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DEFA14A ·Filed Oct 20, 2026

MSTR

Strategy Inc
NEUTRAL
Impact 3/10
Horizondays Processed7d 9h ago SEC0001193125-26-426867
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the October 28 special meeting outcome. Approval of the preferred stock amendments would enable daily dividend payments, potentially affecting the yield and trading dynamics of the four preferred series. The 'not voting counts as no' language suggests management is actively soliciting FOR votes to ensure passage.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+1d ⚠ clustered
MSTR ▼ -5.00% at T+1d
NEUTRAL call -5.00% · α vs SPY -3.82% · entry $153.48 → $145.80
Next anchor: T+5d due 19h ago
Latest observation: T+2 -0.36% FF3 residual α
Entry = T+0 close
Oct 20, 2026
via day close
T+1d
-5.00%
call -5.00% · α -3.82%
$145.80
settled 7d ago
T+5d
Pending
due 19h ago
T+20d
Pending
in 20d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

Strategy Inc filed a DEFA14A providing additional soliciting materials for its 2026 Special Meeting of Shareholders, including a video tutorial on how to vote. The filing urges shareholders to vote FOR Proposal 1, which relates to proposed changes to the terms of four series of preferred stock (STRC, Stretch, Strike, Stride) to enable daily dividends. The Special Meeting is scheduled for October 28, 2026, with voting closing at 11:59 p.m. ET on October 27.

Key Financial Metrics

Meeting
2026-10-28

Key Facts

  • Special Meeting of Shareholders scheduled for October 28, 2026
  • Voting opens October 5, 2026 and closes at 11:59 p.m. ET on October 27, 2026
  • Record date for voting is September 25, 2026
  • Proposal 1 seeks approval for changes to terms of four preferred stock series to enable daily dividends
  • If approved, daily dividends would begin November 1, 2026 for STRC and January 1, 2027 for the other three series
  • Not voting counts as a 'no' vote
  • Filing is additional soliciting material (DEFA14A) by management

Financial Impact

No financial figures disclosed in this filing. The proposal relates to changing preferred stock terms to enable daily dividends, but no dividend amounts or financial impact are stated.

Risk Factors

  • Proposal may not pass if insufficient shareholders vote FOR
  • Daily dividends on preferred shares could increase cash outflow if approved
  • Shareholder apathy could result in a 'no' outcome due to non-votes counting against

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-426867
Document: 0001193125-26-426867-index-headers.html0001193125-26-426867
Document: 0001193125-26-426867-index.html0001193125-26-426867
Document: 0001193125-26-426867.txt0001193125-26-426867
66 reports for MSTR
Performance horizon
71% Hit rate @ T+5 5 of 7 directional calls Went positive at some point 7 of 8 best @ T+60▲ +17.41%Mar 24, 2026
Filters
Rows
Reports for MSTR — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
DEFA14A
NEUTRAL ★ 2/10
$139.82awaiting T+5—$141.40 (+1.13%)
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 3/10
$139.82awaiting T+5—$141.40 (+1.13%)
Oct 21, 2026
6d ago
Institutional Cluster
BULLISH ★ 4/10
$145.80awaiting T+5—$141.40 (−3.02%)
Oct 20, 2026
7d ago
DEFA14A
NEUTRAL ★ 3/10
$153.48awaiting T+5—$141.40 (−7.87%)
Oct 20, 2026
7d ago
DEFA14A
NEUTRAL ★ 3/10
$142.72 $141.40▼ −0.92%▼ −1.00%$141.40 (−0.92%)
Oct 19, 2026
8d ago
DEFA14A
NEUTRAL ★ 3/10
$142.72 $141.40▼ −0.92%▼ −1.00%$141.40 (−0.92%)
Oct 19, 2026
8d ago
DEFA14A
NEUTRAL ★ 3/10
$136.02 $139.82▲ +2.79%▲ +2.94%$141.40 (+3.96%)
Oct 19, 2026
8d ago
8-K
NEUTRAL ★ 4/10
$136.02 $139.82▲ +2.79%▲ +2.94%$141.40 (+3.96%)
Oct 16, 2026
11d ago
DEFA14A
NEUTRAL ★ 3/10
$136.02 $139.82▲ +2.79%▲ +2.94%$141.40 (+3.96%)
Oct 16, 2026
11d ago
DEFA14A
NEUTRAL ★ 3/10
$136.83 $146.01▲ +6.71%▲ +7.14%$141.40 (+3.34%)
Showing 10 of 66

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Report published Oct 20, 2026