Guide

How to Read an 8-K for the Decision Lab

Every Strategy 8-K contains three numbers that feed the Decision Lab's transaction analyzer: BTC bought, shares issued, and claims added. Here's exactly where to find them.

We'll walk through Strategy's April 6, 2026 Form 8-K, the filing that disclosed 4,871 BTC purchased between April 1-5. This is a typical weekly disclosure, and the pattern is identical across every Strategy 8-K since the ATM program began.

Filing: Strategy Inc Form 8-K, filed April 6, 2026

Step 1Find BTC Bought

Scroll to the section titled "BTC Updates". You'll see a table with columns for the reporting period. The number you want is "BTC Acquired" in the left column.

During Period April 1, 2026 to April 5, 2026 As of April 5, 2026
BTC Acquired Agg. Purchase Price Avg. Price Total BTC Agg. Cost Avg. Cost
4,871 $329.9M $67,718 766,970 $58.02B $75,644
Decision Lab input
BTC Bought: 4,871
Drag the BTC Bought slider to 4,871 (or type the value directly)
The filing also shows the average purchase price ($67,718) and the aggregate cost ($329.9M). You don't need these for the Decision Lab. The tool models the impact across all BTC prices, not at the specific acquisition price. But the average price is useful context: it tells you what Strategy actually paid.

Step 2Find Shares Issued

Scroll up to the "ATM Updates" section. This table shows every security sold during the reporting period. You're looking for two things: MSTR Stock (Class A common) shares sold, and any preferred shares sold.

Common shares (MSTR) dilute existing shareholders directly. Preferred shares (STRC, STRK, STRF, STRD) add claims to the capital structure instead. These go in different Decision Lab inputs.

Security Shares Sold Notional Value Net Proceeds
STRF Stock (10% Strife Preferred) - $- $-
STRC Stock (Variable Stretch Preferred) 1,027,255 $102.7M $102.6M
STRK Stock (8% Strike Preferred) - $- $-
STRD Stock (10% Stride Preferred) - $- $-
MSTR Stock (Class A Common) 593,294 - $72.0M
Total $174.6M

Two things happened in this period. Strategy sold 593,294 shares of MSTR common stock. That's share dilution, and it goes into the Shares Issued slider. They also sold 1,027,255 shares of STRC preferred stock with a notional value of $102.7M. That's a new senior claim, and it goes into Claims Added.

Decision Lab input
Shares Issued: 593,294
Common shares only. Preferred shares are claims, not dilution (see Step 3).
Why are preferred shares not "shares issued"? In the CEBE framework, preferred stock sits above common equity in the capital structure. When Strategy sells STRC shares, they're not diluting your ownership of BTC. They're adding a senior claim on the BTC reserve that gets paid before common shareholders. That's why preferred goes into Claims Added, not Shares Issued. The Decision Lab models both effects, but they work through different mechanisms: dilution reduces your slice of the pie; claims reduce the size of the pie.

Step 3Find Claims Added

Back in the same ATM Updates table, find the Notional Value column for any preferred stock sold. The notional value is the face amount of the preferred. It's the number that determines the dividend obligation and the liquidation preference. That's the claim on the BTC reserve.

Security Notional Value Claim Type
STRC Stock (Variable Stretch Preferred) $102.7M Cash-pay variable preferred @ 11.50%
Decision Lab input
Claims Added: $102.7M (USD)
Select USD currency toggle. STRC is a USD-denominated fiat claim. Drag compresses as BTC rises.

What about convertible debt?

This particular 8-K only has preferred stock issuance. But Strategy's older 8-Ks (and filings from companies like Metaplanet, ProCap, and OranjeBTC) include convertible note issuances. For those, look for:

"Aggregate principal amount". This is the face value of the debt, and it goes into Claims Added. If the note is zero-coupon (no interest payments), the claim is still the face value because that's what's owed at maturity.

"Conversion price". This tells you at what share price the debt converts to equity. In the Decision Lab, this matters for modeling the dilution at maturity, but for a simple transaction analysis, the face value as a claim is the primary input.

Currency matters. If the claim is denominated in JPY (Metaplanet), EUR (Capital B, Strategy STRE), GBP (Smarter Web), or BRL (OranjeBTC), select the matching currency toggle in the Decision Lab. Fiat-denominated claims compress as BTC rises. The drag shrinks in BTC terms. BTC-denominated claims (rare, but Capital B had these) hold static drag regardless of price. The currency toggle changes the shape of the payoff curve.

Step 4Plug It In

You now have three numbers from the 8-K. Here's how they map to the Decision Lab:

BTC Bought
->
4,871 BTC
Shares Issued
->
593,294
Claims Added
->
$102.7M USD

Open the Decision Lab for Strategy, select "Build your own deal", and set each slider to these values. The chart will immediately show you the payoff curve: where the deal is accretive, where it's dilutive, and (if applicable) where the break-even BTC price falls.

For this specific transaction: Strategy bought 4,871 BTC using $72M from common share sales (dilution) and $102.6M from STRC preferred sales (new claims), plus likely some existing cash. The verdict depends on BTC price. The Decision Lab shows you the full curve.

Step 5Stacking Multiple Periods

Most 8-Ks cover a one-week period, but Strategy's capital plan operates continuously. To model a full quarter, use the Stacked Transactions feature: enter one week's numbers, press + Stack, then enter the next week's numbers. The chart shows the combined impact of all stacked deals on sats per share.

For example, the same April 6 filing also includes a prior period (March 30-31) where no BTC was purchased but 2,275,972 STRC shares were sold for $227.6M in notional value and 582,550 MSTR shares were sold. You could stack that as a separate deal to see the combined Q1 close + Q2 open impact.

For Other CompaniesSame Pattern, Different Filing

The three inputs are universal across every Bitcoin Treasury Company, but the filing format varies by jurisdiction:

US companies (SEC EDGAR): Form 8-K for material events, 10-Q for quarterly, 10-K for annual. Strategy, Strive, ProCap, Nakamoto, DDC all file here. Search at SEC EDGAR.

Japan (Metaplanet): Tanshin (quarterly earnings) and press releases via IR page. BTC purchases announced via press release, not a standard form.

UK (Smarter Web): RNS announcements via Investegate or the LSE's Regulatory News Service. CLN (convertible loan note) terms disclosed in admission documents.

France (Capital B): Euronext filings and press releases. OCA (convertible bond) terms in AMF-registered prospectuses.

Brazil (OranjeBTC): CVM filings via the Brazilian securities regulator. Convertible debenture terms in the offering documentation.

In every case, the three questions are the same: How much BTC did they buy? How many common shares did they issue? What new senior claims were added? Find those three numbers and the Decision Lab does the rest.

Ready to model a deal?

Pick a company and drag the numbers across the price of money.

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