Form 8-K
20
MENTIONS
6
EPISODES
6
PODCASTS
Search complete. 20 mentions across 6 episodes found for "Form 8-K".
Oct 8, 2026
Halston ValenciaHOST
Mm-hmm.
Grain of SaltGUEST
And what Strive has done, if you look at, if you look at Strive's acquisition of Bitcoin, on a weekly basis in the NK, in the 8-K, they're acquiring Bitcoin at $500 less per Bitcoin than Strategy.
Grain of SaltGUEST
And you're like-
Jody FlournoyHOST
Mm.
Tim KotzmanHOST
61.5% of capital raised came from SEDA, with warrants generating $56.7 million.
Tim KotzmanHOST
Today's 8-K also highlights key metrics and KPIs through Q3 2026.
Tim KotzmanHOST
Strategy reported a $21 billion gain on digital assets in Q3 2026.
Tim KotzmanHOST
Last week, Strategy acquired 334 Bitcoin and repurchased $176 million of Stretch.
Tim KotzmanHOST
As of October 4th, Strategy holds 848,000 Bitcoin and $5.7 billion of USD assets.
Tim KotzmanHOST
Topics on the table today include Strive and Strategy capital markets activity, the Bitcoin Treasuries Conference in New York City last week, Luke Gromen digital credit confusion.
Tim KotzmanHOST
And first, I'm going to hand over to Matt for Strive's 8-K announcements.
Matt ColeHOST
Yeah.
Doug ChiaHOST
Let's talk about communicating board refreshment.
Doug ChiaHOST
And in your book, you talk about how the communication process to the public, you know, it, it used to be you file an 8-K, you have basic biographical information in there, and maybe you have, you know, a nice quote in the press release about how this person is gonna add value.
Doug ChiaHOST
Um, but you talk about it's gotta be more than that, and, and part of it might be even an inside look at the process.
Doug ChiaHOST
Obviously, lawyers, uh, are very good at drafting boilerplate, and I made a meal out of that in my own career [laughs].
Robin WeinbergGUEST
We, we get asked this a lot.
Robin WeinbergGUEST
What, what is the ideal level of communication when a director is added or the board is refreshed? And I think some of it has to do with what the circumstances are around the director being added.
Robin WeinbergGUEST
But in the spirit of board advocacy, even in times of peace, when there isn't something that they're doing it as a reaction to, we look at it as the minimum 8-K filing is no longer sufficient.
Robin WeinbergGUEST
A bio and a quote tells shareholders nothing about why this person was chosen or what gap they fill or what value they're going to bring to the table.
Marc SteinbergGUEST
Uh, but w- what we're talking about is voluntary disclosure here, and of course, we have a mandatory disclosure framework, and when companies engage in voluntary disclosure, as we all know, uh, they, they do not like to disclose bad news.
Marc SteinbergGUEST
And that's one of the great benefits of our mandatory disclosure framework, uh, that every quarter, and then pursuant to the Form 8-K, the current reports, if an item falls within the Form 8-K, then, then there is mandatory disclosure that must be made.
Marc SteinbergGUEST
Uh, with voluntary disclosure, unless an item falls within the Form 8-K, which often it does not, a company can delay disclosure for several months.
Jonathan WeilHOST
Mark, can I just interrupt for a moment? Tell us what an 8-K is.
Marc SteinbergGUEST
Sure.
Marc SteinbergGUEST
An 8-K is a current report, and what it does is it's a laundry list.
Marc SteinbergGUEST
Uh, if a corporate event falls within this laundry list, such as a resignation of the auditor, then the company must file a, a Form 8-K, uh, within a specified period of time, generally four business days, which is very long when you think about it.
Marc SteinbergGUEST
The Regulation FD, going to fair disclosure, generally requires disclosure after 24 hours to the public.
George BaxterGUEST
Uh, but-
Andrew WalkerHOST
It was the fir- it was the first thing I did when they, they filed the cha- I, I looked at the 8-K.
Andrew WalkerHOST
I was like... 'Cause I was like, oh, a finance guy who was exec chairman going to CEO.
Andrew WalkerHOST
Like, sometimes you can get really interesting signals in that 8-K.
Andrew WalkerHOST
But I, I don't believe he starts till October 1, and they didn't provide the, uh-
George BaxterGUEST
No
Brian SozziHOST
Fact four, if the new beverages are doing so well, why doesn't McDonald's release quarterly sales for its beverage business in its financial filings? Better still, why doesn't McDonald's release sales for the Big Mac and large fries? Aren't these disclosures important for investors to understand the business in an age of rising GLP-1 use? This is not 1987 McDonald's.
Brian SozziHOST
You can't keep leaving these things out of your 10-Q, 10-K, 8-K, and various other filings.
Brian SozziHOST
The Big Mac is in your Happy Meal now, MCD.
Brian SozziHOST
You're more than welcome on Unleashed.