of June 21, 2026, intended to support preferred dividends and interest on indebtedness.

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Rhea-AI Summary

Strategy Inc provided an update on its at-the-market stock offering, bitcoin purchases, and cash reserves. Between June 15 and June 21, 2026, the company sold 2,714,839 shares of its Class A common stock (MSTR) under its ATM program, generating net proceeds of $335.5 million. As of June 21, 2026, $25.411 billion of MSTR stock remained available for issuance and sale across its current ATM and the previously announced MSTR Increase.

Over the same period, Strategy acquired 520 bitcoin for an aggregate purchase price of $34.9 million, at an average price of $67,068 per bitcoin. As of June 21, 2026, the company held 847,363 bitcoin with an aggregate purchase price of $64.10 billion and an average cost of $75,651 per bitcoin, including fees and expenses. The filing also notes that the company’s US dollar reserve balance was $1.4 billion as of June 21, 2026, intended to support preferred dividends and interest on indebtedness.

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Strategy Inc director Jarrod M. Patten reported an option exercise and related share sale. On June 17, 2026, he exercised options to acquire 1,500 shares of Class A Common Stock at $18.236 per share and sold 1,500 Class A shares at $121.31 per share.

After these transactions, he directly holds 28,406 Class A shares. He also holds 5,000 shares of Series A Perpetual Stride Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, 10,000 shares of Series A Perpetual Strife Preferred Stock, and 42,750 director stock options that vested over prior years.

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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten reported an option exercise and related share sale. On June 17, 2026, he exercised options to acquire 1,500 shares of Class A Common Stock at $18.236 per share and sold 1,500 Class A shares at $121.31 per share.

After these transactions, he directly holds 28,406 Class A shares. He also holds 5,000 shares of Series A Perpetual Stride Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, 10,000 shares of Series A Perpetual Strife Preferred Stock, and 42,750 director stock options that vested over prior years.

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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten reported an exercise-and-sell transaction in Class A Common Stock. On June 15, 2026, he exercised 1,500 Director Stock Options at $18.236 per share to acquire 1,500 common shares, then sold 1,500 Class A shares in an open-market transaction at a weighted-average price of $133.967 per share. Following these transactions, he directly holds 28,406 Class A Common shares and retains 44,250 options on Class A Common Stock expiring on May 31, 2027. He also reports direct holdings of 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.

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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten reported an exercise-and-sell transaction in Class A Common Stock. On June 15, 2026, he exercised 1,500 Director Stock Options at $18.236 per share to acquire 1,500 common shares, then sold 1,500 Class A shares in an open-market transaction at a weighted-average price of $133.967 per share. Following these transactions, he directly holds 28,406 Class A Common shares and retains 44,250 options on Class A Common Stock expiring on May 31, 2027. He also reports direct holdings of 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.

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Strategy Inc executive Thomas C. Chow, EVP & General Counsel, bought preferred stock in the company. On this Form 4, he reported open-market purchases of 11 shares of Series A Perpetual Strike Preferred Stock at $66.10 per share and 100 shares of Series A Perpetual Stretch Preferred Stock at $92.71 per share.

All 111 shares are held directly, and the post-transaction holdings for each preferred series match the amounts purchased, indicating new positions rather than additions to prior stakes.

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Rhea-AI Summary

Strategy Inc executive Thomas C. Chow, EVP & General Counsel, bought preferred stock in the company. On this Form 4, he reported open-market purchases of 11 shares of Series A Perpetual Strike Preferred Stock at $66.10 per share and 100 shares of Series A Perpetual Stretch Preferred Stock at $92.71 per share.

All 111 shares are held directly, and the post-transaction holdings for each preferred series match the amounts purchased, indicating new positions rather than additions to prior stakes.

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Rhea-AI Summary

Officer Jarrod M. Patten filed a Rule 144 notice to sell 1,500 Class A shares via a stock option exercise on 06/17/2026, with the sale method listed as Cash. The filing lists multiple prior open-market sales by Patten between 03/26/2026 and 06/15/2026, showing individual transaction sizes and gross proceeds for each date.

The notice names Fidelity Brokerage Services LLC as the broker and indicates Nasdaq-listed Class A shares. This submission is a routine Rule 144 sale notice reporting proposed resale activity rather than corporate action.

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Rhea-AI Summary

Officer Jarrod M. Patten filed a Rule 144 notice to sell 1,500 Class A shares via a stock option exercise on 06/17/2026, with the sale method listed as Cash. The filing lists multiple prior open-market sales by Patten between 03/26/2026 and 06/15/2026, showing individual transaction sizes and gross proceeds for each date.

The notice names Fidelity Brokerage Services LLC as the broker and indicates Nasdaq-listed Class A shares. This submission is a routine Rule 144 sale notice reporting proposed resale activity rather than corporate action.

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Rhea-AI Summary

Jarrod M. Patten reported multiple sales of Class A shares under a Form 144. The filing lists numerous dispositions from 03/26/2026 through 05/29/2026, including a 15,050-share sale on 05/29/2026 for $2,331,812.78. The notice also records a 1500-share stock option exercise/sale scheduled on 06/15/2026 settled for cash.

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Rhea-AI Summary

Jarrod M. Patten reported multiple sales of Class A shares under a Form 144. The filing lists numerous dispositions from 03/26/2026 through 05/29/2026, including a 15,050-share sale on 05/29/2026 for $2,331,812.78. The notice also records a 1500-share stock option exercise/sale scheduled on 06/15/2026 settled for cash.

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Strategy Inc is changing the payment schedule on its Variable Rate Series A Perpetual Stretch Preferred Stock (ticker STRC). An amended and restated certificate of designations, effective at 12:01 a.m. New York City time on June 30, 2026, will provide for two scheduled dividend payment dates per month instead of one, without changing STRC’s dividend rate, overall dividend obligations, or other rights and preferences beyond timing-related changes.

The board also declared a transitional semi-monthly cash dividend on STRC of $0.479166667 per share, payable on July 15, 2026 to stockholders of record as of 5:00 p.m. New York City time on June 30, 2026. This dividend is contingent on the amended and restated certificate becoming effective. As of June 15, 2026, the company expects the July 15 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 a dashboard on its website as a channel for broad public distribution of information about its securities, bitcoin holdings, key performance indicators, and other data.

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Rhea-AI Summary

Strategy Inc is changing the payment schedule on its Variable Rate Series A Perpetual Stretch Preferred Stock (ticker STRC). An amended and restated certificate of designations, effective at 12:01 a.m. New York City time on June 30, 2026, will provide for two scheduled dividend payment dates per month instead of one, without changing STRC’s dividend rate, overall dividend obligations, or other rights and preferences beyond timing-related changes.

The board also declared a transitional semi-monthly cash dividend on STRC of $0.479166667 per share, payable on July 15, 2026 to stockholders of record as of 5:00 p.m. New York City time on June 30, 2026. This dividend is contingent on the amended and restated certificate becoming effective. As of June 15, 2026, the company expects the July 15 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 a dashboard on its website as a channel for broad public distribution of information about its securities, bitcoin holdings, key performance indicators, and other data.

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FAQ

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

StockTitan tracks 286 SEC filings for Strategy (STRD), 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 (STRD)?

The most recent SEC filing for Strategy (STRD) was filed on June 23, 2026.