STRC: Company disclosure · Other company developments

Item 8.01 Other Events. Digital Credit Capital Framework Announcement On June 29, 2026, Strategy Inc (“Strategy” or the “Company”) announced that it has adopted a “Digital Credit Capital Framework”, designed to strengthen the Company’s various series of preferred securities (collectively, “Digital Credit Securities”), enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation for the Company’s stockholders. The framework consists of five principal components: • a Board-approved USD Reserve policy; • a revised STRC dividend policy; • a Digital Credit Securities repurchase program; • a class A common stock repurchase program; and • a BTC monetization program. The material terms of these components are summarized below. USD Reserve Policy The framework includes a Board-approved policy governing the Company’s previously established U.S. dollar reserve (the “USD Reserve”). Under the policy, the USD Reserve may be used only to support the payment of preferred stock dividends and interest expense on outstanding indebtedness. Any other use requires Board authorization. Additionally, under the policy, management must maintain a minimum USD Reserve equal to at least 12 months of the Company’s current expected annual preferred stock dividend payments and interest obligations. Any reduction below that level requires Board authorization. As of June 28, 2026, the balance of the USD Reserve is $2.55 billion. This amount includes expected cash proceeds from shares sold under Strategy’s at-the-market offering program (“ATM”) that had not yet settled as of such date. Under the Board-approved USD Reserve policy, the Company may use the USD Reserve to pay preferred stock dividends and interest expenses as they become due and may subsequently replenish the