{"url_path":"/sec/mstr/8-k/2026-06-01/item-8-01","section_key":"item-8-01","section_title":"Item 8.01 Other Events.","topic":"sec","document":{"doc_type":"8-K","doc_date":"2026-06-01","source_url":"https://www.sec.gov/Archives/edgar/data/1050446/0001193125-26-249768-index.html","accession_number":"0001193125-26-249768","cik":"0001050446","ticker":"MSTR","issuer_name":"Strategy Inc","edgar_url":"https://www.sec.gov/Archives/edgar/data/1050446/0001193125-26-249768-index.html","primary_entity_key":"0001050446","primary_entity_name":"Strategy Inc"},"word_count":734,"has_tables":true,"body_markdown":"Item 8.01 Other Events.\n\n \n\nATM Update\n\nOn June 1, 2026, Strategy Inc (\"Strategy\") announced an update with respect to sales made under its at-the-market offering program (\"ATM\") of the following securities:\n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\nDuring Period May 26, 2026 to May 31, 2026\n\n \n\nAs of May 31, 2026\n\n \n\nSecurity\n\n \n\nShares Sold(1)\n\n \n\nNotional Value (in millions) (2)\n\n \n\nNet Proceeds (in millions) (3)\n\n \n\nAvailable for Issuance and Sale (in millions)(4)\n\n \n\nSTRF Stock\n\n \n\n \n\n-\n\n \n\n$\n\n-\n\n \n\n$\n\n-\n\n \n\n$\n\n1,619.3\n\n \n\n10.00% Series A Perpetual Strife Preferred Stock\n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\nSTRC Stock\n\n \n\n \n\n-\n\n \n\n$\n\n-\n\n \n\n$\n\n-\n\n \n\n$\n\n17,510.8\n\n \n\nVariable Rate Series A Perpetual Stretch Preferred Stock\n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\nSTRK Stock\n\n \n\n \n\n-\n\n \n\n$\n\n-\n\n \n\n$\n\n-\n\n \n\n$\n\n2,100.0\n\n \n\n8.00% Series A Perpetual Strike Preferred Stock\n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\nSTRD Stock\n\n \n\n \n\n-\n\n \n\n$\n\n-\n\n \n\n$\n\n-\n\n \n\n$\n\n4,014.8\n\n \n\n10.00% Series A Perpetual Stride Preferred Stock\n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\nMSTR Stock\n\n \n\n \n\n801,994\n\n \n\n$\n\n-\n\n \n\n$\n\n128.3\n\n \n\n$\n\n26,137.2\n\n \n\nClass A Common Stock\n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\n \n\nTotal\n\n \n\n \n\n \n\n \n\n \n\n$\n\n128.3\n\n \n\n \n\n \n\n \n\n(1) Includes shares sold but not yet settled as of May 31, 2026.\n\n(2) The total face value of the shares of preferred stock sold, which is used to calculate dividends thereon.\n\n(3) Net proceeds are presented net of sales commission.\n\n(4) As previously disclosed, on March 23, 2026, Strategy announced a new $21.0 billion offering of MSTR Stock (the “MSTR Increase”). The MSTR Stock amount available for issuance reflects the aggregate remaining capacity of both the current offering and the MSTR Increase. Sales under the MSTR Increase may begin once capacity under the existing offering is substantially depleted.\n\n \n\nBTC Update\n\nOn June 1, 2026, Strategy announced updates with respect to its bitcoin holdings:\n\n \n\n \n\nDuring Period May 26, 2026 to May 31, 2026*\n\nBTC Sold\n\nAggregate Sale Price\n\n(in millions)(2)\n\nAverage Sale Price(2)\n\n32(1)\n\n$2.5\n\n$77,135\n\n \n\n \n\n \n\n \n\n \n\n \n\nAs of May 31, 2026*\n\nAggregate BTC Holdings\n\nAggregate Purchase Price (in billions) (2)\n\nAverage Purchase Price(2)\n\n843,706\n\n$63.87\n\n$75,699\n\n \n\n*Bitcoin activity and holdings information is presented as of May 31, 2026, 4:00 p.m. Eastern Time.\n\n(1) Proceeds from the bitcoin sales are expected to be used to fund distributions on preferred stock.\n\n(2) Aggregate sale price and average sale price are net of fees and expenses.\n\n \n\n \n\nUSD Reserve Update\n\nOn December 1, 2025, Strategy announced that it established a US dollar reserve (the \"USD Reserve\"), a management-designated portion of Strategy’s liquidity intended to support the payment of dividends on Strategy’s preferred stock and interest on its outstanding indebtedness.\n\n \n\nAs of May 31, 2026, the balance of the USD Reserve is $900 million.\n\n \n\nDividend Rate on Variable Rate Series A Perpetual Stretch Preferred Stock\n\nOn May 31, 2026, Strategy announced that it will maintain the regular dividend rate per annum on its Variable Rate Series A Perpetual Stretch Preferred Stock effective for monthly periods commencing on or after June 1, 2026 at 11.50%. Strategy announced this rate via its website, www.strategy.com/strc.\n\n \n\nCash Dividend Declaration\n\nOn May 30, 2026, the board of directors of Strategy declared the following cash dividend, payable on June 30, 2026 (or, if such day is not a business day, the next business day) to stockholders of record as of 5:00 p.m., New York City time, or, in the case of STRE, as of 5:00 p.m., London time, on June 15, 2026:\n\n \n\nPreferred Stock\n\nTicker\n\nPeriod\n\nCash Dividend Per Share\n\n \n\n \n\n \n\n \n\n10.00% Series A Perpetual Strife Preferred Stock, $0.001 par value per share\n\nSTRF\n\nQuarter ending\n\nJune 30, 2026\n\n$2.50\n\nVariable Rate Series A Perpetual Stretch Preferred Stock, $0.001 par value per share\n\nSTRC\n\nMonth ending\n\nJune 30, 2026\n\n$0.958333333(1)\n\n10.00% Series A Perpetual Stream Preferred Stock\n\nSTRE\n\nQuarter ending\n\nJune 30, 2026\n\n€2.50\n\n8.00% Series A Perpetual Strike Preferred Stock, $0.001 par value per share\n\nSTRK\n\nQuarter ending\n\nJune 30, 2026\n\n$2.00\n\n10.00% Series A Perpetual Stride Preferred Stock, $0.001 par value per share\n\nSTRD\n\nQuarter ending\n\nJune 30, 2026\n\n$2.50\n\n(1)\nThe cash dividend declared on STRC for the month ending June 30, 2026 represents a per annum dividend rate of 11.50%.\n\n \n\n \n\n \n\n \n\n \n\nExpected Tax Treatment\n\n \n\nAs of June 1, 2026, Strategy expects that the dividends payable on June 30, 2026, will be characterized as non-taxable return of capital to the extent of a shareholder’s tax basis in their applicable preferred equity instruments for U.S. federal income tax purposes. Special tax considerations may apply to certain taxpayers based on their specific circumstances. Shareholders should consult their own tax advisors regarding the U.S. federal, state, local, and any non-U.S. tax consequences to them in connection with the receipt of distributions."}