Welcome to our dedicated page for Strategy SEC filings (Ticker: STRF), 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.
The Strategy Inc 10.00% Series A Perpetual Strife Preferred Stock (STRF) filings page on Stock Titan is intended to aggregate U.S. Securities and Exchange Commission disclosures related to this preferred stock and its issuer, MicroStrategy Incorporated d/b/a Strategy. Company press releases state that offerings of STRF, including initial public offerings and at-the-market (ATM) programs, are conducted under effective shelf registration statements and prospectus supplements filed with the SEC.
Through SEC filings such as registration statements and prospectus supplements, Strategy describes the key terms of STRF, including its 10.00% non-cumulative dividend rate on the stated amount, the initial $100 per share stated amount used to determine liquidation preference, and the mechanism that adjusts liquidation preference based on recent trading prices. These documents also outline redemption rights that allow Strategy to redeem all, but not less than all, STRF shares under specified conditions, and the rights of holders to require repurchase upon certain fundamental change events.
While specific filings are not listed here, investors researching STRF typically look to SEC documents for detailed risk factors, capital structure information, and descriptions of how proceeds from STRF offerings will be used. Company communications explain that proceeds are intended for general corporate purposes, including the acquisition of Bitcoin and working capital, reflecting Strategy’s focus as a Bitcoin Treasury Company and software provider.
On Stock Titan, STRF-related SEC filings are supplemented by AI-powered summaries that aim to make complex documents more accessible. As new filings become available from EDGAR, they can be surfaced with concise explanations of dividend provisions, liquidation preference adjustments, redemption and fundamental change terms, and the relationship of STRF to other Strategy securities such as common stock and the 8.00% Series A Perpetual Strike Preferred Stock. This helps users quickly understand how regulatory filings shape the rights and obligations associated with STRF.
Strategy Inc director Stephen X. Graham reported routine equity compensation activity. On May 31, 2026, 406 restricted stock units vested in full and were settled into 406 shares of Class A common stock, bringing his direct holdings to 8,356 shares.
On the same date, he received new annual equity awards under the Strategy Inc Equity Incentive Plan, which targets an aggregate fair value of $300,000 split evenly between restricted stock units and options for each non-employee director. The awards included 943 RSUs and 1,221 stock options with a $159.0900 exercise price, each scheduled to vest in full on the first anniversary of the grant date.
Strategy Inc director Stephen X. Graham reported routine equity compensation activity. On May 31, 2026, 406 restricted stock units vested in full and were settled into 406 shares of Class A common stock, bringing his direct holdings to 8,356 shares.
On the same date, he received new annual equity awards under the Strategy Inc Equity Incentive Plan, which targets an aggregate fair value of $300,000 split evenly between restricted stock units and options for each non-employee director. The awards included 943 RSUs and 1,221 stock options with a $159.0900 exercise price, each scheduled to vest in full on the first anniversary of the grant date.
Strategy Inc director Jane A. Dietze reported routine equity compensation and related vesting for May 31, 2026. She acquired 406 shares of Class A common stock through the exercise of previously granted Restricted Stock Units (RSUs) that vested in full on that date, bringing her direct common stock holdings to 1,092 shares.
On the same date, she received new awards under the Strategy Inc Equity Incentive Plan, which provides annual automatic equity grants with an aggregate fair value of $300,000 split evenly between RSUs and options for each non-employee director. The awards included 943 RSUs, each representing one share of Class A common stock, and a director stock option for 1,221 shares at an exercise price of $159.09 per share. Both the 943 RSUs and the 1,221-share option are scheduled to vest on the first anniversary of the grant date. She also reported a direct holding of 3,600 shares of Series A Perpetual Stretch Preferred Stock as of the same date.
Strategy Inc director Jane A. Dietze reported routine equity compensation and related vesting for May 31, 2026. She acquired 406 shares of Class A common stock through the exercise of previously granted Restricted Stock Units (RSUs) that vested in full on that date, bringing her direct common stock holdings to 1,092 shares.
On the same date, she received new awards under the Strategy Inc Equity Incentive Plan, which provides annual automatic equity grants with an aggregate fair value of $300,000 split evenly between RSUs and options for each non-employee director. The awards included 943 RSUs, each representing one share of Class A common stock, and a director stock option for 1,221 shares at an exercise price of $159.09 per share. Both the 943 RSUs and the 1,221-share option are scheduled to vest on the first anniversary of the grant date. She also reported a direct holding of 3,600 shares of Series A Perpetual Stretch Preferred Stock as of the same date.
Strategy Inc director Brian P. Brooks increased his equity-based compensation exposure through routine awards and an option-related share delivery. He received 943 restricted stock units and 1,221 director stock options with a $159.09 exercise price, both scheduled to vest on the first anniversary of the May 31, 2026 grant date. On the same date, 406 previously granted RSUs vested and were converted into 406 shares of Class A common stock, bringing his direct holdings of common stock to 1,092 shares.
Strategy Inc director Brian P. Brooks increased his equity-based compensation exposure through routine awards and an option-related share delivery. He received 943 restricted stock units and 1,221 director stock options with a $159.09 exercise price, both scheduled to vest on the first anniversary of the May 31, 2026 grant date. On the same date, 406 previously granted RSUs vested and were converted into 406 shares of Class A common stock, bringing his direct holdings of common stock to 1,092 shares.
Strategy Inc director Jarrod M. Patten reported a series of option exercises and stock sales in Class A Common Stock. On May 28–29, 2026, he exercised stock options to acquire a total of 22,300 shares at exercise prices of $18.236 and $18.654 per share, then sold 22,300 shares in open-market transactions.
The sales occurred at weighted-average prices with ranges including $145.280–$146.200, $150.620–$151.120, and $161.610–$162.000, as disclosed in footnotes. The filing also notes direct holdings of several Series A perpetual preferred stock classes. Patten continues to hold a direct equity stake in Strategy Inc following these transactions.
Strategy Inc director Jarrod M. Patten reported a series of option exercises and stock sales in Class A Common Stock. On May 28–29, 2026, he exercised stock options to acquire a total of 22,300 shares at exercise prices of $18.236 and $18.654 per share, then sold 22,300 shares in open-market transactions.
The sales occurred at weighted-average prices with ranges including $145.280–$146.200, $150.620–$151.120, and $161.610–$162.000, as disclosed in footnotes. The filing also notes direct holdings of several Series A perpetual preferred stock classes. Patten continues to hold a direct equity stake in Strategy Inc following these transactions.
Strategy Inc reports recent activity in its at-the-market stock program, bitcoin holdings, liquidity reserves, and preferred dividends. Between May 26 and May 31, 2026, it sold 801,994 shares of MSTR Class A common stock, generating net proceeds of $128.3M while leaving $26,137.2M of MSTR capacity available for future issuance.
Over the same period, Strategy sold 32 bitcoin for an aggregate sale price of $2.5M at an average price of $77,135 per bitcoin and held 843,706 bitcoin as of May 31, 2026 with an aggregate purchase price of $63.87B. The USD Reserve balance stood at $900M.
The company will maintain an 11.50% per annum dividend rate on its Variable Rate Series A Perpetual Stretch Preferred Stock and declared June 30, 2026 cash dividends, including $2.50 per share on STRF, $0.958333333 per share on STRC, €2.50 on STRE, $2.00 on STRK, and $2.50 on STRD. It currently expects these June 30 dividends to be treated as non-taxable return of capital for U.S. federal income tax purposes to the extent of a shareholder’s tax basis.
Strategy Inc reports recent activity in its at-the-market stock program, bitcoin holdings, liquidity reserves, and preferred dividends. Between May 26 and May 31, 2026, it sold 801,994 shares of MSTR Class A common stock, generating net proceeds of $128.3M while leaving $26,137.2M of MSTR capacity available for future issuance.
Over the same period, Strategy sold 32 bitcoin for an aggregate sale price of $2.5M at an average price of $77,135 per bitcoin and held 843,706 bitcoin as of May 31, 2026 with an aggregate purchase price of $63.87B. The USD Reserve balance stood at $900M.
The company will maintain an 11.50% per annum dividend rate on its Variable Rate Series A Perpetual Stretch Preferred Stock and declared June 30, 2026 cash dividends, including $2.50 per share on STRF, $0.958333333 per share on STRC, €2.50 on STRE, $2.00 on STRK, and $2.50 on STRD. It currently expects these June 30 dividends to be treated as non-taxable return of capital for U.S. federal income tax purposes to the extent of a shareholder’s tax basis.
MSTR Form 144 filing notifies intended sales of Class A shares and lists recent open-market dispositions by Jarrod M. Patten. The filing shows securities to be sold from options granted on 05/31/2016 (10,800 shares) and 05/31/2017 (4,250 shares). The record also lists multiple sales by Jarrod M. Patten between 03/26/2026 and 05/28/2026, including a sale of 7,250 shares on 05/28/2026.
MSTR Form 144 filing notifies intended sales of Class A shares and lists recent open-market dispositions by Jarrod M. Patten. The filing shows securities to be sold from options granted on 05/31/2016 (10,800 shares) and 05/31/2017 (4,250 shares). The record also lists multiple sales by Jarrod M. Patten between 03/26/2026 and 05/28/2026, including a sale of 7,250 shares on 05/28/2026.
MSTR reported a Form 144 notice for a proposed sale of 7,250 Class A shares tied to an option granted 05/31/2016.
The filing lists multiple dispositions by Jarrod M. Patten over the prior three months, including sales on 03/26/2026 (700 shares, $96,159.00) and 05/26/2026 (1,250 shares, $206,625.38). The method of sale is indicated as Cash.
MSTR reported a Form 144 notice for a proposed sale of 7,250 Class A shares tied to an option granted 05/31/2016.
The filing lists multiple dispositions by Jarrod M. Patten over the prior three months, including sales on 03/26/2026 (700 shares, $96,159.00) and 05/26/2026 (1,250 shares, $206,625.38). The method of sale is indicated as Cash.
Strategy Inc director Jarrod M. Patten reported an option exercise and share sale involving Class A common stock. On May 26, 2026, he exercised options to acquire 1,250 shares at $18.654 per share and sold 1,250 shares at $165.30 per share in an open-market transaction.
Following these transactions, Patten directly holds 28,000 shares of Class A common stock and 18,050 shares remain subject to his director stock option, according to the footnote. He also directly holds 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.
Strategy Inc director Jarrod M. Patten reported an option exercise and share sale involving Class A common stock. On May 26, 2026, he exercised options to acquire 1,250 shares at $18.654 per share and sold 1,250 shares at $165.30 per share in an open-market transaction.
Following these transactions, Patten directly holds 28,000 shares of Class A common stock and 18,050 shares remain subject to his director stock option, according to the footnote. He also directly holds 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.
Strategy Inc President & CEO Le Phong reported small indirect open-market purchases of the company’s preferred stock on May 22, 2026. Accounts for Minor Child 1 bought 50 shares of Series A Perpetual Stretch Preferred Stock at $99.41 per share, and accounts for Minor Child 3 bought 5 shares at $99.37 per share.
After these trades, the filing shows indirect holdings of 121 and 33 shares of this preferred stock for Minor Child 1 and Minor Child 3, respectively. The filing also lists Le Phong’s direct holdings of 22,923 shares of Class A Common Stock and several series of preferred stock, indicating these family-related purchases are small relative to his overall reported position.
Strategy Inc President & CEO Le Phong reported small indirect open-market purchases of the company’s preferred stock on May 22, 2026. Accounts for Minor Child 1 bought 50 shares of Series A Perpetual Stretch Preferred Stock at $99.41 per share, and accounts for Minor Child 3 bought 5 shares at $99.37 per share.
After these trades, the filing shows indirect holdings of 121 and 33 shares of this preferred stock for Minor Child 1 and Minor Child 3, respectively. The filing also lists Le Phong’s direct holdings of 22,923 shares of Class A Common Stock and several series of preferred stock, indicating these family-related purchases are small relative to his overall reported position.
Jarrod M. Patten reported multiple dispositions of Class A shares under a Form 144. The filing lists a planned sale of 1,250 Class A shares on 05/26/2026 (option granted 05/31/2016) and a series of open-market sales across March–May 2026. The excerpt lists individual sale dates, share counts, and gross proceeds per trade.
Jarrod M. Patten reported multiple dispositions of Class A shares under a Form 144. The filing lists a planned sale of 1,250 Class A shares on 05/26/2026 (option granted 05/31/2016) and a series of open-market sales across March–May 2026. The excerpt lists individual sale dates, share counts, and gross proceeds per trade.