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. Schedule 13G reports that Jane Street Group, LLC and affiliated entities collectively beneficially own 3,260,061.57 shares of Class A common stock, equal to 5.1% of the class. The filing states this total reflects 1,555,555.55 shares issuable on warrants held by Jane Street Global Trading, LLC.
The filing ties the percent calculation to 64,444,587 outstanding shares, which is based on 62,888,587 shares outstanding as of April 24, 2026 (per the issuer's 8-K) plus dilution from the 1,555,555.55 warrants. Reported voting/dispositive power is exclusively shared: 3,260,061.57 shares.
Strive, Inc. Schedule 13G reports that Jane Street Group, LLC and affiliated entities collectively beneficially own 3,260,061.57 shares of Class A common stock, equal to 5.1% of the class. The filing states this total reflects 1,555,555.55 shares issuable on warrants held by Jane Street Global Trading, LLC.
The filing ties the percent calculation to 64,444,587 outstanding shares, which is based on 62,888,587 shares outstanding as of April 24, 2026 (per the issuer's 8-K) plus dilution from the 1,555,555.55 warrants. Reported voting/dispositive power is exclusively shared: 3,260,061.57 shares.
Strive, Inc. ownership disclosure: Jane Street Group and affiliated entities report shared beneficial ownership of 2,568,761.55 shares of Class A Common Stock, representing 4.2% of the class. The filing states the ownership calculation uses 60,842,184 outstanding shares, which reflects 59,286,628 shares outstanding as of March 17, 2026 plus dilution from 1,555,555.55 warrants held by Jane Street Global Trading, LLC.
Strive, Inc. ownership disclosure: Jane Street Group and affiliated entities report shared beneficial ownership of 2,568,761.55 shares of Class A Common Stock, representing 4.2% of the class. The filing states the ownership calculation uses 60,842,184 outstanding shares, which reflects 59,286,628 shares outstanding as of March 17, 2026 plus dilution from 1,555,555.55 warrants held by Jane Street Global Trading, LLC.
Strive, Inc. reported an update on its balance sheet and capital structure as of May 1, 2026. The company’s bitcoin treasury totaled 15,000 bitcoin, alongside $97.9 million in cash and cash equivalents and $50.4 million in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy, Inc.
Strive had 63,129,587 shares of Class A common stock, 9,893,844 shares of Class B common stock, and 4,959,536 shares of its Variable Rate Series A Perpetual Preferred Stock outstanding as of that date. The company also includes extensive cautionary language about forward‑looking statements, including risks related to its merger transaction with Semler Scientific and its bitcoin treasury strategies.
Strive, Inc. reported an update on its balance sheet and capital structure as of May 1, 2026. The company’s bitcoin treasury totaled 15,000 bitcoin, alongside $97.9 million in cash and cash equivalents and $50.4 million in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy, Inc.
Strive had 63,129,587 shares of Class A common stock, 9,893,844 shares of Class B common stock, and 4,959,536 shares of its Variable Rate Series A Perpetual Preferred Stock outstanding as of that date. The company also includes extensive cautionary language about forward‑looking statements, including risks related to its merger transaction with Semler Scientific and its bitcoin treasury strategies.
BlackRock, Inc. filed a Schedule 13G reporting beneficial ownership of 3,628,716 shares of STRIVE INC Class A stock, representing 6.1% of the class as of 03/31/2026. The filing shows sole voting power for 3,581,040 shares and sole dispositive power for 3,628,716 shares. The Schedule 13G states these holdings reflect securities held by Reporting Business Units of BlackRock, Inc. and its subsidiaries. The signature block is dated 04/27/2026.
BlackRock, Inc. filed a Schedule 13G reporting beneficial ownership of 3,628,716 shares of STRIVE INC Class A stock, representing 6.1% of the class as of 03/31/2026. The filing shows sole voting power for 3,581,040 shares and sole dispositive power for 3,628,716 shares. The Schedule 13G states these holdings reflect securities held by Reporting Business Units of BlackRock, Inc. and its subsidiaries. The signature block is dated 04/27/2026.
Strive, Inc. reported updated balance sheet figures and fresh Bitcoin activity. As of April 24, 2026, the company held $90.5 million in cash and cash equivalents, $50.3 million in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc., and about 14,557 Bitcoin.
Strive recently purchased roughly 789 Bitcoin, reinforcing its strategy of using Bitcoin as a core treasury and capital allocation benchmark. The company also confirmed 62,888,587 Class A shares, 9,893,844 Class B shares, and 4,573,194 SATA preferred shares outstanding as of April 24, 2026.
Through its True North sub-brand, Strive is hosting a “Bitcoin for Business” summit in Lake Oswego on May 21, 2026, aimed at educating corporate leaders on how Bitcoin is influencing treasury management and corporate finance.
Strive, Inc. reported updated balance sheet figures and fresh Bitcoin activity. As of April 24, 2026, the company held $90.5 million in cash and cash equivalents, $50.3 million in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc., and about 14,557 Bitcoin.
Strive recently purchased roughly 789 Bitcoin, reinforcing its strategy of using Bitcoin as a core treasury and capital allocation benchmark. The company also confirmed 62,888,587 Class A shares, 9,893,844 Class B shares, and 4,573,194 SATA preferred shares outstanding as of April 24, 2026.
Through its True North sub-brand, Strive is hosting a “Bitcoin for Business” summit in Lake Oswego on May 21, 2026, aimed at educating corporate leaders on how Bitcoin is influencing treasury management and corporate finance.
Strive, Inc. reported updated balance sheet and capital metrics alongside a higher dividend on its SATA preferred stock. As of April 13, 2026, the company held $89.7 million in cash and cash equivalents, $50.5 million in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc., and about 13,768 bitcoin. Strive had 59,824,987 Class A shares, 9,893,844 Class B shares, and 4,373,194 SATA preferred shares outstanding.
The board increased the regular annual dividend rate on SATA Stock from 12.75% to 13.00%, declaring a cash dividend of $1.0833 per share payable on May 15, 2026 to holders of record on May 1, 2026. Strive expects SATA dividends to qualify as a return of capital for U.S. tax purposes to the extent of a holder’s tax basis. The company stated 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.
Strive also disclosed the purchase of approximately 27 additional bitcoin, bringing holdings to roughly 13,768 bitcoin, and noted that, at a 13.00% SATA yield and a bitcoin price of $74,750, its current balance sheet and structure could support SATA dividend obligations for about 19.6 years.
Strive, Inc. reported updated balance sheet and capital metrics alongside a higher dividend on its SATA preferred stock. As of April 13, 2026, the company held $89.7 million in cash and cash equivalents, $50.5 million in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc., and about 13,768 bitcoin. Strive had 59,824,987 Class A shares, 9,893,844 Class B shares, and 4,373,194 SATA preferred shares outstanding.
The board increased the regular annual dividend rate on SATA Stock from 12.75% to 13.00%, declaring a cash dividend of $1.0833 per share payable on May 15, 2026 to holders of record on May 1, 2026. Strive expects SATA dividends to qualify as a return of capital for U.S. tax purposes to the extent of a holder’s tax basis. The company stated 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.
Strive also disclosed the purchase of approximately 27 additional bitcoin, bringing holdings to roughly 13,768 bitcoin, and noted that, at a 13.00% SATA yield and a bitcoin price of $74,750, its current balance sheet and structure could support SATA dividend obligations for about 19.6 years.
FMR LLC reports beneficial ownership of 7,144,797 shares of Strive Inc. Class A Common Stock, representing 12.1% of the class as of 03/31/2026. The filing states that Fidelity Tactical High Income Fund held 4,710,787 shares (7.9%) as of the same date.
The schedule is filed on behalf of FMR LLC and Abigail P. Johnson with voting and dispositive powers described on the cover page; a 13d-1(k)(1) agreement is referenced in Exhibit 99.
FMR LLC reports beneficial ownership of 7,144,797 shares of Strive Inc. Class A Common Stock, representing 12.1% of the class as of 03/31/2026. The filing states that Fidelity Tactical High Income Fund held 4,710,787 shares (7.9%) as of the same date.
The schedule is filed on behalf of FMR LLC and Abigail P. Johnson with voting and dispositive powers described on the cover page; a 13d-1(k)(1) agreement is referenced in Exhibit 99.
Strive, Inc. filed an update on its balance sheet mix and share count. As of April 2, 2026, the company’s bitcoin treasury totaled 13,741 bitcoin. It also reported $86.9 million in cash and cash equivalents and $50.5 million in holdings of STRC Stock.
Strive had 59,312,566 shares of Class A common stock, 9,896,553 shares of Class B common stock, and 4,373,194 shares of SATA preferred stock outstanding as of the same date. The company also reiterates forward-looking statements about its merger with Semler Scientific, its Bitcoin treasury strategy, and potential adjustments to the SATA dividend, emphasizing numerous risks and uncertainties that could cause actual results to differ.
Strive, Inc. filed an update on its balance sheet mix and share count. As of April 2, 2026, the company’s bitcoin treasury totaled 13,741 bitcoin. It also reported $86.9 million in cash and cash equivalents and $50.5 million in holdings of STRC Stock.
Strive had 59,312,566 shares of Class A common stock, 9,896,553 shares of Class B common stock, and 4,373,194 shares of SATA preferred stock outstanding as of the same date. The company also reiterates forward-looking statements about its merger with Semler Scientific, its Bitcoin treasury strategy, and potential adjustments to the SATA dividend, emphasizing numerous risks and uncertainties that could cause actual results to differ.
Strive, Inc. director and CFO Benjamin Pham reported routine equity compensation activity involving restricted stock units and related tax withholding. On March 31, 2026, 11,329 restricted stock units settled into an equal number of Class B Common Stock shares, and derivative transactions reflected conversion mechanics between share classes.
To cover tax obligations from this vesting and settlement, 4,250 shares of Class B Common Stock were withheld by the company at a price of $10.02 per share. The filing notes that Pham did not voluntarily sell any Class A or Class B Common Stock in connection with these transactions and continues to hold a substantial direct position after the activity.
Strive, Inc. director and CFO Benjamin Pham reported routine equity compensation activity involving restricted stock units and related tax withholding. On March 31, 2026, 11,329 restricted stock units settled into an equal number of Class B Common Stock shares, and derivative transactions reflected conversion mechanics between share classes.
To cover tax obligations from this vesting and settlement, 4,250 shares of Class B Common Stock were withheld by the company at a price of $10.02 per share. The filing notes that Pham did not voluntarily sell any Class A or Class B Common Stock in connection with these transactions and continues to hold a substantial direct position after the activity.
Strive, Inc. reported that ETF Opportunities Trust filed a prospectus for the proposed T-Strive Digital Credit ETF (ticker DGCR), where Strive’s wholly owned subsidiary, Strive Asset Management, will act as sub-adviser. The exchange-traded fund aims to seek current income by investing in preferred equity securities issued by Bitcoin treasury companies, called Digital Credit Preferred Securities, and related derivatives.
The fund expects to focus mainly on Strategy Inc. Variable Rate Series A Perpetual Preferred Stock (STRC Stock) and Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA Stock), and to use leverage to increase exposure to income from these securities, subject to risk-management limits. The registration statement for this ETF has been filed with the SEC but is not yet effective, so the ETF’s securities cannot currently be sold or offered.
Strive, Inc. reported that ETF Opportunities Trust filed a prospectus for the proposed T-Strive Digital Credit ETF (ticker DGCR), where Strive’s wholly owned subsidiary, Strive Asset Management, will act as sub-adviser. The exchange-traded fund aims to seek current income by investing in preferred equity securities issued by Bitcoin treasury companies, called Digital Credit Preferred Securities, and related derivatives.
The fund expects to focus mainly on Strategy Inc. Variable Rate Series A Perpetual Preferred Stock (STRC Stock) and Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA Stock), and to use leverage to increase exposure to income from these securities, subject to risk-management limits. The registration statement for this ETF has been filed with the SEC but is not yet effective, so the ETF’s securities cannot currently be sold or offered.