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 President & CEO Phong Le, through the Phong Le Revocable Trust, reported an open-market purchase of 11,000 shares of Series A Perpetual Stretch Preferred Stock at a weighted average price of $90.796 per share. The shares were bought in multiple trades between $90.66 and $90.87. After this transaction, the trust holds 11,000 Stretch preferred shares. Separately, Le directly holds 126,323 shares of Class A Common Stock, 8,009 shares of Stretch preferred, 6,000 shares of Strife preferred, and 4,500 shares of Stride preferred, plus smaller indirect Stretch preferred holdings for three minor children.
Strategy Inc provided an update on its at-the-market stock offering, bitcoin purchases, and cash reserves. Between June 15 and June 21, 2026, the company sold 2,714,839 shares of its Class A common stock (MSTR) under its ATM program, generating net proceeds of $335.5 million. As of June 21, 2026, $25.411 billion of MSTR stock remained available for issuance and sale across its current ATM and the previously announced MSTR Increase.
Over the same period, Strategy acquired 520 bitcoin for an aggregate purchase price of $34.9 million, at an average price of $67,068 per bitcoin. As of June 21, 2026, the company held 847,363 bitcoin with an aggregate purchase price of $64.10 billion and an average cost of $75,651 per bitcoin, including fees and expenses. The filing also notes that the company’s US dollar reserve balance was $1.4 billion as of June 21, 2026, intended to support preferred dividends and interest on indebtedness.
Strategy Inc director Jarrod M. Patten reported an option exercise and related share sale. On June 17, 2026, he exercised options to acquire 1,500 shares of Class A Common Stock at $18.236 per share and sold 1,500 Class A shares at $121.31 per share.
After these transactions, he directly holds 28,406 Class A shares. He also holds 5,000 shares of Series A Perpetual Stride Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, 10,000 shares of Series A Perpetual Strife Preferred Stock, and 42,750 director stock options that vested over prior years.
Strategy Inc director Jarrod M. Patten reported an exercise-and-sell transaction in Class A Common Stock. On June 15, 2026, he exercised 1,500 Director Stock Options at $18.236 per share to acquire 1,500 common shares, then sold 1,500 Class A shares in an open-market transaction at a weighted-average price of $133.967 per share. Following these transactions, he directly holds 28,406 Class A Common shares and retains 44,250 options on Class A Common Stock expiring on May 31, 2027. He also reports 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.
Strategy Inc executive Thomas C. Chow, EVP & General Counsel, bought preferred stock in the company. On this Form 4, he reported open-market purchases of 11 shares of Series A Perpetual Strike Preferred Stock at $66.10 per share and 100 shares of Series A Perpetual Stretch Preferred Stock at $92.71 per share.
All 111 shares are held directly, and the post-transaction holdings for each preferred series match the amounts purchased, indicating new positions rather than additions to prior stakes.
Officer Jarrod M. Patten filed a Rule 144 notice to sell 1,500 Class A shares via a stock option exercise on 06/17/2026, with the sale method listed as Cash. The filing lists multiple prior open-market sales by Patten between 03/26/2026 and 06/15/2026, showing individual transaction sizes and gross proceeds for each date.
The notice names Fidelity Brokerage Services LLC as the broker and indicates Nasdaq-listed Class A shares. This submission is a routine Rule 144 sale notice reporting proposed resale activity rather than corporate action.
Jarrod M. Patten reported multiple sales of Class A shares under a Form 144. The filing lists numerous dispositions from 03/26/2026 through 05/29/2026, including a 15,050-share sale on 05/29/2026 for $2,331,812.78. The notice also records a 1500-share stock option exercise/sale scheduled on 06/15/2026 settled for cash.
Strategy Inc is changing the payment schedule on its Variable Rate Series A Perpetual Stretch Preferred Stock (ticker STRC). An amended and restated certificate of designations, effective at 12:01 a.m. New York City time on June 30, 2026, will provide for two scheduled dividend payment dates per month instead of one, without changing STRC’s dividend rate, overall dividend obligations, or other rights and preferences beyond timing-related changes.
The board also declared a transitional semi-monthly cash dividend on STRC of $0.479166667 per share, payable on July 15, 2026 to stockholders of record as of 5:00 p.m. New York City time on June 30, 2026. This dividend is contingent on the amended and restated certificate becoming effective. As of June 15, 2026, the company expects the July 15 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 a dashboard on its website as a channel for broad public distribution of information about its securities, bitcoin holdings, key performance indicators, and other data.
Strategy Inc reported recent activity under its at-the-market stock offering and provided updates on its bitcoin holdings and U.S. dollar reserves. Between June 8 and June 14, 2026, the company sold 1,732,553 shares of its Class A common stock under the ATM, generating net proceeds of $209.0 million. As of June 14, 2026, it still had $25,746.8 million of MSTR stock capacity available for issuance and sale under the program.
Over the same period, Strategy acquired 1,587 bitcoin for an aggregate purchase price of $100.0 million, at an average price of $63,024 per bitcoin. As of June 14, 2026, it held 846,842 bitcoin, with an aggregate purchase price of $64.07 billion and an average purchase price of $75,656 per bitcoin. The company also reported a U.S. dollar reserve balance of $1.1 billion as of that date, designated to support dividends on preferred stock and interest on indebtedness.
Strategy Inc reported the results of its 2026 Annual Meeting of Stockholders. Shareholders elected eight directors, with individual nominees receiving about 306 million to 326 million votes “for” and sizable broker non-votes on the common stock.
Stockholders ratified KPMG LLP as independent auditor for the fiscal year ending December 31, 2026, with 409,630,016 votes for and 1,314,739 against. On an advisory, non-binding basis, they approved executive compensation with 327,711,367 votes for and 10,458,238 against. Stockholders also ratified a prior amendment to the Certificate of Designations for the 8.00% Series A Perpetual Strike Preferred Stock relating to its liquidation preference and approved an amended and restated Certificate of Designations for the Variable Rate Series A Perpetual Stretch Preferred Stock to provide for two scheduled dividend payment dates per month.