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Strategy SEC Filings

STRK NASDAQ

Welcome to our dedicated page for Strategy SEC filings (Ticker: STRK), 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 SEC filings page for Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) provides direct access to regulatory documents that describe this preferred equity and its role in Strategy’s capital structure. STRK is listed in multiple 8-K filings as the 8.00% Series A Perpetual Strike Preferred Stock, $0.001 par value per share, trading on The Nasdaq Global Select Market.

Through Forms 8-K and related exhibits, Strategy discloses at-the-market (ATM) program activity for STRK, including shares sold during defined periods, notional values used to calculate dividends, and net proceeds. These filings also explain that proceeds from STRK ATM sales contribute to funding bitcoin purchases and other corporate purposes, linking the preferred stock directly to the company’s bitcoin treasury strategy.

Filings further document governance and structural changes affecting STRK, such as the Certificate of Amendment to the STRK Certificate of Designations intended to align the liquidation preference per share with its trading price, subject to a floor of $100, and the company’s name change from MicroStrategy Incorporated to Strategy Inc. These documents outline how the issuer manages its preferred stock terms within its broader corporate framework.

Investors can also review filings that summarize dividend declarations for STRK and other preferred series, as well as updates to dividend adjustment frameworks for related securities. In addition, 8-Ks describe Strategy’s dashboard as a disclosure channel for information on market prices, bitcoin holdings, and key performance indicators.

On Stock Titan, these filings are complemented by AI-powered summaries that highlight key terms from 10-Ks, 10-Qs, and 8-Ks, explain preferred stock provisions in plain language, and surface details on ATM usage, dividend policies, and bitcoin-related capital deployment. Users can quickly scan Form 4 insider transaction data, periodic reports, and event-driven filings to understand how STRK fits into Strategy’s financing and treasury activities.

Rhea-AI Summary

Strategy Inc reported recent activity under its at-the-market equity program and updated its bitcoin holdings. Between February 17 and February 22, 2026, the company sold 297,940 shares of its Class A common stock (MSTR) through the ATM, generating net proceeds of $39.7 million.

Over the same period, Strategy acquired 592 bitcoin for an aggregate purchase price of $39.8 million, at an average price of $67,286 per bitcoin. As of February 22, 2026, it held 717,722 bitcoin in total, with an aggregate purchase price of $54.56 billion and an average purchase price of $76,020. The company also highlighted a website dashboard that provides ongoing information about its securities, bitcoin activity, and key metrics.

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Rhea-AI Summary

Strategy Inc reported recent activity under its at-the-market equity program and updated its bitcoin holdings. Between February 17 and February 22, 2026, the company sold 297,940 shares of its Class A common stock (MSTR) through the ATM, generating net proceeds of $39.7 million.

Over the same period, Strategy acquired 592 bitcoin for an aggregate purchase price of $39.8 million, at an average price of $67,286 per bitcoin. As of February 22, 2026, it held 717,722 bitcoin in total, with an aggregate purchase price of $54.56 billion and an average purchase price of $76,020. The company also highlighted a website dashboard that provides ongoing information about its securities, bitcoin activity, and key metrics.

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Rhea-AI Summary

Wei‑Ming Shao reported multiple sales of Class A shares. The filings show transactions dated 01/14/2026 through 02/19/2026, with individual disposals ranging from 2,000 to 22,500 shares. Notable examples include a 22,500‑share sale on 02/06/2026 for $2,837,050.00 and several 2,500–5,000 share sales earlier in February.

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Rhea-AI Summary

Wei‑Ming Shao reported multiple sales of Class A shares. The filings show transactions dated 01/14/2026 through 02/19/2026, with individual disposals ranging from 2,000 to 22,500 shares. Notable examples include a 22,500‑share sale on 02/06/2026 for $2,837,050.00 and several 2,500–5,000 share sales earlier in February.

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Rhea-AI Summary

Strategy Inc filed its annual report describing a business built around large bitcoin holdings and an AI-powered analytics software platform. The company positions itself as the “world’s first and largest Bitcoin Treasury Company,” using equity, preferred stock, and debt financings to accumulate bitcoin.

As of February 13, 2026, Strategy held about 717,131 bitcoins acquired for $54.5 billion, an average of $76,027 per bitcoin, versus a market price of $68,734. To support dividends and interest, it created a $2.25 billion U.S. dollar reserve held in cash and cash equivalents.

The company has layered its capital structure with $8.25 billion of indebtedness and $8.47 billion of preferred stock notional value, whose dividends are tied to this reserve and future capital raises. Management warns that bitcoin’s price volatility, accounting at fair value, and concentrated exposure can cause large unrealized gains or losses and affect liquidity, tax liabilities, and the market price of its securities.

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annual report
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Rhea-AI Summary

Strategy Inc filed its annual report describing a business built around large bitcoin holdings and an AI-powered analytics software platform. The company positions itself as the “world’s first and largest Bitcoin Treasury Company,” using equity, preferred stock, and debt financings to accumulate bitcoin.

As of February 13, 2026, Strategy held about 717,131 bitcoins acquired for $54.5 billion, an average of $76,027 per bitcoin, versus a market price of $68,734. To support dividends and interest, it created a $2.25 billion U.S. dollar reserve held in cash and cash equivalents.

The company has layered its capital structure with $8.25 billion of indebtedness and $8.47 billion of preferred stock notional value, whose dividends are tied to this reserve and future capital raises. Management warns that bitcoin’s price volatility, accounting at fair value, and concentrated exposure can cause large unrealized gains or losses and affect liquidity, tax liabilities, and the market price of its securities.

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Rhea-AI Summary

MSTR insider Wei-Ming Shao reported multiple sales of Class A shares. Transactions occurred between 11/19/2025 and 02/19/2026, with individual dispositions listed by date, share count, and proceeds in the filing.

Notable entries include a 22,500-share sale on 02/06/2026 for $2,837,050.00 and several smaller sales ranging from 2,000 to 5,000 shares on multiple dates. The filing lists cash sales of Class A shares executed through brokerage.

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Rhea-AI Summary

MSTR insider Wei-Ming Shao reported multiple sales of Class A shares. Transactions occurred between 11/19/2025 and 02/19/2026, with individual dispositions listed by date, share count, and proceeds in the filing.

Notable entries include a 22,500-share sale on 02/06/2026 for $2,837,050.00 and several smaller sales ranging from 2,000 to 5,000 shares on multiple dates. The filing lists cash sales of Class A shares executed through brokerage.

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Wei-Ming Shao reported proposed sales of Class A shares of MSTR. The filing lists numerous cash sales dated between 11/18/2025 and 02/18/2026, with individual trades such as 22,500 shares on 02/06/2026 for $2,837,050.00 and other multi-thousand-share transactions. The notice indicates the sales arise from exercised options originally granted on 02/23/2021.

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Rhea-AI Summary

Wei-Ming Shao reported proposed sales of Class A shares of MSTR. The filing lists numerous cash sales dated between 11/18/2025 and 02/18/2026, with individual trades such as 22,500 shares on 02/06/2026 for $2,837,050.00 and other multi-thousand-share transactions. The notice indicates the sales arise from exercised options originally granted on 02/23/2021.

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Rhea-AI Summary

Wei-Ming Shao has filed a Rule 144 notice to sell 2,500 shares of MSTR Class A common stock. The planned sale through Fidelity Brokerage Services has an indicated aggregate market value of $322,225.00, with 267,713,485 Class A shares outstanding and an approximate sale date of 02/17/2026 on NASDAQ.

The shares to be sold were acquired on 02/17/2026 via an option granted on 02/23/2021, paid in cash. The filing also lists multiple prior Class A sales by Wei-Ming Shao over the past three months, each showing specific dates, share amounts, and gross proceeds.

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Rhea-AI Summary

Wei-Ming Shao has filed a Rule 144 notice to sell 2,500 shares of MSTR Class A common stock. The planned sale through Fidelity Brokerage Services has an indicated aggregate market value of $322,225.00, with 267,713,485 Class A shares outstanding and an approximate sale date of 02/17/2026 on NASDAQ.

The shares to be sold were acquired on 02/17/2026 via an option granted on 02/23/2021, paid in cash. The filing also lists multiple prior Class A sales by Wei-Ming Shao over the past three months, each showing specific dates, share amounts, and gross proceeds.

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Rhea-AI Summary

Strategy Inc reported new activity in its at-the-market stock offering and its bitcoin holdings. Between February 9 and February 16, 2026, it sold 785,354 shares of its STRC preferred stock for $78.5M in notional value, generating $78.4M in net proceeds. Over the same period, it sold 660,000 shares of its MSTR Class A common stock, producing net proceeds of $90.5M. Using proceeds from these ATM sales, Strategy acquired 2,486 bitcoin for an aggregate purchase price of $168.4M, at an average price of $67,710 per bitcoin. As of February 16, 2026, Strategy held 717,131 bitcoin acquired for an aggregate purchase price of $54.52B, with an average purchase price of $76,027 per bitcoin. The company also highlighted a public dashboard on its website that provides ongoing data on its securities, bitcoin activity and key metrics.

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Rhea-AI Summary

Strategy Inc reported new activity in its at-the-market stock offering and its bitcoin holdings. Between February 9 and February 16, 2026, it sold 785,354 shares of its STRC preferred stock for $78.5M in notional value, generating $78.4M in net proceeds. Over the same period, it sold 660,000 shares of its MSTR Class A common stock, producing net proceeds of $90.5M. Using proceeds from these ATM sales, Strategy acquired 2,486 bitcoin for an aggregate purchase price of $168.4M, at an average price of $67,710 per bitcoin. As of February 16, 2026, Strategy held 717,131 bitcoin acquired for an aggregate purchase price of $54.52B, with an average purchase price of $76,027 per bitcoin. The company also highlighted a public dashboard on its website that provides ongoing data on its securities, bitcoin activity and key metrics.

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Capital International Investors filed an amended Schedule 13G/A reporting a passive ownership stake in Strategy Inc common stock. It is deemed to beneficially own 20,869,464 shares, representing 7.8% of the 267,922,725 shares believed outstanding as of the event date.

The filing shows sole voting power over 20,858,114 shares and sole dispositive power over 20,869,464 shares, with no shared voting or dispositive power. The position includes 2,092,400 convertible preferred shares representing 209,240 common shares and 14,613,000 corporate convertible/exchangeable debt securities representing 21,732 common shares.

The investor certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Strategy Inc.

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Rhea-AI Summary

Capital International Investors filed an amended Schedule 13G/A reporting a passive ownership stake in Strategy Inc common stock. It is deemed to beneficially own 20,869,464 shares, representing 7.8% of the 267,922,725 shares believed outstanding as of the event date.

The filing shows sole voting power over 20,858,114 shares and sole dispositive power over 20,869,464 shares, with no shared voting or dispositive power. The position includes 2,092,400 convertible preferred shares representing 209,240 common shares and 14,613,000 corporate convertible/exchangeable debt securities representing 21,732 common shares.

The investor certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Strategy Inc.

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Rhea-AI Summary

MicroStrategy Class A shareholder Wei-Ming Shao filed a Form 144 notice to sell 5,000 Class A shares through Fidelity Brokerage Services LLC on or about 02/13/2026 on NASDAQ, with an aggregate market value of $655,212.50.

The shares to be sold were acquired on 02/13/2026 by exercising an option originally granted on 02/23/2021 for cash. The filing also lists prior sales of MicroStrategy Class A shares during the past three months, including a 22,500‑share sale on 02/06/2026 for gross proceeds of $2,837,050.00. The signer represents they are not aware of undisclosed material adverse information about the issuer.

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Rhea-AI Summary

MicroStrategy Class A shareholder Wei-Ming Shao filed a Form 144 notice to sell 5,000 Class A shares through Fidelity Brokerage Services LLC on or about 02/13/2026 on NASDAQ, with an aggregate market value of $655,212.50.

The shares to be sold were acquired on 02/13/2026 by exercising an option originally granted on 02/23/2021 for cash. The filing also lists prior sales of MicroStrategy Class A shares during the past three months, including a 22,500‑share sale on 02/06/2026 for gross proceeds of $2,837,050.00. The signer represents they are not aware of undisclosed material adverse information about the issuer.

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A holder of MSTR Class A shares filed a notice of proposed sale under Rule 144. The filing covers a planned sale of 2,500 Class A shares through Fidelity Brokerage Services LLC on 02/12/2026 on the NASDAQ, with an aggregate market value of $318,950.00. The issuer reports 267,713,485 Class A shares outstanding.

The 2,500 shares to be sold were acquired on 02/12/2026 by exercising an option granted on 02/23/2021, with the exercise price paid in cash. The filing also lists multiple prior Class A share sales over the past three months by Wei-Ming Shao, showing dates, share amounts, and gross proceeds for each transaction.

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Rhea-AI Summary

A holder of MSTR Class A shares filed a notice of proposed sale under Rule 144. The filing covers a planned sale of 2,500 Class A shares through Fidelity Brokerage Services LLC on 02/12/2026 on the NASDAQ, with an aggregate market value of $318,950.00. The issuer reports 267,713,485 Class A shares outstanding.

The 2,500 shares to be sold were acquired on 02/12/2026 by exercising an option granted on 02/23/2021, with the exercise price paid in cash. The filing also lists multiple prior Class A share sales over the past three months by Wei-Ming Shao, showing dates, share amounts, and gross proceeds for each transaction.

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FAQ

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

StockTitan tracks 322 SEC filings for Strategy (STRK), 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 (STRK)?

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