STRC: Company disclosure · Other company developments

Item 8.01 Other Events. Digital Credit Capital Framework Update On August 24, 2026, Strategy Inc ("Strategy" or the "Company") announced the establishment of "USD Cash," a new component of its Digital Credit Capital Framework. USD Cash is a separately designated pool of U.S. dollar liquidity that the Company may retain for future deployment for general Bitcoin Treasury Company purposes, which may include acquiring bitcoin, paying declared cash dividends on Strategy's preferred stock and interest on its outstanding indebtedness, repurchasing Strategy's MSTR Stock or preferred stock, repaying, repurchasing or redeeming Strategy's outstanding convertible notes, increasing the USD Reserve, and other similar Bitcoin Treasury Company purposes. The existing USD Reserve policy is unchanged. The Company's U.S. dollar reserve ("USD Reserve") remains designated to support payment of preferred stock dividends and interest on outstanding indebtedness. USD Cash complements the USD Reserve by providing management with a more flexible source of liquidity for the purposes described above. This additional flexibility is intended to allow management to respond more quickly to market conditions, including dislocations in the markets for bitcoin or Strategy's securities. For information regarding the Digital Credit Capital Framework, see the Company's Current Report on Form 8-K filed with the SEC on June 29, 2026. USD Reserve and USD Cash Updates As of August 23, 2026, the balances of the USD Reserve and USD Cash were as follows: • USD Reserve: $5.10 billion • USD Cash: $1.59 billion These amounts include expected cash proceeds from shares sold under Strategy's ATM (defined below) that had not yet settled as of such date. ATM Update On August 24, 2026, Strategy announced an update with resp