Recent 8-K filings for MSTR

• May 26, 2026, 8:00 AM ET other material materiality 0.75 positive item 8.01item 7.01item 9.01

  Strategy repurchases $1.5B convertible notes at discount, buys 24,869 BTC with new preferred & equity proceeds

  Repurchased $1.5B of 2029 0% convertible notes for ~$1.38B (8% discount), reducing outstanding convertibles to $6.7B.

• May 18, 2026, 8:00 AM ET other material materiality 0.75 neutral item 8.01item 7.01

  Strategy raises $2.03B via ATM, acquires 24,869 BTC for $2.01B in week ending May 17

  Sold 19.5M shares of STRC Variable Rate Preferred Stock for $1.95B net, and 430,344 MSTR common shares for $83.7M net.

• May 15, 2026, 8:00 AM ET debt materiality 0.75 positive item 8.01

  Strategy repurchases $1.5B of 0% convertible notes due 2029 for ~$1.38B cash

  Repurchased $1.50B aggregate principal of 0% Convertible Senior Notes due 2029 for estimated $1.38B cash.

• May 5, 2026, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Strategy Inc posts $12.54B net loss in Q1; bitcoin holdings reach 818,334 BTC

  Net loss $12.54B ($38.25 diluted EPS); operating loss $14.47B includes $14.46B unrealized digital asset loss.

• April 27, 2026, 7:59 PM ET other material materiality 0.60 neutral item 8.01item 7.01

  Strategy sells 1.45M shares via ATM, uses $255M proceeds to buy 3,273 BTC in week ending April 26

  Sold 1,451,601 MSTR shares via ATM for $255M net proceeds in week Apr 20-26, 2026.

• April 20, 2026, 7:59 PM ET other material materiality 0.70 neutral item 8.01item 7.01

  Strategy sold $2.54B in securities, acquired 34,164 BTC for $2.54B in week ending Apr 19

  STRC preferred stock sold 21.8M shares at $2.18B notional; net proceeds $2.18B; $19.5B remaining capacity.

• April 13, 2026, 7:59 PM ET other material materiality 0.75 neutral item 8.01item 7.01

  Strategy Inc sells $1B STRC preferred stock, buys 13,927 BTC via ATM

  Sold 10.0M shares of STRC Variable Rate Perpetual Stretch Preferred Stock for net $1.001B during week ended Apr 12.

• April 6, 2026, 7:59 PM ET other material materiality 0.85 negative item 8.01item 7.01

  Strategy reports $14.46B unrealized loss on digital assets for Q1 2026

  Unrealized loss of $14.46B on digital assets for Q1 2026; deferred tax benefit of $2.42B.

• March 23, 2026, 7:59 PM ET other material materiality 0.65 neutral item 8.01item 7.01

  Strategy Inc raises $76.5M via ATM, acquires 1,031 BTC for $76.6M

  Sold 509,111 shares of Class A common stock under ATM, net proceeds of $76.5M.

• March 23, 2026, 7:59 PM ET other material materiality 0.70 neutral item 8.01item 1.01item 1.02item 5.03item 9.01 ◈ Governance Changes ×2

  Strategy Inc registers $44.1B in new ATM offerings of common and preferred stock

  Up to $21B of common stock, $21B of STRC preferred, and $2.1B of STRK preferred registered under new ATM addendums.

• March 16, 2026, 7:59 PM ET other material materiality 0.75 neutral item 8.01item 7.01

  Strategy raises $1.58B via ATM sales of common and preferred stock, buys 22,337 BTC in week

  Sold 11.8M shares of Variable Rate Perpetual Stretch Preferred (STRC) for $1.18B net and 2.8M shares of Class A common (MSTR) for $396M net during Mar 9-15, 2026.

• March 9, 2026, 7:59 PM ET other material materiality 0.70 neutral item 8.01item 7.01item 9.01

  Strategy raises $1.28B via weekly ATM, buys 17,994 BTC; holdings reach 738,731 BTC

  Net proceeds of $1.276B from ATM sales: 3.78M STRC shares ($377.6M) and 6.33M MSTR shares ($899.5M).

• March 2, 2026, 6:59 PM ET other material materiality 0.60 neutral item 8.01item 7.01

  Strategy raises $237M in ATM sales, buys 3,015 BTC, hikes STRC dividend rate to 11.50%

  Sold 1.73M MSTR shares ($229.9M net) and 71,590 STRC shares ($7.1M net) under ATM; $237M total net proceeds.

• February 5, 2026, 6:59 PM ET earnings materiality 0.85 negative item 2.02item 8.01item 7.01item 9.01

  Strategy Inc posts Q4 net loss of $12.4B; holds 713,502 BTC; updates STRC dividend framework

  Operating loss of $17.4B on $17.4B unrealized digital asset loss; net loss $12.4B ($42.93 diluted EPS).

• February 2, 2026, 6:59 PM ET regulatory materiality 0.60 neutral item 8.01item 9.01

  Strategy Inc says 100% of 2025 preferred dividends are return of capital, no E&P expected

  For 2025, 100% of preferred stock distributions were nontaxable return of capital (ROC) per U.S. federal income tax.

• January 26, 2026, 6:59 PM ET other material materiality 0.65 neutral item 8.01item 7.01

  Strategy raises $264M via ATM sales; buys 2,932 BTC at ~$90k

  Sold 1,569,770 MSTR shares for $257.0M net and 70,201 STRC shares for $7.0M net.

• January 20, 2026, 6:59 PM ET other material materiality 0.60 neutral item 8.01item 7.01

  Strategy raises $2.1B via ATM in week ending Jan 19, buys 22,305 BTC for $2.125B

  Sold 10.4M Class A common shares (net $1.827B), 2.95M STRC shares ($294.3M net), and 38,796 STRK shares ($3.4M net).

• January 12, 2026, 6:59 PM ET other material materiality 0.65 neutral item 8.01item 7.01

  Strategy raises $1.25B via ATM sales, acquires 13,627 BTC in week ended Jan 11, 2026

  Sold 1,192,262 shares of STRC preferred stock for $119.2M notional; net proceeds $119.1M.

• January 5, 2026, 6:59 PM ET earnings materiality 0.90 negative item 8.01item 7.01

  Strategy Inc reports Q4 2025 $17.44B unrealized loss on digital assets and BTC holdings update

  Strategy sold 1,255,911 MSTR shares (Dec 29-31) for $195.9M and 735,000 shares (Jan 1-4) for $116.3M via ATM.

• December 15, 2025, 6:59 PM ET other material materiality 0.75 neutral item 8.01item 7.01

  Strategy raises $989M via ATM sales, buys 10,645 BTC for $980M

  Class A common stock ATM: 4,789,664 shares sold, net proceeds $888.2M.

• December 8, 2025, 6:59 PM ET other material materiality 0.70 neutral item 8.01item 7.01

  Strategy raises $963M via ATM, buys 10,624 BTC in week

  Sold 442,536 STRD preferred ($44.3M notional) and 5.13M MSTR shares, net proceeds $928.1M and $34.9M respectively.

• December 1, 2025, 6:59 PM ET other material materiality 0.85 neutral item 8.01item 5.02item 7.01item 9.01

  Strategy establishes $1.44B USD Reserve, updates FY2025 guidance with bitcoin price range $85k-$110k

  Sold 8.214M shares of MSTR common stock via ATM for net proceeds $1.478B; used to fund $1.44B USD Reserve.

• November 17, 2025, 6:59 PM ET other material materiality 0.70 neutral item 8.01item 7.01

  Strategy updates ATM sales ($136.1M), completes €620M STRE offering, acquires 8,178 BTC

  ATM sales Nov 10-16: total $136.1M notional from STRF ($4M), STRC ($131.4M), STRK ($0.6M); no MSTR or STRD issued.

• November 13, 2025, 6:59 PM ET other material materiality 0.70 neutral item 3.03item 5.03item 9.01

  Strategy Inc raises ~€620M via 10.00% Series A Perpetual Stream Preferred Stock IPO

  Issued 7,750,000 shares of STRE Stock at €100 stated amount per share.

• November 7, 2025, 6:59 PM ET other material materiality 0.85 positive item 1.01item 8.01item 9.01

  Strategy Inc prices €620M preferred stock offering, net proceeds ~€609M for bitcoin buys

  7,750,000 shares of 10% Series A Perpetual Stream Preferred Stock at €80/share; settlement Nov 13.

• November 4, 2025, 6:59 PM ET other material materiality 0.70 neutral item 8.01item 1.01item 1.02item 9.01

  Strategy Inc consolidates ATM offerings; $46.2B remaining unsold across five securities

  Entered Omnibus Sales Agreement with 16 agents, replacing five prior at-the-market programs.

• November 3, 2025, 6:59 PM ET debt materiality 0.65 positive item 8.01item 9.01

  Strategy Inc plans IPO of €350M 10% Perpetual Stream Preferred Stock (STRE) for bitcoin buys

  Plans to offer 3,500,000 shares of 10.00% Series A Perpetual Stream Preferred Stock at €100 stated amount per share.

• October 30, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 8.01item 7.01item 9.01

  Strategy Q3 net income $2.8B, EPS $8.42; BTC holdings 640,808; raises STRC dividend to 10.50%

  Net income of $2.8B, diluted EPS $8.42; operating income $3.9B (includes $3.9B unrealized gain on digital assets).

• October 27, 2025, 7:59 PM ET other material materiality 0.70 neutral item 8.01item 7.01

  Strategy raises $43.4M via ATMs, buys 390 BTC; total holdings 640,808

  Sold 175,634 STRF, 191,404 STRK, and 87,462 STRD shares for net proceeds of $43.4M during Oct 20-26.

• October 20, 2025, 7:59 PM ET other material materiality 0.65 neutral item 8.01item 7.01

  Strategy sold $18.8M preferred stock via ATM, bought 168 BTC; holdings reach 640,418

  Sold 100,206 STRF ($10.0M), 55,001 STRK ($5.5M), 32,240 STRD ($3.2M) shares via ATM Oct 13-19.

• October 6, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 8.01item 5.02item 7.01

  Strategy reports Q3 $3.89B unrealized gain; CAMT risk removed on Treasury guidance

  Q3 2025: $3.89B unrealized gain on digital assets; carrying value $73.21B as of Sept 30.

• October 1, 2025, 7:59 PM ET regulatory materiality 0.75 positive item 8.01

  Strategy Inc avoids CAMT as IRS guidance excludes bitcoin unrealized gains from AFSI

  Treasury/IRS interim guidance on Sept 30, 2025 allows corporations to exclude unrealized digital asset gains/losses from AFSI for CAMT.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.65 · Most common event other_material

8 positive 4 negative 38 neutral

source · MSTR on sec.gov