🇺🇸 SECStrategy Inc Common Stock Class ADoubao · 实盘不做把握 9/10不做原因:无增量信息
北京时间·🕒 发布 05:25:10·⟳ 抓取 05:27:14 +2m04s·⚡ 决策 10-21 05:28:33 +1m19s·6.5 天前
Strategy Inc(原 MicroStrategy)提交 DEFA14A:仅为 10 月 28 日特别股东大会的投票教程,呼吁对议案 1 投赞成票,无新增财务事实
本 DEFA14A 是法定委托征集流程中的行政性附加材料:唯一内容是投票教程与催票呼吁,议案条款、时间表和潜在股息安排全部源自 2026-10-05 已提交并邮寄的最终委托说明书,不含任何新的财务数字、条款变更、官方确认或指引修正;市场可定价的实质信息在 10 月 5 日已公开,本次提交无预期差,也无可映射的供应链或二阶标的。
📄 原文Strategy Inc Common Stock Class A↗ 原文
----- mstr-20261020.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rul…
不做 Strategy Inc(MSTR.US)
NO_INCREMENTAL_FACT:该 DEFA14A 仅为 10 月 28 日特别股东大会的投票教程/催票材料,议案实质(四只永续优先股条款修订及潜在日股息)已在 2026-10-05 最终委托说明书中公开,本次无任何新增财务事实、条款变化或官方宣告,属行政性委托备案,不构成交易催化;待 10 月 28 日投票结果作为独立事件再研判。
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 的 DEFA14A 只是一段'三步投票'教程,催促股东在 10 月 28 日特别大会前对优先股条款修订议案投赞成票;所有实质内容此前已在 DEFA 委托书中披露,属无新增事实的程序性备案,不具备交易 edge,回避。
🔎 新鲜度:最早出现 2026-10-20 · 扩散 low · price-in 风险 low ↗
主要风险
- 真正的价格相关节点是 10 月 28 日会议的投票结果及随后董事会是否宣告日股息;若届时通过/否决或条款生变,应作为新事件独立评估,不能提前以本催票材料代替。
- 若投资者误把催票视频当作议案已通过或股息已宣告,可能在低流动性优先股上造成噪音波动;文件明确使用'If approved, and when declared'的条件性表述。
先例如何影响了这次决策
对本次决策的影响:先例检索环节不改变结论;决策完全基于'无增量信息'这一文件本身事实。
方向:无可用于定价的实质事件:纯程序性 DEFA14A 催票材料历史上不构成独立价格催化,因此不构建先例面板。
涨幅量级:不适用——无新增事实,无需校准涨跌幅。
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 · 11 ms
{"result": "search_processed_events:agent query=`microstrategy strategy inc preferred stock strife stretch strike stride amendment special meeting october 28 2026 | mstr proxyvote for proposal 1 strc dividend november 1 | strateg`;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 · 5,905 字
----- mstr-20261020.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 20, 2026, Strategy Inc (the “Company”) updated its website with additional information regarding its
2026 Special Meeting of Shareholders (the "Special Meeting") and certain of the proposals to be presented for shareholder
consideration. The Company made available on the website a video tutorial on how eligible shareholders can vote at the Special Meeting. An image and a transcript of such video are attached as Annexes A and B, respectively.
Annex A
Annex B
Own MSTR?
Here's how to vote in 3 steps.
Step one. You must have owned MSTR on September 25.
Step two. Open your inbox and search for Strategy. Open the VOTE NOW email, and find you 16-digit control number.
Step three. Go to proxyvote.com, and enter your control number.
On proposal 1, select FOR, then submit your vote.
Need help? contact your broker, or email ir@strategy.com
Voting opens October 5, and closes at 11:59 p.m. ET on October 27. The Special Meeting is on October 28.
If approved, and when declared, daily dividends would begin November 1 for STRC, and January 1 for the other three.
Not voting counts as a no. Vote today.
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 20, 2026, Strategy Inc (the “Company”) updated its website with additional information regarding its
2026 Special Meeting of Shareholders (the "Special Meeting") and certain of the proposals to be presented for shareholder
consideration. The Company made available on the website a video tutorial on how eligible shareholders can vote at the Special Meeting. An image and a transcript of such video are attached as Annexes A and B, respectively.
Annex A
Annex B
Own MSTR?
Here's how to vote in 3 steps.
Step one. You must have owned MSTR on September 25.
Step two. Open your inbox and search for Strategy. Open the VOTE NOW email, and find you 16-digit control number.
Step three. Go to proxyvote.com, and enter your control number.
On proposal 1, select FOR, then submit your vote.
Need help? contact your broker, or email ir@strategy.com
Voting opens October 5, and closes at 11:59 p.m. ET on October 27. The Special Meeting is on October 28.
If approved, and when declared, daily dividends would begin November 1 for STRC, and January 1 for the other three.
Not voting counts as a no. Vote today.
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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afd6fc0964· 2026-10-21 05:28 · doubao / doubao-seed-evolving-latest-version · 策略包658c0c1e2ba5当前