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Get filing alertsStrategy Inc moves Series A Preferred to semi-monthly dividends, declares $0.48/share July payment
Filed June 15, 2026 · Period ending June 14, 2026 · ~1 min read
Key Changes
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Board declared conditional $0.479166667/share cash dividend on STRC preferred stock (11.50% annualized), payable July 15 to June 30 holders, contingent on amended certificate becoming effective.
Item 8.01 — Other Events verify on EDGAR → -
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Company expects July 15 dividend will be treated as non-taxable return of capital to the extent of shareholder tax basis in STRC shares for U.S. federal income tax purposes.
Item 8.01 — Other Events verify on EDGAR → -
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Filed amended certificate changing Series A Preferred dividend schedule from monthly to semi-monthly payments effective June 30, 2026; total dividend obligations unchanged, approved by both common and preferred shareholders June 8.
Item 5.03 — Amendments to Articles of Incorporation or Bylaws verify on EDGAR → -
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Company maintains public dashboard at www.strategy.com for bitcoin holdings, KPI metrics, securities prices, and Regulation FD-compliant disclosure of material information.
Item 7.01 — Regulation FD Disclosure verify on EDGAR →
Summary
Strategy Inc is transitioning its Series A Perpetual Stretch Preferred Stock (STRC) from monthly to semi-monthly dividend payments, a change that becomes effective June 30, 2026. The board declared a conditional $0.479166667 per share dividend payable July 15 to shareholders of record as of June 30 — representing half the regular monthly amount at an 11.50% annualized rate.
The payment is contingent on the amended certificate of designations becoming effective, which the company filed June 15. Both common and preferred shareholders approved the modification at the June 8 annual meeting.
For STRC holders, the key development is the expected tax treatment: the company anticipates the July 15 dividend will qualify as a non-taxable return of capital to the extent of each shareholder's tax basis, deferring taxation until shares are sold or basis is exhausted. This is a mechanical change to payment frequency with no impact on total dividend obligations or rate. The filing also disclosed that Strategy maintains a public dashboard at www.strategy.com for bitcoin holdings and other metrics, serving as a Regulation FD-compliant disclosure channel.
Section-by-Section Diff
Event · Item 3.03 — Material Modification to Rights of Security Holders
MSTR disclosed a material modification to security holder rights, but the filing body is incomplete or truncated.
Added in current filing · verify on EDGAR →
Item 3.03 Material Modification to Rights of Security Holders. The information set forth under
The 8-K discloses Item 3.03, indicating a material modification to the rights of security holders has occurred. However, the filing text appears incomplete — it references information 'set forth under' another section but does not provide the substantive details. Without the complete disclosure, the nature and impact of the modification cannot be determined.
Event · Item 5.03 — Amendments to Articles of Incorporation or Bylaws
Strategy Inc amended its Series A Preferred Stock terms to pay dividends twice monthly instead of once, effective June 30, 2026.
Show 1 minor / wording change
Added in current filing · verify on EDGAR →
the A&R STRC Certificate of Designations, which was approved by the holders of the Company’s common stock and the holders of STRC at the Company’s 2026 Annual Meeting of Stockholders held on June 8, 2026.
Both common stockholders and preferred stockholders approved the amendment at the June 8, 2026 annual meeting. This dual approval was required to modify the preferred stock terms.
Event · Item 7.01 — Regulation FD Disclosure
Item 7.01 — Regulation FD Disclosure filed; see Key Changes for terms.
Added in current filing · verify on EDGAR →
The Company also maintains a dashboard on its website (www.strategy.com) as a disclosure channel for providing broad, non-exclusionary distribution of information regarding the Company to the public, including information regarding market prices of its outstanding securities, bitcoin purchases and holdings, certain KPI 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 disclosed it uses a website dashboard at www.strategy.com to publicly share information about its securities prices, bitcoin purchases and holdings, and key performance metrics. This dashboard serves as a Regulation FD-compliant channel for distributing material non-public information to investors.
Event · Item 8.01 — Other Events
Item 8.01 — Other Events filed; see Key Changes for terms.
Added in current filing · verify on EDGAR →
On June 14, 2026, the Company’s board of directors declared a transitional semi-monthly cash dividend on STRC, payable on July 15, 2026 to stockholders of record as of 5:00 p.m., New York City time on June 30, 2026, as summarized in the table below. The declaration of the dividend, and the Company’s obligation to pay the dividend, are contingent upon the A&R STRC Certificate of Designations becoming effective at or before 12:01 a.m., New York City time.
The board declared a conditional semi-monthly cash dividend on the Variable Rate Series A Perpetual Stretch Preferred Stock (STRC). The dividend is contingent on the amended certificate of designations becoming effective, which the company filed on June 15, 2026. Record date is June 30, 2026 and payment date is July 15, 2026.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 21, 2026 · How we verify