What SEC filings does Strategy Inc submit to the SEC?

Strategy Inc (MSTR) submits several types of SEC filings including Form 4 (insider transactions), Form 144 (proposed insider sales), 8-K reports (material events such as earnings releases, acquisitions, leadership changes), and periodic reports — the 10-Q (quarterly) and 10-K (annual). All filings are publicly available through SEC EDGAR.

What does a Form 4 filing tell me about MSTR?

A Form 4 for MSTR discloses a transaction by a company insider — typically a director, officer, or 10%+ shareholder. It shows the source-reported date, number of shares, price, and updated ownership. These facts do not establish motive or predict future returns.

How do I interpret an 8-K filing from Strategy Inc?

An 8-K signals a material event requiring prompt disclosure. Common triggers include earnings pre-announcements, acquisitions, leadership appointments or departures, credit changes, or regulatory actions. Read the item codes inside the filing to understand exactly what was disclosed before drawing conclusions.

What is the difference between a 10-K and 10-Q for MSTR?

The 10-K is Strategy Inc's annual report with fully audited financial statements, comprehensive MD&A, and complete risk factor disclosures — filed 60–90 days after fiscal year-end. The 10-Q is a lighter quarterly report with unaudited financials filed for the first three quarters. Together they provide a continuous financial picture of the company.

Where can I see all MSTR SEC filings directly on EDGAR?

You can view all historical Strategy Inc filings on the SEC EDGAR company page for MSTR. Each filing card on this page links directly to the original SEC document.

How often does Strategy Inc file with the SEC?

Strategy Inc files one 10-K per year and up to three 10-Qs per year. Form 4 insider transactions must be reported within two business days of each trade, so the frequency depends on how often insiders are buying or selling MSTR shares. 8-K filings occur whenever a material event happens — which can be several times per quarter for an active company.

MSTR SEC Filing News — Strategy Inc

Latest SEC filings for Strategy Inc (MSTR) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-10-16.

Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insig…

Sector: Technology Industry: Software - Application Market Cap: $58.0B CIK: 1050446

Total Filings

Bullish Classifications

Bearish Classifications

Insider Transactions

Material Events (8-K)

Periodic Reports

Rule-based classifications for MSTR currently lean bearish. Of the 20 filing records displayed, 5 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.

MSTR Filing Activity Snapshot 2026-08-31 — 2026-10-16

Insider Transactions (Form 4)

0 buys vs 5 sells

Net insider selling in this period — insiders sell for many reasons beyond conviction.

Largest Form 144 Filing

$422.2K

Patten Jarrod M (Director) · 2026-10-13

2,750 shares · Form 4

Form 144 Notices

Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.

Insider Transactions 5 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 5 filings in this group are Form 4s for Strategy Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 5 insider filings shown, the breakdown is 5 open-market sale. 5 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market sale ×5: The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Form 4 Open-market sale Insider Selling 2026-10-13

MSTR insider Patten Jarrod M (Director) sold 2,750 shares (~$422.2K)

Patten Jarrod M, listed as Director at Strategy Inc, reported an open-market sale of 2,750 MSTR shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	1,400	$18.24	$25.5K
`S`	Open-market sale	950	$150.54	$143.0K
`S`	Open-market sale	450	$152.00	$68.4K
`M`	Option exercise	1,350	$18.24	$24.6K
`S`	Open-market sale	450	$154.47	$69.5K
`S`	Open-market sale	450	$156.00	$70.2K
`S`	Open-market sale	450	$158.00	$71.1K
`M`	Option exercise derivative · Director Stock Option (Right to buy)	1,400	—	—
`M`	Option exercise derivative · Director Stock Option (Right to buy)	1,350	—	—

Filing: Form 4 (Insider Transaction) Insider: Patten Jarrod M (Director) Shares: 2,750 Est. Value: $422.2K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-09-23

MSTR insider Patten Jarrod M (Director) sold 475 shares (~$81.2K)

Patten Jarrod M, listed as Director at Strategy Inc, reported an open-market sale of 475 MSTR shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	475	$18.24	$8.7K
`S`	Open-market sale	475	$171.00	$81.2K
`M`	Option exercise derivative · Director Stock Option (Right to buy)	475	—	—

Filing: Form 4 (Insider Transaction) Insider: Patten Jarrod M (Director) Shares: 475 Est. Value: $81.2K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-09-22

MSTR insider Patten Jarrod M (Director) sold 1,425 shares (~$238.4K)

Patten Jarrod M, listed as Director at Strategy Inc, reported an open-market sale of 1,425 MSTR shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	1,425	$18.24	$26.0K
`S`	Open-market sale	475	$165.98	$78.8K
`S`	Open-market sale	475	$167.00	$79.3K
`S`	Open-market sale	475	$169.00	$80.3K
`M`	Option exercise derivative · Director Stock Option (Right to buy)	1,425	—	—

Filing: Form 4 (Insider Transaction) Insider: Patten Jarrod M (Director) Shares: 1,425 Est. Value: $238.4K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-09-08

MSTR insider Chow Thomas C. (EVP & General Counsel) sold 106 shares (~$14.7K)

Chow Thomas C., listed as EVP & General Counsel at Strategy Inc, reported an open-market sale of 106 MSTR shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`S`	Open-market sale	106	$138.75	$14.7K

Filing: Form 4 (Insider Transaction) Insider: Chow Thomas C. (EVP & General Counsel) Shares: 106 Est. Value: $14.7K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-08-31

MSTR insider Patten Jarrod M (Director) sold 1,850 shares (~$240.5K)

Patten Jarrod M, listed as Director at Strategy Inc, reported an open-market sale of 1,850 MSTR shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	1,850	$18.24	$33.7K
`S`	Open-market sale	925	$129.00	$119.3K
`S`	Open-market sale	925	$131.00	$121.2K
`M`	Option exercise derivative · Director Stock Option (Right to buy)	1,850	—	—

Filing: Form 4 (Insider Transaction) Insider: Patten Jarrod M (Director) Shares: 1,850 Est. Value: $240.5K

View on SEC EDGAR → Open Filing Document →

Proposed Insider Sales 5 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Strategy Inc has 5 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-10-09

MSTR Form 144 filed for proposed insider sale by Patten Jarrod M (1,350 shares) ~$210.8K

Patten Jarrod M filed a Form 144 with the SEC indicating intent to sell MSTR (Strategy Inc) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Patten Jarrod M Shares: 1,350 Est. Value: $210.8K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-10-08

MSTR Form 144 filed for proposed insider sale by Patten Jarrod M (1,400 shares) ~$211.4K

Filing: Form 144 (Proposed Sale Notice) Insider: Patten Jarrod M Shares: 1,400 Est. Value: $211.4K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-09-22

MSTR Form 144 filed for proposed insider sale by Patten Jarrod M (475 shares) ~$81.2K

Filing: Form 144 (Proposed Sale Notice) Insider: Patten Jarrod M Shares: 475 Est. Value: $81.2K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-09-21

MSTR Form 144 filed for proposed insider sale by Patten Jarrod M (1,425 shares) ~$238.4K

Filing: Form 144 (Proposed Sale Notice) Insider: Patten Jarrod M Shares: 1,425 Est. Value: $238.4K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-09-04

MSTR Form 144 filed for proposed insider sale by Chow Thomas C. (106 shares) ~$14.7K

Chow Thomas C. filed a Form 144 with the SEC indicating intent to sell MSTR (Strategy Inc) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Chow Thomas C. Shares: 106 Est. Value: $14.7K

View on SEC EDGAR → Open Filing Document →

Material Events 10 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 10 in this period for Strategy Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-10-16