Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Strive, Inc.ASST · Entity 4444 | Chief Experience Officer · 10% owner | February 22, 2024 | February 22, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Strive, Inc.
Report date February 22, 2024 · Filed February 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 348,065 |
Reported balance
After 2024-02-22 transaction · row 1
1 source rowRow 1 · 2024-02-22 · Other · Acquired 122,565 · Balance 348,065 F1: Pro rata distribution from Asset Entities Holdings, LLC ("AEH"), of which the reporting person was an indirect owner prior to the transactions reported herein. |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectBy Asset Entities Holdings, LLC | 8,262,711 |
Reported balance
After 2024-02-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-02-22 · Other · Disposed 122,565 · Balance 8,262,711 F2: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F1: Pro rata distribution from Asset Entities Holdings, LLC ("AEH"), of which the reporting person was an indirect owner prior to the transactions reported herein. F4: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectBy Asset Entities Holdings, LLC | 8,165,151 |
Reported balance
After 2024-02-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-22 · Other · Disposed 97,560 · Balance 8,165,151 F2: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F4: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectBy Asset Entities Holdings, LLC | 8,067,591 |
Reported balance
After 2024-02-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-02-22 · Other · Disposed 97,560 · Balance 8,067,591 F2: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F4: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectBy Asset Entities Holdings, LLC | 7,970,031 |
Reported balance
After 2024-02-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-02-22 · Other · Disposed 97,560 · Balance 7,970,031 F2: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F4: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectBy Asset Entities Holdings, LLC | 7,678,369 |
Reported balance
After 2024-02-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-02-22 · Other · Disposed 291,662 · Balance 7,678,369 F2: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F4: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectBy Asset Entities Holdings, LLC | 7,532,029 |
Reported balance
After 2024-02-22 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-02-22 · Other · Disposed 146,340 · Balance 7,532,029 F2: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F4: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectBy Asset Entities Holdings, LLC | 0 |
Reported balance
After 2024-02-22 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-02-22 · Other · Disposed 7,678,369 · Balance 0 F2: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F5: Following the transactions reported herein, the reporting person was no longer deemed to beneficially own any shares of the issuer that were held of record by AEH. F4: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. |
Filing footnotes · ownership attribution and instrument terms
F1: Pro rata distribution from Asset Entities Holdings, LLC ("AEH"), of which the reporting person was an indirect owner prior to the transactions reported herein.
F2: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date.
F3: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock.
F4: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein.
F5: Following the transactions reported herein, the reporting person was no longer deemed to beneficially own any shares of the issuer that were held of record by AEH.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 22, 2024 Filed Feb 22, 2024 21:00 UTC | Strive, Inc. ASST · Entity 4444 | OtherClass A Common Stock · Derivative | 7,678,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-016114 · ownership.xml · derivative · entry 8 Dunlop Derek · CIK 0001928642 · Chief Experience Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Asset Entities Holdings, LLC Disclosed balance after: 0 Underlying: Class B Common Stock · 7,532,029 shares Expires not disclosed F2 · derivative.exercise_price: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F5 · kind: Following the transactions reported herein, the reporting person was no longer deemed to beneficially own any shares of the issuer that were held of record by AEH. F2 · derivative.exercise_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F2 · derivative.expiration_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F4 · ownership.nature: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 21:00 UTC | Strive, Inc. ASST · Entity 4444 | OtherClass A Common Stock · Derivative | 146,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-016114 · ownership.xml · derivative · entry 7 Dunlop Derek · CIK 0001928642 · Chief Experience Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Asset Entities Holdings, LLC Disclosed balance after: 7,532,029 Underlying: Class B Common Stock · 146,340 shares Expires not disclosed F2 · derivative.exercise_price: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3 · kind: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F2 · derivative.exercise_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F2 · derivative.expiration_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F4 · ownership.nature: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 21:00 UTC | Strive, Inc. ASST · Entity 4444 | OtherClass A Common Stock · Derivative | 291,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-016114 · ownership.xml · derivative · entry 6 Dunlop Derek · CIK 0001928642 · Chief Experience Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Asset Entities Holdings, LLC Disclosed balance after: 7,678,369 Underlying: Class B Common Stock · 291,662 shares Expires not disclosed F2 · derivative.exercise_price: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3 · kind: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F2 · derivative.exercise_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F2 · derivative.expiration_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F4 · ownership.nature: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 21:00 UTC | Strive, Inc. ASST · Entity 4444 | OtherClass A Common Stock · Derivative | 97,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-016114 · ownership.xml · derivative · entry 5 Dunlop Derek · CIK 0001928642 · Chief Experience Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Asset Entities Holdings, LLC Disclosed balance after: 7,970,031 Underlying: Class B Common Stock · 97,560 shares Expires not disclosed F2 · derivative.exercise_price: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3 · kind: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F2 · derivative.exercise_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F2 · derivative.expiration_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F4 · ownership.nature: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 21:00 UTC | Strive, Inc. ASST · Entity 4444 | OtherClass A Common Stock · Derivative | 97,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-016114 · ownership.xml · derivative · entry 4 Dunlop Derek · CIK 0001928642 · Chief Experience Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Asset Entities Holdings, LLC Disclosed balance after: 8,067,591 Underlying: Class B Common Stock · 97,560 shares Expires not disclosed F2 · derivative.exercise_price: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3 · kind: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F2 · derivative.exercise_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F2 · derivative.expiration_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F4 · ownership.nature: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 21:00 UTC | Strive, Inc. ASST · Entity 4444 | OtherClass A Common Stock · Derivative | 97,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-016114 · ownership.xml · derivative · entry 3 Dunlop Derek · CIK 0001928642 · Chief Experience Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Asset Entities Holdings, LLC Disclosed balance after: 8,165,151 Underlying: Class B Common Stock · 97,560 shares Expires not disclosed F2 · derivative.exercise_price: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F3 · kind: Pro rata distribution from AEH to direct or indirect owners of AEH other than the reporting person, and upon distribution the shares of Class A Common Stock converted to shares of Class B Common Stock. F2 · derivative.exercise_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F2 · derivative.expiration_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F4 · ownership.nature: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 21:00 UTC | Strive, Inc. ASST · Entity 4444 | OtherClass A Common Stock · Derivative | 122,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-016114 · ownership.xml · derivative · entry 2 Dunlop Derek · CIK 0001928642 · Chief Experience Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Asset Entities Holdings, LLC Disclosed balance after: 8,262,711 Underlying: Class B Common Stock · 122,565 shares Expires not disclosed F2 · derivative.exercise_price: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F1 · kind: Pro rata distribution from Asset Entities Holdings, LLC ("AEH"), of which the reporting person was an indirect owner prior to the transactions reported herein. F2 · derivative.exercise_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F2 · derivative.expiration_date: The Class A Common Stock is convertible into the issuer's Class B Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F4 · ownership.nature: Shares held of record by AEH. The reporting person was an indirect owner of AEH prior to the transactions reported herein. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 21:00 UTC | Strive, Inc. ASST · Entity 4444 | OtherClass B Common Stock | 122,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-016114 · ownership.xml · nonDerivative · entry 1 Dunlop Derek · CIK 0001928642 · Chief Experience Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,065 F1 · kind: Pro rata distribution from Asset Entities Holdings, LLC ("AEH"), of which the reporting person was an indirect owner prior to the transactions reported herein. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 11:32 UTC | Strive, Inc. ASST · Entity 4444 | GrantClass B Common Stock | 225,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-009522 · ownership.xml · nonDerivative · entry 1 Dunlop Derek · CIK 0001928642 · Chief Experience Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,500 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.