Welcome to our dedicated page for Strategy SEC filings (Ticker: MSTR), 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.
Strategy Inc. filings document the company’s Bitcoin treasury strategy, enterprise analytics software business, and multi-security capital structure. Recent 8-K filings report financial results, Regulation FD disclosures, at-the-market offering activity, bitcoin-related updates, preferred-stock dividend declarations, and registered securities including Class A common stock and STRC, STRK, STRF, and STRD preferred stock.
Proxy materials describe shareholder voting matters, board governance, executive compensation, and other annual meeting disclosures. The filing record also covers capital-structure terms, dividend mechanics, risk and operating disclosures, and formal updates for the company’s Nasdaq-listed securities.
Strategy Inc EVP & CFO Andrew Kang reported an RSU vesting and related share sale. On May 18, 2026, 12,500 restricted stock units converted into the same number of Class A common shares at a stated price of $0.00 per share, fully vesting that RSU grant.
On May 19, 2026, Kang sold 5,597 shares of Class A common stock in an open-market transaction at an average price of $165.779 per share, under a Rule 10b5-1 instruction letter entered on May 2, 2024 to satisfy tax withholding obligations tied to previously granted equity awards. After these transactions, he directly holds 33,675 Class A shares.
As of May 18, 2026, he also directly holds 2,250 shares of Series A Perpetual Stride Preferred Stock, 2,800 shares of Series A Perpetual Stretch Preferred Stock, and 1,500 shares of Series A Perpetual Strife Preferred Stock.
Jarrod M. Patten reported multiple Class A share sales of MicroStrategy (MSTR) over March–May 2026. The filing lists repeated dispositions by date and share count (examples include 700 shares on 03/26/2026, 2,250 shares recorded with Fidelity on 05/20/2026, and 3,000 shares on 05/19/2026). The transactions list Fidelity Brokerage Services LLC as broker and indicate cash as the sale method.
Issuer filed a Form 144 indicating 5,597 Class A shares are planned for sale on 05/18/2026 in connection with restricted stock vesting. The filing also reports prior dispositions by Andrew Kang: 03/12/2026 sale of 916 shares ($125,724.57) and 03/24/2026 sale of 2,373 shares ($328,266.34).
The listed broker is Fidelity Brokerage Services LLC. The filing characterizes the 5,597 shares as resulting from compensation (restricted stock vesting).
Jarrod M. Patten reported multiple sales of Class A shares of MSTR. The filing lists a series of open-market dispositions between 03/26/2026 and 05/14/2026, with individual trades such as 3,400 shares for $444,193.00 on 04/13/2026 and 2,750 shares for $526,886.25 on 05/11/2026. The filing also references 1000 shares tied to an option (granted 05/31/2016) with a sale date noted as 05/19/2026.
Jarrod M. Patten submitted a Form 144 reporting an intended sale of 2,000 Class A shares on 05/19/2026, described as an Option Granted - 05/31/2016 transaction to be settled for cash. The filing also lists multiple Class A sales by Patten during the prior three months with dates and share quantities as disclosed.
Strategy Inc director Jarrod M. Patten reported option exercises and related share sales in Class A Common Stock. He exercised a total of 1,500 shares through director stock options at an exercise price of $18.654 per share, then sold 1,500 shares in open-market transactions at prices of $192.00 and $190.28 per share. After these transactions, he directly holds 28,000 shares of Class A Common Stock, along with 5,000 shares of Series A Perpetual Stride Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 10,000 shares of Series A Perpetual Strife Preferred Stock. He also retains director stock options covering 25,050 and 24,550 underlying Class A shares, both with an exercise price of $18.654 and expiring on May 31, 2026.
Strategy Inc reported recent activity under its at-the‑market offering program and related bitcoin purchases. Between May 11 and May 17, 2026, it sold 19,519,801 shares of its STRC preferred stock for net proceeds of $1,949.0 million and 430,344 shares of MSTR common stock for net proceeds of $83.7 million, contributing to total net proceeds of $2,032.7 million for the period.
As of May 17, 2026, $17,510.8 million of STRC, $1,619.3 million of STRF, $2,100.0 million of STRK, $4,014.8 million of STRD and $26,265.7 million of MSTR stock remained available for issuance and sale under the ATM. Using ATM proceeds, Strategy acquired 24,869 bitcoin for an aggregate purchase price of $2.01 billion at an average price of $80,985 per bitcoin, bringing its total holdings to 843,738 bitcoin acquired for $63.87 billion at an average price of $75,700.
Strategy Inc has agreed to repurchase approximately $1.50 billion aggregate principal amount of its 0% Convertible Senior Notes due 2029 for an estimated cash price of about $1.38 billion, with the final price tied to the volume-weighted average price of its Class A common stock over a defined measurement period.
The company plans to fund these repurchases using available cash, sales under its at-the-market equity program, and/or bitcoin sales. Settlement is expected on or about May 19, 2026, after which the repurchased notes will be cancelled and about $1.50 billion principal amount of the 2029 notes will remain outstanding.
MSTR affiliate Jarrod M. Patten reported proposed and recent sales of Class A shares under Form 144. The notice lists a planned sale of 1,500 shares with a sale method marked Cash and an option grant date of 05/31/2016. The filing also itemizes multiple open-market dispositions by Mr. Patten during March–May 2026, including sales of 2,750 shares on 05/11/2026 for $526,886.25 and 1,900 shares on 04/09/2026 for $248,105.00.
Capital International Investors reports beneficial ownership of 31,642,100 shares of Strategy Inc common stock, representing 10.1% of the 314,264,726 shares believed to be outstanding. The filing states 31,621,215 shares are held with sole voting power and 31,642,100 with sole dispositive power. The schedule notes that reported shares include convertible preferreds equal to 152,268 common shares and corporate convertible/exchangeable debt equal to 21,732 common shares. The amendment is signed by Aaron Espin on 05/13/2026.