SATA Strive, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 14, 2026 Processed 26d 19h ago SEC 0001628280-26-034802
8-K material event: Items 1.02
Latest settled — T+5d ⚠ clustered
SATA ▲ +0.09% at T+5d
NEUTRAL call ✓ call won +0.09% · α vs SPY +0.81% · entry $98.84 → $98.93
Next anchor: T+20d in 2d
Last close $97.79 (close Jun 8) · -1.06% from $98.84 entry
Entry anchored
May 14, 2026
via day open
T+1d
+0.08%
call +0.08% · α +1.31%
$98.92
settled 26d ago
T+5d
+0.09%
call +0.09% · α +0.81%
$98.93
settled 20d ago
T+20d
call — · α —
in 2d
T+60d
call — · α —
in 2mo

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Executive Summary

Strive, Inc. filed an 8-K reporting two items: (1) the termination of the indenture governing Semler Scientific's 4.25% Convertible Senior Notes due 2030, as all outstanding notes were repurchased and cancelled, releasing Semler from remaining obligations; and (2) an amendment to the Certificate of Designation for its Variable Rate Series A Perpetual Preferred Stock (SATA), effective June 15, 2026, which formalizes monthly dividend calculation mechanics and clarifies deferral procedures. The debt elimination at the subsidiary is a modest credit positive for the preferred stock, while the preferred stock amendment is a routine administrative update with no material impact.

Actionable Insight

The debt cancellation at Semler Scientific is a modest credit positive for SATA preferred holders, as it reduces subsidiary leverage and removes a potential claim on cash flows. The preferred stock amendment is administrative and does not change dividend terms. Monitor for any future equity or debt issuance at the parent level that could affect preferred dividend coverage.

Key Facts

  • Semler Scientific, a subsidiary, repurchased and cancelled all remaining outstanding 4.25% Convertible Senior Notes due 2030, satisfying and discharging the related Indenture.
  • The Indenture termination releases Semler Scientific from remaining obligations, except those that survive by their terms.
  • Strive filed an Amended and Restated Certificate of Designation for its Variable Rate Series A Perpetual Preferred Stock (SATA), effective June 15, 2026.
  • The amendment formalizes monthly dividend calculation mechanics, including Compounded Dividends on unpaid amounts, and clarifies deferral notice and payment procedures.
  • The amendment does not change the material terms of the preferred stock, including the 12% initial dividend rate and $100 stated amount.
  • The June 15, 2026 dividend will be calculated under the original Certificate of Designation terms.

Financial Impact

Debt elimination at Semler Scientific removes a liability, but the amount of the repurchased notes is not disclosed. The preferred stock amendment has no direct financial impact.

debt

Risk Factors

  • The amount of the repurchased convertible notes was not disclosed, so the magnitude of debt reduction is unknown.
  • The preferred stock amendment does not guarantee future dividend declarations; dividends remain at the board's discretion.
  • Strive may issue additional preferred shares or senior securities in the future, which could dilute or subordinate SATA holders.

Market Snapshot

Exchange
Nasdaq
Sector
Finance Services
Analyst Consensus
90% bullish (10 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-034802
Document: asst-20260513.htm0001628280-26-034802
Document: 0001628280-26-034802-index-headers.html0001628280-26-034802
Document: 0001628280-26-034802-index.html0001628280-26-034802
Document: 0001628280-26-034802.txt0001628280-26-034802
12 reports for SATA
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for SATA — sortable, filterable
Type Now
Jun 8, 2026
1d ago
8-K
NEUTRAL ★ 3/10
$94.38 awaiting T+1awaiting T+1$97.79 (+3.61%)
Jun 5, 2026
4d ago
424B5
BEARISH ★ 6/10
$94.38 awaiting T+1awaiting T+1$97.79 (−3.61%)
Jun 2, 2026
7d ago
8-K
NEUTRAL ★ 4/10
$97.32 $96.91▼ −0.42%▲ +0.27%$97.79 (+0.48%)
Jun 1, 2026
8d ago
8-K
BEARISH ★ 6/10
$99.56 $97.32▲ +2.25%▲ +2.39%$97.79 (+1.78%)
May 26, 2026
14d ago
8-K
MIXED ★ 5/10
$100.01 $100.01· 0.00%▼ −0.01%$97.79 (−2.22%)
May 19, 2026
21d ago
8-K
NEUTRAL ★ 3/10
$100.01 $100.00▼ −0.01%▼ −1.05%$97.79 (−2.22%)
May 14, 2026
26d ago
8-K
MIXED ★ 6/10
$98.84 $98.92▲ +0.08%▲ +1.31%$97.79 (−1.06%)
May 14, 2026
26d ago
8-K
NEUTRAL ★ 4/10
$98.84 $98.92▲ +0.08%▲ +1.31%$97.79 (−1.06%)
May 4, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$99.29 $99.59▲ +0.31%▼ −0.49%$97.79 (−1.51%)
Apr 27, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$98.91 $99.99▲ +1.10%▲ +1.58%$97.79 (−1.13%)
Showing 10 of 12

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