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Strategy 8-K Report, Regulation FD Disclosure (Feb 2, 2026)

Reports
Regulation FD·Other Events
Filing Date
Filed February 2, 2026
Period End
January 31, 2026
In the record · 2016–202610-K1110-Q338-K265

MSTR filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 265 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Jul ’18Jul ’18
  2. Material agreement8-K · Feb ’21Feb ’21
  3. Leadership change8-K · Apr ’23Apr ’23
  4. Material agreement8-K · Mar ’25Mar ’25

01—Abstract

Summary

Summary of the 8-K filed February 2, 2026. Cited figures are marked; the original filing is the authoritative source.

In an 8-K filed February 2, 2026, Strategy Inc (MSTR) reported activity for the period January 26 to February 1, 2026.

The company sold 673,527 shares of Class A Common Stock under its at-the-market (ATM) program, generating net proceeds of $106.1 milliona. No preferred stock was sold during the period. As of February 1, 2026, $8,063.9 million of Class A Common Stock remained available for issuance under the ATM, with additional availability for preferred stock of $1,619.3 million (STRF), $3,621.4 million (STRC), $20,331.6 million (STRK), and $4,014.8 million (STRD).

The company used ATM proceeds to acquire 855 bitcoin during the period, at an aggregate purchase price of $75.3 millionb and an average price of $87,974 per bitcoin, inclusive of fees and expenses. Aggregate bitcoin holdings were 713,502 BTC as of February 1, 2026, with an aggregate purchase price of $54.26 billion and an average purchase price of $76,052 per bitcoin. The filing also disclosed that the regular dividend rate on the Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) increased from 11.00% to 11.25% per annum, effective for monthly periods beginning on or after February 1, 2026.

The board declared a cash dividend of $0.9375c per STRC share, payable February 28, 2026, to holders of record as of February 15, 2026. The company expects this dividend to be treated as a non-taxable return of capital to the extent of a shareholder's tax basis for U.S. federal income tax purposes.

02—Key points

Key Highlights

  1. Sold 673,527 shares of Class A Common Stock (MSTR) via the ATM during January 26 to February 1, 2026, for net proceeds of $106.1 million; no preferred stock was sold in the period.
  2. Acquired 855 bitcoin during the period for an aggregate purchase price of $75.3 million (average $87,974 per bitcoin), funded by ATM proceeds.
  3. Aggregate bitcoin holdings reached 713,502 BTC as of February 1, 2026, with an aggregate purchase price of $54.26 billion and an average purchase price of $76,052.
  4. STRC dividend rate increased from 11.00% to 11.25% per annum for monthly periods commencing on or after February 1, 2026.
  5. Declared a monthly STRC cash dividend of $0.9375 per share, payable February 28, 2026, to holders of record as of February 15, 2026.
  6. Remaining ATM capacity as of February 1, 2026: $8,063.9 million for MSTR common stock; $20,331.6 million for STRK; $4,014.8 million for STRD; $3,621.4 million for STRC; and $1,619.3 million for STRF.
  7. The company expects the February 28, 2026 STRC dividend to be characterized as a non-taxable return of capital to the extent of a shareholder's tax basis for U.S. federal income tax purposes.

03—Questions

Frequently Asked Questions

  1. How much capital did Strategy raise through its ATM program in the reported week?

    Strategy sold 673,527 shares of Class A Common Stock under its ATM program during January 26 to February 1, 2026, with net proceeds of $106.1 million after sales commissions. No shares of the preferred stock series (STRF, STRC, STRK, or STRD) were sold in the period.

  2. How much bitcoin did Strategy acquire and at what price?

    During the period, Strategy acquired 855 bitcoin for an aggregate purchase price of $75.3 million, with an average purchase price of $87,974 per bitcoin, inclusive of fees and expenses. The purchases were funded with proceeds from ATM share sales. Aggregate holdings were 713,502 BTC as of February 1, 2026.

  3. Why did the STRC dividend rate change, and what does it mean for holders?

    Strategy increased the regular dividend rate on its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) from 11.00% to 11.25% per annum, effective for monthly periods beginning on or after February 1, 2026. The filing does not state the reason for the change. The declared monthly dividend is $0.9375 per share, payable February 28, 2026.

  4. What is the tax treatment of the upcoming STRC dividend?

    Strategy expects the dividend payable February 28, 2026 to be a non-taxable return of capital to the extent of a shareholder's tax basis in the STRC preferred stock for U.S. federal income tax purposes. The filing notes that special considerations may apply to certain taxpayers and advises shareholders to consult their own tax advisors.

  5. How much capacity remains under the ATM program?

    As of February 1, 2026, the amounts available for issuance and sale under the ATM were $8,063.9 million for MSTR Class A Common Stock, $20,331.6 million for STRK, $4,014.8 million for STRD, $3,621.4 million for STRC, and $1,619.3 million for STRF.

04—Continue

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