Welcome to our dedicated page for Strategy SEC filings (Ticker: STRK), 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 SEC filings page for Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) provides direct access to regulatory documents that describe this preferred equity and its role in Strategy’s capital structure. STRK is listed in multiple 8-K filings as the 8.00% Series A Perpetual Strike Preferred Stock, $0.001 par value per share, trading on The Nasdaq Global Select Market.
Through Forms 8-K and related exhibits, Strategy discloses at-the-market (ATM) program activity for STRK, including shares sold during defined periods, notional values used to calculate dividends, and net proceeds. These filings also explain that proceeds from STRK ATM sales contribute to funding bitcoin purchases and other corporate purposes, linking the preferred stock directly to the company’s bitcoin treasury strategy.
Filings further document governance and structural changes affecting STRK, such as the Certificate of Amendment to the STRK Certificate of Designations intended to align the liquidation preference per share with its trading price, subject to a floor of $100, and the company’s name change from MicroStrategy Incorporated to Strategy Inc. These documents outline how the issuer manages its preferred stock terms within its broader corporate framework.
Investors can also review filings that summarize dividend declarations for STRK and other preferred series, as well as updates to dividend adjustment frameworks for related securities. In addition, 8-Ks describe Strategy’s dashboard as a disclosure channel for information on market prices, bitcoin holdings, and key performance indicators.
On Stock Titan, these filings are complemented by AI-powered summaries that highlight key terms from 10-Ks, 10-Qs, and 8-Ks, explain preferred stock provisions in plain language, and surface details on ATM usage, dividend policies, and bitcoin-related capital deployment. Users can quickly scan Form 4 insider transaction data, periodic reports, and event-driven filings to understand how STRK fits into Strategy’s financing and treasury activities.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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).
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.
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.
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.
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.
Strategy Inc director Jarrod M. Patten reported option exercises and related share sales in Class A Common Stock. He exercised a total of 1,500 shares through director stock options at an exercise price of $18.654 per share, then sold 1,500 shares in open-market transactions at prices of $192.00 and $190.28 per share. After these transactions, he directly holds 28,000 shares of Class A Common Stock, along with 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. He also retains director stock options covering 25,050 and 24,550 underlying Class A shares, both with an exercise price of $18.654 and expiring on May 31, 2026.
Strategy Inc director Jarrod M. Patten reported option exercises and related share sales in Class A Common Stock. He exercised a total of 1,500 shares through director stock options at an exercise price of $18.654 per share, then sold 1,500 shares in open-market transactions at prices of $192.00 and $190.28 per share. After these transactions, he directly holds 28,000 shares of Class A Common Stock, along with 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. He also retains director stock options covering 25,050 and 24,550 underlying Class A shares, both with an exercise price of $18.654 and expiring on May 31, 2026.
Strategy Inc reported recent activity under its at-the‑market offering program and related bitcoin purchases. Between May 11 and May 17, 2026, it sold 19,519,801 shares of its STRC preferred stock for net proceeds of $1,949.0 million and 430,344 shares of MSTR common stock for net proceeds of $83.7 million, contributing to total net proceeds of $2,032.7 million for the period.
As of May 17, 2026, $17,510.8 million of STRC, $1,619.3 million of STRF, $2,100.0 million of STRK, $4,014.8 million of STRD and $26,265.7 million of MSTR stock remained available for issuance and sale under the ATM. Using ATM proceeds, Strategy acquired 24,869 bitcoin for an aggregate purchase price of $2.01 billion at an average price of $80,985 per bitcoin, bringing its total holdings to 843,738 bitcoin acquired for $63.87 billion at an average price of $75,700.
Strategy Inc reported recent activity under its at-the‑market offering program and related bitcoin purchases. Between May 11 and May 17, 2026, it sold 19,519,801 shares of its STRC preferred stock for net proceeds of $1,949.0 million and 430,344 shares of MSTR common stock for net proceeds of $83.7 million, contributing to total net proceeds of $2,032.7 million for the period.
As of May 17, 2026, $17,510.8 million of STRC, $1,619.3 million of STRF, $2,100.0 million of STRK, $4,014.8 million of STRD and $26,265.7 million of MSTR stock remained available for issuance and sale under the ATM. Using ATM proceeds, Strategy acquired 24,869 bitcoin for an aggregate purchase price of $2.01 billion at an average price of $80,985 per bitcoin, bringing its total holdings to 843,738 bitcoin acquired for $63.87 billion at an average price of $75,700.