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.
Strive, Inc. is implementing a 1-for-20 reverse stock split of its Class A and Class B common stock, effective at 12:01 a.m. Pacific Time on February 6, 2026. After the split, every 20 shares will convert into one share of the same class.
The authorized Class A common stock will be reduced proportionately from 444,000,000,000 shares to 22,200,000,000 shares, and authorized Class B common stock from 21,000,000,000 shares to 1,050,000,000 shares. The Class A par value remains $0.001 and the stock continues trading on Nasdaq under the symbol ASST on a reverse split-adjusted basis.
Outstanding equity awards, warrants and certain convertible notes will be proportionately adjusted. No fractional shares will be issued; any fractional entitlements will be rounded up to the nearest whole share, with no cash paid. Preferred stock authorization and outstanding Variable Rate Series A Perpetual Preferred Stock will not change.
YA II PN, Ltd. and affiliated investment entities report a passive minority stake in Strive, Inc. They disclose beneficial ownership of 39,235,037 Class A common shares, representing 3.6% of the class, all with shared voting and dispositive power and no sole authority.
The filing explains that YA II PN, Ltd., YA Global Investments II (U.S.), Yorkville Advisors Global, related general partners, SC-Sigma Global Partners and Mark Angelo may each be deemed to beneficially own the same shares through their affiliated structure. They certify the holdings are not for changing or influencing control of Strive.
Strive, Inc. completed two major capital actions involving its preferred stock and debt. Holders of $90 million aggregate principal amount of 4.250% Semler Convertible Notes exchanged their notes for approximately 930,000 newly issued shares of Strive’s Variable Rate Series A Perpetual Preferred Stock (SATA), in a private, cashless exchange.
Separately, Strive sold 1,320,000 shares of SATA in an underwritten public offering at $90 per share, generating approximately $109.2 million in net proceeds. The company plans to use these funds, along with cash on hand and potential proceeds from terminating capped call transactions, to address Semler Convertible Notes, repay Semler Scientific’s Coinbase Loan, acquire bitcoin and bitcoin-related products, and for general corporate purposes.
Strive reports that it has already retired $90 million of Semler Convertible Notes via the exchange and repaid $20 million of borrowings under the Coinbase Loan. It also acquired 333.89 bitcoin at an average price of $89,851 and now holds 13,131.82 bitcoin as of January 28, 2026.
Strive, Inc. is offering 1,320,000 shares of its Variable Rate Series A Perpetual Preferred Stock (“SATA Stock”) at $90 per share, with a $100 stated amount and an initial liquidation preference of $100 per share, adjustable up to $110.
The SATA Stock currently carries a 12.25% annual dividend, paid monthly, which Strive can reset each period within formula-based limits, and missed dividends compound at increasing rates. Strive has funded a dividend reserve and plans to add $12.25 per new share into a dividend payment account.
Net proceeds of about $110.2 million are intended to help refinance Semler Scientific’s convertible notes and Coinbase loan, buy bitcoin and bitcoin-related products, and fund working capital. SATA is listed on Nasdaq under “SATA,” last trading at $100.53, and is redeemable at the company’s option, generally at $110 plus accrued dividends, with additional clean-up and tax-based redemption rights and a fundamental change put right for holders.
Strive, Inc. investors received an update on major shareholders through an Amendment No. 3 to a Schedule 13D. The filing shows that Vivek Ramaswamy now beneficially owns 113,877,929 shares of Class A common stock (assuming conversion of Class B), representing 9.8% of the class, with sole voting and dispositive power over these shares.
The Ramaswamy 2021 Irrevocable Trust reports 28,378,829 shares (2.6%), while other reporting persons, including Matthew Cole, 2025-10 Investments LLC, Logan Beirne, Virtuous Industries LLC, Benjamin Pham, LT&C LLC and Liberty Pier Foundation, each hold smaller stakes ranging from 0.01% to 0.8%, all on a sole voting and dispositive basis.
The amendment explains that these percentage changes reflect shares issued to former Semler Scientific, Inc. stockholders in a merger, additional Class B shares issued as vested compensation for certain reporting persons, and further acquisitions of Class A shares, including Matthew Cole’s purchase of 500,000 Class A shares on January 13, 2026 at prices between
Strive, Inc. is issuing 1,320,000 shares of its Variable Rate Series A Perpetual Preferred Stock (SATA Stock) at $90 per share in an underwritten offering. The company expects gross proceeds of approximately $118.8 million before fees and expenses.
Strive plans to use the net proceeds, together with cash on hand and potentially cash from terminating capped call transactions, primarily to redeem, repurchase or otherwise repay all or part of Semler Scientific’s 4.250% Convertible Senior Notes due 2030 and its borrowings under a master loan agreement with Coinbase Credit Inc., and to pay accrued interest. Additional uses include acquiring bitcoin and bitcoin-related products and funding working capital and general corporate purposes.
Separately, Strive announced it expects to enter privately negotiated exchange agreements with certain holders of the Semler Convertible Notes, under which $90 million aggregate principal amount of notes would be exchanged for approximately 930,000 newly issued shares of SATA Stock. The offering is scheduled to settle on January 27, 2026 and is not conditioned on completion of these exchanges.
Strive, Inc. is offering a new series of Variable Rate Series A Perpetual Preferred Stock, called SATA Stock, with a stated amount and initial liquidation preference of
Strive intends to use net proceeds, along with cash on hand and potential capped call terminations, to refinance outstanding Semler Convertible Notes and a Coinbase loan, purchase bitcoin and bitcoin-related products, and for working capital and general corporate purposes. The SATA Stock is redeemable at Strive’s option, generally at
Strive, Inc. plans a