Highest-materiality recent filing
DeFi Development Corp. Q1 SPS up 108% YoY to 0.0670; repurchases $4.4M converts at 41% discount
SOL per share of 0.0670 as of May 13, 2026, up 108% y/y and 1% from March 30, 2026.
DeFi Development Corp. enters $200M ATM equity sales agreement; proceeds for Solana acquisition
Up to $200M of common stock may be sold under at-the-market agreement with R.F. Lafferty & Co., effective May 1, 2026.
DeFi Development Corp. separates from CCO Blake Janover; winds down legacy businesses
CCO Blake Janover separated effective March 31, 2026; remains as director.
DeFi Development Corp. appoints former Walmart exec/VIZIO CFO Adam Townsend to board
Adam Townsend, former VIZIO CFO and Walmart executive, appointed to Board of Directors effective April 4, 2026.
DeFi Development Corp reports 442% revenue growth for FY 2025; cuts SPS guidance to 0.085
FY 2025 net loss of $73.8M, mainly from unrealized digital asset losses; DAT segment revenue $9.2M.
DeFi Development grants ~2M options/RSUs to directors and officers
CEO Onorati receives 828,236 options; execs White (524,410), Kang (265,256), Rosenbloom (9,600) also get options.
June 2026 SPS guidance revised down to 0.085 SOL per share, from prior 0.1650.
DeFi Development Corp. appoints Hadley Stern to board of directors
Board elected Hadley Stern as a new director, expanding board size to six.
Solana per share (SPS) rose 6.2% to 0.0743, implying ~24.6% annualized run-rate.
DeFi Development shareholders approve 1.5M share increase in 2023 equity plan and 250K share ESPP
Amendment increases 2023 Plan reserve by 1,500,000 shares, total now 5,000,000 shares.
DeFi Dev Corp Q3 net income $56M, adj EPS $1.88, SPS 0.0700 (+13% Q/Q)
Diluted EPS $1.83 ($1.88 adj) vs loss of ($0.05) a year ago; revenue $4.6M (+648% YoY).
DeFi Development Corp. elects new director, details warrant dividend terms
Thomas Perfumo elected to board, filling vacancy from Marco Santori; granted 7,000 RSUs vesting quarterly over one year.
DeFi Development Corp. acquires 86,307 SOL for $9.57M; total SOL holdings now 2,195,926
Acquired 86,307 SOL at avg price $110.91, a 4.7% increase in total SOL position.
DeFi Development Corp. declares warrant dividend: 1 warrant per 10 shares, exercise price $22.50
Up to 3.3 million warrants distributed Oct 27, 2025 to holders of common stock and convertible notes as of Oct 23.
DeFi Development Corp. acquires $15M SOL, reports 2.1M SOL holdings worth ~$499M
Acquired 62,745 SOL for ~$15M; total SOL holdings reach 2,095,748 (~$499M) as of Sept 16, 2025.
DeFi Dev Corp raises ~$124M in equity, purchases $77M SOL; total Solana holdings 1.83M
Issued 4,171,907 shares at $12.50 and 5,781,636 pre-funded warrants at $12.4999 in private placement.
DeFi Development Corp. raises $125M via equity offering for Solana treasury growth
Raised $125M: 4.2M shares at $12.50/share and 5.7M pre-funded warrants at $12.4999.
DeFi Development Corp. announces Q2 2025 shareholder letter availability
Q2 2025 shareholder letter and business update released on August 12, 2025.
DeFi Dev Corp. buys $18.4M SOL, treasury grows to 1.29M SOL; SPS rises 7% to 0.0618
Purchased 110,466 SOL at avg $166.61 for $18.4M; total SOL holdings now 1,293,562 (9% increase).
DeFi Development enters master loan agreement with BitGo; draws 75,000 Solana at 12.5%
Master Loan Agreement with BitGo Hong Kong allows DeFi Development to borrow digital assets or cash under a revolving framework.
DeFi Dev Corp. boosts SOL holdings to 1.18M, raises $20M from equity line
Holds 1,182,685 SOL and SOL equivalents (~$218M); SOL per share rose 12% to 0.0575.
DeFi Dev Corp. corrects SOL purchase overstatement; holds 999,999 SOL as of July 20
Corrected: SOL purchase amount overstated by 1,000 SOL; organic growth understated by 1,000 SOL; total holdings unchanged at 999,999 SOL.
DeFi Dev Corp. holds 999,999 SOL ($181M); raises $19.2M via equity line to fund purchases
Treasury holds 999,999 SOL & SOL equivalents worth ~$181M as of July 20, 2025.
DeFi Dev Corp. launches global Solana treasury franchising model with five partners
Announced DFDV Treasury Accelerator to support regional Solana treasury vehicles worldwide.
DeFi Development Corp. issues SPS guidance, completes $10M convertible notes add-on
Completed additional $10M of 5.50% Convertible Senior Notes due 2030, total now $122.5M.
DeFi Development Corp. discloses shares outstanding (17.4M) and debt ($28.9M) as of June 30, 2025
Total shares outstanding = 17,402,299 as of June 30, 2025, after conversion of April convertible debt and exercise of May pre-funded warrants.
Raised $112.5M in 5.5% convertible senior notes due 2030, upsized from originally planned $100M.
DeFi Development Corp. enters $5B equity line with RK Capital for Solana accumulation
Commitment up to $1B, expandable to $5B; sale of common stock over 36 months at 98.75% of TWAP.
Rosenbloom resigned as CFO effective April 17, 2025; continues as EVP of Finance under new employment agreement.
DeFi Dev Corp. reports record 621,313 SOL held; May was largest monthly SOL purchase month
Treasury held 621,313 SOL as of May 31, 2025, a record high.
DeFi Development Corp. effects 7-for-1 forward stock split effective May 20
Board approved 7-for-1 forward split on May 6, 2025; Charter Amendment filed with Delaware on May 19.
DFDV ties executive bonuses to SOL per share; first public company to do so
Board approved new compensation framework directly linking bonus outcomes to growth in SOL per Share (SPS).
Mr. Rosenbloom stepped down as the Chief Financial Officer of the Company on April 17, 2025, and continues to serve in a senior advisory role as Executive Vice President of Finance.
Max materiality 0.80 · Median 0.65 · Most common event other_material