Company: MSTR
Filing Date: 2025-07-07
Form Type: 8-K
Source: 0001193125-25-155918
Chunk: 5

Company: Strategy Inc
Filing Date: 2025-07-07
Form: 8-K
Item: Item 8.01
Chunk 5
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, 2025, Strategy entered into an amendment to the STRF Sales Agreement (as amended, the “ Amended STRF Sales Agreement”) to add Morgan Stanley as an additional STRF Agent. Also on July 7, 2025, Strategy filed a prospectus supplement with the Securities and Exchange Commission in connection with its entry into the Amended STRF Sales Agreement under the Registration Statement, and the base prospectus contained therein.

A copy of the Amended STRF Sales Agreement is attached as Exhibit 1.2 hereto and is incorporated herein by reference. The foregoing description of the terms of the Amended STRF Sales Agreement does not purport to be complete and is qualified in its entirety by reference to such exhibit.

STRK ATM

As previously disclosed, on March 10, 2025, Strategy entered into a sales agreement pursuant to which it may issue and sell shares of its STRK Stock, having an aggregate offering price of up to $21.0 billion from time to time through sales agents (the “ STRK ATM Offering”). Such STRK Stock is offered pursuant to the STRK Prospectus Supplement.

Strategy is filing as Exhibit 99.2 to this Current Report on Form8-Kcertain updated risk factors with respect to the STRK ATM Offering following the adoption of the STRK Certificate of Amendment, which are incorporated by reference herein and into the STRK Prospectus Supplement, and which replaces and supersedes in its entirety the risk factors of equivalent subheading in the section under “ Risk Factors - Risks Relating to the Perpetual Strike Preferred Stock and This Offering” in the STRK Prospectus Supplement.

Strategy is also filing as Exhibit 99.3 to this Current Report on Form8-Kcertain updated descriptions of Material United States Federal Income Tax Considerations with respect to the STRK ATM Offering following the adoption of the STRK Certificate of Amendment, which are incorporated by reference herein and into the STRK Prospectus Supplement, and which replaces and supersedes in its entirety the descriptions of equivalent subheading in the section under “ Material United States Federal Income Tax Considerations” in the STRK Prospectus Supplement.

Neither this Current Report on Form8-Knor the press release attached hereto constitutes an offer to sell or a solicitation of an offer to buy any of the abovementioned securities.

Forward-Looking Statements

Statements in this Current Report on Form8-Kand the exhibits attached hereto about future expectations, plans, and prospects, as well as any other statements regarding matters