Strategy Inc — fact timeline

Strategy Inc: Amended and Restated Certificate of Designations of Variable Rate Series A Perpetual Stretch Preferred Stock to provide for two scheduled dividend payment dates per month instead of one (effective 2026-06-30).

“The A&R STRC Certificate of Designations amends and restates the Certificate of Designations of STRC to provide for two scheduled dividend payment dates per month, instead of one, together with conforming and related changes, and will become effective at 12:01 a.m., New York City time, on June 30, 2026.”

Strategy Inc shareholders approved To approve and adopt an amendment and restatement of the Certificate of Designations of the Company's Variable Rate Series A Perpetual Stretch Preferred Stock to provide for two scheduled dividend payment dates per month, instead of one, as disclosed in the proxy statement. at the 2026-06-08 meeting.

“To approve and adopt an amendment and restatement of the Certificate of Designations of the Company's Variable Rate Series A Perpetual Stretch Preferred Stock to provide for two scheduled dividend payment dates per month, instead of one, as disclosed in the proxy statement.”

Strategy Inc shareholders approved To ratify, pursuant to Section 204 of the General Corporation Law of the State of Delaware, the filing and effectiveness of the Certificate of Amendment to the Certificate of Designations of the Company's 8.00% Series A Perpetual Strike Preferred Stock filed with the Secretary of State of the State at the 2026-06-08 meeting.

“To ratify, pursuant to Section 204 of the General Corporation Law of the State of Delaware, the filing and effectiveness of the Certificate of Amendment to the Certificate of Designations of the Company's 8.00% Series A Perpetual Strike Preferred Stock filed with the Secretary of State of the State of Delaware on July 7, 2025, and the amendment to the liquidation preference of such stock effectuated thereby, as disclosed in the proxy statement.”

Strategy Inc shareholders approved To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. at the 2026-06-08 meeting.

“To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.”

Strategy Inc shareholders approved To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026, as disclosed in the proxy statement. at the 2026-06-08 meeting.

“To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026, as disclosed in the proxy statement.”

Strategy Inc shareholders approved To elect the following eight (8) directors for the next year at the 2026-06-08 meeting.

“To elect the following eight (8) directors for the next year: Class For Withheld Broker Non-votes Michael J. Saylor Common 321,909,589 16,834,278 73,095,003 Phong Q. Le Common 325,774,679 12,969,188 73,095,003 Brian P. Brooks Common 325,804,775 12,939,092 73,095,003 Jane A. Dietze Common 326,098,913 12,644,954 73,095,003 Stephen X. Graham Common 323,544,158 15,199,709 73,095,003 Jarrod M. Patten Common 324,237,991 14,505,876 73,095,003 Carl J. Rickertsen Common 306,098,976 32,644,891 73,095,003 Gregg J. Winiarski Common 325,727,519 13,016,348 73,095,003”

Strategy Inc reported first quarter of 2026 results: revenue $124.3 million, net income $12.54 billion, EPS $38.25 per common share on a diluted basis.

“the Company had cash and cash equivalents of $2.21 billion, as compared to $2.30 billion as of December 31, 2025. Revenues: Total revenues for the first quarter of 2026 were $124.3 million, compared to total revenues of $111.1 million for the first quarter of 2025, a 11.9% increase year-over-year, Gross Profit: Gross profit for the first quarter of 2026 was $83.4”

Strategy Inc: Decreased authorized shares of STRK Preferred Stock from 269,800,000 to 40,270,744 (effective 2026-03-23).

“On March 23, 2026, the Company filed a Certificate of Decrease of STRK Preferred Stock (the “ Certificate of Decrease ”) to certify the authorization to decrease the number of authorized shares of its STRK Preferred Stock from 269,800,000 to 40,270,744 shares.”

Strategy Inc: Increased authorized shares of STRC Preferred Stock from 70,435,353 to 282,556,565 (effective 2026-03-23).

“On March 23, 2026, the Company filed a Certificate of Increase of STRC Preferred Stock (the “ Certificate of Increase ”) to certify the authorization to increase the number of authorized shares of its STRC Preferred Stock from 70,435,353 to 282,556,565 shares.”

Strategy Inc issued 7,750,000 shares of preferred stock for gross proceeds from the Offering were approximately €620.0 million (or $716.8 million).

“shares of a new class of its capital stock titled “10.00% Series A Perpetual Stream Preferred Stock” (the “STRE Stock”). The gross proceeds from the Offering were approximately €620.0 million (or $716.8 million) and the net proceeds from the Offering were approximately €608.8 million (or $703.9 million), after deducting the underwriting discounts and commissions and”

Strategy Inc: Amendment and restatement of Bylaws solely to reflect the name change to Strategy Inc (effective 2025-08-11).

“In connection with the Name Change, the Board also approved an amendment and restatement of the Company’s Amended and Restated Bylaws solely to reflect the Name Change.”

Strategy Inc: Amendment to Certificate of Incorporation to change company name from MicroStrategy Incorporated to Strategy Inc (effective 2025-08-11).

“On August 11, 2025, MicroStrategy Incorporated (the “Company”) filed with the Secretary of State of the State of Delaware an amendment (the “Certificate of Amendment”) to the Company’s Second Restated Certificate of Incorporation (as amended and supplemented to date, the “Certificate of Incorporation”), to effect a change of its name from “MicroStrategy Incorporated” to “Strategy Inc” (the “Name Change”).”

Strategy Inc: Increased authorized shares of STRC Stock to 70,435,353 shares via Certificate of Increase (effective 2025-07-31).

“On July 31, 2025, the Company filed a Certificate of Increase of STRC Stock (the “Certificate of Increase”) to certify the authorization to increase the number of authorized shares of its STRC Stock to 70,435,353 shares.”

Strategy Inc: Filed Certificates of Increase for three series of Preferred Stock (STRK, STRF, STRD) to memorialize board-authorized share increases (effective 2025-07-25).

“to comply with certain technical requirements under the Delaware General Corporation Law (the “DGCL”), on July 25, 2025, the Company filed with the Secretary of State of the State of Delaware (the “Delaware Secretary of State”) Certificates of Increase for each series of the Company’s Preferred Stock.”

Strategy Inc: Filed Certificate of Amendment to STRK Certificate of Designations to adjust the liquidation preference of the 8.00% Series A Perpetual Strike Preferred Stock to approximate trading price with a $100 floor (effective 2025-07-07).

“On July 7, 2025, MicroStrategy Incorporated ® d/b/a Strategy TM (“Strategy” or the “Company”) filed a Certificate of Amendment (the “STRK Certificate of Amendment”) with the Secretary of State of the State of Delaware to the STRK Certificate of Designations (the “STRK Certificate of Designations”), which was originally filed on February 5, 2025, and which established the terms of its 8.00% Series A Perpetual Strike Preferred Stock, $0.001 par value per share (the “STRK Stock”).”

Strategy Inc: Filed a Certificate of Designations to establish the terms of a new series of preferred stock, the 10.00% Series A Perpetual Stride Preferred Stock (STRD Stock) (effective 2025-06-10).

“On June 10, 2025, MicroStrategy Incorporated ® d/b/a Strategy TM (“Strategy”) completed an initial public offering (the “Offering”) registered under the Securities Act of 1933, as amended (the “Securities Act”), of 11,764,700 shares of a new class of its capital stock titled “10.00% Series A Perpetual Stride Preferred Stock” (the “STRD Stock”). In connection with this issuance of STRD Stock, Strategy filed a Certificate of Designations (the “Certificate of Designations”) with the Secretary of State of the State of Delaware designating an aggregate of 11,764,700 shares of, and establishing the terms of, the STRD Stock.”

Strategy Inc: Filed Certificate of Designations establishing a new series of preferred stock titled '10.00% Series A Perpetual Strife Preferred Stock' (effective 2025-03-25).

“In connection with the issuance of Perpetual Strife Preferred Stock, Strategy filed a Certificate of Designations (the “Certificate of Designations”) with the Secretary of State of the State of Delaware designating an aggregate of 8,500,000 shares of, and establishing the terms of, the Perpetual Strife Preferred Stock.”

Strategy Inc incurred convertible notes of $2 billion at 0% maturing March 1, 2030.

“The aggregate principal amount of the notes sold in the offering was $2 billion.”

Strategy Inc: Amended certificate of incorporation to increase authorized shares of Class A common stock from 330,000,000 to 10,330,000,000, preferred stock from 5,000,000 to 1,005,000,000, and total capital stock from 500,000,000 to 11,500,000,000 (effective 2025-01-22).

“On January 22, 2025, the Company filed with the Secretary of State of the State of Delaware an amendment (the “Certificate of Amendment”) to the Company’s Second Restated Certificate of Incorporation to (i) increase the number of authorized shares of Class A common stock (“Class A Common Stock”), par value $0.001 per share, from 330,000,000 to 10,330,000,000; (ii) increase the number of authorized shares of preferred stock (“Preferred Stock”), par value $0.001 per share, from 5,000,000 to 1,005,000,000; and (iii) correspondingly increase the total number of authorized shares of capital stock (which is the sum of the authorized number of Class A Common Stock, Class B common stock, par value $0.001 per share, and Preferred Stock) from 500,000,000 to 11,500,000,000 shares of capital stock.”

Strategy Inc reported three-month period ended March 31, 2024 results: revenue $115.2 million.

“end of Q4 for $1.65 billion, or $65,232 per bitcoin • 214,400 bitcoin holdings at a total cost of $7.54 billion, or $35,180 per bitcoin, as of April 26, 2024 • Total Revenues of $115.2 million, down 5% year-over-year • Subscription Services Revenues of $23.0 million, up 22% year-over-year TYSONS CORNER, Va., April 29, 2024 - MicroStrategy ® Incorporated (Nasdaq: MSTR)”

Strategy Inc incurred senior notes of $603.75 million with Citigroup Global Markets Inc., as representative of the several initial purchasers at 0.875% per year maturing March 15, 2031.

“buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The aggregate principal amount of the notes sold in the offering was $603.75 million, which includes $78.75 million aggregate principal amount of notes issued pursuant to an option to purchase, within a 13-day period beginning on, and including, the date on which”

Strategy Inc entered into Convertible Note Offering with Citigroup Global Markets Inc. valued at $603.75 million aggregate principal amount of 0.875% convertible senior notes due 2031 (effective 2024-03-18).

“On March 18, 2024, MicroStrategy Incorporated (the “Company”) completed its previously announced private offering of 0.875% convertible senior notes due 2031 (the “notes”).”

Strategy Inc incurred senior notes of $800 million with U.S. Bank Trust Company, National Association at 0.625% per year maturing March 15, 2030.

“buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The aggregate principal amount of the notes sold in the offering was $800 million, which includes $100 million aggregate principal amount of notes issued pursuant to an option to purchase, within a 13-day period beginning on, and including, the date on which”

Strategy Inc entered into Purchase Agreement with Citigroup Global Markets Inc., as representative of the several initial purchasers named therein valued at $800 million (effective 2024-03-05).

“The notes were sold under a purchase agreement, dated as of March 5, 2024, entered into by and between the Company and Citigroup Global Markets Inc., as representative of the several initial purchasers named therein (the “Initial Purchasers”), for resale to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”).”

Strategy Inc entered into Indenture with U.S. Bank Trust Company, National Association valued at $800 million (effective 2024-03-08).

“On March 8, 2024, the Company entered into an indenture (the “Indenture”) with respect to the notes with U.S. Bank Trust Company, National Association, as trustee (the “Trustee”).”

Strategy Inc reported the three-month period ended December 31, 2023 results: revenue $124.5 million, net income Net income for the fourth quarter of 2023 was $89.1 million, or $4.96 per share on a diluted basis, EPS $4.96 per share on a diluted basis.

“of Q3 for $1.25 billion, or $39,411 per bitcoin • 190,000 bitcoin holdings at a total cost of $5.93 billion, or $31,224 per bitcoin, as of February 5, 2024 • Total Revenues of $124.5 million, down 6% year-over-year • Subscription Services Revenues of $21.5 million, up 23% year-over-year TYSONS CORNER, Va., February 6, 2024 - MicroStrategy ® Incorporated (Nasdaq:”

Strategy Inc entered into Sales Agreement with Cowen and Company, LLC, Canaccord Genuity LLC and BTIG, LLC valued at up to $750.0 million (effective 2023-11-30).

“On November 30, 2023, MicroStrategy Incorporated (“MicroStrategy”) entered into a Sales Agreement (the “Sales Agreement”) with Cowen and Company, LLC (“Cowen”), Canaccord Genuity LLC (“Canaccord”) and BTIG, LLC, as sales agents (the “Agents”), pursuant to which MicroStrategy may issue and sell shares of its class A common stock, $0.001 par value per share (“Common Stock”), having an aggregate offering price of up to $750.0 million (the “Shares”), from time to time through the Agents (the “Offering”).”

Strategy Inc terminated Prior Sales Agreement with Cowen and Company, LLC and Canaccord Genuity LLC (effective 2023-08-01).

“On August 1, 2023, the Company entered into a letter agreement with the Prior Agents, pursuant to which the parties agreed to terminate the Prior Sales Agreement, effective at 4:15 p.m. ET on August 1, 2023.”

Strategy Inc entered into Sales Agreement with Cowen and Company, LLC, Canaccord Genuity LLC and Berenberg Capital Markets LLC valued at up to $750,000,000 (effective 2023-08-01).

“On August 1, 2023, MicroStrategy Incorporated (the “Company”) entered into a Sales Agreement (the “Sales Agreement”) with Cowen and Company, LLC, Canaccord Genuity LLC and Berenberg Capital Markets LLC, as sales agents (the “Agents”), pursuant to which the Company may issue and sell shares of its class A common stock, $0.001 par value per share (“Common Stock”), having an aggregate offering price of up to $750,000,000 (the “Shares”), from time to time through the Agents (the “Offering”).”

Kevin L. Adkisson resigned as Senior Executive Vice President & Chief Revenue Officer at Strategy Inc.

“On July 5, 2023, Kevin L. Adkisson, a named executive officer of MicroStrategy Incorporated (the “Company”), informed the Company of his resignation from his position as Senior Executive Vice President & Chief Revenue Officer effective immediately.”

Strategy Inc terminated Prior Sales Agreement with Cowen and Company, LLC and BTIG, LLC valued at $500.0 million (effective 2023-05-01).

“As previously disclosed, on September 9, 2022, the Company entered into a Sales Agreement (the “Prior Sales Agreement”) with Cowen and Company, LLC and BTIG, LLC, as sales agents (the “Prior Agents”), pursuant to which the Company could issue and sell shares of its Common Stock, having an aggregate offering price of up to $500.0 million (the “Prior ATM Shares”) from time to time through the Prior Agents (the “Prior Offering”). On April 26, 2023, the Company notified the Prior Agents of its decision to terminate the Prior Sales Agreement, effective immediately prior to entry into the new Sales Agreement on May 1, 2023.”

Strategy Inc entered into Sales Agreement with Cowen and Company, LLC and Canaccord Genuity LLC valued at $625,000,000 (effective 2023-05-01).

“On May 1, 2023, MicroStrategy Incorporated (the “Company”) entered into a Sales Agreement (the “Sales Agreement”) with Cowen and Company, LLC and Canaccord Genuity LLC, as sales agents (the “Agents”), pursuant to which the Company may issue and sell shares of its class A common stock, $0.001 par value per share (“Common Stock”), having an aggregate offering price of up to $625,000,000”

Timothy E. Lang departed as Senior Executive Vice President & Chief Technology Officer at Strategy Inc.

“On March 30, 2023, Timothy E. Lang, Senior Executive Vice President & Chief Technology Officer (“CTO”) and a named executive officer of MicroStrategy Incorporated (the “Company”), informed the Company of his intention to retire from his position as CTO on April 14, 2023 (the “Retirement Date”).”