Welcome to our dedicated page for Strive SEC filings (Ticker: ASST), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Strive, Inc. (Nasdaq: ASST) SEC filings page on Stock Titan provides direct access to the company’s official disclosures as filed with the U.S. Securities and Exchange Commission. Strive uses these filings to report on its Bitcoin treasury activities, capital structure decisions, preferred equity terms, and material corporate events, giving investors a primary source of regulatory information about ASST.
As an asset management Bitcoin treasury company, Strive’s filings often focus on digital asset holdings and financing. Form 8-K current reports describe large Bitcoin purchases funded through PIPE proceeds, warrant exercises, and the issuance of its Variable Rate Series A Perpetual Preferred Stock (SATA). These filings disclose aggregate Bitcoin holdings, acquisition costs, and the company’s view of its position among corporate Bitcoin holders.
Strive’s SEC documents also explain the detailed terms of the SATA Stock. Through 8-Ks and related exhibits, the company outlines the variable dividend structure, liquidation preference, seniority relative to common stock, compounded dividends on unpaid amounts, redemption features, and investor protections that apply if certain events occur. Additional filings report monthly dividend declarations on SATA and discuss the expected return-of-capital tax treatment of these distributions, including the company’s statement that it does not have accumulated earnings and profits.
Investors can also use Strive’s filings to review quarterly and transactional disclosures. Form 8-Ks reference quarterly financial results, the consummation of a reverse acquisition of Asset Entities Inc., and the registration of large blocks of Class A common stock for resale. Other filings describe amendments to Strive’s articles of incorporation and bylaws, changes in board composition, and the registration statements related to its proposed all-stock merger with Semler Scientific, Inc.
On Stock Titan, these filings are supplemented with AI-powered summaries that highlight key points from lengthy documents such as registration statements, 8-Ks, and prospectus supplements. Users can quickly see what each filing covers—whether it is a Bitcoin purchase disclosure, a SATA dividend update, or a merger-related communication—while retaining the ability to read the full text for deeper analysis. This makes the ASST filings page a practical starting point for understanding Strive’s regulatory history, capital markets activity, and Bitcoin-focused strategy.
Strive, Inc. completed its merger with Semler Scientific, making Semler a wholly owned subsidiary and adjusting Semler’s 4.25% Convertible Senior Notes due 2030 so they now convert into Strive Class A common stock. Each $1,000 principal amount of Notes is initially convertible into 275.3887 shares of Strive stock, with a maximum initial rate of 344.2348 shares, and $100 million principal amount of Notes remains outstanding, representing up to 34,423,480 Strive shares if fully converted at the maximum rate. Former Semler stockholders received 21.05 shares of Strive Class A common stock for each Semler share. Strive also adopted a 2026 Omnibus Equity Incentive Plan that adds 110,789,280 shares to those remaining under the prior plan, with an annual “evergreen” increase tied to up to 5% of fully diluted shares. Governance changes include Avik Roy becoming Chief Strategy Officer and board observer, Eric Semler joining the board, and committee and director slates being reconstituted and approved by majority written consent.
Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander report a passive ownership stake in Strive, Inc. They disclose beneficial ownership of 11,502,411 shares of Strive’s Class A common stock, representing 1.6% of the outstanding class as of the event date. The shares are held through entities over which Millennium Management and related managers have voting control and investment discretion, while the filers state this should not itself be seen as an admission of beneficial ownership. The filing also certifies that the securities were not acquired to change or influence control of Strive, Inc.
Strive, Inc. reported that its board declared a cash dividend of $1.0208 per share on its Variable Rate Series A Perpetual Preferred Stock (SATA Stock), reflecting a 12.25% annual dividend rate. The dividend is payable on February 15, 2026 to holders of record as of February 1, 2026.
The company explains that, because it has no accumulated earnings and profits and does not expect to generate current earnings and profits in the current year or the foreseeable future, SATA distributions are generally expected to be treated as a tax-deferred return of capital for U.S. investors (reducing tax basis) and as amounts exempt from U.S. dividend withholding tax for non-U.S. investors, to the extent they are not from earnings and profits. The filing also includes extensive forward‑looking statements and references a previously filed Form S‑4 for a proposed transaction with Semler Scientific.
Strive, Inc. Chief Executive Officer and director Matthew Ryan Cole reported an open-market purchase of 500,000 shares of Class A common stock on January 13, 2026. The filing states a volume-weighted average purchase price of $0.9187 per share, with individual trade prices ranging from $0.9111 to $0.9200 per share. Following this transaction, he directly holds 763,012 shares of Class A common stock.
The filing also lists indirect holdings of Class A shares: 366,709 shares held by LT&C LLC, where his spouse, as managing member, has sole voting and dispositive power and he disclaims beneficial ownership except for any pecuniary interest; 11,920 shares in his spouse’s IRA, also disclaimed except for pecuniary interest; and 58,739.194 shares held in his 401(k) plan account.
Strive, Inc. reported two key updates. From January 1–12, 2026, the company purchased approximately 123 bitcoin at an average price of about $91,561 per bitcoin, for a total of $11,264,000 including fees. After these purchases, Strive holds roughly 7,749.8 bitcoin, with a total acquisition cost of $874,258,244 and an average acquisition price of $112,810 per bitcoin, underscoring its large bitcoin treasury position.
Strive also announced that shareholders of Semler Scientific, Inc. approved Semler’s acquisition by Strive. The transaction is expected to close on or about January 16, 2026, subject to remaining conditions. The filing includes detailed cautionary language on Bitcoin volatility, integration risks, potential dilution from new Class A shares, and other uncertainties related to the proposed merger.
FMR LLC has filed an amended Schedule 13G reporting its beneficial ownership of 15,907,064 shares of Strive Inc Class A common stock, representing 2.7% of the class as of the event date. FMR is classified as a parent holding company, with sole voting and dispositive power over these shares.
Abigail P. Johnson is also listed as a reporting person with beneficial ownership of the same 15,907,064 shares, holding sole dispositive power but no voting power, and likewise reporting a 2.7% stake. The filing states the shares are held in the ordinary course of business and are not held for the purpose or effect of changing or influencing control of Strive Inc. It also notes that one or more other persons may receive dividends or sale proceeds, but no such person holds more than five percent of the outstanding Class A common stock.
Strive, Inc. has shared a communication related to its proposed business combination with Semler Scientific, Inc., emphasizing that many statements about the deal are forward-looking and subject to risks and uncertainties. The text explains that expectations about strategic and financial benefits, future performance, and timing of closing may differ materially from actual results and refers readers to recent Form 10-Qs and Strive’s Form S-4 for key risk factors.
Strive has filed a Registration Statement on Form S-4 to register Class A common stock to be issued in the proposed transaction, which includes an information statement of Strive, a proxy statement of Semler Scientific, and a prospectus of Strive sent to Semler Scientific stockholders to seek their approval. Investors and stockholders of Semler Scientific are urged to read the S-4 and related Information Statement/Proxy Statement/Prospectus and other SEC filings, which are available free of charge from the SEC’s website and the companies’ investor relations channels. The communication also identifies that directors, officers and employees of both companies may be deemed participants in the proxy solicitation and clarifies that this is not an offer or solicitation to buy or sell securities.
Strive, Inc. has circulated a communication related to its proposed business combination with Semler Scientific, Inc.. The message emphasizes that it contains forward-looking statements about the strategic and financial effects of the planned transaction, the timing of closing and the integration of the two businesses, and warns that actual results may differ due to various risks and uncertainties.
Strive has filed a Registration Statement on Form S-4 with the SEC to register Class A common stock to be issued in the transaction, which includes an information statement for Strive, a proxy statement for Semler Scientific and a prospectus for Strive. A definitive Information Statement/Proxy Statement/Prospectus was sent to Semler Scientific stockholders to seek their approval, and investors are urged to read these SEC materials, which also describe the interests and securities holdings of directors and executive officers involved in the proxy solicitation.
Strive, Inc. and Semler Scientific, Inc. discuss their proposed merger and Bitcoin-focused strategy. Semler’s Eric Semler explains that the company adopted Bitcoin as its treasury asset and acquired over 5,000 Bitcoin in about a year, but its core medical business faced regulatory headwinds, prompting merger talks with Strive. He says Semler shareholders can now vote on the deal ahead of a special meeting on January 13, with both companies supporting approval.
Strive CEO Matt Cole outlines a combined strategy built around “digital credit” and perpetual preferred equity designed to provide amplified exposure to Bitcoin without traditional debt. He notes strong demand for Strive’s SATA preferred stock, including an upsized $200 million IPO that was more than two times oversubscribed and a current stated rate of 12.25% with an effective yield above 13%. The speakers also highlight potential upside from Semler’s healthcare operations, including a heart disease screening product that is awaiting FDA approval, while emphasizing that expectations about Bitcoin, digital credit growth, and regulatory outcomes are forward-looking and subject to risk.
Strive, Inc. filed a communication related to its proposed business combination with Semler Scientific, Inc.. The notice focuses on legal disclosures rather than deal terms, emphasizing that many statements about the transaction, its strategic and financial benefits, timing, and post-closing performance are "forward-looking statements" that involve significant risks and uncertainties. It explains that actual results for Strive, Semler Scientific, or the combined company may differ materially from these expectations.
The communication highlights that Strive has filed a Form S-4 registration statement to register Class A common stock to be issued in the deal, which includes an information statement for Strive, a proxy statement for Semler Scientific, and a prospectus for Strive. Semler Scientific stockholders are urged to read the registration statement, the combined Information Statement/Proxy Statement/Prospectus, and related SEC filings before voting or making any investment decision. The document also explains that directors, officers, and employees of both companies may be considered participants in soliciting proxies and clarifies that this communication is not an offer or solicitation to buy or sell securities.