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 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.
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.
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.
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.
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.
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.
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.
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.
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).
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.