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DEFA14A ·Filed Oct 5, 2026

MSTR

Strategy Inc
NEUTRAL
Impact 3/10
Horizonweeks Processed22d 21h ago SEC0001193125-26-413171
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the October 28 Special Meeting vote outcome. Approval would change preferred dividend frequency from semi-monthly to daily, potentially increasing preferred trading activity. No immediate price catalyst for common stock.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled: T+5d ⚠ clustered
MSTR ▼ -7.15% at T+5d
NEUTRAL call -7.15% · α vs SPY -7.57% · entry $164.43 → $152.68
Next anchor: T+20d in 5d
Latest observation: T+14 -11.34% FF3 residual α
Entry = T+0 close
Oct 5, 2026
via day close
T+1d
+0.07%
call +0.07% · α -0.48%
$164.55
settled 22d ago
T+5d
-7.15%
call -7.15% · α -7.57%
$152.68
settled 16d ago
T+20d
Pending
in 5d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Strategy Inc filed additional definitive proxy soliciting materials (DEFA14A) on October 5, 2026, in support of its Special Meeting on October 28, 2026. The sole proposal is to amend the certificates of designations for its four U.S.-listed preferred stock instruments (STRF, STRC, STRK, STRD) to permit daily dividends, which management believes will enhance liquidity and support the company's Bitcoin Treasury strategy. This is a routine procedural filing by management providing notice of the meeting and directing stockholders to the definitive proxy statement.

Key Financial Metrics

Meeting
2026-10-28

Key Facts

  • Special Meeting scheduled for October 28, 2026, via virtual webcast
  • Proposal to amend preferred stock terms (STRF, STRC, STRK, STRD) to permit daily dividends
  • Record date for voting is September 25, 2026
  • Filed by management as soliciting material under Rule 14a-12
  • No proxy cards furnished with this communication

Financial Impact

No financial figures disclosed in this filing. The proposal relates to dividend cadence changes on preferred instruments, not to any new capital raise or financial results.

Risk Factors

  • Proposal may fail if insufficient votes are obtained, requiring adjournment
  • Daily dividends could alter preferred yield dynamics and investor demand

Investment Themes

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-413171
Document: 0001193125-26-413171-index-headers.html0001193125-26-413171
Document: 0001193125-26-413171-index.html0001193125-26-413171
Document: 0001193125-26-413171.txt0001193125-26-413171
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 and filterable
TypeNow
Oct 26, 2026
1d ago
DEFA14A
NEUTRAL ★ 2/10
$139.82awaiting T+5awaiting T+5$141.40 (+1.13%)
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 3/10
$139.82awaiting T+5awaiting T+5$141.40 (+1.13%)
Oct 21, 2026
6d ago
Institutional Cluster
BULLISH ★ 4/10
$145.80awaiting T+5awaiting T+5$141.40 (−3.02%)
Oct 20, 2026
7d ago
DEFA14A
NEUTRAL ★ 3/10
$153.48awaiting T+5awaiting 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 5, 2026