Welcome to our dedicated page for Strive SEC filings (Ticker: SATA), 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 SATA SEC filings page on Stock Titan provides access to regulatory documents and disclosures related to Strive, Inc.’s Variable Rate Series A Perpetual Preferred Stock and the broader activities of Strive, Inc. As an asset management Bitcoin treasury company, Strive uses SEC filings to describe its Bitcoin-focused strategy, its asset management operations, and the detailed terms of its preferred and common equity securities.
For SATA, key filings include registration statements and prospectus materials that outline the rights and preferences of the Variable Rate Series A Perpetual Preferred Stock. These documents describe the variable annual dividend rate based on a stated amount per share, the monthly dividend payment structure when declared by the board of directors, and the expectation that dividends on SATA may qualify as Return of Capital under the terms of the preferred stock. Prospectus supplements tied to SATA offerings also explain how the preferred shares may be issued and sold, including through at-the-market programs under an automatic shelf registration statement and base prospectus.
Strive has filed a Registration Statement on Form S-4 in connection with a proposed transaction involving Semler Scientific, Inc. That filing includes an information statement, proxy statement, and prospectus, and it discusses the combined company, the merger terms, and the securities to be issued, including Strive’s Class A common stock. These materials, along with other SEC filings referenced in Strive’s public communications, provide context for how SATA fits into the company’s capital structure and how potential corporate transactions could affect shareholders.
On Stock Titan, users can review these SEC documents alongside AI-powered summaries that highlight important sections, such as dividend provisions, offering mechanics, and risk factors. Filings related to SATA and Strive’s broader business, including annual and quarterly reports and transaction-related documents, are updated as they become available from EDGAR, helping investors analyze the preferred stock within the framework of Strive’s Bitcoin treasury and asset management strategy.
Cole Matthew Ryan reported acquisition or exercise transactions in this Form 4 filing.
Strive, Inc. director and Chief Executive Officer Cole Matthew Ryan reported receiving a grant of 702,856 Restricted Stock Units, each representing one share of Class A common stock. These RSUs vest in five equal 20% installments on September 12 of each year, starting from the applicable vesting commencement date, as long as he remains employed through each vesting date. Following this award, he holds 702,856 RSUs directly.
Strive, Inc. presents itself as a structured finance company and institutional asset manager built around a bitcoin-focused treasury strategy. The company aims to grow value through disciplined balance sheet management and expansion of its bitcoin holdings, using both operating cash and capital markets financing.
Following a reverse acquisition of Asset Entities Inc. in September 2025, Strive became a U.S. publicly traded bitcoin treasury asset management firm with over $2.4 billion in assets under management as of December 31, 2025. It held about 7,627 bitcoin at that date, plus $67.5 million in cash and cash equivalents, and later increased its treasury to 13,628 bitcoin by March 17, 2026.
Strive issues Variable Rate Series A Perpetual Preferred Stock (SATA Stock) and uses an at-the-market program as a flexible capital formation tool. In January 2026 it completed the acquisition of Semler Scientific, Inc., adding Semler’s bitcoin reserve and a healthcare technology business centered on its QuantaFlo vascular testing product. The filing highlights extensive risk factors, emphasizing bitcoin price volatility, regulatory uncertainty, concentration in digital assets, complex accounting, potential dilution from additional equity issuance, and legal and compliance exposure in healthcare and financial regulation.
Strive, Inc. reported results for the period from September 12 to December 31, 2025, highlighting an aggressive bitcoin treasury strategy funded through preferred stock and capital markets activity. The company accumulated 13,628 bitcoin as of March 17, 2026, delivering a Bitcoin Yield of 22.2% in Q4 2025 and 13.8% quarter-to-date in Q1 2026, with Bitcoin Gain of ₿1,305 and ₿1,050 and Bitcoin $ Gain of $114.3 million and $78.2 million, respectively.
Strive posted a GAAP net loss of $393.6 million for the successor period, largely driven by a $194.5 million unrealized loss on digital assets and $140.8 million of goodwill and intangible impairment. Non-GAAP adjusted net loss attributable to common stockholders was $208.2 million, or $4.73 per diluted share, versus GAAP loss per share of $9.04. At December 31, 2025, digital assets at fair value were $668.5 million and total assets $745.5 million.
To fund its strategy, Strive completed a $148.4 million SATA preferred stock offering in November 2025 and a follow-on SATA offering in January 2026 generating $109.2 million, using proceeds and cash to retire a $20 million Coinbase Credit loan and exchange SATA for $90.0 million of Semler Scientific convertible notes. The Semler acquisition added approximately 5,048 bitcoin and an operating business now held under Clinivanta. As of March 17, 2026, Strive held $83.7 million in cash and a $50.4 million fair value position in Strategy Inc.’s STRC preferred stock, with 59,286,628 Class A and 9,872,157 Class B common shares and 4,275,118 SATA shares outstanding.
Strive, Inc. has called a completely virtual 2026 annual stockholder meeting for April 27, 2026, where investors will vote on a single proposal to ratify KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
The proxy explains online-only access and multiple voting methods, and notes a one-for-twenty reverse stock split of Class A and Class B common stock effective February 6, 2026. As of March 6, 2026, there were 56,897,668 Class A shares and 9,880,117 Class B shares outstanding, with Class B carrying 10 votes per share.
Strive, Inc. announced several updates focused on its SATA preferred stock and balance sheet strategy. The dividend rate on SATA Stock was raised from 12.50% to 12.75% per year, and a cash dividend of $1.0625 per share was declared, payable on April 15, 2026 to stockholders of record on April 1, 2026.
Strive narrowed its targeted SATA trading range to $99–$101 per share and stated it does not intend to issue SATA via ATM or follow-on offerings below $100. The company increased its SATA dividend reserve to about 18 months, combining cash and holdings of STRC preferred stock, and indicated that aggregate Bitcoin, STRC, and cash reserves cover over 19 years of SATA interest payments.
As of March 9, 2026, Strive held $143.4 million of cash and cash equivalents and approximately 13,311 bitcoin, and had 56,897,668 Class A shares, 9,880,117 Class B shares, and 4,275,118 SATA shares outstanding. It also purchased $50 million, or 500,000 shares, of Strategy Variable Rate Series A Perpetual Stretch Preferred Stock.
Strive, Inc. director and Chief Financial Officer Benjamin Pham reported indirect open-market purchases of Class A Common Stock. According to the transaction summary, he bought a total of 14,114.123 shares across two transactions.
Shares were acquired on February 17 and 18, 2026 through his IRA and 401(k) plan at weighted average prices of $8.2275 and $8.0619 per share, respectively, in multiple trades within stated price ranges. The filing also notes 3,704 indirectly held shares through 2025-10 INVESTMENTS LLC, where he has sole voting and dispositive power but disclaims beneficial ownership except for his pecuniary interest. Column 5 amounts reflect a one-for-twenty reverse stock split effective February 6, 2026, with fractional shares rounded up.
Strive, Inc. received an updated Schedule 13G/A showing that investment entities affiliated with Citadel and Kenneth Griffin report significant beneficial ownership of its Class A common stock. The filing states that Kenneth Griffin may be deemed to beneficially own 46,028,632 Shares, representing 6.3% of the class as of December 31, 2025.
Citadel Advisors LLC, Citadel Advisors Holdings LP and Citadel GP LLC may each be deemed to beneficially own 35,925,925 Shares, or 4.9% of the outstanding Shares, including Shares issuable upon conversion of certain warrants held by affiliates. Citadel Securities LLC, Citadel Securities Group LP and Citadel Securities GP LLC may each be deemed to beneficially own 10,102,707 Shares, or 1.4% of the class. All reporting persons report shared, not sole, voting and dispositive power and certify the holdings are not for the purpose of changing or influencing control of Strive, Inc.
Strive, Inc.’s Chief Legal Officer and director Brian Logan Beirne reported an open-market purchase of 11,500 shares of Class A common stock at a weighted average price of $8.7293 per share on February 13, 2026. Following this transaction, he directly owns 15,204 Class A shares.
The reported post-transaction share amount reflects a one-for-twenty reverse stock split that Strive, Inc. effected on February 6, 2026, in which any fractional shares were rounded up to the nearest whole share.
Healthcare of Ontario Pension Plan Trust Fund filed an amended Schedule 13G reporting beneficial ownership of 22,258,925 Strive, Inc. Class A common shares and related warrants, representing 3.1% of the class. This stake includes 7,444,110 issued Class A shares and 14,814,815 Class A shares issuable upon exercise of warrants. The percentage is based on 698,734,905 Class A shares outstanding as of December 31, 2025. HOOPP states it holds these securities in the ordinary course of business and not for the purpose of changing or influencing control of Strive, Inc.
MMCAP International Inc. SPC and Asset Management Inc. filed an amended Schedule 13G reporting their beneficial ownership of Strive, Inc. Class A ordinary shares. They report beneficial ownership of 18,982,319 securities, representing 3.1% of the class as of 12/31/2025.
The position consists of 563,800 Class A shares and warrants exercisable for 18,418,519 Class A shares, all with shared voting and dispositive power and no sole power. The filers certify that the securities were not acquired and are not held for the purpose of changing or influencing control of Strive, Inc.