Skip to content
AnalystLens

Strategy 8-K Report, Regulation FD Disclosure (Jun 1, 2026)

Reports
Regulation FD·Other Events
Filing Date
Filed June 1, 2026
Period End
May 30, 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 · Mar ’17Mar ’17
  2. Leadership change8-K · Jul ’19Jul ’19
  3. Material agreement8-K · Jun ’21Jun ’21
  4. Material agreement8-K · Jul ’25Jul ’25

01—Abstract

Summary

Summary of the 8-K filed June 1, 2026. Cited figures are marked; the original filing is the authoritative source.

On June 1, 2026, Strategy Inc disclosed updates across several programs for the period May 26 to May 31, 2026.

Under its at-the-market offering program, the company sold 801,994 shares of MSTR Class A Common Stock for net proceeds of $128.3 milliona, with no sales of STRF, STRC, STRK or STRD preferred stock. As of May 31, 2026, the filing lists $26,137.2 million available for issuance under MSTR stock, which reflects both the current offering and the separately announced $21.0 billion MSTR Increase announced March 23, 2026. Remaining capacity for the preferred stock was $1,619.3 million for STRF, $17,510.8 million for STRC, $2,100.0 million for STRK and $4,014.8 million for STRD.

On the bitcoin side, the company sold 32 BTC for an aggregate sale price of $2.5 millionb, at an average of $77,135 net of fees, with proceeds expected to fund preferred stock distributions. As of May 31, 2026, aggregate holdings were 843,706 BTC, with an aggregate purchase price of $63.87 billion and an average purchase price of $75,699. The USD Reserve, a management-designated liquidity portion intended to support preferred dividends and interest, stood at $900 million as of May 31, 2026.

The company also set the STRC regular dividend rate at 11.50%c per annum for monthly periods beginning on or after June 1, 2026, and declared quarterly and monthly cash dividends payable June 30, 2026 to holders of record on June 15, 2026 across its preferred series. The filing states that dividends payable June 30, 2026 are expected to be a non-taxable return of capital to the extent of a holder's tax basis.

02—Key points

Key Highlights

  1. Sold 801,994 shares of MSTR Class A Common Stock under the ATM for $128.3 million in net proceeds during May 26 to May 31, 2026; no preferred stock was sold in the period.
  2. Remaining ATM capacity as of May 31, 2026: $26,137.2 million for MSTR Stock (including the MSTR Increase), $17,510.8 million for STRC, $4,014.8 million for STRD, $2,100.0 million for STRK and $1,619.3 million for STRF.
  3. Sold 32 bitcoin for $2.5 million aggregate (average $77,135 net of fees), with proceeds expected to fund preferred stock distributions.
  4. Aggregate bitcoin holdings were 843,706 BTC as of May 31, 2026, with an aggregate purchase price of $63.87 billion and average purchase price of $75,699.
  5. USD Reserve balance was $900 million as of May 31, 2026.
  6. STRC dividend rate maintained at 11.50% per annum for monthly periods commencing on or after June 1, 2026.
  7. Cash dividends declared May 30, 2026 are payable June 30, 2026 to holders of record June 15, 2026, including $2.50 per share for STRF, $0.958333333 per share for STRC (monthly), €2.50 for STRE, $2.00 for STRK and $2.50 for STRD.

03—Questions

Frequently Asked Questions

  1. How much did Strategy raise through its at-the-market offerings in the most recent period?

    During May 26 to May 31, 2026, the filing reports net proceeds of $128.3 million from sales of 801,994 shares of MSTR Class A Common Stock. No shares of STRF, STRC, STRK or STRD were sold in that period.

  2. Is Strategy selling bitcoin, and why?

    Yes. The company sold 32 bitcoin for an aggregate sale price of $2.5 million net of fees during the period. The filing states that the proceeds are expected to be used to fund distributions on preferred stock.

  3. What is the USD Reserve and how large is it?

    The USD Reserve is a management-designated portion of Strategy's liquidity, established December 1, 2025, intended to support preferred stock dividends and interest on its indebtedness. As of May 31, 2026, its balance was $900 million.

  4. What are the tax implications of the June 30, 2026 dividends?

    Strategy expects the dividends payable June 30, 2026 to be characterized as non-taxable return of capital to the extent of a shareholder's tax basis in the preferred equity for U.S. federal income tax purposes. The company notes that special considerations may apply and that shareholders should consult their own tax advisors.

  5. What dividend rate applies to the STRC preferred stock going forward?

    Strategy announced it will maintain the STRC regular dividend rate at 11.50% per annum for monthly periods commencing on or after June 1, 2026. The filing notes this rate was announced via the company's website.

04—Continue

← View all 8-K filings