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 additional bitcoin purchases and updated key balance figures for mid-July 2026. Between July 13 and July 17, the company purchased 21 bitcoin at an average price of approximately $63,221 per bitcoin, increasing its holdings from 19,900 to 19,921 bitcoin.
As of July 17, 2026, cash and cash equivalents were $157,400 (in thousands), compared with $154,100 (in thousands) on July 10. The fair value of its STRC stock position was $43,071 (in thousands) based on 505,000 shares held. Class A common shares outstanding were 73,869,961, Class B shares were 9,800,012, and SATA preferred shares were 7,829,502.
Strive, Inc. reported that its board of directors maintained the regular annual dividend rate on its Variable Rate Series A Perpetual Preferred Stock (SATA Stock) at 13.00%, effective for periods commencing on or after August 1, 2026.
The board declared daily cash dividends of $0.0516 per share of SATA Stock for each of the 21 business days from August 3 through August 31, 2026, totaling $1.0836 for the full monthly period. Dividends are payable to stockholders of record at the close of business on the immediately preceding business day. For U.S. federal income tax purposes, Strive states 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, so these distributions are generally treated as a tax-deferred recovery of capital for U.S. investors and exempt from U.S. dividend withholding tax for non‑U.S. investors.
Strive, Inc. reported that between July 6 and July 10, 2026 it purchased 18 bitcoin at an average price of approximately $64,028 per bitcoin, inclusive of fees and expenses.
As of July 2, 2026, cash and cash equivalents were $153,400 thousand, increasing to $154,100 thousand as of July 10, 2026, a change of $700 thousand. The fair value of the Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc. was $44,379 thousand as of July 2, 2026 and $44,177 thousand as of July 10, 2026.
Bitcoin holdings were 19,882 as of July 2, 2026 and 19,900 as of July 10, 2026. Shares outstanding as of these dates changed as follows: Class A common stock from 72,945,813 to 73,426,164, Class B common stock from 9,780,018 to 9,803,347, and Variable Rate Series A Perpetual Preferred Stock (SATA Stock) remained at 7,829,502, with share figures including shares sold through 4:00 p.m. EST that are issued the following business day.
Strive, Inc. reported additional bitcoin purchases and updated balance sheet metrics tied to its bitcoin-focused strategy. Between June 29 and July 2, 2026, the company purchased 17.76 bitcoin at an average price of about $59,850 per bitcoin, inclusive of fees.
As of June 26 to July 2, 2026, cash and cash equivalents increased from $141,700 thousand to $153,400 thousand, while bitcoin held rose from 19,864 to 19,882. The fair value of Strategy Inc. STRC stock increased from $37,658 thousand to $44,379 thousand over the same window. As of June 30, 2026, Strive held 19,864 bitcoin with a value of $1,164,639 thousand, cash of $144,500 thousand, STRC stock valued at $42,854 thousand, and total balance sheet assets of $1,351,993 thousand.
Select metrics show assumed diluted shares outstanding rising to 84,653,128 at June 30, 2026, with bitcoin per assumed diluted share of 23,465 SATs, a quarterly BTC Yield of 24.0%, and a Bitcoin $ Gain of $191,347 thousand. Management stresses these bitcoin-specific metrics are illustrative, not traditional performance or valuation measures, and the financial data for the quarter ended June 30, 2026 remain preliminary and unaudited.
SEMLER ERIC reported acquisition or exercise transactions in this Form 4 filing.
Strive, Inc. director Eric Semler reported receiving a grant of 14,815 Restricted Stock Units, each representing one share of Class A Common Stock upon settlement. The award was granted at no cash cost per unit and is held as a direct ownership position.
According to the terms, these Restricted Stock Units will fully vest on the first anniversary of December 31, 2025, as long as Semler continues to provide service through that vesting date. Following this compensation-related grant, his reported derivative holdings tied to this award total 14,815 units.
Strive, Inc. director and CFO Benjamin Pham reported compensation-related equity activity, not open-market trading. On June 30, he exercised 11,329 Restricted Stock Units into an equal number of shares of Class B Common Stock, reflecting routine vesting.
To cover tax obligations from this vesting, 4,267 shares were withheld by the company, a non-market “F” code tax-withholding disposition. After these transactions, he directly held 236,558 shares of Class B Common Stock and 79,305 Restricted Stock Units, indicating he retains a substantial equity position.
Strive, Inc. filed an update on its cash, bitcoin, holdings of Strategy Inc.’s Variable Rate Series A Perpetual Stretch Preferred Stock, and share counts. As of June 26, 2026, cash and cash equivalents (in thousands) were $141,700, down from $144,500 on June 18, a decrease of $2,800.
The fair value of STRC Stock (in thousands) declined from $44,738 to $37,658 over the same period, a change of $7,080, while the number of STRC shares held remained 505,000. Bitcoin held was unchanged at 19,864.
Shares outstanding of Class A common stock increased from 71,787,867 to 71,864,809, a rise of 76,942 shares, while Class B common stock and the SATA Stock counts were unchanged. The company also included a detailed cautionary statement about forward-looking statements related to its merger transaction and bitcoin treasury strategies.
Strive, Inc. reported additional bitcoin purchases and updated key balance figures. Between June 15 and June 21, 2026, the company bought 759 bitcoin at an average price of about $65,850 per bitcoin, including fees.
As of June 18, 2026, Strive held 19,864 bitcoin, up from 19,105 on June 12. Cash and cash equivalents rose from $141.4 million to $144.5 million. The fair value of its STRC stock position declined from $47.9 million to $44.7 million, while STRC shares held remained 505,000. Shares outstanding increased to 71,787,867 Class A and 7,829,502 SATA preferred, reflecting recent share issuances.
Strive, Inc. reported recent bitcoin purchases and updated key balance sheet figures. Between June 8 and June 14, 2026, the company bought 73 bitcoin at an average price of about $63,646 per bitcoin, including fees and expenses.
As of June 12, 2026, cash and cash equivalents were $141,400 (in thousands), up from $139,200 (in thousands) on June 5, 2026. The fair value of Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc. (STRC Stock) was $47,874 (in thousands), with 505,000 STRC shares held. Bitcoin holdings increased from 19,032 to 19,105. Class A common shares outstanding rose from 69,410,645 to 69,894,045, while Class B common stock and SATA preferred share counts were unchanged.
Strive, Inc. announced that its board maintained the regular dividend rate on its Variable Rate Series A Perpetual Preferred Stock (SATA) at 13.00% per annum for periods starting on July 1, 2026.
The board also declared daily cash dividends of $0.0493 per SATA share, or $1.0846 for the full July 2026 monthly period, across 22 business days
Strive 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, so a portion of SATA distributions may be treated as tax-deferred recovery of capital for U.S. investors.