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. (Class A Common Stock) reported an amended Schedule 13G/A disclosing consolidated beneficial ownership by Citadel-related entities and Kenneth Griffin. The filing shows 3,176,516 shares (5.2%) attributable to Mr. Griffin and affiliated entities and notes a total base of 61,082,924 Shares outstanding as of March 17, 2026 after including 1,796,296 shares issuable upon conversion of certain warrants.
The statement lists the specific holdings: Citadel Advisors LLC, Citadel Advisors Holdings LP and Citadel GP LLC each may be deemed to beneficially own 1,796,296 shares (2.9%); Citadel Securities LLC 1,353,551 shares (2.2%); Citadel Securities Group LP and Citadel Securities GP LLC each 1,380,220 shares (2.3%). Shared voting and dispositive power are reported for these amounts.
Strive, Inc. (Class A Common Stock) reported an amended Schedule 13G/A disclosing consolidated beneficial ownership by Citadel-related entities and Kenneth Griffin. The filing shows 3,176,516 shares (5.2%) attributable to Mr. Griffin and affiliated entities and notes a total base of 61,082,924 Shares outstanding as of March 17, 2026 after including 1,796,296 shares issuable upon conversion of certain warrants.
The statement lists the specific holdings: Citadel Advisors LLC, Citadel Advisors Holdings LP and Citadel GP LLC each may be deemed to beneficially own 1,796,296 shares (2.9%); Citadel Securities LLC 1,353,551 shares (2.2%); Citadel Securities Group LP and Citadel Securities GP LLC each 1,380,220 shares (2.3%). Shared voting and dispositive power are reported for these amounts.
Strive, Inc. ownership update: an amendment to a Schedule 13G/A reports that affiliated reporting persons collectively beneficially own 3,703,708 shares of Class A Common Stock. The filing states this equals 5.9% of the class, calculated using 59,286,628 shares outstanding reported in the Issuer's Annual Form 10-K and 3,703,703 shares issuable upon exercise of related warrants.
The filing identifies the reporting group as Anson Funds Management LP, Anson Management GP LLC, Tony Moore, Anson Advisors Inc., Amin Nathoo, and Moez Kassam, and states these persons may direct the vote and disposition of the 3,703,708 shares. The filing attaches a beneficial ownership limitation on the Warrants that limits exercise above 9.99%.
Strive, Inc. ownership update: an amendment to a Schedule 13G/A reports that affiliated reporting persons collectively beneficially own 3,703,708 shares of Class A Common Stock. The filing states this equals 5.9% of the class, calculated using 59,286,628 shares outstanding reported in the Issuer's Annual Form 10-K and 3,703,703 shares issuable upon exercise of related warrants.
The filing identifies the reporting group as Anson Funds Management LP, Anson Management GP LLC, Tony Moore, Anson Advisors Inc., Amin Nathoo, and Moez Kassam, and states these persons may direct the vote and disposition of the 3,703,708 shares. The filing attaches a beneficial ownership limitation on the Warrants that limits exercise above 9.99%.
Strive, Inc. reported a sharp widening of losses as its bitcoin-focused strategy drove large mark-to-market volatility in the quarter ended March 31, 2026. Total revenue rose to $2.8 million from $1.4 million, helped by $1.4 million of medical device revenue added through the Semler Scientific acquisition, while investment advisory fees were roughly flat.
The company recorded a net unrealized loss on digital assets of $295.8 million as bitcoin prices fell, contributing to a net loss of $265.9 million and a net loss attributable to common stockholders of $279.4 million, or $4.53 per share. Operating expenses climbed to $20.6 million, driven by higher compensation and general and administrative costs, including $6.5 million of share-based compensation.
Strive ended the quarter with $929.4 million of digital assets, representing about 13,628 bitcoin, plus $95.1 million in cash and $50.5 million of preferred equity investments. It is funding its bitcoin treasury and acquisitions through at-the-market issuances of Class A common stock and its high-yield Variable Rate Series A Perpetual Preferred Stock, which paid a 12.75% annualized dividend rate and had 4.4 million shares outstanding at quarter-end. After repurchasing remaining convertible notes after the quarter, Strive reports no debt outstanding.
Strive, Inc. reported a sharp widening of losses as its bitcoin-focused strategy drove large mark-to-market volatility in the quarter ended March 31, 2026. Total revenue rose to $2.8 million from $1.4 million, helped by $1.4 million of medical device revenue added through the Semler Scientific acquisition, while investment advisory fees were roughly flat.
The company recorded a net unrealized loss on digital assets of $295.8 million as bitcoin prices fell, contributing to a net loss of $265.9 million and a net loss attributable to common stockholders of $279.4 million, or $4.53 per share. Operating expenses climbed to $20.6 million, driven by higher compensation and general and administrative costs, including $6.5 million of share-based compensation.
Strive ended the quarter with $929.4 million of digital assets, representing about 13,628 bitcoin, plus $95.1 million in cash and $50.5 million of preferred equity investments. It is funding its bitcoin treasury and acquisitions through at-the-market issuances of Class A common stock and its high-yield Variable Rate Series A Perpetual Preferred Stock, which paid a 12.75% annualized dividend rate and had 4.4 million shares outstanding at quarter-end. After repurchasing remaining convertible notes after the quarter, Strive reports no debt outstanding.
Strive, Inc. reported first quarter 2026 results and detailed its bitcoin-focused balance sheet and capital strategy while introducing daily dividends on its SATA preferred stock. Revenue was $2.8 million, but GAAP net loss reached $265.9 million, driven largely by a $295.8 million unrealized loss on bitcoin measured at fair value.
Strive closed its all-stock acquisition of Semler Scientific, adding about 5,048 bitcoin, and bought additional bitcoin on the open market, bringing its treasury to 15,009 bitcoin as of May 12, 2026. It reported Bitcoin Yield of 11.1% in Q1 2026 and 4.6% quarter-to-date in Q2, and Bitcoin $ Gain of $57.8 million in Q1 and $50.1 million quarter-to-date.
As of May 12, 2026, Strive held $87.6 million of cash and cash equivalents, STRC preferred equity with a $50.5 million fair value, and had repurchased its remaining long-term notes payable to become debt-free. The board maintained the SATA dividend rate at 13.00% per year, declared a $1.0833 per-share cash dividend payable June 15, 2026, and approved daily cash dividends of $0.0542 per share for each business day from June 16 through June 30, 2026.
Strive, Inc. reported first quarter 2026 results and detailed its bitcoin-focused balance sheet and capital strategy while introducing daily dividends on its SATA preferred stock. Revenue was $2.8 million, but GAAP net loss reached $265.9 million, driven largely by a $295.8 million unrealized loss on bitcoin measured at fair value.
Strive closed its all-stock acquisition of Semler Scientific, adding about 5,048 bitcoin, and bought additional bitcoin on the open market, bringing its treasury to 15,009 bitcoin as of May 12, 2026. It reported Bitcoin Yield of 11.1% in Q1 2026 and 4.6% quarter-to-date in Q2, and Bitcoin $ Gain of $57.8 million in Q1 and $50.1 million quarter-to-date.
As of May 12, 2026, Strive held $87.6 million of cash and cash equivalents, STRC preferred equity with a $50.5 million fair value, and had repurchased its remaining long-term notes payable to become debt-free. The board maintained the SATA dividend rate at 13.00% per year, declared a $1.0833 per-share cash dividend payable June 15, 2026, and approved daily cash dividends of $0.0542 per share for each business day from June 16 through June 30, 2026.
Strive, Inc. reports two key capital structure updates. First, its subsidiary Semler Scientific, Inc. repurchased and cancelled all remaining 4.25% Convertible Senior Notes due 2030. The related Indenture has been satisfied and discharged, releasing Semler Scientific from its remaining obligations other than provisions that expressly survive.
Second, Strive amended and restated the Certificate of Designation for its Variable Rate Series A Perpetual Preferred Stock (SATA Stock). Effective at 12:01 a.m. Pacific Daylight Time on June 15, 2026, regular dividends will be calculated on a monthly basis and subdivided into equal installments paid on each Business Day of the Monthly Dividend Period. Unpaid regular dividends will accrue additional “Compounded Dividends” at a monthly rate until brought current, with key dates anchored to a Monthly Dividend Compliance Date, initially June 15, 2026 and then the last calendar day of each month. Other material SATA terms remain unchanged from the original designation.
Strive, Inc. reports two key capital structure updates. First, its subsidiary Semler Scientific, Inc. repurchased and cancelled all remaining 4.25% Convertible Senior Notes due 2030. The related Indenture has been satisfied and discharged, releasing Semler Scientific from its remaining obligations other than provisions that expressly survive.
Second, Strive amended and restated the Certificate of Designation for its Variable Rate Series A Perpetual Preferred Stock (SATA Stock). Effective at 12:01 a.m. Pacific Daylight Time on June 15, 2026, regular dividends will be calculated on a monthly basis and subdivided into equal installments paid on each Business Day of the Monthly Dividend Period. Unpaid regular dividends will accrue additional “Compounded Dividends” at a monthly rate until brought current, with key dates anchored to a Monthly Dividend Compliance Date, initially June 15, 2026 and then the last calendar day of each month. Other material SATA terms remain unchanged from the original designation.
Vivek Ramaswamy and Virtuous Industries LLC report significant ownership in Strive, Inc. Class A Common Stock. Ramaswamy is deemed to beneficially own 5,693,897 shares, representing 8.8% of the class, assuming conversion of his Class B shares. Virtuous Industries LLC beneficially owns 106,245 shares, or 0.2%, also on an as-converted basis.
These holdings arose from a merger completed under a June 27, 2025 agreement, where Ramaswamy’s Strive Enterprises equity was converted into Class B shares of Strive, Inc. A prior shareholder group and Shareholders Agreement automatically terminated on April 20, 2026 after issuer ATM share sales reduced the group’s aggregate voting power below 50%. Ramaswamy also holds customary demand and piggyback registration rights for his Class A shares. The filing states the reporting persons currently have no specific plans for corporate actions but may adjust their holdings over time based on market and other conditions.
Vivek Ramaswamy and Virtuous Industries LLC report significant ownership in Strive, Inc. Class A Common Stock. Ramaswamy is deemed to beneficially own 5,693,897 shares, representing 8.8% of the class, assuming conversion of his Class B shares. Virtuous Industries LLC beneficially owns 106,245 shares, or 0.2%, also on an as-converted basis.
These holdings arose from a merger completed under a June 27, 2025 agreement, where Ramaswamy’s Strive Enterprises equity was converted into Class B shares of Strive, Inc. A prior shareholder group and Shareholders Agreement automatically terminated on April 20, 2026 after issuer ATM share sales reduced the group’s aggregate voting power below 50%. Ramaswamy also holds customary demand and piggyback registration rights for his Class A shares. The filing states the reporting persons currently have no specific plans for corporate actions but may adjust their holdings over time based on market and other conditions.
Strive, Inc. shareholders filed Amendment No. 5 to their Schedule 13D to report a major change in control arrangements. As the company sold Class A Common Stock under its at-the-market equity offering program, the shareholder parties’ combined Class A and Class B holdings fell below 50% of total voting power, triggering automatic termination of the Shareholders Agreement on April 20, 2026.
After this termination, the reporting persons are no longer deemed a group under Section 13(d). Each of the Ramaswamy 2021 Irrevocable Trust, Matthew Cole, 2025-10 Investments LLC, Logan Beirne, Virtuous Industries LLC, Benjamin Pham, LT&C LLC and Liberty Pier Foundation now beneficially owns under 5% of the Class A stock and will stop filing under Section 13(d), while Vivek Ramaswamy continues to hold more than 5% and will report separately.
Strive, Inc. shareholders filed Amendment No. 5 to their Schedule 13D to report a major change in control arrangements. As the company sold Class A Common Stock under its at-the-market equity offering program, the shareholder parties’ combined Class A and Class B holdings fell below 50% of total voting power, triggering automatic termination of the Shareholders Agreement on April 20, 2026.
After this termination, the reporting persons are no longer deemed a group under Section 13(d). Each of the Ramaswamy 2021 Irrevocable Trust, Matthew Cole, 2025-10 Investments LLC, Logan Beirne, Virtuous Industries LLC, Benjamin Pham, LT&C LLC and Liberty Pier Foundation now beneficially owns under 5% of the Class A stock and will stop filing under Section 13(d), while Vivek Ramaswamy continues to hold more than 5% and will report separately.
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.