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FILINGStrategy (MSTR) · 8-K · accepted Monday, Aug 3, 2026, 8:00 AM ET

Strategy sold 1,638 BTC; bought back $81.2M of STRC

From Strategy’s 8-K, accepted by the SEC on Aug 3, 2026 at 8:00 AM ET.

What it says

Strategy reports week of July 27, Aug 2, 2026: MSTR ATM sales of 3,011,361 shares, sale of 1,638 BTC, STRC repurchases of 912,143 shares, STRC dividends declared at 12.00%, and a $4.0B USD Reserve.

The numbers

Bitcoin sold1,638 BTC$104.7M
ATM capacity left$22.69Bas of Aug 2
ATM capacity left · STRC$17.51Bas of Aug 2
ATM capacity left · STRD$4.01Bas of Aug 2
ATM capacity left · STRF$1.62Bas of Aug 2
ATM capacity left · STRK$2.10Bas of Aug 2
ATM net proceeds$290.6Mas of Aug 2
ATM net proceeds · STRC$0as of Aug 2
ATM net proceeds · STRD$0as of Aug 2
ATM net proceeds · STRF$0as of Aug 2
ATM net proceeds · STRK$0as of Aug 2
ATM shares sold3,011,361 sharesas of Aug 2
ATM shares sold · STRC0 sharesas of Aug 2
ATM shares sold · STRD0 sharesas of Aug 2
ATM shares sold · STRF0 sharesas of Aug 2
ATM shares sold · STRK0 sharesas of Aug 2
Average bitcoin cost$75,419as of Aug 2
Total bitcoin cost$63.51Bas of Aug 2
Bitcoin held842,138 BTCas of Aug 2
Repurchase cost$0as of Aug 2
Repurchase cost · STRC$81.2Mas of Aug 2
Repurchase capacity left$1.00Bas of Aug 2
Repurchase capacity left · STRC$893.8Mas of Aug 2
Shares repurchased0 sharesas of Aug 2
Shares repurchased · STRC912,143 sharesas of Aug 2
USD Reserve$4.00Bas of Aug 2
STRC dividend declared$0.50record Aug 15, paid Aug 31
STRC dividend declared$0.50record Aug 31, paid Sep 15
STRC dividend rate12.00%from Aug 16

What it changed

mNAV
1.08xJul 31 close
1.08xAug 3 close
Enterprise value (diluted market value plus debt and preferreds, minus cash) ÷ bitcoin held
Sats per diluted share
203,681Jul 31 close
201,819Aug 3 close
Bitcoin per diluted share × 100 million
Years of preferred dividends covered
32.9 yrsJul 31 close
33.5 yrsAug 3 close
Bitcoin and cash ÷ a year of preferred dividends at current rates (note interest not included yet). A year of dividends went from $1.73B to $1.71B: a new preferred counts once Strategy’s reported cash and bitcoin include the money it raised, and this filing is the first that does

Also that day

Strategy 's 10-Q for the quarter ended June 30, 2026 reports 846,000 bitcoin held10-Q · 4:49 PM ETStrive bought 20 BTC, bringing its total to 20,020 BTC8-K · 7:59 AM ETThe Peel: SATS’s first day: closed at $94.61 · Strive filed two 8-KsWednesday edition

Source

Form 8-K filed by Strategy Inc with the SEC, accepted Monday, Aug 3, 2026, 8:00 AM ET. Accession 0001193125-26-329565.
Read the filing on SEC EDGAR ↗
Summary and figures read from the filing by Orange Paper’s filing reader and checked before publishing. Calculations (pro forma and close figures) are ours.
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Orange Paper reads every Strategy and Strive filing as it lands and checks each figure before publishing. Figures from filings link to SEC EDGAR; our own calculations are labelled. Not investment advice.