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Strategy 8-K Report, Rights Modification (Jun 15, 2026)

Reports
Shareholder Matters·Corporate Changes·Regulation FD+2
Filing Date
Filed June 15, 2026
Period End
June 14, 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

Summary

Summary of the 8-K filed June 15, 2026. Cited figures are marked; the original filing is the authoritative source.

Strategy Inc (MSTR) filed a Form 8-K on June 15, 2026 to report an amendment to the terms of its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC).

The Company filed an Amended and Restated Certificate of Designations with the Delaware Secretary of State, approved by common stockholders and STRC holders at the 2026 Annual Meeting held June 8, 2026. The amendment changes STRC dividend payments from one scheduled date per month to two, and it becomes effective at 12:01 a.m. New York City time on June 30, 2026.

The filing states that the change does not alter STRC's dividend rate, does not increase the Company's overall dividend payment obligations, and does not otherwise change STRC's rights, preferences or privileges beyond dividend payment frequency and related conforming changes. The Company's board declared on June 14, 2026 a transitional semi-monthly cash dividend on STRC of $0.479166667a per share for the period ending July 15, 2026, payable July 15, 2026 to holders of record at 5:00 p.m. New York City time on June 30, 2026.

The filing states this represents a per annum rate of 11.50%b and reflects one-half of the regular monthly dividend amount. The declaration and payment obligation are contingent on the amended certificate becoming effective at or before 12:01 a.m. New York City time on that date.

The filing also states that, as of June 15, 2026, the Company expects the July 15, 2026 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, while noting that special tax considerations may apply and that shareholders should consult their own tax advisors. The 8-K also includes a Regulation FD disclosure referencing the Company's strategy.com dashboard as a disclosure channel, furnished rather than filed.

Key Highlights

  1. Amended and Restated Certificate of Designations for STRC filed June 15, 2026 and effective 12:01 a.m. NYC time on June 30, 2026
  2. STRC dividends move from one scheduled payment date per month to two, with the dividend rate unchanged
  3. Approved by common stockholders and STRC holders at the 2026 Annual Meeting held June 8, 2026
  4. Board declared a transitional semi-monthly STRC cash dividend of $0.479166667 per share on June 14, 2026, payable July 15, 2026
  5. Declared dividend equals a 11.50% per annum rate and one-half of the regular monthly dividend amount
  6. Dividend declaration and payment are contingent on the amended certificate becoming effective
  7. Company expects the July 15, 2026 dividend to be a non-taxable return of capital to the extent of shareholder tax basis

Frequently Asked Questions

  1. Does the change alter the STRC dividend rate or the Company's overall dividend obligations?

    No. The filing states the modification does not change STRC's dividend rate or increase the Company's overall dividend payment obligations. It changes only the frequency of dividend payments and related conforming changes.

  2. When does the amended STRC certificate take effect?

    The A&R STRC Certificate of Designations becomes effective at 12:01 a.m., New York City time, on June 30, 2026, and the July 15, 2026 dividend is contingent on that effectiveness.

  3. What dividend has been declared on STRC?

    On June 14, 2026, the board declared a transitional semi-monthly cash dividend of $0.479166667 per share, payable July 15, 2026 to holders of record at 5:00 p.m. New York City time on June 30, 2026. The filing states this equals an 11.50% per annum rate and one-half of the regular monthly dividend amount.

  4. How will the July 15, 2026 STRC dividend be taxed?

    As of June 15, 2026, the Company expects the dividend to be characterized as a non-taxable return of capital to the extent of a shareholder's tax basis in STRC for U.S. federal income tax purposes. The filing notes special tax considerations may apply and advises shareholders to consult their own tax advisors.

  5. Who approved the amended STRC certificate?

    The amended certificate was approved by the holders of the Company's common stock and the holders of STRC at the 2026 Annual Meeting of Stockholders held on June 8, 2026.