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Strategy Inc SEC Filings

MSTR NASDAQ

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.

The Strategy Inc (MSTR) SEC filings page on Stock Titan brings together the company’s regulatory disclosures, which are central for understanding its bitcoin treasury strategy, capital structure, and software operations. Strategy, also known as MicroStrategy Incorporated d/b/a Strategy, files current reports on Form 8-K and other documents that describe material events affecting its securities and digital asset holdings.

For investors focused on bitcoin exposure, Strategy’s 8-K filings provide detailed tables on bitcoin acquired during specific periods, aggregate purchase prices, average purchase prices, and total holdings. These filings often explain that bitcoin purchases were funded with proceeds from at-the-market offerings of common stock and several series of preferred stock. They also discuss the company’s adoption of fair value accounting for bitcoin, which influences how gains and losses on digital assets are reported.

Filings related to capital markets and preferred stock are equally important. Strategy’s 8-Ks and related exhibits outline the terms of its 10.00% Series A Perpetual Strife Preferred Stock (STRF), 8.00% Series A Perpetual Strike Preferred Stock (STRK), 10.00% Series A Perpetual Stride Preferred Stock (STRD), Variable Rate Series A Perpetual Stretch Preferred Stock (STRC), and 10.00% Series A Perpetual Stream Preferred Stock (STRE). These documents describe dividend structures, liquidation preferences, redemption rights, and investor repurchase options upon certain “fundamental change” events.

Strategy also files agreements and prospectus supplements covering its at-the-market offering programs and Omnibus Sales Agreement with multiple sales agents. These filings explain how the company may issue and sell common and preferred shares over time, and they disclose remaining capacity under each program.

On Stock Titan, users can access these filings as they are released through EDGAR and use AI-powered summaries to interpret complex sections, such as preferred stock terms, capital markets transactions, and digital asset accounting. This helps readers quickly understand how new filings may affect Strategy’s bitcoin holdings, outstanding securities, and overall risk profile.

Filing
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Strategy Inc is asking stockholders to vote at its June 8, 2026 virtual annual meeting on eight director nominees, ratification of KPMG as auditor, an advisory say-on-pay vote, ratification of an earlier amendment to its STRK preferred stock, and an amendment to STRC preferred dividends to be paid twice per month.

The company highlights 2025 as an inflection point in its role as a Bitcoin Treasury Company, raising $25.3 billion of capital and increasing its bitcoin holdings to 713,502. Its flagship STRC preferred stock reached a mid-April 2026 market cap of $6.4 billion, with about $339 million in 30‑day average daily trading volume and 1.7% 30‑day historical volatility.

Alongside its bitcoin and “Digital Credit” strategies, Strategy underscores its enterprise software business, citing 2025 subscription services revenue growth of 64.5% and total revenue growth of 3.0% as it advances AI-enabled, cloud-based data analytics products. The proxy also details board independence, committee structures, ownership concentrations, executive pay philosophy, and clawback and insider trading policies.

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Strategy Inc disclosed updated activity in its at-the-market offering and bitcoin strategy. Between April 20 and April 26, 2026, it sold 1,451,601 shares of its Class A common stock (MSTR) under its ATM program, generating net proceeds of $255.0 million. No shares of its various Series A perpetual preferred stocks were sold in this period.

The company used these proceeds to acquire 3,273 bitcoin for an aggregate purchase price of $255.0 million, at an average price of $77,906 per bitcoin. As of April 26, 2026, Strategy held 818,334 bitcoin acquired for an aggregate $61.81 billion, reflecting an average purchase price of $75,537 per bitcoin. Strategy also highlighted an online dashboard providing ongoing data on its securities, bitcoin holdings, and other metrics.

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Strategy Inc director Patten Jarrod M reported a mix of stock option exercises and share sales. On April 22, 2026, he exercised a director stock option to acquire 2,000 shares of Class A Common Stock at an exercise price of $18.654 per share, then reported open-market sales totaling 2,000 shares at prices between $175.00 and $180.00 per share. A footnote states that this option still covers 35,800 shares after the exercise, reflecting a substantial remaining derivative position. The filing also lists direct holdings of 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.

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Director Jarrod M. Patten of Strategy Inc exercised stock options for a total of 2,000 shares of Class A Common Stock at an exercise price of $18.654 per share and sold 2,000 shares in open-market transactions at prices between $165.42 and $172.00 per share. After these transactions, he directly holds 28,000 shares of Class A Common Stock. Footnotes indicate that a director stock option with an exercise price of $18.654 remains outstanding for 37,800 shares following the latest exercise.

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MSTR affiliate filed a Form 144 proposing the sale of 2,000 Class A shares on 04/22/2026.

The filing lists multiple recent open-market dispositions by Jarrod M. Patten, including sales on 03/26/2026 (700 shares for $96,159.00), 04/09/2026 (1,900 shares for $248,105.00), and 04/13/2026 (3,400 shares for $444,193.00).

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Jarrod M. Patten filed a Form 144 to sell 500 Class A shares on 04/21/2026. The filing lists the shares as from an option granted 05/31/2016 and indicates a cash sale method. The excerpt also lists multiple Class A share sales by Patten during March–April 2026 with specific dates and quantities.

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Jarrod M. Patten filed a Form 144 reporting an intended sale of 1,500 Class A shares on 04/20/2026 through Fidelity Brokerage Services LLC. The filing lists multiple open-market dispositions by Patten during March–April 2026, with individual trade dates and proceeds recorded.

The submission identifies the transaction as an issuer sale from an option granted on 05/31/2016 and specifies cash as the consideration method. Recent reported dispositions include multiple sales dated 03/26/2026 through 04/13/2026 with per-trade proceeds shown in the filing.

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Strategy Inc reported recent activity under its at-the-market offering program and related bitcoin purchases. Between April 13 and April 19, 2026, it sold 21,795,389 shares of STRC stock for notional value of $2,179.5 million, generating net proceeds of $2,176.3 million. It also sold 2,165,000 shares of MSTR stock for net proceeds of $366.0 million, for total net ATM proceeds of $2,542.3 million during the period.

As of April 19, 2026, capacity available for issuance included $19,463.0 million for STRC stock and $26,729.7 million for MSTR stock under current and previously announced offerings. Using ATM proceeds, Strategy acquired 34,164 bitcoin for an aggregate purchase price of $2.54 billion, at an average price of $74,395 per bitcoin. This brought its total bitcoin holdings to 815,061 BTC, with an aggregate purchase price of $61.56 billion and an average purchase price of $75,527 per bitcoin.

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Strategy Inc is soliciting proxies for its 2026 virtual Annual Meeting on June 8, 2026, asking stockholders to vote on election of eight directors, ratification of KPMG as auditor, an advisory vote on executive compensation, and amendments to the certificates of designated preferred stock (including STRK and STRC).

The company highlights 2025 execution of its bitcoin and software strategies: it says it raised $25.3 billion of capital, grew bitcoin holdings to 713,502 coins, and launched five preferred instruments (STRK, STRF, STRD, STRC, STRE). It describes STRC as a flagship Digital Credit instrument with a $6.4 billion market cap and a variable dividend framework.

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FAQ

How many Strategy (MSTR) SEC filings are available on StockTitan?

StockTitan tracks 134 SEC filings for Strategy (MSTR), 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 (MSTR)?

The most recent SEC filing for Strategy (MSTR) was filed on April 28, 2026.