MSTR 8-K: Smart Summary

On May 11, 2026, Strategy Inc reported an update on its at-the-market (ATM) offering program activity and bitcoin holdings for the period May 4, 2026 to May 10, 2026, disclosing share sales across multiple security classes and additional bitcoin acquisitions.

• ATM period covered: May 4, 2026 to May 10, 2026; data as of May 10, 2026
• STRC (Variable Rate Series A Perpetual Stretch Preferred Stock): 1,412 shares sold; notional value $100,000; net proceeds $100,000; $19.5B available for issuance
• MSTR (Class A Common Stock): 231,324 shares sold; net proceeds $42.9M; $26.3B available for issuance (includes $21B MSTR Increase announced March 23, 2026)
• STRF, STRK, and STRD: no shares sold during the period; remaining capacity $1.6B, $2.1B, and $4B respectively
• Total net proceeds across all securities for the period: $43M
• Bitcoin acquired during period: 535 BTC at aggregate purchase price of $43M and average purchase price of $80,340 per BTC (inclusive of fees and expenses); funded using ATM proceeds
• Aggregate BTC holdings as of May 10, 2026: 818,869 BTC at aggregate purchase price of $61.9B and average purchase price of $75,540 per BTC (inclusive of fees and expenses)