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DEFA14A ·Filed Sep 30, 2026

MSTR

Strategy Inc
NEUTRAL
Impact 3/10
Horizonweeks Processed27d 12h ago SEC0001193125-26-409242
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the definitive proxy statement for specific preferred stock term change proposals and shareholder vote recommendations. The special meeting outcome could affect preferred share terms and capital structure.

DirectionNeutral
Confidencemedium
Horizonweeks
Latest settled: T+5d ⚠ clustered
MSTR ▼ -5.63% at T+5d
NEUTRAL call -5.63% · α vs SPY -6.93% · entry $160.50 → $151.47
Next anchor: T+20d in 2h
Latest observation: T+16 -12.66% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
-0.31%
call -0.31% · α -1.04%
$160.01
settled 27d ago
T+5d
-5.63%
call -5.63% · α -6.93%
$151.47
settled 21d ago
T+20d
Pending
in 2h
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Strategy Inc filed additional definitive proxy soliciting materials (DEFA14A) on September 30, 2026, regarding its upcoming 2026 Special Meeting of Shareholders. The filing references proposed changes to the terms of multiple series of perpetual preferred stock, including the 10.00% Series A Perpetual Strife Preferred Stock, Variable Rate Series A Perpetual Stretch Preferred Stock, 8.00% Series A Perpetual Strike Preferred Stock, and 10.00% Series A Perpetual Stride Preferred Stock. This is a routine solicitation communication with no material financial details or vote outcome information provided.

Key Facts

  • Filed DEFA14A on September 30, 2026, regarding the 2026 Special Meeting of Shareholders
  • References proposed changes to terms of four series of perpetual preferred stock
  • No proxy cards are being furnished; shareholders must vote per definitive proxy statement instructions
  • Preliminary proxy statement has been filed; definitive proxy statement to follow
  • Company and its directors/executive officers may be deemed participants in the solicitation

Financial Impact

No financial figures disclosed in this filing

Risk Factors

  • Shareholder vote outcome uncertain until definitive proxy is filed and votes are cast
  • Proposed preferred stock term changes could alter dividend or conversion economics

Investment Themes

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-409242
Document: 0001193125-26-409242-index-headers.html0001193125-26-409242
Document: 0001193125-26-409242-index.html0001193125-26-409242
Document: 0001193125-26-409242.txt0001193125-26-409242
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 Sep 30, 2026