Recent 8-K filings for DFDV

• October 5, 2026, 8:19 AM ET earnings materiality 0.62 positive item 2.02item 8.01item 9.01

  DeFi Development adds 26,203 SOL; treasury hits 2,564,212 SOL worth $302M, up 11% since Aug 12

  SOL and SOL equivalents rose to 2,564,212 as of Oct 2 from 2,538,010 on Sept 25 (+1%); treasury valued at $302M.

• September 21, 2026, 8:48 AM ET other material materiality 0.60 positive item 8.01item 9.01

  DeFi Dev Corp. grows SOL treasury 4% to 2.49M SOL; closes CHAD over-allotment

  Added ~101,381 SOL in week ended Sept 18, 2026; total 2,490,304 SOL equivalents, up 4.24% from 2,388,923.

• September 14, 2026, 8:35 AM ET other material materiality 0.60 positive item 8.01item 9.01

  DFDV grows SOL treasury to 2.39M, sets up $300M CHAD ATM at $10+ par

  Treasury increased 55,491 SOL to 2,388,923 SOL and equivalents, up 2% since Aug 27, 2026.

• September 8, 2026, 10:01 AM ET other material materiality 0.70 positive item 1.01item 3.03item 5.03item 8.01item 9.01

  DeFi Development Corp raises $11M in CHAD preferred offering to buy SOL

  Priced 1,375,000 CHAD preferred shares at $8.00/share; gross proceeds ~$11.0M, net ~$10.3M; closed Sept 8, 2026.

• September 1, 2026, 9:22 AM ET other material materiality 0.60 neutral item 8.01item 9.01

  DeFi Development Corp. plans $20M preferred stock IPO with 13% dividend yield

  Up to $20M of Variable Rate Series C Perpetual Preferred Stock ('CHAD Stock') IPO; underwriter 30-day option for 15% more.

• August 27, 2026, 8:41 AM ET other material materiality 0.60 positive item 8.01item 9.01

  DFDV resumes SOL purchases, treasury expands to 2.33M SOL equivalents

  Acquired ~19,000 SOL at avg $98.14, expanding treasury to ~2,333,432 SOL and equivalents.

• August 12, 2026, 4:47 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  DeFi Development Q2 update: SOL per share up 24% YoY to 0.066; notes buyback at 35% discount

  SPS of 0.066 as of Aug 12, 2026, up ~24% YoY; total SOL and SOL equivalents 2,311,523, up 1% since last update.

• May 13, 2026, 5:10 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  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.

• May 1, 2026, 7:59 PM ET other material materiality 0.75 neutral item 1.01item 9.01 ◈ Material Agreements

  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.

• April 6, 2026, 7:59 PM ET other material materiality 0.65 neutral item 5.02item 8.01item 9.01

  DeFi Development Corp. separates from CCO Blake Janover; winds down legacy businesses

  CCO Blake Janover separated effective March 31, 2026; remains as director.

• April 6, 2026, 7:59 PM ET leadership materiality 0.70 positive item 5.02item 8.01item 9.01

  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.

• March 30, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  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.

• February 19, 2026, 6:59 PM ET other materiality 0.65 neutral item 5.02

  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.

• February 17, 2026, 6:59 PM ET other material materiality 0.75 negative item 7.01item 9.01

  DeFi Development Corp cuts June 2026 SPS guidance from 0.1650 to 0.085; long-term 1.0 target unchanged

  June 2026 SPS guidance revised down to 0.085 SOL per share, from prior 0.1650.

• January 5, 2026, 6:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  DeFi Development Corp reports preliminary Q4: SPS up 6.2%, share repurchases of 2.05M shares at $5.62 avg

  Solana per share (SPS) rose 6.2% to 0.0743, implying ~24.6% annualized run-rate.

• December 23, 2025, 6:59 PM ET other material materiality 0.65 neutral item 5.02item 5.07item 9.01

  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.

• November 13, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 7.01item 8.01item 9.01

  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).

• October 22, 2025, 7:59 PM ET other material materiality 0.65 neutral item 5.02item 7.01item 9.01

  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.

• October 8, 2025, 7:59 PM ET dividend materiality 0.65 neutral item 7.01item 8.01item 9.01

  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.

• September 18, 2025, 7:59 PM ET other material materiality 0.70 positive item 5.02item 8.01item 9.01

  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.

• August 28, 2025, 7:59 PM ET other material materiality 0.60 neutral item 3.02item 7.01item 8.01item 9.01

  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.

• August 26, 2025, 7:59 PM ET other material materiality 0.80 positive item 1.01item 3.02item 8.01item 9.01

  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.

• July 31, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  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.

• July 21, 2025, 7:59 PM ET other material materiality 0.70 positive item 7.01item 8.01item 9.01

  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.

• July 14, 2025, 7:59 PM ET other material materiality 0.80 positive item 3.02item 7.01item 9.01

  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.

• July 7, 2025, 7:59 PM ET debt materiality 0.75 neutral item 1.01item 2.03item 3.02item 8.01item 9.01 ◈ Debt Financings

  DeFi Development Corp. closes $112.5M 5.5% convertible notes offering; $75.6M prepaid forward repurchase

  Raised $112.5M in 5.5% convertible senior notes due 2030, upsized from originally planned $100M.

• June 12, 2025, 7:59 PM ET other material materiality 0.70 positive item 1.01item 3.02item 7.01item 9.01

  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.

• June 3, 2025, 7:59 PM ET other material materiality 0.75 positive item 7.01item 8.01item 9.01

  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.

• May 5, 2025, 7:59 PM ET other material materiality 0.75 positive item 1.01item 3.02item 7.01item 8.01item 9.01

  DeFi Development Corp. raises $24M via PIPE to accelerate Solana accumulation

  Gross proceeds of ~$24M from sale of ~310k common shares and ~215k pre-funded warrants at $46.00 per share.

• May 5, 2025, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 2.01item 3.02item 7.01item 9.01

  DeFi Dev Corp acquires Solana validator with ~500K SOL delegated stake for $3.5M

  Acquired Solana validator for $3.5M ($500k cash + 86,412 restricted DFDV shares valued at $34.72/share).

• April 23, 2025, 7:59 PM ET other material materiality 0.75 positive item 5.02item 5.03item 7.01item 8.01item 9.01 ◈ executive_change ×2

  Defi Development Corp. (fka Janover) names John Han CFO, changes ticker to DFDV

  Company renamed from Janover Inc. to DeFi Development Corp., effective April 17, 2025; ticker to change from JNVR to DFDV on Nasdaq.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.61 · Most common event other_material

22 positive 2 negative 26 neutral

source · DFDV on sec.gov