🇺🇸 SECStrategy Inc Common Stock Class ADoubao · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 05:25:11·⟳ 抓取 05:26:58 +1m47s·⚡ 决策 10-17 05:28:31 +1m33s·10.5 天前
Strategy Inc(原 MicroStrategy)提交 DEFA14A 附加委托书材料,借高管 X 帖宣传已披露的优先股(Stretch/STRC)每日派息提案,无新增实质信息
该 DEFA14A 是对 2026-10-05 正式委托书中优先股条款修订提案的二次宣传(高管 X 帖与视频文字稿入卷),所有关键条件(股东批准、11 月 1 日前证书生效)均为旧信息,未带来新的金额、指引、交易或条款变化,属行政性/营销性征集材料,不构成交易催化。
📄 原文Strategy Inc Common Stock Class A↗ 原文
----- mstr-20261016.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rul…
不做 Strategy Inc(原 MicroStrategy)(MSTR.US)
本次 DEFA14A 仅为 2026-10-05 已披露特别股东大会提案(含 STRC 每日派息)的社媒征集附加材料,无新增事实、金额或指引,事件方向中性且条款已被市场消化 11 天;不做多也无做空催化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
Strategy Inc 提交的 DEFA14A 只是把 Saylor 等高管宣传特别股东大会和 STRC 每日派息提案的社媒帖文备案;提案本身 10 月 5 日委托书已充分披露,无新增事实,事件方向中性,不具备可交易 edge。
🔎 新鲜度:最早出现 2026-10-05 · 扩散 low · price-in 风险 high ↗
主要风险
- 每日派息条款仍以特别股东大会批准及 11 月 1 日前修订证书备案生效为前提,表决结果或备案不及预期才是后续真正的事件性变量。
- MSTR 股价主要由比特币价格、持仓与融资节奏驱动,本征集材料不影响这些因子,不宜据此推断方向。
反向证据
- 做多前查反向 · 来源 filing · 日期 2026-10-16 · 影响 invalidates
通读 DEFA14A 全文未见新增融资、比特币购买、业绩指引或超出 10 月 5 日委托书的条款,做多缺乏新增催化;文件前瞻性声明亦提示实际结果可能重大差异。
检索:MSTR Strategy 2026 special meeting preferred stock new terms bitcoin financing October 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:因缺乏增量事实直接 AVOID,未检索或构造先例;若后续出现表决结果、证书生效或新融资条款,应作为独立新事件重新研判。
方向:无可引用先例;DEFA14A 属对旧委托书提案的宣传性附加材料,事件研究先例不会改变'无增量信息'的判定。
涨幅量级:不适用:无新增基本面或资本交易,未以任何涨幅假设定止盈。
形态:不适用
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 10 ms
{"result": "search_processed_events:agent query=`microstrategy stretch strc preferred stock daily dividend november 1 2026 | strategy inc defa14a saylor special meeting strife strike stride preferred amendments | strategy inc mst`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen
原文全文
展开原文 · 6,677 字
----- mstr-20261016.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 14A
(Rule 14a-101)
INFORMATION REQUIRED IN
PROXY STATEMENT
SCHEDULE 14A INFORMATION
Proxy Statement Pursuant to Section 14(a) of the
Securities Exchange Act of 1934
(
Amendment No
. )
Filed by the Registrant
☒
Filed by a Party other than the Registrant
☐
Check the appropriate box:
☐
Preliminary Proxy Statement
☐
Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))
☐
Definitive Proxy Statement
☒
Definitive Additional Materials
☐
Soliciting Material under §240.14a-12
Strategy Inc
(Name of registrant as specified in its charter)
(Name of person(s) filing proxy statement, if other than the registrant)
Payment of Filing Fee (Check all boxes that apply):
☒
No fee required
☐
Fee paid previously with preliminary materials
☐
Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11
On October 16, 2026, Strategy Inc (the "Company"), Michael Saylor, the Company's Chairman of the Board of Directors and Executive Chairman, Phong Le, the Company's President and Chief Executive Officer, each posted to their respective X account regarding the Company’s 2026 Special Meeting of Shareholders (the "Special Meeting") and certain of the proposals to be presented for shareholder consideration. Copies of such posts are set forth below as Annex A.
Also on October 16, 2026, Chaitanya Jain, the Company's Director, Investors Relations, reposted a video to his X account relating to, in part, the Special Meeting. Excerpts from the transcript of the video reposted by Mr. Jain on his X account pertaining to the Special Meeting and certain proposals to be presented for shareholder consideration are set forth in Annex B. The Company has included certain clarifications and corrections to statements made in the video. These clarifications and corrections are identified in the transcript by bracketed annotations labeled “[Company Note: ...]”.
Annex A
Annex B
Meet Stretch. STRC. Strategy's variable rate preferred stock. For October 2026, 12% annualized paid twice a month. From November 1st, 2026, Strategy proposes dividends accruing every calendar day, paid the next business day if approved and adopted. [Company Note: The proposed daily dividend schedule for STRC is subject to stockholder approval at the Company's 2026 Special Meeting of Stockholders and the filing and effectiveness of the amended and restated certificate of designations governing STRC by 12:01 a.m., Eastern time, on November 1, 2026. If these conditions are satisfied, beginning November 1, 2026, each calendar day would be a dividend record date, with any declared dividends payable on the next business day.]
***
Explore the current terms, risks, and proposed daily schedule at strategy.com.
Additional Information and Where You Can Find It
Strategy Inc (the “Company”) has filed a definitive proxy statement with the Securities and Exchange Commission (the “SEC”) in connection with the 2026 Special Meeting of Stockholders (the “Special Meeting”). On October 5, 2026, the Company began mailing the definitive proxy statement and a proxy card to each stockholder entitled to vote at the Special Meeting. Investors and securityholders are urged to read these documents, including the definitive proxy statement (and any amendments or supplements thereto), when they become available because they contain important information. You may obtain these documents (when they become available) free of charge on the SEC's website (www.sec.gov) or at the Company’s website (www.strategy.com) or by contacting the Company’s Investor Relations team by email (ir@strategy.com).
No proxy cards are being furnished by this communication. Stockholders may vote their shares only by following the voting instructions set forth in the definitive proxy statement.
Participant Information
The Company and its directors and executive officers may be deemed to be “participants” (as defined in Section 14(a) of the Securities Exchange Act of 1934, as amended) in the solicitation of proxies from the Company’s stockholders in connection with the matters to be considered at the Special Meeting. Information about the compensation of the Company’s named executive officers and its non-employee directors is set forth in the section titled “Executive Officer Compensation” and “Director Compensation”, respectively, in the definitive proxy statement for the Company’s 2026 Annual Meeting of Stockholders filed with the SEC on April 28, 2026, available
here
. Information regarding the participants’ holdings of the Company’s securities and their direct or indirect interests, by security holdings or otherwise, can be found in the sections titled “Security Ownership of Certain Beneficial Owners and Management” and “Interests of Directors and Executive Officers” in the definitive proxy statement for the Special Meeting filed with the SEC on October 5, 2026, available
here
.
Forward-Looking Statements
Statements in this communication about future expectations, plans, and prospects, as well as any other statements regarding matters that are not historical facts, may constitute “forward-looking statements” within the meaning of The Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements regarding the proposed changes to the terms of the Company’s 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 and related potential benefits or impacts. The words “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including the factors discussed under the caption “Risk Factors” in the Company’s Quarterly Report on Form 10-Q filed with the SEC on August 3, 2026 and the risks described in other filings that the Company may make with the SEC. Any forward-looking statements contained in this communication speak only as of the date hereof, and the Company specifically disclaims any obligation to update any forward-looking statement, whether as a result of new information, future events, or otherwise, except as required by law.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 14A
(Rule 14a-101)
INFORMATION REQUIRED IN
PROXY STATEMENT
SCHEDULE 14A INFORMATION
Proxy Statement Pursuant to Section 14(a) of the
Securities Exchange Act of 1934
(
Amendment No
. )
Filed by the Registrant
☒
Filed by a Party other than the Registrant
☐
Check the appropriate box:
☐
Preliminary Proxy Statement
☐
Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))
☐
Definitive Proxy Statement
☒
Definitive Additional Materials
☐
Soliciting Material under §240.14a-12
Strategy Inc
(Name of registrant as specified in its charter)
(Name of person(s) filing proxy statement, if other than the registrant)
Payment of Filing Fee (Check all boxes that apply):
☒
No fee required
☐
Fee paid previously with preliminary materials
☐
Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11
On October 16, 2026, Strategy Inc (the "Company"), Michael Saylor, the Company's Chairman of the Board of Directors and Executive Chairman, Phong Le, the Company's President and Chief Executive Officer, each posted to their respective X account regarding the Company’s 2026 Special Meeting of Shareholders (the "Special Meeting") and certain of the proposals to be presented for shareholder consideration. Copies of such posts are set forth below as Annex A.
Also on October 16, 2026, Chaitanya Jain, the Company's Director, Investors Relations, reposted a video to his X account relating to, in part, the Special Meeting. Excerpts from the transcript of the video reposted by Mr. Jain on his X account pertaining to the Special Meeting and certain proposals to be presented for shareholder consideration are set forth in Annex B. The Company has included certain clarifications and corrections to statements made in the video. These clarifications and corrections are identified in the transcript by bracketed annotations labeled “[Company Note: ...]”.
Annex A
Annex B
Meet Stretch. STRC. Strategy's variable rate preferred stock. For October 2026, 12% annualized paid twice a month. From November 1st, 2026, Strategy proposes dividends accruing every calendar day, paid the next business day if approved and adopted. [Company Note: The proposed daily dividend schedule for STRC is subject to stockholder approval at the Company's 2026 Special Meeting of Stockholders and the filing and effectiveness of the amended and restated certificate of designations governing STRC by 12:01 a.m., Eastern time, on November 1, 2026. If these conditions are satisfied, beginning November 1, 2026, each calendar day would be a dividend record date, with any declared dividends payable on the next business day.]
***
Explore the current terms, risks, and proposed daily schedule at strategy.com.
Additional Information and Where You Can Find It
Strategy Inc (the “Company”) has filed a definitive proxy statement with the Securities and Exchange Commission (the “SEC”) in connection with the 2026 Special Meeting of Stockholders (the “Special Meeting”). On October 5, 2026, the Company began mailing the definitive proxy statement and a proxy card to each stockholder entitled to vote at the Special Meeting. Investors and securityholders are urged to read these documents, including the definitive proxy statement (and any amendments or supplements thereto), when they become available because they contain important information. You may obtain these documents (when they become available) free of charge on the SEC's website (www.sec.gov) or at the Company’s website (www.strategy.com) or by contacting the Company’s Investor Relations team by email (ir@strategy.com).
No proxy cards are being furnished by this communication. Stockholders may vote their shares only by following the voting instructions set forth in the definitive proxy statement.
Participant Information
The Company and its directors and executive officers may be deemed to be “participants” (as defined in Section 14(a) of the Securities Exchange Act of 1934, as amended) in the solicitation of proxies from the Company’s stockholders in connection with the matters to be considered at the Special Meeting. Information about the compensation of the Company’s named executive officers and its non-employee directors is set forth in the section titled “Executive Officer Compensation” and “Director Compensation”, respectively, in the definitive proxy statement for the Company’s 2026 Annual Meeting of Stockholders filed with the SEC on April 28, 2026, available
here
. Information regarding the participants’ holdings of the Company’s securities and their direct or indirect interests, by security holdings or otherwise, can be found in the sections titled “Security Ownership of Certain Beneficial Owners and Management” and “Interests of Directors and Executive Officers” in the definitive proxy statement for the Special Meeting filed with the SEC on October 5, 2026, available
here
.
Forward-Looking Statements
Statements in this communication about future expectations, plans, and prospects, as well as any other statements regarding matters that are not historical facts, may constitute “forward-looking statements” within the meaning of The Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements regarding the proposed changes to the terms of the Company’s 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 and related potential benefits or impacts. The words “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including the factors discussed under the caption “Risk Factors” in the Company’s Quarterly Report on Form 10-Q filed with the SEC on August 3, 2026 and the risks described in other filings that the Company may make with the SEC. Any forward-looking statements contained in this communication speak only as of the date hereof, and the Company specifically disclaims any obligation to update any forward-looking statement, whether as a result of new information, future events, or otherwise, except as required by law.
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ff0d8d0f17· 2026-10-17 05:28 · doubao / doubao-seed-evolving-latest-version · 策略包2226518bfdee当前