{"filings":[{"id":70481,"accession_number":"0001805526-26-000031","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2026-05-13T21:10:35+00:00","items":["2.02","9.01"],"status":"ready","headline":"DeFi Development Corp. Q1 SPS up 108% YoY to 0.0670; repurchases $4.4M converts at 41% discount","event_type":"earnings","confidence":"high","bullets":["SOL per share of 0.0670 as of May 13, 2026, up 108% y/y and 1% from March 30, 2026.","Repurchased ~$4.4M principal of July 2030 Convertible Notes for ~$2.6M cash (41% discount to par).","Total SOL and SOL equivalents of 2,294,576, up 3% from March 30, 2026.","Reaffirmed June 2026 SPS guidance of 0.075 (fully converted); long-term target 1.0 SPS by Dec 2028 remains unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95611,"accession_number":"0001805526-26-000029","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"DeFi Development Corp. enters $200M ATM equity sales agreement; proceeds for Solana acquisition","event_type":"other_material","confidence":"high","bullets":["Up to $200M of common stock may be sold under at-the-market agreement with R.F. Lafferty & Co., effective May 1, 2026.","Net proceeds to be used for working capital, acquiring Solana (SOL) digital assets, and strategic initiatives.","Agent receives 0.75% cash commission on gross proceeds; company also reimburses certain expenses.","Sales will be made via effective S-3 registration (No. 333-276062); no obligation to sell any shares.","Either party may terminate the agreement upon 10 days' notice or earlier under specified conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95610,"accession_number":"0001805526-26-000010","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2026-04-06T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"DeFi Development Corp. appoints former Walmart exec/VIZIO CFO Adam Townsend to board","event_type":"leadership","confidence":"high","bullets":["Adam Townsend, former VIZIO CFO and Walmart executive, appointed to Board of Directors effective April 4, 2026.","Townsend will receive 28,170 restricted stock units (quarterly vesting over 1 year) and $7,000 quarterly cash retainer.","He oversaw financial integration of VIZIO's $2.3B acquisition by Walmart; previously CFO at Showtime Networks.","Company is first US public firm with treasury strategy to accumulate and compound Solana (SOL)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95609,"accession_number":"0001805526-26-000009","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2026-04-06T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"DeFi Development Corp. separates from CCO Blake Janover; winds down legacy businesses","event_type":"other_material","confidence":"high","bullets":["CCO Blake Janover separated effective March 31, 2026; remains as director.","Janover receives $692,500 lump sum and accelerated vesting of 70,000 RSUs.","Board approved wind-down of legacy Janover Capital Markets and Janover Insurance businesses.","Separation includes mutual release and modification of non-compete to exclude all but Solana digital asset treasury strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108801,"accession_number":"0001805526-26-000005","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"DeFi Development Corp reports 442% revenue growth for FY 2025; cuts SPS guidance to 0.085","event_type":"earnings","confidence":"high","bullets":["FY 2025 net loss of $73.8M, mainly from unrealized digital asset losses; DAT segment revenue $9.2M.","Revised June 2026 SPS guidance to 0.085 from 0.165, reaffirmed; long-term 1.0 SPS by Dec 2028 maintained.","Current SPS 0.0754, up 8% since Nov 2025; total SOL holdings ~2.22M; shares outstanding ~29.5M.","Q4 Annualized Organic Yield 8.3%, below 10% target, due to Oct 10 liquidation; expect ~10% going forward.","FY 2025 revenue +442%; equity return +600%; closed $164M convertible debt, $149M equity PIPEs; Apyx investment; ELOC raised ~$60M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108800,"accession_number":"0001213900-26-018400","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"DeFi Development grants ~2M options/RSUs to directors and officers","event_type":"other","confidence":"high","bullets":["CEO Onorati receives 828,236 options; execs White (524,410), Kang (265,256), Rosenbloom (9,600) also get options.","Exec Han receives 374,922 RSUs; independent directors Tai (5,000), Perfumo (7,000), Caragol (2,000) get RSUs.","Executive options/RSUs vest monthly over 4 years; director RSUs vest monthly over 1 year.","Grants based on 2025 performance benchmarking, retention, and market alignment under 2023 Equity Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108799,"accession_number":"0001213900-26-017324","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"DeFi Development Corp cuts June 2026 SPS guidance from 0.1650 to 0.085; long-term 1.0 target unchanged","event_type":"other_material","confidence":"high","bullets":["June 2026 SPS guidance revised down to 0.085 SOL per share, from prior 0.1650.","Long-term SPS target of 1.0 by December 2028 remains unchanged.","Additional detail on assumptions to come in upcoming Q4 2025 earnings investor letter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108798,"accession_number":"0001213900-26-009173","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"DeFi Development Corp. appoints Hadley Stern to board of directors","event_type":"leadership","confidence":"high","bullets":["Board elected Hadley Stern as a new director, expanding board size to six.","Stern will serve on Audit, Compensation, and Nominating Committees.","Received 16,500 RSUs vesting quarterly over one year and $7,000 quarterly cash retainer.","Stern previously launched Fidelity Digital Asset Services in 2016 and led BNY Mellon digital asset custody.","Appointment supports Company's Solana treasury strategy and institutional engagement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108797,"accession_number":"0001193125-26-002668","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2026-01-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"DeFi Development Corp reports preliminary Q4: SPS up 6.2%, share repurchases of 2.05M shares at $5.62 avg","event_type":"other_material","confidence":"high","bullets":["Solana per share (SPS) rose 6.2% to 0.0743, implying ~24.6% annualized run-rate.","Treasury holds 2,221,329 SOL and equivalents plus ~$9M in cash, stablecoins, and other tokens as of Jan 1, 2026.","Repurchased 2,049,113 shares in Q4 at an average price of $5.62 per share.","Estimated average organic yield for Q4 of ~8.3% annualized from staking, validator ops, and onchain deployment.","Preliminary, unaudited figures subject to quarter-end close adjustments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125245,"accession_number":"0001213900-25-125412","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"DeFi Development shareholders approve 1.5M share increase in 2023 equity plan and 250K share ESPP","event_type":"other_material","confidence":"high","bullets":["Amendment increases 2023 Plan reserve by 1,500,000 shares, total now 5,000,000 shares.","2025 ESPP approved with 250,000 initial shares and annual auto-increase (lesser of 250K, 0.5% outstanding, or committee amount).","Charter amended to raise authorized common stock to 1,000,000,000 and preferred stock to 1,000,000,000.","Five directors elected (Onorati, Caragol, Janover, Tai, Perfumo) with all votes exceeding 107 million for each.","Wolf & Company ratified as independent auditor for FY 2025; all proposals passed with requisite votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125244,"accession_number":"0001213900-25-109627","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"DeFi Dev Corp Q3 net income $56M, adj EPS $1.88, SPS 0.0700 (+13% Q/Q)","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.83 ($1.88 adj) vs loss of ($0.05) a year ago; revenue $4.6M (+648% YoY).","Average organic yield 11.4% (above 10% target); SPS grew 13% Q/Q to 0.0700.","Treasury holds 2.2M SOL & SOL equivalents; mNAV compressed to 0.8x from 1.4x.","Maintains SPS guidance: 0.165 by June 2026, 1.000 by Dec 2028; closed $125M PIPE in Aug.","Outstanding debt principal ~$140.3M as of Sep 30, 2025; shares outstanding 31.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":6898000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125243,"accession_number":"0001213900-25-101206","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"DeFi Development Corp. elects new director, details warrant dividend terms","event_type":"other_material","confidence":"high","bullets":["Thomas Perfumo elected to board, filling vacancy from Marco Santori; granted 7,000 RSUs vesting quarterly over one year.","Warrant dividend: one warrant per 10 common shares as of Oct 23, 2025 record date; also to holders of certain convertible notes.","Exercise price $22.50; expires Jan 21, 2028, but early if VWAP >= $27 for 20 of 30 consecutive trading days.","Distribution on or about Oct 27, 2025; warrants expected to trade on Nasdaq under DFDVW.","Proceeds from exercise used for general corporate purposes including acquisition of SOL and working capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125242,"accession_number":"0001213900-25-099344","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"DeFi Development Corp. acquires 86,307 SOL for $9.57M; total SOL holdings now 2,195,926","event_type":"other_material","confidence":"high","bullets":["Acquired 86,307 SOL at avg price $110.91, a 4.7% increase in total SOL position.","Total SOL & equivalents now 2,195,926, valued at ~$426M as of Oct 15, 2025.","Shares outstanding: 28,888,178; SOL per share (SPS) 0.0760 ($14.67).","Pre-funded warrants: 2,803,058 exercised, 2,978,578 remaining; adjusted share count ~31.9M.","Company expects SPS to remain above pre-financing level of 0.0675 after full warrant exercise."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125241,"accession_number":"0001213900-25-097242","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-10-08T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"DeFi Development Corp. declares warrant dividend: 1 warrant per 10 shares, exercise price $22.50","event_type":"dividend","confidence":"high","bullets":["Up to 3.3 million warrants distributed Oct 27, 2025 to holders of common stock and convertible notes as of Oct 23.","Warrants: exercise price $22.50, expire Jan 21, 2028; early expiration if VWAP >= $27 for 20 of 30 trading days.","Warrants expected to trade on Nasdaq under ticker DFDVW; no immediate proceeds to company.","If fully exercised, company would receive up to $73.5 million for general corporate purposes, including SOL acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141982,"accession_number":"0001213900-25-088983","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"DeFi Development Corp. acquires $15M SOL, reports 2.1M SOL holdings worth ~$499M","event_type":"other_material","confidence":"high","bullets":["Acquired 62,745 SOL for ~$15M; total SOL holdings reach 2,095,748 (~$499M) as of Sept 16, 2025.","Shares outstanding: 25,670,108; SOL per share 0.0816 ($19.44); adjusted share count ~31.5M with warrants.","Company expects SPS not to fall below 0.0675 post-warrant dilution, indicating continued growth.","Director Marco Santori resigned from board effective Sept 18, 2025; no disagreement cited."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141981,"accession_number":"0000950170-25-111943","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["3.02","7.01","8.01","9.01"],"status":"ready","headline":"DeFi Dev Corp raises ~$124M in equity, purchases $77M SOL; total Solana holdings 1.83M","event_type":"other_material","confidence":"high","bullets":["Issued 4,171,907 shares at $12.50 and 5,781,636 pre-funded warrants at $12.4999 in private placement.","Acquired 407,247 SOL at avg $188.98, funded by equity proceeds; total SOL & equivalents now 1,831,011 (~$371M).","Current SOL per share (SPS) 0.0864 ($17.52); fully diluted share count ~31M, SPS expected above 0.0675.","Over $40M net proceeds remain for future SOL purchases and treasury operations.","Shares outstanding after offering (including new shares) ~25.4M; press release reports ~21M excluding new issuance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141980,"accession_number":"0000950170-25-111256","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-08-26T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"DeFi Development Corp. raises $125M via equity offering for Solana treasury growth","event_type":"other_material","confidence":"high","bullets":["Raised $125M: 4.2M shares at $12.50/share and 5.7M pre-funded warrants at $12.4999.","Close Aug 28, 2025; proceeds ~$92.5M cash + ~$32.5M locked Solana (SOL).","Funds to expand Solana treasury; management says transaction is NAV/share and SPS accretive.","Cantor Fitzgerald sole placement agent; total capital raised YTD exceeds $370M.","Controlling stockholders approved warrant shares via written consent; info statement to follow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141979,"accession_number":"0001213900-25-075103","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"DeFi Development Corp. announces Q2 2025 shareholder letter availability","event_type":"other_material","confidence":"low","bullets":["Q2 2025 shareholder letter and business update released on August 12, 2025.","Video update with CEO Joseph Onorati, CFO John Han, COO Parker White, IR Dan Kang to air Aug 13.","Company highlights treasury strategy of accumulating and compounding Solana (SOL)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141978,"accession_number":"0001213900-25-071124","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"DeFi Dev Corp. buys $18.4M SOL, treasury grows to 1.29M SOL; SPS rises 7% to 0.0618","event_type":"other_material","confidence":"high","bullets":["Purchased 110,466 SOL at avg $166.61 for $18.4M; total SOL holdings now 1,293,562 (9% increase).","SOL per share (SPS) rose 7% to 0.0618, representing $9.96 per share.","Total shares outstanding as of Aug 1, 2025: 20,943,736.","Newly acquired SOL will be staked to generate native yield."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141977,"accession_number":"0001213900-25-070067","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"DeFi Development enters master loan agreement with BitGo; draws 75,000 Solana at 12.5%","event_type":"debt","confidence":"high","bullets":["Master Loan Agreement with BitGo Hong Kong allows DeFi Development to borrow digital assets or cash under a revolving framework.","Initial draw of 75,000 Solana at a loan fee of 12.5% per annum, maturing November 25, 2025.","Loan collateralized at 250% initial collateral level; margin call triggered at 200%.","Company's Solana treasury assets serve as collateral; borrower must post additional if margin call threshold breached.","Facility secured, with standard events of default including failure to maintain collateral."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141976,"accession_number":"0001213900-25-068632","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"DeFi Dev Corp. boosts SOL holdings to 1.18M, raises $20M from equity line","event_type":"other_material","confidence":"high","bullets":["Holds 1,182,685 SOL and SOL equivalents (~$218M); SOL per share rose 12% to 0.0575.","Raised ~$20M net from ELOC by issuing 975,000 shares; total shares outstanding 20,556,103.","Purchased 181,303 SOL at avg $155.33 for ~$28M, funded primarily by ELOC proceeds.","Month-to-date ELOC proceeds $39M; $4.96B remains available under facility.","New SPS Forecasting Calculator launched to model growth based on capital raising and yield."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141970,"accession_number":"0001213900-25-066735","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K/A","filed_at":"2025-07-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"DeFi Dev Corp. corrects SOL purchase overstatement; holds 999,999 SOL as of July 20","event_type":"other_material","confidence":"high","bullets":["Corrected: SOL purchase amount overstated by 1,000 SOL; organic growth understated by 1,000 SOL; total holdings unchanged at 999,999 SOL.","Purchased 140,383 SOL July 14-20 at avg $133.53, total ~$19M, funded via ELOC proceeds; holdings valued at ~$181M.","ELOC raised $19.2M net from 740,000 shares; $4.98B remains available (0.4% drawn).","SPS 0.0514 (~$9.30), up 13% week-over-week; organic staking rewards of 1,867 SOL earned.","Total SOL equivalents 999,999; shares outstanding 19,445,837 as of July 18."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141975,"accession_number":"0001213900-25-065875","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-07-21T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"DeFi Dev Corp. holds 999,999 SOL ($181M); raises $19.2M via equity line to fund purchases","event_type":"other_material","confidence":"high","bullets":["Treasury holds 999,999 SOL & SOL equivalents worth ~$181M as of July 20, 2025.","Purchased 141,383 SOL between July 14-20 at avg price $133.53, total ~$19M.","Raised ~$19.2M net from ELOC by issuing 740,000 shares; only 0.4% of $4.98B facility drawn.","SOL per share (SPS) 0.0514 ($9.30), up ~13% week over week.","Earned 867 SOL from staking, validator revenue, and onchain activity in the week."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141974,"accession_number":"0001213900-25-064887","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-07-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"DeFi Dev Corp. launches global Solana treasury franchising model with five partners","event_type":"other_material","confidence":"high","bullets":["Announced DFDV Treasury Accelerator to support regional Solana treasury vehicles worldwide.","Partners include Kraken, Pantera, Arrington, RK Capital, and Borderless Capital for potential investment and guidance.","CEO Joseph Onorati states model enables global Solana accumulation without share dilution.","Five Treasury Accelerator regions are actively being developed, with new geographies onboarding weekly.","DFDV will retain equity stakes and provide operational, strategic, and technical infrastructure to franchise partners."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141973,"accession_number":"0001213900-25-063476","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-07-14T23:59:59+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"DeFi Development Corp. issues SPS guidance, completes $10M convertible notes add-on","event_type":"other_material","confidence":"high","bullets":["Completed additional $10M of 5.50% Convertible Senior Notes due 2030, total now $122.5M.","Issues first SPS guidance: 0.1650 SPS by June 2026 (261% growth) and 1.0 SPS by Dec 2028.","Purchased 10,758 SOL at avg $161.30, boosting total SOL holdings to 857,749.","Total shares outstanding: 18,777,884 as of July 9, 2025.","Investor presentation highlights mNAV of 3.7x and SOL holdings of $140M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141972,"accession_number":"0001213900-25-061934","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-07-08T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"DeFi Development Corp. discloses shares outstanding (17.4M) and debt ($28.9M) as of June 30, 2025","event_type":"other_material","confidence":"high","bullets":["Total shares outstanding = 17,402,299 as of June 30, 2025, after conversion of April convertible debt and exercise of May pre-funded warrants.","Outstanding debt principal ≈ $28.9 million as of June 30, 2025.","Company released June 2025 Shareholder Letter and Business Update; full letter available on investor website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141971,"accession_number":"0001213900-25-061793","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-07-07T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"DeFi Development Corp. closes $112.5M 5.5% convertible notes offering; $75.6M prepaid forward repurchase","event_type":"debt","confidence":"high","bullets":["Raised $112.5M in 5.5% convertible senior notes due 2030, upsized from originally planned $100M.","Initial conversion price $23.11 per share, ~10% premium to $21.01 closing price on July 1.","Net proceeds ~$108.1M; used $75.6M for a prepaid forward stock purchase of ~3.6M shares.","Remainder of proceeds for general corporate purposes including acquisition of Solana (SOL).","Notes not redeemable before July 5, 2026; redeemable thereafter if stock price ≥150% of conversion price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159916,"accession_number":"0001213900-25-053592","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"DeFi Development Corp. enters $5B equity line with RK Capital for Solana accumulation","event_type":"other_material","confidence":"high","bullets":["Commitment up to $1B, expandable to $5B; sale of common stock over 36 months at 98.75% of TWAP.","Proceeds expected to fund Solana (SOL) accumulation and grow SOL per share, per CEO.","Commitment fee of $12.5M in common stock, payable in 12 monthly installments after registration.","Company has right but no obligation to sell; no shares guaranteed; termination without penalty.","Plans to file S-1 registration for resale; prior unregistered offerings also registered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159915,"accession_number":"0001213900-25-051653","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Bruce Rosenbloom transitions from CFO to EVP of Finance; new agreement: $330k salary, 70k RSUs, $630k payment","event_type":"leadership","confidence":"high","bullets":["Rosenbloom resigned as CFO effective April 17, 2025; continues as EVP of Finance under new employment agreement.","Base salary of $330,000; target annual bonus of 40% of base salary ($132,000 target).","Receives RSU award for 70,000 shares vesting 25% on first anniversary, then monthly over 36 months.","Entitled to lump-sum payment of $630,000 from prior CFO resignation terms, payable by July 3, 2025.","Change-in-control severance: 2x base salary plus full equity acceleration if terminated within 6 months post-CIC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159914,"accession_number":"0001213900-25-050757","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"DeFi Dev Corp. reports record 621,313 SOL held; May was largest monthly SOL purchase month","event_type":"other_material","confidence":"high","bullets":["Treasury held 621,313 SOL as of May 31, 2025, a record high.","Record monthly SOL purchase in May 2025; validator partnership launched with Bonk.","Signed letter of intent with Kamino Finance to integrate dfdvSOL liquid staking token.","Company has 14,720,020 common shares outstanding as of June 2, 2025.","New investor communications blog launched to share monthly performance and vision."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159913,"accession_number":"0001213900-25-046227","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"DeFi Development Corp. effects 7-for-1 forward stock split effective May 20","event_type":"other_material","confidence":"high","bullets":["Board approved 7-for-1 forward split on May 6, 2025; Charter Amendment filed with Delaware on May 19.","Each outstanding share split into 7 shares; additional shares distributed on May 20, 2025.","Post-split adjusted trading began at market open on May 21, 2025.","Proportionate adjustments made to equity incentive plan shares and outstanding option exercise prices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159912,"accession_number":"0001213900-25-045959","cik":1805526,"company_name":"DeFi Development Corp.","ticker":"DFDV","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"DFDV ties executive bonuses to SOL per share; first public company to do so","event_type":"other_material","confidence":"high","bullets":["Board approved new compensation framework directly linking bonus outcomes to growth in SOL per Share (SPS).","Minimum bonus threshold is SOLid Tier; NGMI Tier results in no bonuses paid.","Executive officers eligible for up to 200% of target bonus, contingent on achieving 1.0 SOL/share by April 2026.","Plan has four SPS tiers (NGMI, SOLid, LFG, WAGMI) with corresponding bonus multipliers.","Applies to CEO Joseph Onorati, CFO John Han, CIO Parker White, and non-executive staff."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}