STOCK TITAN

Strategy SEC Filings

STRF NASDAQ

Welcome to our dedicated page for Strategy SEC filings (Ticker: STRF), 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 10.00% Series A Perpetual Strife Preferred Stock (STRF) filings page on Stock Titan is intended to aggregate U.S. Securities and Exchange Commission disclosures related to this preferred stock and its issuer, MicroStrategy Incorporated d/b/a Strategy. Company press releases state that offerings of STRF, including initial public offerings and at-the-market (ATM) programs, are conducted under effective shelf registration statements and prospectus supplements filed with the SEC.

Through SEC filings such as registration statements and prospectus supplements, Strategy describes the key terms of STRF, including its 10.00% non-cumulative dividend rate on the stated amount, the initial $100 per share stated amount used to determine liquidation preference, and the mechanism that adjusts liquidation preference based on recent trading prices. These documents also outline redemption rights that allow Strategy to redeem all, but not less than all, STRF shares under specified conditions, and the rights of holders to require repurchase upon certain fundamental change events.

While specific filings are not listed here, investors researching STRF typically look to SEC documents for detailed risk factors, capital structure information, and descriptions of how proceeds from STRF offerings will be used. Company communications explain that proceeds are intended for general corporate purposes, including the acquisition of Bitcoin and working capital, reflecting Strategy’s focus as a Bitcoin Treasury Company and software provider.

On Stock Titan, STRF-related SEC filings are supplemented by AI-powered summaries that aim to make complex documents more accessible. As new filings become available from EDGAR, they can be surfaced with concise explanations of dividend provisions, liquidation preference adjustments, redemption and fundamental change terms, and the relationship of STRF to other Strategy securities such as common stock and the 8.00% Series A Perpetual Strike Preferred Stock. This helps users quickly understand how regulatory filings shape the rights and obligations associated with STRF.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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MicroStrategy (MSTR) insider sale notice (Form 144): The excerpt lists proposed or completed sales of Class A shares tied to restricted stock vesting and compensation. Multiple sales by Andrew Kang are recorded: 916, 2,373, 5,597, and 33,062 Class A shares on various dates in 2026, with reported proceeds attached to each trade.

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MicroStrategy (MSTR) insider sale notice (Form 144): The excerpt lists proposed or completed sales of Class A shares tied to restricted stock vesting and compensation. Multiple sales by Andrew Kang are recorded: 916, 2,373, 5,597, and 33,062 Class A shares on various dates in 2026, with reported proceeds attached to each trade.

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MicroStrategy reports a proposed sale of Class A common stock totaling 5,522 shares under a Form 144 notice. The filing shows 5,522 shares with an aggregate amount of $683,837.30 and CUSIP 330807622. The shares are tied to restricted stock vesting dated 06/08/2026 and listed as compensation.

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MicroStrategy reports a proposed sale of Class A common stock totaling 5,522 shares under a Form 144 notice. The filing shows 5,522 shares with an aggregate amount of $683,837.30 and CUSIP 330807622. The shares are tied to restricted stock vesting dated 06/08/2026 and listed as compensation.

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Strategy Inc reported that stockholders approved a change to the dividend timing on its Variable Rate Series A Perpetual Stretch Preferred Stock (trading symbol STRC). At the 2026 Annual Meeting of Stockholders held on June 8, 2026, the requisite vote from issued and outstanding common stock and STRC shares, as of the April 17, 2026 record date, supported an amendment to STRC’s terms. This amendment changes the dividend record dates and dividend payment dates for STRC from monthly to semi-monthly, altering how often holders are recorded and paid while keeping the security in place.

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Strategy Inc reported that stockholders approved a change to the dividend timing on its Variable Rate Series A Perpetual Stretch Preferred Stock (trading symbol STRC). At the 2026 Annual Meeting of Stockholders held on June 8, 2026, the requisite vote from issued and outstanding common stock and STRC shares, as of the April 17, 2026 record date, supported an amendment to STRC’s terms. This amendment changes the dividend record dates and dividend payment dates for STRC from monthly to semi-monthly, altering how often holders are recorded and paid while keeping the security in place.

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Strategy Inc reported recent activity in its at-the-market stock offering, bitcoin acquisitions, and U.S. dollar reserve levels. Between June 1 and June 7, 2026, it sold 1,409,600 shares of MSTR Stock under its ATM program, generating net proceeds of $181.0M, with $25,956.1M of MSTR Stock capacity still available for issuance and sale as of June 7, 2026.

Over the same period, Strategy acquired 1,550 bitcoin for an aggregate purchase price of $101.3M, at an average price of $65,332 per bitcoin. As of June 7, 2026, it held 845,256 bitcoin purchased for an aggregate $63.97B, an average price of $75,680 per bitcoin. The company also reported a USD Reserve balance of $1.0B as of June 7, 2026, designated to support preferred dividends and interest on outstanding debt.

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Strategy Inc reported recent activity in its at-the-market stock offering, bitcoin acquisitions, and U.S. dollar reserve levels. Between June 1 and June 7, 2026, it sold 1,409,600 shares of MSTR Stock under its ATM program, generating net proceeds of $181.0M, with $25,956.1M of MSTR Stock capacity still available for issuance and sale as of June 7, 2026.

Over the same period, Strategy acquired 1,550 bitcoin for an aggregate purchase price of $101.3M, at an average price of $65,332 per bitcoin. As of June 7, 2026, it held 845,256 bitcoin purchased for an aggregate $63.97B, an average price of $75,680 per bitcoin. The company also reported a USD Reserve balance of $1.0B as of June 7, 2026, designated to support preferred dividends and interest on outstanding debt.

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Strategy Inc President & CEO Le Phong exercised equity awards and sold shares primarily to cover taxes. On June 3, 2026, 190,740 performance stock units vested and were converted into the same number of Class A common shares after Strategy’s 10-for-1 stock split. This vesting followed the Compensation Committee’s certification that total stockholder return for the three-year period from June 1, 2023 through May 31, 2026 exceeded the 75th percentile of companies in the Nasdaq Composite Index, producing a 200% payout factor.

On June 5, 2026, he sold 93,738 Class A common shares in multiple open-market transactions at weighted average prices generally between $114.595 and $125.19. According to the disclosure, these sales were executed under a pre-arranged Rule 10b5-1 instruction letter dated May 7, 2024 and were made solely to satisfy tax withholding obligations arising from the PSU vesting. Following the transactions, Phong directly held 119,925 Class A common shares.

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Strategy Inc President & CEO Le Phong exercised equity awards and sold shares primarily to cover taxes. On June 3, 2026, 190,740 performance stock units vested and were converted into the same number of Class A common shares after Strategy’s 10-for-1 stock split. This vesting followed the Compensation Committee’s certification that total stockholder return for the three-year period from June 1, 2023 through May 31, 2026 exceeded the 75th percentile of companies in the Nasdaq Composite Index, producing a 200% payout factor.

On June 5, 2026, he sold 93,738 Class A common shares in multiple open-market transactions at weighted average prices generally between $114.595 and $125.19. According to the disclosure, these sales were executed under a pre-arranged Rule 10b5-1 instruction letter dated May 7, 2024 and were made solely to satisfy tax withholding obligations arising from the PSU vesting. Following the transactions, Phong directly held 119,925 Class A common shares.

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Strategy Inc EVP & CFO Andrew Kang reported a mix of equity vesting and related share sales. On June 3, 2026, 68,120 performance stock units (PSUs) vested after Strategy’s three-year total stockholder return exceeded the >75th percentile of Nasdaq Composite companies, triggering a 200% Payout Factor. Each PSU converted into one share of Class A common stock at a price of $0.00. On June 5, 2026, he sold 33,062 shares of Class A common stock in open-market transactions at weighted-average prices generally ranging from about $114.595 to $125.19. According to the footnotes, these sales were executed under a pre-arranged Rule 10b5-1 instruction letter and were made solely to cover tax withholding obligations arising from the PSU vesting. After these transactions, Kang directly holds 68,733 shares of Class A common stock, along with 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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Strategy Inc EVP & CFO Andrew Kang reported a mix of equity vesting and related share sales. On June 3, 2026, 68,120 performance stock units (PSUs) vested after Strategy’s three-year total stockholder return exceeded the >75th percentile of Nasdaq Composite companies, triggering a 200% Payout Factor. Each PSU converted into one share of Class A common stock at a price of $0.00. On June 5, 2026, he sold 33,062 shares of Class A common stock in open-market transactions at weighted-average prices generally ranging from about $114.595 to $125.19. According to the footnotes, these sales were executed under a pre-arranged Rule 10b5-1 instruction letter and were made solely to cover tax withholding obligations arising from the PSU vesting. After these transactions, Kang directly holds 68,733 shares of Class A common stock, along with 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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FAQ

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

StockTitan tracks 270 SEC filings for Strategy (STRF), 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 (STRF)?

The most recent SEC filing for Strategy (STRF) was filed on June 15, 2026.