STOCK TITAN

Sphere 3D Corp. (NASDAQ: ANY) investor reports 6.2% stake via trust structure

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Sphere 3D Corp. has a significant shareholder disclosure from Jialin Qu and the Togetsu Trust. Qu may be deemed to beneficially own 476,490 Common Shares, representing 6.2% of the outstanding class, based on 7,639,893 Common Shares outstanding as of June 19, 2026.

The position consists of 5,564 Common Shares held directly by Qu and 470,926 Common Shares held by the Togetsu Trust, over which Qu, as trustee, has voting and dispositive power. These shares were received in exchange for Qu’s shares of Cathedra Bitcoin Inc. in connection with its acquisition by Sphere 3D Corp. Qu states he has no pecuniary interest in the shares held by the Togetsu Trust, whose beneficiaries are his family members.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 476,490 Common Shares Aggregate beneficial ownership reported by Jialin Qu, including direct and Togetsu Trust holdings
Ownership percentage 6.2 % Percent of Sphere 3D Common Shares represented by Qu’s reported beneficial ownership
Direct holdings 5,564 Common Shares Shares held directly by Jialin Qu with sole voting and dispositive power
Togetsu Trust holdings 470,926 Common Shares Shares held by the Togetsu Trust, over which Qu has voting and dispositive control as trustee
Shares outstanding 7,639,893 Common Shares Sphere 3D Common Shares outstanding as of June 19, 2026, used to calculate 6.2%
Sole voting power (Qu) 5,564.00 shares Number of shares over which Qu has sole voting and dispositive power
Trust sole voting power 470,926.00 shares Number of shares over which the Togetsu Trust has sole voting and dispositive power
beneficially own financial
"Mr. Qu may be deemed to beneficially own an aggregate of 476,490 Common Shares"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
dispositive power financial
"Sole Dispositive Power 5,564.00 8 | Shared Dispositive Power 470,926.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
pecuniary interest financial
"As a result, Mr. Qu does not maintain any pecuniary interest in the shares"
Schedule 13G regulatory
"The responses to Items 5-11 of the cover pages of this are incorporated"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Joint Filing Agreement regulatory
"Exhibit 1 - Joint Filing Agreement pursuant to Rule 13d-1(k)"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How many Sphere 3D (ANY) shares does Jialin Qu report beneficially owning?

Jialin Qu may be deemed to beneficially own 476,490 Common Shares of Sphere 3D Corp. This total includes 5,564 shares held directly and 470,926 shares held by the Togetsu Trust, over which he has voting and dispositive power as trustee.

What percentage of Sphere 3D (ANY) does Jialin Qu’s reported ownership represent?

The reported holdings represent 6.2% of Sphere 3D’s Common Shares. This percentage is calculated based on 7,639,893 Common Shares outstanding as of June 19, 2026, as provided by the issuer.

How many Sphere 3D (ANY) shares does the Togetsu Trust hold?

The Togetsu Trust holds 470,926 Common Shares of Sphere 3D Corp. It has sole voting and dispositive power over these shares, with Jialin Qu serving as trustee and exercising that authority on behalf of family beneficiaries.

How did Jialin Qu obtain his Sphere 3D (ANY) share position?

Jialin Qu acquired the Sphere 3D Common Shares in exchange for his Cathedra Bitcoin Inc. shares. This occurred in connection with Sphere 3D Corp.’s previously announced and completed acquisition of Cathedra Bitcoin Inc..

Does Jialin Qu claim pecuniary interest in all Sphere 3D (ANY) shares reported?

No. While Qu has voting and dispositive control over 470,926 shares held by the Togetsu Trust, he states he does not maintain any pecuniary interest in those trust-held shares, whose beneficiaries are his family members.

What voting and dispositive powers over Sphere 3D (ANY) shares does Jialin Qu report?

Jialin Qu reports sole power to vote and dispose of 5,564 shares and shared power (through his role as trustee of the Togetsu Trust) to vote and dispose of 470,926 shares, totaling authority over 476,490 shares.





84841L506

(CUSIP Number)
06/01/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: For items numbered 9 & 11 above, represents (i) 5,564 Common Shares held by directly Mr. Qu; and (ii) 470,926 Common Shares held by the Togetsu Trust. Mr. Qu is a trustee, and has voting and dispositive control over the Common Shares held by the Togetsu Trust. The beneficiaries of the Togetsu Trust are family members of Mr. Qu. As a result, Mr. Qu does not maintain any pecuniary interest in the shares held by the Togetsu Trust. Percent of class represented is based on 7,639,893 Common Shares outstanding as of June 19, 2026 as provided by Issuer.


SCHEDULE 13G





SCHEDULE 13G



Jialin Qu
Signature:/s/ Jialin Qu
Name/Title:Jialin Qu
Date:07/20/2026
Togetsu Trust
Signature:/s/ Jialin Qu
Name/Title:Jialin Qu, Trustee
Date:07/20/2026
Exhibit Information

Exhibit 1 - Joint Filing Agreement pursuant to Rule 13d-1(k).