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NASDAQ: MSTR Strategy Inc 8-K

Strategy Inc sells 802K shares for $128M, offloads 32 bitcoin, declares preferred dividends

Filed June 1, 2026 · Period ending May 30, 2026 · ~1 min read

5 key changes 2 high relevance 2 sections

Key Changes

  • high

    Sold 801,994 common shares under ATM program for $128.3M net proceeds during May 26-31; $26.1B capacity remains for future sales

    Item 8.01 — Other Events verify on EDGAR →
  • high

    Sold 32 bitcoin for $2.5M at average price of $77,135 per coin to fund preferred dividends; still holds 843,706 bitcoin worth $63.87B at cost

    Item 8.01 — Other Events verify on EDGAR →
  • medium

    Board declared quarterly and monthly cash dividends on five preferred series payable June 30, expected to be non-taxable return of capital

    Item 8.01 — Other Events verify on EDGAR →
  • medium

    USD Reserve balance stands at $900M to cover preferred dividends and debt interest obligations

    Item 8.01 — Other Events verify on EDGAR →
  • low

    Maintained 11.50% annual dividend rate on Variable Rate Series A Preferred Stock (STRC) for periods starting June 1

    Item 8.01 — Other Events verify on EDGAR →

Summary

Strategy Inc tapped its at-the-market equity program for $128 million by selling roughly 802,000 common shares in late May, while simultaneously liquidating 32 bitcoin for $2.5 million. The bitcoin sale—at $77,135 per coin, slightly above Strategy's average cost basis of $75,699—appears designed to fund preferred stock dividends without diluting common equity further.

The company still holds 843,706 bitcoin on its balance sheet. The board declared regular dividends across five preferred series, maintaining the 11.50% rate on its variable-rate STRC preferred. With a $900 million USD reserve earmarked for dividends and debt service, Strategy has near-term liquidity to meet fixed obligations.

However, the $26 billion remaining ATM capacity signals potential for significant future common share dilution. Retail holders should monitor the pace of ATM sales and bitcoin liquidations in coming months. If Strategy accelerates either activity, it may indicate pressure to fund operations or preferred obligations without tapping debt markets. The next 8-K will reveal whether May's modest bitcoin sale was a one-time dividend funding move or the start of a new pattern.

Section-by-Section Diff

Event · Item 8.01 — Other Events

~900 words

Strategy Inc sold 801,994 common shares for $128.3M, sold 32 bitcoin for $2.5M, declared quarterly/monthly preferred dividends, and maintained 11.50% rate on STRC.

2 Added
Added Preferred stock dividends declared medium

Added in current filing · verify on EDGAR →

On 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

The board declared cash dividends on five series of preferred stock payable June 30, 2026, including quarterly dividends of $2.50 per share on STRF, STRD, and €2.50 on STRE, $2.00 on STRK, and a monthly dividend of $0.958333333 on STRC (representing an 11.50% annual rate). These dividends are expected to be characterized as non-taxable return of capital for U.S. federal income tax purposes.

Added USD Reserve balance medium

Added in current filing · verify on EDGAR →

As of May 31, 2026, the balance of the USD Reserve is $900 million.

Strategy's US dollar reserve, established to support preferred dividend payments and debt interest, has a balance of $900 million as of May 31, 2026. This reserve provides visibility into the company's liquidity position for meeting its fixed obligations.

Event · Item 7.01 — Regulation FD Disclosure

~200 words

Strategy Inc disclosed it maintains a public dashboard on its website for Regulation FD compliance, providing bitcoin holdings and key metrics.

1 Added
Show 1 minor / wording change
Added Regulation FD disclosure channel low

Added in current filing · verify on EDGAR →

Strategy also maintains a dashboard on its website (www.strategy.com) as a disclosure channel for providing broad, non-exclusionary distribution of information regarding Strategy to the public, including information regarding market prices of its outstanding securities, bitcoin purchases and holdings, certain key performance indicator metrics and other supplemental information, and as one means of disclosing non-public information in compliance with its disclosure obligations under Regulation FD.

Strategy Inc announced it maintains a public dashboard on its website to comply with Regulation FD disclosure requirements. The dashboard provides information on security prices, bitcoin purchases and holdings, key performance indicators, and other supplemental information. This is a procedural disclosure establishing a communication channel rather than announcing a specific business event.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 17, 2026 · How we verify