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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.

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MicroStrategy insider Wei-Ming Shao has filed a Form 144 notice to sell 2,000 shares of Class A common stock through Fidelity Brokerage Services LLC on 01/22/2026, with an aggregate market value of 325646.76. The filing notes that 267713485 Class A shares were outstanding.

The notice also lists prior sales during the past three months. These include 5,334 Class A shares sold on 11/10/2025 for gross proceeds of 1328819.42 and 5,000 shares sold on 01/14/2026 for 933250.50. By signing, the seller represents that he is not aware of any undisclosed material adverse information about the company’s current or prospective operations.

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MicroStrategy insider Wei-Ming Shao has filed a Form 144 notice to sell 2,000 shares of Class A common stock through Fidelity Brokerage Services LLC on 01/22/2026, with an aggregate market value of 325646.76. The filing notes that 267713485 Class A shares were outstanding.

The notice also lists prior sales during the past three months. These include 5,334 Class A shares sold on 11/10/2025 for gross proceeds of 1328819.42 and 5,000 shares sold on 01/14/2026 for 933250.50. By signing, the seller represents that he is not aware of any undisclosed material adverse information about the company’s current or prospective operations.

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Strategy Inc director Dietze Jane A reported buying additional preferred shares of the company. On January 20, 2026, the director purchased 1,000 shares of Series A Perpetual Stretch Preferred Stock at a weighted average price of $99.485 per share, bringing her holdings of this preferred stock to 3,600 shares held directly. The price reflects multiple trades within a narrow range between $99.480 and $99.489.

The filing also shows that she directly holds 686 shares of Strategy Inc Class A common stock. The disclosure indicates this was a personal, directly held transaction by a board member, adding to her existing preferred stake in the company.

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Strategy Inc director Dietze Jane A reported buying additional preferred shares of the company. On January 20, 2026, the director purchased 1,000 shares of Series A Perpetual Stretch Preferred Stock at a weighted average price of $99.485 per share, bringing her holdings of this preferred stock to 3,600 shares held directly. The price reflects multiple trades within a narrow range between $99.480 and $99.489.

The filing also shows that she directly holds 686 shares of Strategy Inc Class A common stock. The disclosure indicates this was a personal, directly held transaction by a board member, adding to her existing preferred stake in the company.

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Strategy Inc reported major activity in its at-the-market offering and bitcoin strategy. Between January 12 and January 19, 2026, the company sold 2,945,371 shares of its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC), 38,796 shares of its 8.00% Series A Perpetual Strike Preferred Stock (STRK), and 10,399,650 shares of its Class A common stock (MSTR) under its ATM program.

These ATM sales generated $2,125.0 million in net proceeds. Over the same period, Strategy acquired 22,305 bitcoin for an aggregate purchase price of $2,125.3 million, at an average price of $95,284 per bitcoin. As of January 19, 2026, the company held 709,715 bitcoin with an aggregate purchase price of $53.92 billion and an average purchase price of $75,979 per bitcoin. Strategy also highlighted its online dashboard as a key channel for ongoing disclosures.

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Strategy Inc reported major activity in its at-the-market offering and bitcoin strategy. Between January 12 and January 19, 2026, the company sold 2,945,371 shares of its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC), 38,796 shares of its 8.00% Series A Perpetual Strike Preferred Stock (STRK), and 10,399,650 shares of its Class A common stock (MSTR) under its ATM program.

These ATM sales generated $2,125.0 million in net proceeds. Over the same period, Strategy acquired 22,305 bitcoin for an aggregate purchase price of $2,125.3 million, at an average price of $95,284 per bitcoin. As of January 19, 2026, the company held 709,715 bitcoin with an aggregate purchase price of $53.92 billion and an average purchase price of $75,979 per bitcoin. Strategy also highlighted its online dashboard as a key channel for ongoing disclosures.

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Summary of Form 4 filing for Strategy Inc (MSTR)

EVP & General Counsel Shao Wei-Ming reported transactions on 09/18/2025. He exercised an employee stock option to buy 10,000 shares of Class A common stock at an exercise price of $40.46 and immediately sold 10,000 shares in multiple transactions at a weighted-average sale price of $355.789. After these transactions he beneficially owns 22,726 Class A shares. The filer also reports disposal of preferred stakes: 500 shares of Series A Perpetual Strife, 15,000 of Series A Perpetual Stretch, and 3,527 of Series A Perpetual Stride. The option underlying the exercised shares has 129,100 remaining shares subject to it, with specified vesting dates through 02/17/2026.

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Strategy Inc reports recent at-the-market stock sales and bitcoin purchases for the week ended September 21, 2025. Through its STRF and MSTR ATM programs, the company sold 173,834 STRF preferred shares and 227,401 MSTR common shares, generating net proceeds of $100.0 million.

During the same period, Strategy acquired 850 bitcoin for an aggregate purchase price of $99.7 million, at an average price of $117,344 per bitcoin, funded by STRF and MSTR ATM proceeds. As of September 21, 2025, the company held 639,835 bitcoin acquired for an aggregate purchase price of $47.33 billion, implying an average purchase price of $73,971 per bitcoin.

The company also highlights its website dashboard as an ongoing source of information on its securities, bitcoin holdings, key metrics and other disclosures under Regulation FD.

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Strategy Inc (STRK) submitted a Form 144 notifying the proposed sale of 10,000 Class A shares through Fidelity Brokerage Services on 09/18/2025 with an aggregate market value of $3,557,889.57. The filing shows these shares derive from options granted 02/17/2022 and that payment will be in cash at sale. The filer also disclosed multiple insider sales in July 2025 totaling 73,400 Class A shares that generated $30,632,451.77 in gross proceeds. The filing reports 263,912,697 Class A shares outstanding, providing context for the size of the transactions relative to the company’s float.

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Strategy Inc reported recent activity in its at-the-market (ATM) equity programs and its bitcoin holdings. Between September 2 and September 7, 2025, the company sold 104,381 STRF preferred shares, 54,558 STRK preferred shares and 591,606 MSTR common shares through various ATM programs, generating total net proceeds of $217.3 million.

Using proceeds from the STRF, STRK and MSTR ATM programs, Strategy acquired 1,955 bitcoin during the same period for an aggregate purchase price of $217.4 million, or an average of $111,196 per bitcoin. As of September 7, 2025, the company held 638,460 bitcoin with an aggregate purchase price of $47.17 billion, implying an average purchase price of $73,880 per bitcoin.

The company also highlighted that it maintains an online dashboard providing ongoing information on its securities, bitcoin activity and key performance metrics.

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Strategy Inc increased the regular dividend rate on its Variable Rate Series A Perpetual Stretch Preferred Stock (ticker STRC) from 9.00% to 10.00% per annum, effective for monthly periods starting on September 1, 2025. The company’s board also declared cash dividends payable on September 30, 2025 to holders of record as of 5:00 p.m. New York City time on September 15, 2025.

The declared per share dividends are $2.50 for the 10.00% Series A Perpetual Strife Preferred (STRF), $0.833333333 for the Variable Rate Series A Perpetual Stretch Preferred (STRC) for the month ending September 30, 2025, $2.00 for the 8.00% Series A Perpetual Strike Preferred (STRK), and $3.055555556 for the 10.00% Series A Perpetual Stride Preferred (STRD), all for periods ending September 30, 2025.

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Strategy Inc reports recent activity in its at-the-market (ATM) equity programs and related bitcoin purchases. From August 26 to September 1, 2025, the company raised net proceeds of $471.8M across its ATM programs, including sales of 237,931 STRF preferred shares, 199,509 STRK preferred shares, 12,973 STRD preferred shares, and 1,237,000 MSTR common shares.

During the same period, Strategy acquired 4,048 bitcoin for an aggregate purchase price of $449.3M, using proceeds from the STRF, STRK, STRD and MSTR ATM programs. As of September 1, 2025, the company reports aggregate bitcoin holdings of 636,505 BTC with a total purchase price of $46.95B and an average purchase price of $73,765 per bitcoin.

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Strategy Inc’s President & CEO Le Phong reported indirect open-market purchases of preferred shares for three minor children. On August 26, 2025, accounts for Minor Child 1, 2, and 3 bought 71, 32, and 16 shares, respectively, of Series A Perpetual Stretch Preferred Stock at prices around $95 per share.

After these transactions, Le Phong is shown as directly holding 5,500 shares of Series A Perpetual Stretch Preferred Stock, 6,000 shares of Series A Perpetual Strife Preferred Stock, 4,500 shares of Series A Perpetual Stride Preferred Stock, and 16,390 shares of Class A Common Stock.

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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 January 22, 2026.