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.
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.
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.
Strategy Inc filed an 8-K to describe an update to its Dividend Adjustment Framework for its Variable Rate Series A Perpetual Stretch Preferred Stock, or STRC Stock. Under the new guidance, if the five-day volume-weighted average price (VWAP) of STRC Stock for the five trading days before the last trading day of the month is between $95.00 and $98.99, management currently intends to recommend a dividend rate increase of at least 25 basis points for the next period.
The company restated the full STRC dividend framework to reflect this single change and reiterated that any dividend rate changes must be approved by the Board of Directors. Dividends will only be declared and paid when, as, and if the Board determines they are in the best interests of the company and its stockholders. Strategy states that this framework is intended to help keep STRC’s trading price near its $100 per share stated amount, but it may change or suspend the framework at any time in its sole discretion.
Strategy Inc reported weekly activity in its at-the-market equity offering programs and recent bitcoin purchases. Between August 18 and August 24, 2025, the company sold 875,301 MSTR common shares, 210,100 STRK preferred shares, 237,336 STRF preferred shares and 944 STRD preferred shares under its ATM programs, generating an aggregate notional value of $357.0M across the preferred stock offerings and related sales.
During the same period, Strategy acquired 3,081 bitcoin for an aggregate purchase price of $356.9M, at an average price of $115,829 per bitcoin, funded by proceeds from the MSTR, STRK and STRF ATM programs. As of August 24, 2025, the company held 632,457 bitcoin with an aggregate purchase price of $46.50B and an average purchase price of $73,527 per bitcoin. Strategy also highlighted that it maintains an online dashboard to provide ongoing information on its securities, bitcoin holdings and key metrics.
Strategy Inc reported recent activity in its at-the-market offering programs and bitcoin strategy. Between August 11 and August 17, 2025, it sold 179,687 STRK preferred shares, 162,670 STRF shares, and 140,789 STRD shares for a combined notional value of $50.4 million, generating net proceeds as disclosed in the table.
Using proceeds from STRK, STRF and STRD, the company acquired 430 bitcoin for an aggregate purchase price of $51.4 million, or $119,666 per bitcoin. As of August 17, 2025, Strategy held 629,376 bitcoin acquired for an aggregate $46.15 billion, at an average purchase price of $73,320 per bitcoin.
The company also updated its equity guidance, stating that when mNAV is below 2.5x it plans to tactically issue MSTR class A common shares to pay interest on debt, fund preferred dividends, and when otherwise deemed advantageous.
Reporting persons related to Susquehanna disclose collective beneficial ownership of 13,188,464 shares of MicroStrategy Class A common stock, representing 5.1% of the class. The reported total reflects a mix of directly owned shares and derivative instruments: Capital Ventures International's count includes shares issuable upon conversion of convertible notes, SIG Brokerage reports options to buy 5,000 shares, Susquehanna Investment Group reports options to buy 49,000 shares, and Susquehanna Securities' reported holdings include options to buy 10,549,000 shares. The company had 261,318,000 Class A shares outstanding per the filing and the reporting persons report both sole and shared voting and dispositive power across the group.
The filing states the reporting persons may be deemed a group, each disclaims ownership of shares directly owned by another reporting person, and the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing also identifies the reporting entities and their places of organization and provides an executed joint filing agreement and a limited power of attorney.
Gregg Winiarski, a director, purchased 10,000 shares of Series A Perpetual Stretch Preferred Stock on 08/08/2025 at a weighted average price of $97.652 per share, according to this Form 4 filed for Strategy Inc [ MSTR ]. The transaction is reported as a direct acquisition and leaves the reporting person with beneficial ownership of 10,000 shares. A footnote explains the reported price is a weighted average from multiple purchases at prices ranging from $97.53 to $97.73 and that the reporting person will provide detailed allocation on request. The Form 4 is signed by an attorney-in-fact on 08/12/2025.
Andrew Kang, listed as EVP & CFO, reported exercising 18,750 Class A common shares on 08/07/2025 under an employee stock option with a conversion/exercise price of $19.744. The filing states those 18,750 shares vested on 05/18/2024.
On the same date he reported three sales of 6,250 shares each at $390, $395 and $400. After these transactions the filing shows direct beneficial ownership of Class A common stock of 24,460 shares. The option cited has 87,500 remaining shares subject to it with vesting: 12,500 vested 05/18/2024, 37,500 vested 05/18/2025, and 37,500 scheduled to vest 05/18/2026.
MicroStrategy Incorporated changed its corporate name to Strategy Inc and updated its governing documents to reflect the new name. The company stated that its securities will continue to trade on Nasdaq under their existing symbols (MSTR, STRK, STRF, STRD, STRC) and that CUSIP numbers are not affected. The name change does not alter the companys corporate structure.
The company previously filed an amendment to the Certificate of Designations for its 8.00% Series A Perpetual Strike Preferred Stock (STRK) to make technical changes so the liquidation preference per share generally approximates its trading price, with a floor of $100. The amendment is subject to common stockholder ratification and the company will file a proxy statement and solicit votes.
MicroStrategy Incorporated (d/b/a Strategy) reported updates to its at-the-market (ATM) programs and bitcoin holdings.
During the period August 4–10, 2025 the company sold 115,169 shares of its 10.00% Series A Perpetual Strife Preferred Stock (STRF), with a total face value of $11.5 million and reported $13.6 million of net proceeds. No shares of its Class A common stock (MSTR) or its other preferred series (STRK, STRD, STRC) were sold during that period. The registrant reports remaining ATM availability of $17,042.7 million for Class A common, $20,450.2 million for STRK, $1,867.4 million for STRF, $4,182.0 million for STRD and $4,200.0 million for STRC.
The company acquired 155 BTC during the same period for an aggregate purchase price of $18.0 million at an average price of $116,401 per bitcoin. Strategy reports aggregate bitcoin holdings of 628,946 BTC with an aggregate purchase price of $46.10 billion and an average purchase price of $73,288 per bitcoin. The filing states these recent bitcoin purchases were made using proceeds from the STRF ATM and the previously announced and completed IPO of the STRC preferred stock. Strategy also maintains a public dashboard on its website to disclose market prices, bitcoin purchases and holdings, KPIs and other supplemental information.