Highest-materiality recent filing
SUI Group expands digital asset loan to Bluefin, adds 4M SUI tokens, revenue share to 11%
Lent additional 4M SUI tokens to Bluefin, total now 6M SUI, to finance Bluewater's acquisition of Suilend assets.
SUI Group reports treasury holdings of 108.8M SUI; mNAV discount narrows to 0.91x
Treasury holdings: 108,793,779 SUI as of May 19, 2026, including digital asset loans.
SUI Group reports Q1 net loss of $71M on digital asset revaluations; SUI holdings at 108.7M
Net loss of $71.0M ($0.88 diluted EPS) vs net income of $452K ($0.07) in Q1 2025.
Sui Group Q4 net loss $221.8M driven by $196.1M non-cash digital asset loss; revenue up 179%
Gross revenue and portfolio investment income $2.4M (+179% YoY); net loss $221.8M ($5.52 diluted loss) vs prior year net loss $91K.
SUIG surpasses 108M SUI in treasury; repurchased 8.8% of shares in Q4 2025
Treasury holds 108,098,436 SUI as of Jan 7, 2026, valued at ~$196M ($1.81/SUI).
SUI Group appoints former CFTC Commissioner Brian Quintenz to Board; regains Nasdaq compliance
Joseph Geraci resigns from Board but remains CFO and Board Observer, effective Jan 5, 2026.
Net loss $44.3M ($0.72/diluted share) vs net income $464k ($0.07) in Q3 2024; includes $60.7M non-cash unrealized loss on SUI holdings.
Sui Group increases authorized shares to 2B and discloses 105.4M SUI tokens worth $381.5M
Authorized capital stock increased from 111.1M to 2B shares, approved by stockholders on Sept 15, 2025.
SUI Group buys back 276,296 shares; SUI treasury hits 105.6M tokens, NAV $359M
Repurchased 276,296 shares at avg $4.37 between Sep 15-18 under new $50M program.
SUI Group completes $2M buyback at avg $4.30; board authorizes new $50M stock repurchase program
Completed $2M buyback, repurchased 318,743 shares at avg $4.30 between Sept 10-12, 2025.
Sui Group surpasses 100 million SUI in treasury; NAV per share rises to $3.72
Held 101.8M SUI as of Sep 2, 2025, valued at ~$332M using $3.26/SUI.
Mill City Ventures rebrands to SUI Group Holdings, ticker changes to SUIG
Options trading on Cboe for MCVT common stock began Aug 22, 2025; offers standard expirations and strikes.
MCVT holds 81.9M SUI tokens worth $316M; NAV per share $3.54
Treasury: 81,871,794 SUI as of Aug 10; added 5.6M SUI at avg purchase price $3.65.
Mill City Ventures enters $500M equity line with A.G.P. to fund Sui treasury strategy
Company can sell up to $500M of common stock at its discretion at 95% of VWAP; no commitment fee.
Mill City Ventures III raises $450M in private placement to acquire Sui blockchain cryptocurrency
Issued 75,881,625 shares at $5.42 and 7,144,205 pre-funded warrants at $5.4199 in $450M private placement.
Mill City enters subordination & security agreements on $10M loan; CEO/CFO salaries raised to $220K
Loan maturity extended to March 28, 2027; interest rate increased to 20% (15% cash, 5% deferred).
Mill City Ventures terminates merger negotiations with Mustang Funding
Terminated negotiations with Mustang Funding, LLC for a potential merger, formalized in writing.
Mill City extends total credit to Mustang to $8M at 15% interest, merger discussions ongoing
Extended additional $1M short-term loan to Mustang, total committed capital now $8M (nearly 50% of net assets).
Mill City Ventures files auditor letter affirming non-reliance on prior financial statements
Initial May 22, 2023 8-K disclosed that previously issued financials should no longer be relied upon.
Mill City Ventures III to restate 2022 financials after $640k bonus error; material weakness cited
Auditor Boulay PLLP advised that Dec 31, 2022 financials are unreliable due to failure to accrue $640k in cash bonuses.
Mill City Ventures enters LOI to acquire Mustang Funding for 80% of post-transaction shares
Mustang is a Minneapolis-based litigation finance company with offices in PA and FL.
Mill City Ventures closes $5M public offering, uplists to Nasdaq Capital Market
Closed underwritten public offering of 1,250,000 shares at $4.00/share, gross proceeds $5.0M.
Priced public offering of 1,250,000 shares at $4.00/share for $5M gross proceeds; underwriters have 45-day option for 187,500 additional shares.
On July 8, 2026, Stephen Mackintosh notified Sui Group Holdings Limited (the “Company”) of his resignation from his position as Chief Investment Officer of the Company, effective July 8, 2026.
On July 6, 2026, the Board appointed Ms. Kristina Campbell (“Ms. Campbell”) to serve as a member of the Board, effective immediately.
Max materiality 0.90 · Median 0.60 · Most common event other_material