STIVP SEC Filings

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.

Strive, Inc. investors filed an amended Schedule 13D to update their ownership in the company’s Class A common stock. The amendment reflects a reverse stock split effective as of February 6, 2026, in which every 20 shares of both Class A and Class B stock converted into one share.

Following the split, Vivek Ramaswamy reports beneficial ownership of 5,693,897 shares, or 8.8% of the Class A common stock on an as-converted basis, while the Ramaswamy 2021 Irrevocable Trust reports 1,418,942 shares, or 2.3%. Several other entities and individuals, including Matthew Cole and Benjamin Pham, report smaller stakes.

The amendment also records additional open‑market purchases of Class A shares. On February 13, 2026, Logan Beirne acquired 11,500 shares. On February 17 and 18, 2026, Benjamin Pham acquired 7,900 and 6,214 shares, respectively, at prices ranging from $8.06 to $8.72 per share through brokerage accounts.

Strive, Inc. investors filed an amended Schedule 13D to update their ownership in the company’s Class A common stock. The amendment reflects a reverse stock split effective as of February 6, 2026, in which every 20 shares of both Class A and Class B stock converted into one share.

Following the split, Vivek Ramaswamy reports beneficial ownership of 5,693,897 shares, or 8.8% of the Class A common stock on an as-converted basis, while the Ramaswamy 2021 Irrevocable Trust reports 1,418,942 shares, or 2.3%. Several other entities and individuals, including Matthew Cole and Benjamin Pham, report smaller stakes.

The amendment also records additional open‑market purchases of Class A shares. On February 13, 2026, Logan Beirne acquired 11,500 shares. On February 17 and 18, 2026, Benjamin Pham acquired 7,900 and 6,214 shares, respectively, at prices ranging from $8.06 to $8.72 per share through brokerage accounts.

Cole Matthew Ryan reported acquisition or exercise transactions in this Form 4 filing.

Strive, Inc. director and Chief Executive Officer Cole Matthew Ryan reported receiving a grant of 702,856 Restricted Stock Units, each representing one share of Class A common stock. These RSUs vest in five equal 20% installments on September 12 of each year, starting from the applicable vesting commencement date, as long as he remains employed through each vesting date. Following this award, he holds 702,856 RSUs directly.

Cole Matthew Ryan reported acquisition or exercise transactions in this Form 4 filing.

Strive, Inc. director and Chief Executive Officer Cole Matthew Ryan reported receiving a grant of 702,856 Restricted Stock Units, each representing one share of Class A common stock. These RSUs vest in five equal 20% installments on September 12 of each year, starting from the applicable vesting commencement date, as long as he remains employed through each vesting date. Following this award, he holds 702,856 RSUs directly.

Strive, Inc. presents itself as a structured finance company and institutional asset manager built around a bitcoin-focused treasury strategy. The company aims to grow value through disciplined balance sheet management and expansion of its bitcoin holdings, using both operating cash and capital markets financing.

Following a reverse acquisition of Asset Entities Inc. in September 2025, Strive became a U.S. publicly traded bitcoin treasury asset management firm with over $2.4 billion in assets under management as of December 31, 2025. It held about 7,627 bitcoin at that date, plus $67.5 million in cash and cash equivalents, and later increased its treasury to 13,628 bitcoin by March 17, 2026.

Strive issues Variable Rate Series A Perpetual Preferred Stock (SATA Stock) and uses an at-the-market program as a flexible capital formation tool. In January 2026 it completed the acquisition of Semler Scientific, Inc., adding Semler’s bitcoin reserve and a healthcare technology business centered on its QuantaFlo vascular testing product. The filing highlights extensive risk factors, emphasizing bitcoin price volatility, regulatory uncertainty, concentration in digital assets, complex accounting, potential dilution from additional equity issuance, and legal and compliance exposure in healthcare and financial regulation.

Strive, Inc. presents itself as a structured finance company and institutional asset manager built around a bitcoin-focused treasury strategy. The company aims to grow value through disciplined balance sheet management and expansion of its bitcoin holdings, using both operating cash and capital markets financing.

Following a reverse acquisition of Asset Entities Inc. in September 2025, Strive became a U.S. publicly traded bitcoin treasury asset management firm with over $2.4 billion in assets under management as of December 31, 2025. It held about 7,627 bitcoin at that date, plus $67.5 million in cash and cash equivalents, and later increased its treasury to 13,628 bitcoin by March 17, 2026.

Strive issues Variable Rate Series A Perpetual Preferred Stock (SATA Stock) and uses an at-the-market program as a flexible capital formation tool. In January 2026 it completed the acquisition of Semler Scientific, Inc., adding Semler’s bitcoin reserve and a healthcare technology business centered on its QuantaFlo vascular testing product. The filing highlights extensive risk factors, emphasizing bitcoin price volatility, regulatory uncertainty, concentration in digital assets, complex accounting, potential dilution from additional equity issuance, and legal and compliance exposure in healthcare and financial regulation.