STOCK TITAN

Strategy SEC Filings

STRC NASDAQ

Welcome to our dedicated page for Strategy SEC filings (Ticker: STRC), 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Strategy's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Strategy's regulatory disclosures and financial reporting.

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Strategy Inc President & CEO Le Phong reported small indirect open-market purchases of the company’s preferred stock on May 22, 2026. Accounts for Minor Child 1 bought 50 shares of Series A Perpetual Stretch Preferred Stock at $99.41 per share, and accounts for Minor Child 3 bought 5 shares at $99.37 per share.

After these trades, the filing shows indirect holdings of 121 and 33 shares of this preferred stock for Minor Child 1 and Minor Child 3, respectively. The filing also lists Le Phong’s direct holdings of 22,923 shares of Class A Common Stock and several series of preferred stock, indicating these family-related purchases are small relative to his overall reported position.

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Strategy Inc President & CEO Le Phong reported small indirect open-market purchases of the company’s preferred stock on May 22, 2026. Accounts for Minor Child 1 bought 50 shares of Series A Perpetual Stretch Preferred Stock at $99.41 per share, and accounts for Minor Child 3 bought 5 shares at $99.37 per share.

After these trades, the filing shows indirect holdings of 121 and 33 shares of this preferred stock for Minor Child 1 and Minor Child 3, respectively. The filing also lists Le Phong’s direct holdings of 22,923 shares of Class A Common Stock and several series of preferred stock, indicating these family-related purchases are small relative to his overall reported position.

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Jarrod M. Patten reported multiple dispositions of Class A shares under a Form 144. The filing lists a planned sale of 1,250 Class A shares on 05/26/2026 (option granted 05/31/2016) and a series of open-market sales across March–May 2026. The excerpt lists individual sale dates, share counts, and gross proceeds per trade.

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Rhea-AI Summary

Jarrod M. Patten reported multiple dispositions of Class A shares under a Form 144. The filing lists a planned sale of 1,250 Class A shares on 05/26/2026 (option granted 05/31/2016) and a series of open-market sales across March–May 2026. The excerpt lists individual sale dates, share counts, and gross proceeds per trade.

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Rhea-AI Summary

Strategy Inc reports recent capital and bitcoin actions alongside balance sheet metrics. Between May 18 and May 25, 2026, the company neither sold shares under its at-the-market programs nor purchased additional bitcoin, and as of May 25 holds approximately 843,738 bitcoin bought for an aggregate $63.87 billion at an average of about $75,700 per bitcoin. The company repurchased $1.5 billion principal of its 0% Convertible Senior Notes due 2029 for roughly $1.38 billion in cash, reducing total convertible notes outstanding from $8.2 billion to $6.7 billion and realizing an 8% discount to par.

Strategy also issued an additional $2.0 billion notional of Variable Rate Series A Perpetual Stretch Preferred Stock and $84 million of Class A common stock, using the proceeds to acquire 24,869 bitcoin. As of May 25, 2026, it reports year-to-date BTC Yield of 13.3%, BTC Gain of 89,378 bitcoin, BTC $ Gain of $6.8 billion, Bitcoin Per Share of 220,900 sats, and a USD Reserve balance of $871 million earmarked to support preferred dividends and interest payments.

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Rhea-AI Summary

Strategy Inc reports recent capital and bitcoin actions alongside balance sheet metrics. Between May 18 and May 25, 2026, the company neither sold shares under its at-the-market programs nor purchased additional bitcoin, and as of May 25 holds approximately 843,738 bitcoin bought for an aggregate $63.87 billion at an average of about $75,700 per bitcoin. The company repurchased $1.5 billion principal of its 0% Convertible Senior Notes due 2029 for roughly $1.38 billion in cash, reducing total convertible notes outstanding from $8.2 billion to $6.7 billion and realizing an 8% discount to par.

Strategy also issued an additional $2.0 billion notional of Variable Rate Series A Perpetual Stretch Preferred Stock and $84 million of Class A common stock, using the proceeds to acquire 24,869 bitcoin. As of May 25, 2026, it reports year-to-date BTC Yield of 13.3%, BTC Gain of 89,378 bitcoin, BTC $ Gain of $6.8 billion, Bitcoin Per Share of 220,900 sats, and a USD Reserve balance of $871 million earmarked to support preferred dividends and interest payments.

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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten reported an exercise-and-sell sequence in Class A Common Stock. On May 19–20, 2026, he sold a total of 5,250 shares in multiple open-market trades at prices between $165.87 and $167.00 per share. On the same dates, he exercised director stock options to acquire an equal 5,250 shares at a $18.654 exercise price. After these transactions, he directly held 28,000 shares of Class A Common Stock. The option exercises relate to awards that vested in prior years, and no remaining derivative holdings are listed in this filing.

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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten reported an exercise-and-sell sequence in Class A Common Stock. On May 19–20, 2026, he sold a total of 5,250 shares in multiple open-market trades at prices between $165.87 and $167.00 per share. On the same dates, he exercised director stock options to acquire an equal 5,250 shares at a $18.654 exercise price. After these transactions, he directly held 28,000 shares of Class A Common Stock. The option exercises relate to awards that vested in prior years, and no remaining derivative holdings are listed in this filing.

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Strategy Inc EVP & CFO Andrew Kang reported an amended insider transaction reflecting a tax-related sale of company stock. On May 19, 2026, he sold 5,597 shares of Class A Common Stock under a pre-arranged Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy tax withholding tied to vesting equity awards.

This amendment does not change the number of shares sold, but corrects the pricing details. The filing states a weighted average sale price of $165.981 per share, with individual trades executed in a price range from $165.455 to $166.00 per share.

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Rhea-AI Summary

Strategy Inc EVP & CFO Andrew Kang reported an amended insider transaction reflecting a tax-related sale of company stock. On May 19, 2026, he sold 5,597 shares of Class A Common Stock under a pre-arranged Rule 10b5-1 instruction letter entered into on May 2, 2024 to satisfy tax withholding tied to vesting equity awards.

This amendment does not change the number of shares sold, but corrects the pricing details. The filing states a weighted average sale price of $165.981 per share, with individual trades executed in a price range from $165.455 to $166.00 per share.

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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.

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Rhea-AI Summary

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.

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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.

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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.

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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).

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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).

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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.

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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.

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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.

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Rhea-AI Summary

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.

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FAQ

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

StockTitan tracks 222 SEC filings for Strategy (STRC), 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 (STRC)?

The most recent SEC filing for Strategy (STRC) was filed on May 26, 2026.