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.
The Vanguard Group filed an amended Schedule 13G/A reporting no beneficial ownership in Strategy Inc. The filing states 0 shares beneficially owned and 0 percent of the class, following an internal realignment described in the filing. The disclosure explains certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998), and that The Vanguard Group no longer is deemed to beneficially own securities held by those subsidiaries. The filing lists The Vanguard Group's principal office in Malvern, PA and is signed by Ashley Grim on 03/27/2026.
The Vanguard Group filed an amended Schedule 13G/A reporting no beneficial ownership in Strategy Inc. The filing states 0 shares beneficially owned and 0 percent of the class, following an internal realignment described in the filing. The disclosure explains certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998), and that The Vanguard Group no longer is deemed to beneficially own securities held by those subsidiaries. The filing lists The Vanguard Group's principal office in Malvern, PA and is signed by Ashley Grim on 03/27/2026.
Strategy Inc VP & CAO Jeanine Montgomery reported routine equity transactions linked to restricted stock units (RSUs). On March 23, 2026, she acquired 1,560 shares of Class A common stock at $0.00 per share through the vesting and settlement of RSUs. The next day, she sold a total of 470 shares of Class A common stock in open-market transactions at weighted average prices between $137.370 and $139.550. According to the disclosure, these sales were made under a pre-arranged Rule 10b5-1 instruction letter solely to satisfy tax withholding obligations from the RSU vesting. After the transactions, she directly held 10,423 shares of Class A common stock, 3,120 RSUs scheduled to vest in equal installments in 2027 and 2028, and 5,000 shares of Series A perpetual preferred stock.
Strategy Inc VP & CAO Jeanine Montgomery reported routine equity transactions linked to restricted stock units (RSUs). On March 23, 2026, she acquired 1,560 shares of Class A common stock at $0.00 per share through the vesting and settlement of RSUs. The next day, she sold a total of 470 shares of Class A common stock in open-market transactions at weighted average prices between $137.370 and $139.550. According to the disclosure, these sales were made under a pre-arranged Rule 10b5-1 instruction letter solely to satisfy tax withholding obligations from the RSU vesting. After the transactions, she directly held 10,423 shares of Class A common stock, 3,120 RSUs scheduled to vest in equal installments in 2027 and 2028, and 5,000 shares of Series A perpetual preferred stock.
Strategy Inc EVP & CFO Andrew Kang exercised restricted stock units and sold shares in linked transactions. On March 23, 2026, 5,330 restricted stock units converted into the same number of shares of Class A common stock at a conversion price of $0.00. On March 24, 2026, he sold a total of 2,373 Class A shares in open-market trades at weighted-average prices between approximately $137.37 and $139.55 to satisfy tax withholding obligations tied to the RSU vesting, under a pre-established Rule 10b5-1 instruction letter. After these transactions, he directly holds 26,772 Class A shares and has 10,650 RSUs scheduled to vest in equal annual installments on March 21, 2027 and March 21, 2028.
Strategy Inc EVP & CFO Andrew Kang exercised restricted stock units and sold shares in linked transactions. On March 23, 2026, 5,330 restricted stock units converted into the same number of shares of Class A common stock at a conversion price of $0.00. On March 24, 2026, he sold a total of 2,373 Class A shares in open-market trades at weighted-average prices between approximately $137.37 and $139.55 to satisfy tax withholding obligations tied to the RSU vesting, under a pre-established Rule 10b5-1 instruction letter. After these transactions, he directly holds 26,772 Class A shares and has 10,650 RSUs scheduled to vest in equal annual installments on March 21, 2027 and March 21, 2028.
MSTR affiliate files Form 144 to sell 3,299 Class A shares following a restricted stock vesting event. The filing lists 3,299 Class A shares tied to a Restricted Stock Vesting entry dated 03/23/2026. It also discloses prior dispositions of 2,034 Class A shares on 03/12/2026 for $279,174.43.
MSTR affiliate files Form 144 to sell 3,299 Class A shares following a restricted stock vesting event. The filing lists 3,299 Class A shares tied to a Restricted Stock Vesting entry dated 03/23/2026. It also discloses prior dispositions of 2,034 Class A shares on 03/12/2026 for $279,174.43.
Andrew Kang filed a notice under Form 144 to sell 2,373 shares of Class A common stock. The filing lists a broker-dealer Fidelity Brokerage Services LLC and a proposed sale date of 03/24/2026.
The record shows 916 Class A shares sold in the prior three months and a vesting-related entry for 03/23/2026 (restricted stock vesting, listed as compensation).
Andrew Kang filed a notice under Form 144 to sell 2,373 shares of Class A common stock. The filing lists a broker-dealer Fidelity Brokerage Services LLC and a proposed sale date of 03/24/2026.
The record shows 916 Class A shares sold in the prior three months and a vesting-related entry for 03/23/2026 (restricted stock vesting, listed as compensation).
Strategy Inc updated its at-the-market equity offering programs and capital structure. The company added Moelis & Company, A.G.P./Alliance Global Partners, and StoneX Financial as additional sales agents under its existing Omnibus Sales Agreement for offerings of common stock and three Series A preferred stocks (STRC, STRK and STRD).
The company noted it had previously registered up to $15,854,365,265.54 of common stock, $4,200,000,000.00 of STRC preferred stock and $20,340,632,356.64 of STRK preferred stock under prior prospectus supplements. It will continue using the prior common and STRC prospectuses, but has terminated the prior STRK preferred stock offering.
Strategy Inc also filed a certificate to increase authorized STRC preferred shares from 70,435,353 to 282,556,565, and a certificate to decrease authorized STRK preferred shares from 269,800,000 to 40,270,744, signaling a shift in emphasis between these preferred stock series.
Strategy Inc updated its at-the-market equity offering programs and capital structure. The company added Moelis & Company, A.G.P./Alliance Global Partners, and StoneX Financial as additional sales agents under its existing Omnibus Sales Agreement for offerings of common stock and three Series A preferred stocks (STRC, STRK and STRD).
The company noted it had previously registered up to $15,854,365,265.54 of common stock, $4,200,000,000.00 of STRC preferred stock and $20,340,632,356.64 of STRK preferred stock under prior prospectus supplements. It will continue using the prior common and STRC prospectuses, but has terminated the prior STRK preferred stock offering.
Strategy Inc also filed a certificate to increase authorized STRC preferred shares from 70,435,353 to 282,556,565, and a certificate to decrease authorized STRK preferred shares from 269,800,000 to 40,270,744, signaling a shift in emphasis between these preferred stock series.
Strategy Inc. is offering up to $21,000,000,000 of Class A common stock in an at-the-market program under a Sales Agreement and an Additional Program Addendum with multiple agents, as supplemented. The program supplements a prior annex under which the company sold 57,766,889 shares for aggregate proceeds of $9,614,125,940.65, leaving $6,240,239,324.89 available under the prior annex. Shares outstanding were 325,954,147 as of March 19, 2026. The last reported sale price was $135.66 per share on March 20, 2026. The offering will be conducted "at the market" through the listed agents and is subject to the terms of the Sales Agreement and its addenda.
Strategy Inc. is offering up to $21,000,000,000 of Class A common stock in an at-the-market program under a Sales Agreement and an Additional Program Addendum with multiple agents, as supplemented. The program supplements a prior annex under which the company sold 57,766,889 shares for aggregate proceeds of $9,614,125,940.65, leaving $6,240,239,324.89 available under the prior annex. Shares outstanding were 325,954,147 as of March 19, 2026. The last reported sale price was $135.66 per share on March 20, 2026. The offering will be conducted "at the market" through the listed agents and is subject to the terms of the Sales Agreement and its addenda.
Strategy Inc is offering up to $21,000,000,000 of Variable Rate Series A Perpetual Stretch Preferred Stock ("STRC Stock") through an at-the-market sales agreement.
The filing notes a prior STRC program of $4,200,000,000, under which 22,235,402 shares were sold for aggregate proceeds of $2,224,171,836.94, leaving $1,975,828,163.06 available under that prior annex. As of the annex date, 50,246,513 shares of STRC Stock were outstanding and the STRC Stock has a stated liquidation preference of $100 per share. The regular dividend rate is variable and is 11.50% per annum as of the annex; the company states it may adjust the rate monthly with the stated goal (at its sole discretion) of maintaining market price near $100 per share. Redemption and repurchase features (including optional redemption at $101 per share and repurchase rights on a fundamental change) and tax and fast-pay stock risks are described.
Strategy Inc is offering up to $21,000,000,000 of Variable Rate Series A Perpetual Stretch Preferred Stock ("STRC Stock") through an at-the-market sales agreement.
The filing notes a prior STRC program of $4,200,000,000, under which 22,235,402 shares were sold for aggregate proceeds of $2,224,171,836.94, leaving $1,975,828,163.06 available under that prior annex. As of the annex date, 50,246,513 shares of STRC Stock were outstanding and the STRC Stock has a stated liquidation preference of $100 per share. The regular dividend rate is variable and is 11.50% per annum as of the annex; the company states it may adjust the rate monthly with the stated goal (at its sole discretion) of maintaining market price near $100 per share. Redemption and repurchase features (including optional redemption at $101 per share and repurchase rights on a fundamental change) and tax and fast-pay stock risks are described.
Strategy Inc is offering, through an at-the-market program, up to $2,100,000,000 aggregate offering price of its 8.00% Series A Perpetual Strike Preferred Stock ("STRK Stock") pursuant to an omnibus sales agreement and an additional program addendum.
The offering would constitute a further issuance in addition to the 14,020,744 shares of STRK Stock outstanding as of March 19, 2026. The STRK Stock carries an initial liquidation preference of $100 per share and an 8.00% cumulative dividend rate, and the company states it intends to seek common stockholder ratification of a certificate amendment that adjusts the liquidation preference formula; investors should treat that amendment as subject to ratification.
Strategy Inc is offering, through an at-the-market program, up to $2,100,000,000 aggregate offering price of its 8.00% Series A Perpetual Strike Preferred Stock ("STRK Stock") pursuant to an omnibus sales agreement and an additional program addendum.
The offering would constitute a further issuance in addition to the 14,020,744 shares of STRK Stock outstanding as of March 19, 2026. The STRK Stock carries an initial liquidation preference of $100 per share and an 8.00% cumulative dividend rate, and the company states it intends to seek common stockholder ratification of a certificate amendment that adjusts the liquidation preference formula; investors should treat that amendment as subject to ratification.