8-KFiling Date: Sep 1, 2026

Strategy (MSTR)

Reg FD Disclosure, Other Events

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ACC: 0001193125-26-377583

Event Type

Reg FD DisclosureOther Events
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Event Description

Item 7.01. Reg FD Disclosure
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Under Item 7.01, Strategy (www.strategy.com) disclosed that it maintains a dashboard on its website as a disclosure channel for broad, non-exclusionary public distribution of information about the Company, including market prices of its outstanding securities, bitcoin purchases and holdings, certain KPI metrics, and other supplemental information. The dashboard also serves as one means of disclosing non-public information in compliance with the Company's obligations under Regulation FD, and investors and others are encouraged to regularly review the information posted there. The filing additionally references furnished information, but the provided text is truncated mid-sentence ("The information disclosed pursuant to"), so the substance of that portion is not stated.

Original SEC Filing Text expand_more
Item 7.01 Regulation FD Disclosure. Strategy Dashboard 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. Investors and others are encouraged to regularly review the information that the Company makes public via the website dashboard. Furnished Information The information disclosed pursuant to
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Event Description

Item 8.01. Other Events
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On August 31, 2026, Strategy Inc announced it will maintain the regular dividend rate per annum on its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) at 12.00%, effective for semi-monthly periods commencing on or after September 16, 2026, with no effect on previously declared but unpaid dividends; management will recommend to the board that the 12.00% rate be maintained until STRC demonstrates sustained, healthy trading near $100 per share. The board declared quarterly cash dividends on STRF ($2.50 per share), STRE ($2.50), STRK ($2.00), and STRD ($2.50) for the quarter ending September 30, 2026, and semi-monthly cash dividends on STRC of $0.50 per share (equivalent to a 12.00% per annum rate) for the semi-monthly periods ending September 30, 2026 and October 15, 2026. Dividends are payable on September 30, 2026 (or the next business day) to stockholders of record as of 5:00 p.m. New York City time, or, for STRE, 5:00 p.m. London time, on September 15, 2026, except the STRC dividend for the period ending October 15, 2026, which is payable October 15, 2026 to holders of record as of 5:00 p.m. New York City time on September 30, 2026. As of September 1, 2026, the Company expects the dividends payable on September 30 and October 15, 2026 to be characterized as non-taxable returns of capital to the extent of a shareholder's tax basis in the applicable preferred stock for U.S. federal income tax purposes.

Original SEC Filing Text expand_more
Item 8.01 Other Events. Dividend Rate on Variable Rate Series A Perpetual Stretch Preferred Stock On August 31, 2026, Strategy Inc (the Company ) announced that it will maintain the regular dividend rate per annum on the Company s Variable Rate Series A Perpetual Stretch Preferred Stock ( STRC ) effective for semi-monthly periods commencing on or after September 16, 2026 at 12.00%. The Company announced this rate via its website, www.strategy.com/strc . Such rate shall have no effect on any previously declared but unpaid dividends on STRC. As previously announced, management will recommend to the board of directors that the Company maintain STRC s regular dividend rate per annum at 12.00% until STRC has demonstrated sustained, healthy trading near $100 per share. Cash Dividend Declaration On August 31, 2026, the Company s board of directors declared (i) quarterly cash dividends on STRF, STRE, STRK and STRD and a semi-monthly cash dividend on STRC, each payable on September 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 September 15, 2026, and (ii) a semi-monthly cash dividend on STRC, payable on October 15, 2026 to stockholders of record as of 5:00 p.m., New York City time on September 30, 2026, in each case as summarized in the table below. Preferred Stock Ticker Period Cash Dividend Per Share 10.00% Series A Perpetual Strife Preferred Stock, $0.001 par value per share STRF Quarter ending September 30, 2026 $2.50 Variable Rate Series A Perpetual Stretch Preferred Stock, $0.001 par value per share STRC Semi-monthly period ending September 30, 2026 $0.50 (1) Variable Rate Series A Perpetual Stretch Preferred Stock, $0.001 par value per share STRC Semi-monthly period ending October 15, 2026 $0.50 (1) 10.00% Series A Perpetual Stream Preferred Stock STRE Quarter ending September 30, 2026 2.50 8.00% Series A Perpetual Strike Preferred Stock, $0.001 par value per share STRK Quarter ending September 30, 2026 $2.00 10.00% Series A Perpetual Stride Preferred Stock, $0.001 par value per share STRD Quarter ending September 30, 2026 $2.50 (1) The cash dividend declared on STRC for each semi-monthly period represents a per annum dividend rate of 12.00%. Expected Tax Treatment As of September 1, 2026, the Company expects that the dividends payable on September 30, 2026, and October 15, 2026, will be characterized as non-taxable returns of capital to the extent of a shareholder s tax basis in their applicable preferred stock for U.S. federal income tax purposes. Special tax considerations may apply to certain taxpayers based on their specific circumstances. Shareholders should consult their own tax advisors regarding the U.S. federal, state, local, and any non-U.S. tax consequences to them in connection with the receipt of distributions.

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