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. reported sharply wider losses driven by its bitcoin-focused treasury strategy and rapid balance sheet expansion. For the six months ended June 30, 2026, the company recorded a net loss of $523.5 million, mainly from a $523.8 million net unrealized loss on digital assets, plus additional losses on preferred equity investments and debt extinguishment. After $39.7 million of preferred dividends, the net loss attributable to common stockholders was $563.2 million, or $8.22 per share.
Total assets rose to $1.38 billion from $745.5 million at year-end 2025, largely due to growth in digital assets, which reached $1.16 billion (about 19,864 bitcoin) and the Semler Scientific acquisition, which generated a $66.7 million bargain purchase gain. Strive also built a $702.4 million mezzanine preferred equity layer via its SATA Stock and raised substantial cash through at-the-market offerings: $306.2 million of Class A common equity and $356.7 million of SATA Stock in the first half.
Despite negative operating cash flow of $39.4 million, Strive ended the period with $145.5 million in cash and cash equivalents and no remaining convertible notes or Coinbase loan. Revenue grew to $5.7 million, including new medical device revenues following the Semler Scientific merger, though operating expenses increased significantly as the company scaled its asset management, medical device, and corporate bitcoin operations.
Sarkhani Arshia reported acquisition or exercise transactions in this Form 4 filing.
Strive, Inc. reported that Chief Marketing Officer and director Arshia Sarkhani received a grant of 9,191 Performance Stock Units (PSUs) on August 7, 2026. Each PSU represents a contingent right to receive one share of Class A common stock, depending on achieving predetermined levels of total shareholder return relative to the return of Bitcoin and the Russell 3000 over the three-year performance period from January 1, 2026 through December 31, 2028. The 9,191 PSUs represent a target amount, and the number of shares ultimately earned may range from 0% to 200% of this target.
Strive, Inc. reported second quarter 2026 results that highlight its pivot to a bitcoin-centric balance sheet alongside very large accounting losses driven by market volatility. For the three months ended June 30, 2026, total revenues were $2.9 million, primarily from investment advisory and medical device revenues, while GAAP net loss was $257.6 million, largely due to $228.0 million of net unrealized losses on digital assets and additional losses on preferred equity investments.
As of June 30, 2026, total assets were $1.38 billion, including $1.16 billion of digital assets measured at fair value. By August 7, 2026, the company had acquired 12,237 bitcoin year-to-date, achieved a reported Bitcoin Yield of 23.9% for the quarter and 37.7% for the first half, and held cash and cash equivalents of $154.9 million. Management states that all short- and long-term debt has been retired, leaving the company debt-free, and that 7.8 million shares of its SATA preferred stock were outstanding with a $783.0 million redemption value and liquidation preference as of June 30, 2026.
The SATA preferred began paying daily cash dividends on June 16, 2026 at a stated current annualized rate of 13.00%, and Strive has paid 44 consecutive dividends as of August 7, 2026. Net loss attributable to common stockholders for the quarter was $283.8 million, or $(3.77) per basic and diluted share, and non-GAAP adjusted net loss attributable to common stockholders was $275.0 million, or $(3.65) per diluted share, after excluding items such as share-based compensation, fair value changes on debt, transaction costs, and other investment losses.
Strive, Inc. reported recent treasury and capital structure activity. Between August 3 and August 7, 2026, the company purchased 147 bitcoin at an average price of approximately $64,812 per bitcoin, inclusive of fees and expenses.
As of August 7, 2026, cash and cash equivalents were $154,900 thousand, up from $151,300 thousand as of July 31, 2026. The fair value of the company’s holdings of Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc. was $47,980 thousand, compared with $45,177 thousand previously, with 505,000 STRC shares held on both dates. Bitcoin holdings increased from 20,020 to 20,167.
Class A common shares outstanding rose from 74,417,438 to 75,647,438, while Class B remained at 9,792,535, bringing Effective Common Shares Outstanding to 85,439,973. Assumed Fully Diluted Shares Outstanding increased to 88,705,776, reflecting more unvested employee stock awards. Shares underlying traditional warrants were 26,596,010, and outstanding Variable Rate Series A Perpetual Preferred Stock (SATA Stock) was 7,829,502.
Beirne Brian Logan reported acquisition or exercise transactions in this Form 4 filing.
Strive, Inc. reported that Chief Legal Officer Brian Logan Beirne received a grant of 87,535 Performance Stock Units (PSUs). Each PSU represents a contingent right to receive one share of Class A common stock based on total shareholder return versus Bitcoin and the Russell 3000 over a three-year period from January 1, 2026 through December 31, 2028. The 87,535 PSUs are a target amount, and the number ultimately earned may range from 0% to 200% of this target, depending on performance.
Pham Benjamin reported acquisition or exercise transactions in this Form 4 filing.
Strive, Inc. reported that Chief Financial Officer Benjamin Pham received a grant of 87,535 Performance Stock Units (PSUs). Each PSU represents a contingent right to receive one share of Class A common stock based on total shareholder return relative to Bitcoin and the Russell 3000 over a three-year period from January 1, 2026 through December 31, 2028. The 87,535 PSUs are a target amount, and the number ultimately earned may range from 0% to 200% of this target.
Cole Matthew Ryan reported acquisition or exercise transactions in this Form 4 filing.
Strive, Inc. reported that Chief Executive Officer Cole Matthew Ryan received a grant of 280,112 Performance Stock Units (PSUs). Each PSU is a contingent right to one share of Class A common stock, earned based on total shareholder return versus Bitcoin and the Russell 3000 over the three-year period from January 1, 2026 through December 31, 2028. The 280,112 PSUs represent a target; the CEO may ultimately earn between 0% and 200% of this amount, or between zero and 560,224 shares, depending on performance.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 9,887,332 shares of STRIVE INC Class A common stock as of 06/30/2026, representing 13.8% of the class. FMR LLC reports sole dispositive power over all of these shares and sole voting power over 9,886,325 shares, with no shared voting or dispositive power.
Abigail P. Johnson is reported as having sole dispositive power over the same 9,887,332 shares, but no sole or shared voting power. Within this stake, Fidelity Tactical High Income Fund is identified as having an interest in 5,629,975 shares, equating to 7.8% of STRIVE INC’s outstanding Class A common stock at 06/30/2026.
Strive, Inc. reported that between July 27 and July 31, 2026 it purchased 20 bitcoin at an average price of approximately $63,191 per bitcoin, inclusive of fees and expenses. As of July 24 and July 31, 2026, cash and cash equivalents were 154,000 and 151,300 (in thousands), respectively, a decrease of 2,700 (in thousands). Over the same period, the fair value of its holdings of Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc. increased from 43,879 to 45,177 (in thousands), with 505,000 STRC shares held. Bitcoin holdings rose from 20,000 to 20,020.
As of July 31, 2026, Strive reported 74,417,438 Class A common shares, 9,792,535 Class B common shares, and 7,829,502 shares of its Variable Rate Series A Perpetual Preferred Stock (SATA). Effective Common Shares Outstanding were 84,209,973, and Assumed Fully Diluted Shares Outstanding were 86,804,205, excluding 26,596,010 shares underlying traditional warrants. The company also reiterated forward-looking statements regarding its merger with Semler Scientific, bitcoin treasury strategies, and potential adjustments to the SATA dividend rate.
Strive, Inc. reported that between July 20 and July 24, 2026 it purchased 79 bitcoin at an average price of approximately $65,723 per bitcoin, inclusive of fees and expenses. Following these purchases, bitcoin holdings increased from 19,921 to 20,000 as of July 24, 2026.
As of July 24, 2026, cash and cash equivalents were $154,000k, and the fair value of STRC Stock held was $43,879k, with 505,000 STRC shares unchanged. Class A common shares outstanding rose to 74,307,438, while Class B shares were 9,792,535, resulting in Effective Common Shares Outstanding of 84,099,973 and Assumed Fully Diluted Shares of 86,694,972. Shares underlying traditional warrants (26,596,510) and SATA preferred stock (7,829,502) were unchanged. The company also reiterated extensive forward-looking statement cautions related to its merger with Semler Scientific, bitcoin treasury strategies, and potential adjustments to SATA dividend rates.