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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.

Rhea-AI Summary

Strategy Inc director Jarrod M. Patten exercised stock options and sold shares in coordinated transactions. On April 9, 2026 he exercised options for a total of 1,900 shares of Class A Common Stock at an exercise price of $18.654 per share, drawing on options that had vested in prior years.

On the same date he sold 1,900 Class A Common Stock shares in open-market transactions, including 1,400 shares at $130.075 per share and 500 shares at $132.000 per share. After these trades, he directly held 28,000 shares of Class A Common Stock, along with 10,000 shares of Series A Perpetual Strife Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 5,000 shares of Series A Perpetual Stride Preferred Stock.

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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten exercised stock options and sold shares in coordinated transactions. On April 9, 2026 he exercised options for a total of 1,900 shares of Class A Common Stock at an exercise price of $18.654 per share, drawing on options that had vested in prior years.

On the same date he sold 1,900 Class A Common Stock shares in open-market transactions, including 1,400 shares at $130.075 per share and 500 shares at $132.000 per share. After these trades, he directly held 28,000 shares of Class A Common Stock, along with 10,000 shares of Series A Perpetual Strife Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 5,000 shares of Series A Perpetual Stride Preferred Stock.

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Rhea-AI Summary

Jarrod M. Patten submitted a Form 144 reporting proposed sales of Class A shares. The notice lists multiple sale dates in March–April 2026 with specific lot sizes: 700, 700, 700, 700, 700, 1,400, and 1,900 shares on individual dates. The broker listed is Fidelity Brokerage Services LLC and the transactions are described with cash proceeds; an option grant date of 05/31/2016 is also shown.

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Rhea-AI Summary

Jarrod M. Patten submitted a Form 144 reporting proposed sales of Class A shares. The notice lists multiple sale dates in March–April 2026 with specific lot sizes: 700, 700, 700, 700, 700, 1,400, and 1,900 shares on individual dates. The broker listed is Fidelity Brokerage Services LLC and the transactions are described with cash proceeds; an option grant date of 05/31/2016 is also shown.

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Rhea-AI Summary

Strategy Inc reported fresh activity in its at-the-market stock program and bitcoin strategy. Between April 6 and April 12, 2026, it sold 10,028,363 shares of its STRC preferred stock for notional value of about $1.00 billion, generating net proceeds of $1.0013 billion.

Over the same period, Strategy acquired 13,927 bitcoin for an aggregate purchase price of $1.00 billion, at an average price of $71,902 per bitcoin. As of April 12, 2026, it held 780,897 bitcoin with an aggregate purchase price of $59.02 billion and an average purchase price of $75,577 per bitcoin. The company notes that these bitcoin purchases were funded using proceeds from ATM sales and highlights an online dashboard as an ongoing disclosure channel for its securities data and bitcoin holdings.

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Rhea-AI Summary

Strategy Inc reported fresh activity in its at-the-market stock program and bitcoin strategy. Between April 6 and April 12, 2026, it sold 10,028,363 shares of its STRC preferred stock for notional value of about $1.00 billion, generating net proceeds of $1.0013 billion.

Over the same period, Strategy acquired 13,927 bitcoin for an aggregate purchase price of $1.00 billion, at an average price of $71,902 per bitcoin. As of April 12, 2026, it held 780,897 bitcoin with an aggregate purchase price of $59.02 billion and an average purchase price of $75,577 per bitcoin. The company notes that these bitcoin purchases were funded using proceeds from ATM sales and highlights an online dashboard as an ongoing disclosure channel for its securities data and bitcoin holdings.

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Rhea-AI Summary

Strategy Inc director Patten Jarrod M exercised stock options and sold shares of Class A common stock. On April 7 and 8, 2026, he exercised a total of 2,100 options at $18.654 per share and acquired the same number of shares.

He then sold 2,100 shares in open-market transactions at weighted average prices of about $123.109 and $131.770. After these trades, he holds 28,000 Class A shares directly, stock options on 45,100 shares, and direct holdings of several Series A perpetual preferred stock classes.

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Rhea-AI Summary

Strategy Inc director Patten Jarrod M exercised stock options and sold shares of Class A common stock. On April 7 and 8, 2026, he exercised a total of 2,100 options at $18.654 per share and acquired the same number of shares.

He then sold 2,100 shares in open-market transactions at weighted average prices of about $123.109 and $131.770. After these trades, he holds 28,000 Class A shares directly, stock options on 45,100 shares, and direct holdings of several Series A perpetual preferred stock classes.

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Rhea-AI Summary

Jarrod M. Patten reports proposed sales of Class A shares. The filing lists multiple open-market dispositions of 700 shares on 03/26/2026, 03/30/2026, 03/31/2026, 04/01/2026, and 04/07/2026, and a separate line showing 1,400 shares associated with a broker on 04/08/2026. Transaction proceeds are recorded per trade (for example, $96,159.00 on 03/26/2026).

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Rhea-AI Summary

Jarrod M. Patten reports proposed sales of Class A shares. The filing lists multiple open-market dispositions of 700 shares on 03/26/2026, 03/30/2026, 03/31/2026, 04/01/2026, and 04/07/2026, and a separate line showing 1,400 shares associated with a broker on 04/08/2026. Transaction proceeds are recorded per trade (for example, $96,159.00 on 03/26/2026).

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Rhea-AI Summary

MSTR insider reported proposed sales of Class A common stock under Rule 144. The filing lists multiple 700-share lots tied to transactions in late March and early April 2026, with reported trade prices such as $96,159.00 and $85,405.00 on individual dates. The reporting person is Jarrod M. Patten.

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Rhea-AI Summary

MSTR insider reported proposed sales of Class A common stock under Rule 144. The filing lists multiple 700-share lots tied to transactions in late March and early April 2026, with reported trade prices such as $96,159.00 and $85,405.00 on individual dates. The reporting person is Jarrod M. Patten.

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Rhea-AI Summary

Strategy Inc. reported recent activity under its at-the-market offering and updates on its bitcoin position and related tax effects. Between March 30 and April 5, 2026, it sold 3,303,227 shares of STRC preferred stock for about $330.3M in notional value and 1,175,844 shares of MSTR common stock, generating net proceeds of $144.0M. As of April 5, 2026, remaining ATM capacity included $22.65B for STRC and $27.10B for MSTR. Over April 1–5, 2026, Strategy acquired 4,871 bitcoin for an aggregate purchase price of $329.9M at an average price of $67,718 per bitcoin, bringing aggregate holdings to 766,970 bitcoin with an aggregate purchase price of $58.02B and an average purchase price of $75,644. For the quarter ended March 31, 2026, Strategy recorded a $14.46B unrealized loss on digital assets and a related $2.42B deferred tax benefit, and reported a digital asset carrying value of $51.65B. Because the fair value of its bitcoin was below cost, Strategy recognized a $1.73B deferred tax asset and an equal valuation allowance, and expects to record an additional $0.5B valuation allowance on deferred tax assets tied to its software operations.

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Rhea-AI Summary

Strategy Inc. reported recent activity under its at-the-market offering and updates on its bitcoin position and related tax effects. Between March 30 and April 5, 2026, it sold 3,303,227 shares of STRC preferred stock for about $330.3M in notional value and 1,175,844 shares of MSTR common stock, generating net proceeds of $144.0M. As of April 5, 2026, remaining ATM capacity included $22.65B for STRC and $27.10B for MSTR. Over April 1–5, 2026, Strategy acquired 4,871 bitcoin for an aggregate purchase price of $329.9M at an average price of $67,718 per bitcoin, bringing aggregate holdings to 766,970 bitcoin with an aggregate purchase price of $58.02B and an average purchase price of $75,644. For the quarter ended March 31, 2026, Strategy recorded a $14.46B unrealized loss on digital assets and a related $2.42B deferred tax benefit, and reported a digital asset carrying value of $51.65B. Because the fair value of its bitcoin was below cost, Strategy recognized a $1.73B deferred tax asset and an equal valuation allowance, and expects to record an additional $0.5B valuation allowance on deferred tax assets tied to its software operations.

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Rhea-AI Summary

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.

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Rhea-AI Summary

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.

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Rhea-AI Summary

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.

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Rhea-AI Summary

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.

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Rhea-AI Summary

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.

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Rhea-AI Summary

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.

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FAQ

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

StockTitan tracks 264 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 April 13, 2026.