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Strategy SEC Filings

STRD NASDAQ

Welcome to our dedicated page for Strategy SEC filings (Ticker: STRD), 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 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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Rhea-AI Summary

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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Rhea-AI Summary

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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Rhea-AI Summary

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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Rhea-AI Summary

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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Rhea-AI Summary

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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Rhea-AI Summary

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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Rhea-AI Summary

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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Rhea-AI Summary

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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Rhea-AI Summary

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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Rhea-AI Summary

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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Filing
Rhea-AI Summary

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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Rhea-AI Summary

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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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten reported an exercise-and-sell transaction in Class A Common Stock. On April 13, 2026, he exercised options to acquire a total of 3,400 shares at an exercise price of $18.654 per share and sold the same 3,400 shares in open-market transactions at prices around $130 per share. Following these moves, he held 28,000 Class A Common shares directly. The filing also lists direct holdings of 10,000 shares of Series A Perpetual Strife Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 5,000 shares of Series A Perpetual Stride Preferred Stock.

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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten reported an exercise-and-sell transaction in Class A Common Stock. On April 13, 2026, he exercised options to acquire a total of 3,400 shares at an exercise price of $18.654 per share and sold the same 3,400 shares in open-market transactions at prices around $130 per share. Following these moves, he held 28,000 Class A Common shares directly. The filing also lists direct holdings of 10,000 shares of Series A Perpetual Strife Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 5,000 shares of Series A Perpetual Stride Preferred Stock.

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Rhea-AI Summary

MSTR Form 144 filing discloses reported sales of Class A common stock by Jarrod M. Patten. The excerpt lists multiple cash sales between 03/26/2026 and 04/09/2026 (examples: 700 shares for $96,159.00 on 03/26/2026; 1,900 shares for $248,105.00 on 04/09/2026). The filing also notes an Option Granted dated 05/31/2016 for 2,000 Class A shares.

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Rhea-AI Summary

MSTR Form 144 filing discloses reported sales of Class A common stock by Jarrod M. Patten. The excerpt lists multiple cash sales between 03/26/2026 and 04/09/2026 (examples: 700 shares for $96,159.00 on 03/26/2026; 1,900 shares for $248,105.00 on 04/09/2026). The filing also notes an Option Granted dated 05/31/2016 for 2,000 Class A shares.

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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten exercised stock options and sold shares in coordinated transactions. On April 9, 2026 he exercised options for a total of 1,900 shares of Class A Common Stock at an exercise price of $18.654 per share, drawing on options that had vested in prior years.

On the same date he sold 1,900 Class A Common Stock shares in open-market transactions, including 1,400 shares at $130.075 per share and 500 shares at $132.000 per share. After these trades, he directly held 28,000 shares of Class A Common Stock, along with 10,000 shares of Series A Perpetual Strife Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 5,000 shares of Series A Perpetual Stride Preferred Stock.

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Rhea-AI Summary

Strategy Inc director Jarrod M. Patten exercised stock options and sold shares in coordinated transactions. On April 9, 2026 he exercised options for a total of 1,900 shares of Class A Common Stock at an exercise price of $18.654 per share, drawing on options that had vested in prior years.

On the same date he sold 1,900 Class A Common Stock shares in open-market transactions, including 1,400 shares at $130.075 per share and 500 shares at $132.000 per share. After these trades, he directly held 28,000 shares of Class A Common Stock, along with 10,000 shares of Series A Perpetual Strife Preferred Stock, 29,335 shares of Series A Perpetual Stretch Preferred Stock, and 5,000 shares of Series A Perpetual Stride Preferred Stock.

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FAQ

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

StockTitan tracks 164 SEC filings for Strategy (STRD), 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 (STRD)?

The most recent SEC filing for Strategy (STRD) was filed on April 27, 2026.