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TON Strategy Company has scheduled its 2026 annual meeting of stockholders for June 9, 2026. Stockholders who hold common stock as of the close of business on April 15, 2026 will be entitled to vote at the meeting.
Because the 2026 meeting will be held more than 30 days before the anniversary of the 2025 annual meeting, the company has set revised deadlines. To submit a stockholder proposal for inclusion in the proxy statement under Rule 14a-8, or to bring other business or director nominations under the bylaws, written notice must be received at the principal executive offices by the close of business on April 6, 2026. Stockholders who plan to use the universal proxy rules to solicit proxies for their own director nominees must also provide the notice required by Rule 14a-19 by April 6, 2026.
TON Strategy Company reported a significant shareholder disclosure from Aristeia Capital, L.L.C., which filed a Schedule 13G as a passive investor. Aristeia beneficially owns 4,849,363 shares of TON Strategy common stock, representing 8.21% of the outstanding shares.
This ownership percentage is based on 59,091,521 shares outstanding as of November 5, 2025, as reported in TON Strategy’s Form 10-Q. Aristeia has sole voting and sole dispositive power over all 4,849,363 shares and certifies that the position is held in the ordinary course of business, not for the purpose of changing or influencing control of the company.
TON Strategy Company announced a planned change in leadership, as it mutually agreed with Chief Executive Officer Veronika Kapustina that she will transition out of the CEO role. She is expected to continue serving as CEO until a successor is identified and appointed following a formal search.
The company has hired Intersection Growth Partners, an external executive search firm, to lead the search for its next Chief Executive Officer. TON Strategy also began a formal process that may expand its board of directors by adding additional independent directors, as detailed in a related press release furnished as an exhibit.
TON Strategy Co reported the initial share holdings of its General Counsel and Corporate Secretary, Mary Marbach. She beneficially owns 311,908 shares of common stock, held directly. These holdings include restricted stock units granted on October 6, 2025 under the TON Strategy Company 2019 Stock and Incentive Plan and her employment agreement dated September 29, 2025. Twenty-five percent of these RSUs will vest on September 29, 2026, with the remaining units vesting in equal monthly installments over the following 36 months, subject to her continued employment.
TON Strategy Co filed an initial insider ownership report for Chief Accounting Officer Bill John Rivard. As of 01/05/2026, he directly beneficially owns 57,831 shares of common stock. He also directly holds a stock option covering 19 shares of common stock, which has been exercisable since 11/17/2021 and expires on 11/16/2026 at an exercise price of $14,400. This filing is a routine Form 3 disclosure of existing holdings rather than a report of new trades.
TON Strategy Co director Rory J. Cutaia reported two sales of the company’s common stock in mid-December 2025. On December 15, 2025, he sold 34,132 shares of common stock at a price of $2.628 per share, after which he beneficially owned 67,000 shares directly. On December 16, 2025, he sold an additional 54,494 shares at $2.53 per share, leaving him with 12,506 TON Strategy Co common shares held directly following the reported transactions.
TON Strategy Co director reports share disposals in December 2025. Director Rory J. Cutaia reported two transactions in the company’s common stock.
On 12/10/2025 he disposed of 112,870 shares at $3.14 per share, and on 12/12/2025 he disposed of 38,579 shares at $2.79 per share. After these transactions, he beneficially owned 101,132 shares of TON Strategy Co common stock directly.
TON Strategy Company furnished a press release with its results of operations and financial condition for the quarter ended September 30, 2025. The release was provided under Item 2.02 as Exhibit 99.1. The company noted this information is being furnished, not filed, under the Exchange Act, which means it is not subject to Section 18 liabilities and will only be incorporated by reference into other filings if specifically referenced.
TON Strategy Company (NASDAQ: TONX) reported a sharp swing to profitability in Q3 2025 as its new TON Treasury Strategy drove large fair‑value gains. Net income to common stockholders was $83.3 million for the quarter, compared with a loss in the prior year period, after recognizing a $120.4 million net gain on crypto assets. Revenue rose to $3.6 million in Q3 (nine months: $7.0 million), led by MARKET.live, Go Fund Yourself, and initial TON staking rewards.
Total assets climbed to $661.9 million at September 30, 2025, including $587.8 million of Toncoin (TON) at fair value ($525.7 million restricted; $62.1 million unrestricted) and cash and restricted cash of $53.9 million. The company reported an operating loss of $21.7 million in Q3 as general and administrative expenses increased with share‑based compensation and growth investments.
TONX executed a PIPE on August 7, 2025, selling common shares and pre‑funded warrants and recording significant non‑cash contributions in digital assets. The company staked 177,071,814 TON units and recognized $707 of staking reward revenue in the period. Shares outstanding were 59,090,521 as of November 5, 2025.