Alphabet hands three executives equity packages totaling $110 million
The April 10 8-K discloses PSU and GSU grants for Ashkenazi, Porat, Schindler, and Walker under Alphabet's 2021 Stock Plan.
Filing Summaries
Notes that pull the important parts of SEC filings into context for covered companies and ETF wrappers.
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Strategy sold $1 billion of preferred stock in a week and bought 13,927 BTC with the proceeds
The April 13 8-K shows Strategy's STRC ATM running at full speed, converting preferred equity into Bitcoin at $71,902 per coin.
Strategy pulled $2.54 billion from its ATM in one week and bought 34,164 BTC
The April 13-19 ATM update shows Strategy running its capital machine at full speed, with STRC preferred stock doing most of the heavy lifting.
ServiceNow borrowed $4 billion to close Armis, and the debt matures in six months
NOW's April 8-K discloses a short-dated unsecured term loan that financed part of the Armis Security acquisition, creating a refinancing clock that investors should track.
META's April 8-K: operating results land with Event Momentum at the ceiling
META filed its April 29 results 8-K with Item 2.02 disclosures and Event Momentum at 100, while the stock sits roughly 10% below its 52-week high.
MSTR declares its May preferred dividend on schedule
Strategy's board declared the STRC cash dividend on April 30, a routine preferred obligation that tells you more about capital structure discipline than about Bitcoin strategy.
Strategy's weekly ATM update: $82 million raised, no Bitcoin added
The May 4 8-K shows Strategy sold 492,210 shares of common stock last week but made zero Bitcoin purchases, leaving 818,334 BTC on the balance sheet unchanged.
MSTR's May 8-K: operating results meet a $64 billion Bitcoin position
Strategy's May 5 earnings 8-K lands against a disclosed Bitcoin fair market value of $64.04 billion, making the treasury position the dominant read on every quarterly result.
MSTR's May 8-K: a pending event with thin disclosure
Strategy filed an 8-K on May 15 covering a May 4 event, and the item-level detail is not yet available, which makes the filing category the only confirmed signal.
NVDA's $81.6 billion quarter resets the scale of what an AI hardware cycle looks like
NVDA's April 2026 10-Q shows quarterly revenue at $81.6 billion, a number that reframes the data-center demand story and sets a new baseline for the AI accelerator category.
NVDA's $81.6 billion quarter lands with the stock near a 52-week high
Nvidia filed its May 20 8-K covering fiscal first-quarter results, and the revenue number confirms the data-center demand story is still running.
Oracle Dropped A Reg FD 8-K Right Before Fiscal Year-End
ORCL filed a May 12 Item 7.01 disclosure as the stock claws back from an April low. The timing points to an investor communication, not a surprise.
ARKB's December 8-K: a material agreement inside a spot ETF wrapper
ARK 21Shares Bitcoin ETF filed an 8-K disclosing entry into a material definitive agreement, a structural event that deserves more attention than the fund's flat short-term price action suggests.
ARKB's first 10-K set the disclosure template for spot Bitcoin ETFs
ARK 21Shares Bitcoin ETF filed its inaugural 10-K on March 26, 2024, covering the year ended December 31, 2023, and the document set the disclosure baseline for a product category that had no annual-report precedent.
ARKB's 10-Q is a category document, not an earnings report
ARK 21Shares Bitcoin ETF filed its June 2024 quarterly on August 9, 2024. The filing matters for what it codifies about spot Bitcoin ETF wrappers, not for any period metric.
ARKB's 10-Q is routine. The wrapper race is not.
ARK 21Shares Bitcoin ETF filed its June 30 quarterly report on August 13. The filing is the floor of disclosure. The real ARKB story sits in peer flows and Bitcoin price.
ARKB's September 10-Q: what a spot ETF filing actually tells you
ARK 21Shares Bitcoin ETF filed its quarterly report in November 2025. The document's value is in what it reveals about how spot Bitcoin ETF wrappers get tracked, not in financials that do not exist.
ARKB's 10-K: what an ETF wrapper's annual filing actually tells you
The ARK 21Shares Bitcoin ETF filed its 2025 annual report in March. The document is thin by design and useful as a category baseline.
ARKB's Q1 10-Q: what a spot ETF filing actually tells you
ARK 21Shares Bitcoin ETF filed its March 31 quarterly report on May 8. The filing is simpler than most 10-Qs in the Bitcoin-equity universe by design.
RIOT's 10-K: energy cost and hashrate are the only numbers that matter
Riot Platforms filed its fiscal 2025 annual report with the equity nearly tripled off its 52-week low. The operating leverage story lives or dies on what the filing says about power economics and production capacity.
CleanSpark's March Quarter: An $813M Treasury Sits On Top Of The Miner
CLSK's May 10-Q puts $813.22 million of Bitcoin on the books as of March 31. The miner underneath is still 44% below last October's high.
Coinbase's Q1 8-K: $1.41 billion lands into a fear tape
COIN booked $1.41 billion in Q1 revenue and filed the 8-K into a crypto market reading 28 on the Fear and Greed index.
MARA's February 8-K adds a contractual layer to a miner already running on Bitcoin price
MARA filed a material definitive agreement alongside a Reg FD item on February 26, landing against an equity up 57% in three months and a crypto tape still priced for caution.
RIOT's Q1 8-K lands as the stock doubles off its lows
Riot Platforms filed Q1 operational and financial results on April 30, with revenue at $167 million and a Bitcoin treasury position disclosed at $1.07 billion fair value as of March 31.